Loan Services Team Lead
Improved SBA 1502 Reporting by streamling the Excel workbook and
utilizing formulas for increased efficiency and accuracy
Created a MERS Reconciliation Process that reduced the number of hours
worked by 50%
Streamlined the tracking and billing processes for Swap/Derivitive Loans,
reducing maintenance tasks by 25%
Won Values in Action Award in 2022 for Creating Opportunities by
assisting a client with an amortization worksheet to account for irregular
extra payments
Communicates with diverse teams and clients, builds rapport and long-term
relationships, and delivers quality service-oriented solutions to both internal
and external customers