Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamie Dermer

Mckinney,Texas

Summary


Commercial lending professional with thorough understanding of loan documentation and client coordination. Known for collaborative approach and results-driven mindset, ensuring efficient loan processing and client satisfaction. Reliable team player who adapts to changing needs and maintains high standards in all tasks.

Overview

15
15
years of professional experience

Work History

Commercial Lending Assistant

Community National Bank
07.2022 - Current
  • Maintained strong relationships with clients by providing exceptional service including loan maintenance and various loan customer requests.
  • Supported complete and accurate loan file documentation.
  • Acted as a liaison between clients and internal departments such as credit analysts or loan processing department to expedite closings smoothly.
  • Reviewed and validated details of loan applications and closing documentation.
  • Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
  • Developed some lending and deposit business for company.
  • Supported the closing process by preparing documentation, coordinating with various parties, and resolving any issues that arose.
  • Guided clients through loan closing process and skillfully handle any concerns.

Relationship Banker II

First United Bank
02.2022 - 07.2022
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Responded to customer inquiries regarding new accounts and account services.
  • Enhanced client understanding of different banking products through clear and concise communication.

Relationship Banker I

First United Bank
05.2020 - 02.2022
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Reconciled customer accounts and balanced daily transactions.
  • Presented new and additional products and services to existing customers.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Activated new accounts and issued customer identification numbers.

Senior Hairstylist

Me Salon & Boutique
11.2009 - 09.2012
  • Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results
  • Recorded notes for future reference, including customer preferences and services delivered
  • Attended continued education courses to maintain artistic relevance

Education

Cosmetology Certification - Cosmetology

The Aveda Institute

Psychology And Communications

Texas State University
San Marcos, TX

Skills

  • Portfolio management
  • Loan closing coordination
  • Loan servicing
  • File management
  • Teamwork and collaboration
  • Customer relations
  • Task prioritization
  • Commercial Real Estate closing coordination
  • Loan funding coordination
  • Knowledge of retail banking

Timeline

Commercial Lending Assistant

Community National Bank
07.2022 - Current

Relationship Banker II

First United Bank
02.2022 - 07.2022

Relationship Banker I

First United Bank
05.2020 - 02.2022

Senior Hairstylist

Me Salon & Boutique
11.2009 - 09.2012

Psychology And Communications

Texas State University

Cosmetology Certification - Cosmetology

The Aveda Institute
Jamie Dermer