Kelly McLaughlin
Dayton,KY
Summary
Dynamic Commercial Loan Document Specialist Sr. at Huntington National Bank with a proven track record in loan closing procedures and regulatory compliance. Recognized for meticulous attention to detail and effective decision-making, consistently exceeding performance goals while enhancing organizational growth through quality control and risk evaluation.
Overview
10
10
years of professional experience
Work History
Commercial Loan Document Specialist Sr.
Huntington National Bank
01.2022 - Current
- Worked with internal and external counsel in the preparation of loan documentation necessary to properly close auto finance transactions.
- Facilitated transactions, meetings, and calls between borrowers, lenders, title companies, attorneys, and other involved parties throughout the loan closing process.
- Prepared and reviewed commercial loan documentation in accordance with loan approval, legal requirement, regulatory statutes and Huntington credit policy and procedures.
- Performed due diligence on borrowers by verifying essential information such as employment history, income, and creditworthiness to ensure loan eligibility.
- Collaborated with loan officers and underwriters to gather necessary information for complete loan packages.
- Generated and distributed variety of weekly/monthly reports to ensure all financial requirements are in compliance for entire auto finance portfolio.
- Maintained a high level of accuracy in document preparation by regularly reviewing and updating internal checklists, guidelines, and templates.
- Worked with the Line of Business to ensure all necessary regulatory and collateral due diligence required to meet terms and conditions of the credit approval is performed
- Contributed to the success of the department by meeting or exceeding monthly performance goals related to production metrics and quality assurance standards.
Private Banking Operations Specialist
Huntington National Bank
03.2020 - 01.2022
- Designed and implemented daily team meetings to guarantee customer advocacy and maintain department performance.
- Onboarded new department hires, including designing job aids and created welcome decks.
- Analyzed and produced reports for leadership, including daily volume, customer reports, etc.
- Acted as a liaison, point of contact, and internal resource for colleagues across multiple fields of the Private Banking department.
- Worked to improve policies and guidelines for legal requirements by regularly generating and reporting updated via PowerPoint and presentations to colleagues.
- Designed and implemented systematic procedures for DocuSign to enhance customer experience and mitigate risk.
Private Banking Business Analyst II
Huntington National Bank
06.2018 - 03.2020
- Assessed and upgraded policies and guidelines for implementation and execution of international and domestic wire transfers.
- Provided authorization and final review of customer-initiated monetary transfers.
- Created the newest version of the Private Banking Exception Procedure via Continuous Improvement Certification.
- Participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Improved business processes by analyzing current practices and recommending optimization strategies.
Human Resources Administrative Assistant
Meyer Tool Inc.
12.2016 - 06.2018
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Provided ongoing administrative support to the HR department by managing schedules, coordinating meetings, preparing documentation, and maintaining organized filing systems.
- Streamlined HR operations by effectively managing personnel records and maintaining confidentiality.
- Answered and redirected incoming phone calls for office.
- Reviewed applicants for open positions within the company and conducted phone interviews for potential candidates.
- Maintained training documentation for all company employees in multiple states.
- Monitored employee attendance and managed necessary action in adherence to company polices ranging from verbal warnings up to suspensions and terminations.
Benefits Researcher
Macys Credit And Customer Service
05.2016 - 12.2016
- Processed and reviewed audited pension payment forms.
- Created training documentation for retirement administration team.
- Mediated between retirement administration areas (Pension, 401k, etc).
- Assisted in preparing payroll files for monthly pension benefits.
- Collaborated with senior researches in design, testing, and reporting of research projects.
Retirement Eligibility Analyst
Macys Credit And Customer Service
12.2015 - 05.2016
- Transitioned into Retirement Eligibility Analyst from Human Resources Specialist.
- Documented operating procedures for form processors,
- Ensured compliance with state and federal guidelines for all payable pension forms.
- Utilized multiple payroll systems.
- Facilitated communication between clients and relevant departments to ensure timely processing of all payments.
Human Resources Specialist
Macys Credit And Customer Service
07.2015 - 12.2015
- Screened potential new hire candidates via phone interviews.
- Assisted with new employee orientation and pre-employment activities including skills assessment and preparing/scheduling background screening and drug testing.
- Prepared rejection/offer letter for applicants.
- Participated in open house events both for season and regular employment to find the best talent for open positions.
- Maintained Taleo Talent Center, PeopleSoft, and SIS as part of the hiring process.
Education
Bachelor of Arts - English Emphasis in Technical Communication
Eastern Kentucky University
Richmond, KYSkills
- Organizational growth
- Strong attention to detail
- Loan closing procedures
- Risk evaluation
- Regulatory Compliane
- Decision-making
- Quality control
- File management
Accomplishments
Can Do Attitude Award
Service Heart Award
Timeline
Commercial Loan Document Specialist Sr.
Huntington National Bank
01.2022 - Current
Private Banking Operations Specialist
Huntington National Bank
03.2020 - 01.2022
Private Banking Business Analyst II
Huntington National Bank
06.2018 - 03.2020
Human Resources Administrative Assistant
Meyer Tool Inc.
12.2016 - 06.2018
Benefits Researcher
Macys Credit And Customer Service
05.2016 - 12.2016
Retirement Eligibility Analyst
Macys Credit And Customer Service
12.2015 - 05.2016
Human Resources Specialist
Macys Credit And Customer Service
07.2015 - 12.2015
Bachelor of Arts - English Emphasis in Technical Communication
Eastern Kentucky University
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