Kristina Di Medrano
Columbia,Tn.
Summary
Dynamic professional with a proven track record in wealth management and exceptional customer service, honed at First Bank and Edward Jones. Expert in relationship building, I excel in creating customized financial solutions, significantly enhancing client satisfaction. Skilled in loans and credit history review, my leadership has consistently driven team success and client loyalty.
Overview
29
29
years of professional experience
Work History
Relationship Manager Associate
First Bank
Brentwood, TN
10.2023 - Current
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Participated in networking events and industry conferences to attract new clients.
- Collaborated with internal teams to create customized financial solutions for clients.
- Maintained accurate records of all client interactions within the company's CRM system.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Established strong relationships with clients through regular, personalized communication.
- Assisted customers with selecting items and answering questions about products.
Commercial Loan Specialist
FirstBank
Brentwood, Tn.
03.2021 - 10.2023
- Manage and maintains the banks core system with new and updated loan documents
- Oversee Commercial Construction Loans, Order & Deliver inspections, Fund Draws request, Create Commercial Files
- Process Inspection Invoices for Payment
- Input New Loans into Built System
- Process Fees & Draws for Commercial Loans
- Approve Requested Draws
- Work Synapsys Request, AFT/ACH, Payoff Quotes, Branch/Officer Changes along with any other loan maintenance request
Post Close Loan Specialist
Randstad at FirstBank
03.2020 - 03.2021
- Review New Loan Documents for accuracy
- Read & Review Title Policy
- Clear or Cite Exceptions
- Secure Collateral Deeds of Trust, UCC & Quit Claim Deeds
- Order & Deliver Commercial Appraisals
- Create Loan Files
- All Loan Operation Request
- Deliver incoming Mail to appropriate Offices
- Post & Deposit all Loan Closing Checks for Deposit
- Scan all Loan Documents into Banks Core System
Loan Assistant/Customer Service
Southern Bank of Tennessee
02.2014 - 01.2020
- Processing Loan Applications Including Collecting & Verifying Documentation
- Coordinating Closings with Borrowers, Business Owners, Title Companies, Realtors, Appraisal Companies, Insurance Agencies and Lawyers
- Preparing Closing Documents Such as HUD-1 Settlement Statements & Promissory Notes
- Communications with Applicants Throughout Process to Ensure All Steps Are Completed on time
- Help Borrower Understand Loan Terms, Interest rates & Payment Schedules
- Answer Questions about all Banking Products Such as Account Types, CD's, Money Markets, Loans & Credit Cards
- Open, Close & Maintenance on all Accounts
- Assist Customers with New, Lost or Stolen Debit Cards
- Assist Banking Customers who are Victims of Fraud
- Assist Customers with any Account Changes such as Address or Name
Senior Branch Office Manager
Edward Jones
03.2006 - 05.2013
- Managed Office of over 80 Million in Assets
- Placed Equity, Mutual Funds, CD, Annuity Trades & Exchanges
- Opened and Maintained Retirement Accounts, Brokerage Accounts, 529 Educational Accounts & Money Market Accounts
- Set Appointments & Reviews, Preparing Client Portfolios, Prospectus & Literature or Meeting
- Prepare Long Term & Whole Life Insurance Quotes & Policy
- Executed Mail Programs, Planning & Hosting Seminars
- Assisted with Mortgage Loans & Margin Loans
Senior Administration Coordinator/ Customer Service
Southwest Airlines
10.1995 - 03.2002
- Check in Customers & Bags for Flights
- Worked Gate for Flight Check in & Departures
- Audited Inflight Liquor Sales, Liquor Booklets, Voucher & Ticket Transactions
- Payroll for 350 Plus Employees and Staff on 4 Different Contracts
- Kept all Employee Attendance Records and Issued any Letters of Notice
- Prepared OSHA & On the Job Injury Report
- Planned & Coordinated all Station Events, Meetings, Training, Parties and Functions
- Booked Flights and Hotels for Staff & Employees for Meetings and Training
- Worked Oversold Flights ensuring on Time Departures
- Worked Lost Baggage Claims & Late Baggage Deliveries
Education
Smyrna High & Vocational Classes
Skills
- Account management
- Service assistance
- Banking
- Service support
- Loans
- Solution management
- Relationship building and management
- Customer service
- Team leadership
- Credit history review
- Recordkeeping
- Project coordination
- Event planning
- Problem-solving
- Onboarding and orientation
- Compensation structuring
- Workers' compensation
- Training programs
- Employee engagement
Timeline
Relationship Manager Associate
First Bank
10.2023 - Current
Commercial Loan Specialist
FirstBank
03.2021 - 10.2023
Post Close Loan Specialist
Randstad at FirstBank
03.2020 - 03.2021
Loan Assistant/Customer Service
Southern Bank of Tennessee
02.2014 - 01.2020
Senior Branch Office Manager
Edward Jones
03.2006 - 05.2013
Senior Administration Coordinator/ Customer Service
Southwest Airlines
10.1995 - 03.2002
Smyrna High & Vocational Classes
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