Karla Navarro
Fort Worth
Summary
Results-driven professional with a strong background in banking operations and customer service. Skilled in problem-solving and task prioritization, contributing to enhanced client satisfaction and efficient loan processing.
Overview
6
6
years of professional experience
Work History
Loan Audit Collateral Specialist
State Bank of Texas
Irving, TX
03.2024 - 04.2026
- Reviewed and confirmed collateral documentation accuracy to maintain alignment with bank compliance requirements.
- Coordinated with internal teams to facilitate timely resolution of collateral-related inquiries.
- Developed and implemented processes for efficient collateral tracking and management.
- Oversaw documentation and security of collateral ticklers, including UCC filings, deeds of trust, and security agreements.
- Identified and addressed discrepancies in loan files, including missing documents and insurance-related issues, to ensure compliance and accuracy.
- Executed due diligence on lien recordings pre- and post-closing to safeguard bank interests.
Commercial Loan Assistant
First United Bank
Dallas, TX
12.2021 - 12.2023
- Assisted in processing commercial loan applications.
- Coordinated communication between loan officers and clients to facilitate timely approvals.
- Reviewed financial documentation for accuracy, improving application quality and reducing processing delays.
- Managed client files and records within the loan management system, ensuring data integrity and confidentiality.
- Tracked essential dates to facilitate adherence to information submission timelines.
- Facilitated timely loan closings and funding activities through effective task checklist management.
Senior Relationship Banker
First United Bank
Dallas, TX
12.2019 - 12.2021
- Cultivated strong client relationships through personalized financial solutions and proactive communication.
- Analyzed client needs to recommend tailored banking products and services, enhancing customer satisfaction.
- Led training sessions for junior bankers, promoting best practices in customer engagement and compliance.
- Streamlined account management processes, improving efficiency and reducing turnaround times for client inquiries.
Education
High School Diploma -
Job Corp
ShermanGraduate Certificate -
Texoma Regional Police Academy
Denison, TXSkills
- Collateral valuation
- Real estate
- Banking operations
- Loan servicing
- Customer service
- Problem-solving
- Task prioritization
- Loan closing
- Financial service solutions
Languages
Spanish
Full Professional
Timeline
Loan Audit Collateral Specialist
State Bank of Texas
03.2024 - 04.2026
Commercial Loan Assistant
First United Bank
12.2021 - 12.2023
Senior Relationship Banker
First United Bank
12.2019 - 12.2021
High School Diploma -
Job Corp
Graduate Certificate -
Texoma Regional Police Academy