Adaptable professional with a strong background in SBA lending operations and internal system support. Known for building training materials, onboarding new team members, and supporting consistent lending practices. Committed to maintaining organized files and reliable reporting.
Overview
11
11
years of professional experience
Work History
Sales Specialist
First Bank of the Lake
Greenville, South Carolina
11.2021 - Current
Managed SBA lending pipeline, coordinating with Loan Officers to track outstanding documentation and facilitate loan requests through pre-underwriting.
Coordinate with Loan Officers to organize borrower documentation, resolve file deficiencies, and ensure minimum documentation requirements are met before files advance to Credit.
Review loan files for completeness, identify missing critical documentation, and communicate outstanding requirements to Loan Officers to prepare packages for submission to Credit.
Communicate with borrowers on behalf of Loan Officers to request outstanding documentation, clarify information, and resolve documentation gaps.
Maintain accurate loan structures and electronic loan files within the bank’s proprietary lending system, ensuring documents are properly labeled, organized, and stored in the appropriate locations.
Prepared compliance reports to meet internal reporting requirements and support lending operations.
Develop training materials and resources covering SBA loan programs, internal procedures, documentation requirements, and proprietary systems.
Train incoming Loan Officers on the bank’s proprietary lending system and internal technology platforms.
Train and onboard newly hired Sales Specialists on role responsibilities, lending workflows, documentation standards, internal procedures, and system functionality.
Provided procedural guidance and operational support to Sales Specialists, answering questions and reinforcing documentation and workflow practices.
Server
Limoncello Restorante
Greenville, SC
06.2020 - 11.2021
Provided excellent customer service to ensure satisfaction.
Greeted customers, answered questions, and recommended specials to increase profits.
Handled money transactions accurately while following company procedures for handling cash payments.
Trained new servers on menu and service protocols
Server/Barista
Village Bakery and Cafe
Pendleton, South Carolina
09.2019 - 02.2020
Explained menu options to guests, offered suggestions and took orders for food and beverages.
Responded efficiently to guest inquiries and complaints in a professional manner.
Assisted in training new servers.
Sales Associate
Tiger Sports Shop
Clemson, South Carolina
11.2018 - 09.2019
Handled customer complaints in a professional manner.
Worked with fellow sales team members to achieve group targets.
Answered incoming telephone calls to provide store, products and services information.
Customer Service Representative
Bed Bath & Beyond
Anderson, South Carolina
03.2018 - 11.2018
Guided existing and prospective customers with relevant service and product information to facilitate informed decision-making.
Enhanced customer retention through tailored discount offerings.
Processed customer special orders in person and over the telephone. in person and over telephone, generating additional revenue every month.
Server
Sake Zen
Anderson, South Carolina
12.2016 - 11.2017
Explained menu items, highlighting ingredients and cooking methods to enhance customer experience.
Collaborated with restaurant staff to streamline operations and improve overall service quality.
Performed cleaning duties, including sweeping, mopping, vacuuming, and tidying server stations to maintain a welcoming environment.
Team Member
Chick-fil-A
Anderson, South Carolina
03.2016 - 12.2016
Greeted Chick-fil-A guests with friendly, attentive service.
Executed opening and closing duties, including setting up displays, restocking items, and maintaining cleanliness of dining area.
Participated in training sessions to enhance service skills and operational efficiency.