JT Locklear
Dallas
Summary
Detail-oriented and experienced professional with a robust background in leasing operations, sales, and customer service. Demonstrated expertise in managing transactions, document processing, and team leadership. Proven ability to build and maintain customer relationships, ensure compliance, and provide exceptional service across various financial and sales roles.
Overview
16
16
years of professional experience
Work History
Leasing Specialist
US Bank
09.2018 - Current
- Perform complex functions within leasing operations to ensure accuracy and efficiency, including preparation of client and end-user documentation.
- Oversee closing and funding transactions, manage client operating agreements, and handle accounting, servicing, and document retention.
- Verify, process, and document information related to collateral and loan documentation, ensuring completeness and accuracy.
- Release collateral upon loan satisfaction or when no longer needed.
- Achieve tasks within designated time frames and provide exceptional customer service by addressing inquiries, requests, and problems.
- Research and resolve account issues, contributing to improved operational efficiency and client satisfaction.
- Retained high-quality tenants through proactive relationship-building efforts aimed at addressing their needs before problems arose.
Sales & Service Manager
US Bank
05.2014 - 09.2018
- Supervised branch employees, including interviewing, selecting, training, and evaluating staff performance.
- Set and adjusted pay rates and work hours, directed daily work, and implemented compliance measures.
- Coordinated operational activities to ensure successful Retail Quality Assurance (RQA) assessments and operational audits.
- Administered discipline, made hiring and termination recommendations, and addressed customer questions, concerns, and complaints.
- Explained, sold, and administered products, ensuring compliance with legal and regulatory requirements.
- Performed duties as a Public Notary and handled loan originations (MNLS).
Inside Sales
OrePac
05.2012 - 05.2014
- Provided excellent customer service and sales to a specified client region, informing customers about new products and services.
- Created and presented quotes for special units, made outbound sales calls, and developed complete customer relationships.
- Inputted sales orders and participated in bi-weekly sales and service education meetings.
- Fielded inbound calls from contractors and customers, ensuring timely and accurate responses.
Member Service Representative
Unitus Community Credit Union
01.2010 - 05.2012
- Assisted members in selecting appropriate checking and savings accounts to meet their financial needs.
- Processed loan applications, including mortgages, auto loans, HELOCs, and personal loans, and serviced pre-existing loans.
- Established new Money Market accounts, IRAs, and Certificates of Deposit.
- Provided public notary services and suggested investment alternatives to enhance members' financial growth.
- Utilized strong communication and listening skills to cross-sell products and services beneficial to members.
Personal Banker
Chase Bank
01.2009 - 01.2010
- Worked with customers to determine suitable checking or savings accounts based on their needs.
- Suggested additional opportunities such as investments, loans, and mortgages.
- Connected customers with relevant departments and provided account maintenance services.
- Offered Public Notary services and diligently developed and maintained financial relationships with branch customers.
Education
Bachelor of Science - Business Administration
University of Oregon
Eugene, OR05.2005
Skills
- Leasing Operations
- Transaction Processing
- Document Management
- Customer Service
- Problem Resolution
- Compliance and Regulatory Adherence
- Team Leadership and Training
- Public Notary and Loan Origination
- Sales and Account Management
- Financial Services and Account Maintenance
- Microsoft Excel
Timeline
Leasing Specialist
US Bank
09.2018 - Current
Sales & Service Manager
US Bank
05.2014 - 09.2018
Inside Sales
OrePac
05.2012 - 05.2014
Member Service Representative
Unitus Community Credit Union
01.2010 - 05.2012
Personal Banker
Chase Bank
01.2009 - 01.2010
Bachelor of Science - Business Administration
University of Oregon