Haley A. Lucas
Leawood,KS
Summary
I currently have 9 years of banking experience on both the retail and commercial side. I left my job in April of 2022 to be a stay at home mom to both of my children- now that they are in full time daycare I ready and eager to get back into the workforce to hopefully continue my career in the banking industry. I am incredibly detail oriented, am able to multi task and handle time management with ease, a great and supportive teammate, and a hard worker.
Overview
9
9
years of professional experience
Work History
Senior Loan Analyst
Midland Loan Services
06.2017 - 04.2022
- Responsible for the loan administration of a variety of commercial real estate loans that range in complexity and structure
- Directly interacted with high revenue/high profile corporate and/or commercial real estate clients
- Reviewed customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex deal structures and/or regulatory compliance requirements
- Consulted and advised customers, investors, capital markets loan syndications and/or commercial real estate deal teams, as well as external and internal business partners to execute transactions
- Determined whether loan disbursements can be made, or if additional documentation or escalations is required
- Was named as PNC Market All Star for the 2017 Calendar Year (Top Performer in the Reserve Department)
Operations Supervisor
Bank Midwest
09.2015 - 03.2017
- Responsible for ensuring all operational policies and procedures are followed including but not limited to branch operations, compliance, audit functionality and cash handling controls
- Managed daily cash levels and accuracy through audits, cash reconcilements and target cash levels
- Managed the Tellers within the branch and is responsible for developing associates to achieve performance goals
- Managed the day-to-day branch teller and client service operations including research and resolution of the most complex problems; assumes management responsibility in the absence of the Branch Manager
- Assisted the Branch Manager in developing and implementing a program for consumer business development and sales promotion for the assigned branch; provides leadership for the in-branch consumer sales activities; prepares materials for meetings and encourages staff participation
- Responsible for the monthly scheduling of all associates
- Lead weekly teller one on ones and daily coaching
- Performed all daily, weekly, monthly, quarterly, and annual operational tasks
- Managed Safety Deposit Box as well as performing monthly and annual audits
Transaction Specialist- Universal Banker
UMB Bank
03.2013 - 09.2015
- Served as the primary function of processing most teller transactions including but not limited to: check cashing, deposits, consigned items, savings bonds, and loan payments
- Generated sales referrals by educating or interesting customers in different UMB products
- Represented UMB in a manner that maintains and expands business relationships and enhances the Bank's image, contributing to its growth
- Provide excellent customer service in all customer interactions
- Managed and performed audits on the Safety Deposit Box
- Performed Domestic and International Wire Transfers for clients
- Handled Garnishments and account maintenance such as ordering checks and address changes
Education
Bachelor of Liberal Arts - History, Sociology
University of Kansas
2013
Skills
- Complex Problem-Solving
- Loan Evaluations
- Time Management
- Real Estate Lending Processes
- Processing Loan Applications
- Client Service
- LoanMaster Loan Servicing
- Customer Needs Assessments
- Analytical and Critical Thinking
- Fraud Prevention and Detection
Timeline
Senior Loan Analyst
Midland Loan Services
06.2017 - 04.2022
Operations Supervisor
Bank Midwest
09.2015 - 03.2017
Transaction Specialist- Universal Banker
UMB Bank
03.2013 - 09.2015
Bachelor of Liberal Arts - History, Sociology
University of Kansas
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