Summary
Overview
Work History
Education
Skills
Awards
CORE COMPETENCIES
Timeline
Generic

Jen Williams

Belton,MO

Summary

Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.

Overview

16
16
years of professional experience

Work History

VP Commercial Banking Assistant Manager

Bank of Blue Valley
02.2021 - Current
  • Trains and manages team of CBA Assistants.
  • Member of the Leadership Team
  • Established key performance indicators to measure success and drive accountability across departments.
  • Manage the portfolio of upwards of 5 Relationship Managers along with the Head of Commercial.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Assist with any servicing actions or collection of mandatory covenants after loan closing.
  • Directed strategic initiatives to enhance operational efficiency and customer satisfaction across multiple banking divisions.
  • Developed and implemented comprehensive business strategies aligned with corporate objectives.
  • Led strategic initiatives to enhance organizational efficiency and drive operational excellence.

AVP Senior Commercial Banking Assistant

Bank of Blue Valley
05.2020 - 02.2021
  • Commercial Banking Assistant which assists in the growth and maintenance of customer relationships by providing high quality service.
  • Review all documentation both new and existing for errors and eligibility requirements.
  • Input of new requests, renewals and modifications into the core system of nCino for analysis and underwriting.
  • Assist with our Loan Operations department in the processing and closing of all loans.
  • Assist with any servicing actions or collection of mandatory covenants after loan closing.
  • Perfect all liens of real estate and UCC’s on new and existing loans.
  • Worked effectively in fast-paced environments.
  • Led strategic initiatives to enhance operational efficiency and streamline processes across multiple departments.

Senior SBA Sales Assistant

Core Bank
10.2017 - 02.2020
  • Lead of the Sales Assistant team which assists in the growth and maintenance of customer relationships by providing high quality service.
  • Assist with Portfolio Management on both SBA and Commercial loans.
  • Support SBA Relationship Managers for all Core Bank locations: Overland Park, KS, Omaha, NE and Nashville, TN, by providing and collecting all documentation required for an SBA loan origination.
  • Review all documentation both new and existing for errors and SBA eligibility requirements.
  • Input of both new requests and annual reviews into the core system of nCino for analysis and underwriting.
  • Act as the liaison between the internal departments of Sales, Credit and Loan Operations.
  • Assist with any servicing actions or collection of mandatory covenants after loan closing.
  • Assist in the daily operations of Property Management. This includes but is not limited to: vendor management, accounts payable and new hire onboarding.

SBA Loan Coordinator

First Business Bank
07.2016 - 09.2017
  • Supports Portfolio Managers with the growth and maintenance of customer relationships by providing high quality service.
  • Attend client visits with the Portfolio Manager to discover and solve any needs that they may have.
  • Monitor exception reports and work with the assigned manager to obtain documents and information necessary to resolve outstanding items. This includes making phone calls and preparation of letters and other correspondence, both proactively and upon request, to follow-up on missing information such as financial statements, tax returns, insurance, and other required documents.
  • Input of both renewal and new loans into the CreditQuest system for analysis and underwriting.
  • Assists managers with loan presentations, approvals and the review of loan documents for closings.

Executive Assistant: Product & Services/Capital Markets

UMB Bank, N.A
01.2016 - 07.2016
  • Provide high level support to Executive Vice Presidents for Product Management, Capital Markets and Treasury Management departments along with their teams.
  • Assist with acquiring documentation for Capital Market and Treasury Management loans and customer files.
  • Serve as a resource to other Lines of Business in resolution of problems and issues.
  • Manage executive’s calendars by scheduling appointments, organizing and planning meetings and arrange travel plans and itineraries.
  • Assist in the preparation of PowerPoints for meetings/presentations and reports regarding planning and forecasting, operations, etc.
  • Provide customer service as liaison to others within and outside the company regarding issues to purchasing, personnel, technical and operations.

Senior Administrative Assistant: Personal Banking

UMB Bank, N.A
12.2011 - 01.2016
  • Provide high level support to Executive Vice Presidents for Product Management, Mortgage, Operations and Customer Experience along with their teams.
  • Serve as a resource to other Lines of Business in resolution of problems and issues.
  • Manage executive’s calendars by scheduling appointments, organizing and planning meetings and arrange travel plans and itineraries.
  • Assist in the preparation of PowerPoints for meetings/presentations and reports regarding planning and forecasting, operations, etc.
  • Provide customer service as liaison to others within and outside the company regarding issues to purchasing, personnel, technical and operations.

Loan Coordinator: Small Business

UMB Bank, N.A
05.2009 - 11.2011
  • First point of contact for UMB associates and Small Business prospects for loan application processing and overview of products and underwriting requirements.
  • Maintain application processing and production reports in Access.
  • Communicates any deficiencies to the banker and works with timeline to cure incomplete status.
  • Assist in the input of loan applications into the Baker Hill system for preparation of underwriting.
  • Prepare presentations, reports and other documentation required for loan processing.
  • Successfully constructed and maintains a central filing system for the department.
  • Manage executive’s calendar by scheduling appointments, organizing and planning meetings and maintain follow-up systems. Also screen incoming phone calls and correspondence.
  • Process expenses for executives and assists in tracking the department budget.
  • Set up training classes, training materials, lunches, travel plans and itineraries.

Education

Associate in Arts Degree -

Longview Community College
Lee’s Summit, MO
01.1992

Skills

  • Recognized as a Subject Matter Expert for the data system nCino
  • Team leadership
  • Relationship building
  • Decision-making
  • Critical thinking
  • Client relationship building
  • Coaching and mentoring

Awards

Recognized as the top performer in the Heartland organization for the cleanest Commercial portfolio.

CORE COMPETENCIES

  • Excellent time management and problem-solving skills.
  • Extremely organized and multi-task driven.
  • Exceptional communicator and customer service driven.
  • Strong leader, team player and motivator.

Timeline

VP Commercial Banking Assistant Manager

Bank of Blue Valley
02.2021 - Current

AVP Senior Commercial Banking Assistant

Bank of Blue Valley
05.2020 - 02.2021

Senior SBA Sales Assistant

Core Bank
10.2017 - 02.2020

SBA Loan Coordinator

First Business Bank
07.2016 - 09.2017

Executive Assistant: Product & Services/Capital Markets

UMB Bank, N.A
01.2016 - 07.2016

Senior Administrative Assistant: Personal Banking

UMB Bank, N.A
12.2011 - 01.2016

Loan Coordinator: Small Business

UMB Bank, N.A
05.2009 - 11.2011

Associate in Arts Degree -

Longview Community College

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