Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lashaune Null

Dallas,TX

Summary

Adept at streamlining loan processing and enhancing customer satisfaction, Providing leveraged Microsoft Excel and problem-solving skills at Small Business Administration to exceed quarterly goals. Specializing in loan compliance and customer service, Ensuring significant reduced approval times and mentored new hires, ensuring high-quality document management and regulatory adherence. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 17 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Loan Specialist

Small Business Administration
07.2020 - 09.2023
  • Performed Reviews/Approvals for R3,R2 and R1 Levels and prioritizing tasks.
  • Assisted in servicing,reviewing and honoring of Forgiveness request and SBA Guarantee Purchase of SBA PPP Loan. Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Consistently met or exceeded Quarterly Performance Goals.
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
  • Assisted with development of training materials for new Loan Specialists, contributing to overall team success.
  • Processed Proof of Debts, Administrative Wage Garnishments and Borrower Disputes request within Department of Treasury. Liaised closely with other departments such as collections and legal teams when necessary to expedite resolution of problematic accounts.
  • Managed diverse portfolio of loans, balancing risk management with excellent customer service delivery.
  • Improved loan application processing by streamlining documentation and verification procedures.
  • Effectively managed time and resources to maintain high level of productivity while ensuring attention to detail in every aspect of PPP loan Platform.
  • Examined customer PPP loan applications for loan approvals, denials and withdrawals and PPP Loan Forgiveness.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice R1,R2 and R3 Levels.
  • Compiled and Monitored pipelines to track and log status of proof of debts request.
  • Processed PPP loan applications and monitored progress from start to finish.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Developed systems to efficiently track loan documents and enhance accuracy.
  • Monitored performance of existing loan portfolios to identify and address any issues.
  • Maintained strict confidentiality of bank records and client information.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted in developing training materials for new hires, promoting consistency in document handling across department.
  • Expedited loan approvals for clients by consistently meeting deadlines and maintaining accurate documentation.
  • Supported high-performance lending team by managing multiple tasks simultaneously, maintaining organization and focus under pressure.
  • Elevated accuracy rates for special projects through consistent attention to detail when reviewing critical financial documents.
  • Mentored junior staff members on best practices for document management, enhancing overall team performance levels.
  • Ensured timely completion of final loan packages by coordinating efforts between various departments throughout approval process.
  • Conducted regular audits of completed loans to ensure ongoing adherence to regulatory standards and company policies.
  • Stayed up-to-date on industry trends and changes in lending regulations, ensuring accurate guidance for both colleagues and clients. Processing loan applications in compliance with current laws.
  • Assisted Treasury Department for special projects and tasks.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Completed Pay.Gov Payment Processing.

Due Diligence Analyst

Consolidatee Analytics
12.2019 - 03.2020
  • Improved overall efficiency by automating routine tasks and incorporating technology into daily operations.
  • Prevented potential losses by identifying inconsistencies in client information during due diligence process.
  • Used transactional and customer records, external data and publicly available information to identify suspicious or unusual activity.
  • Streamlined data collection efforts to ensure accurate and timely reporting for regulatory purposes.
  • Demonstrated strong attention to detail by identifying discrepancies in client documentation, minimizing potential risk.
  • Reduced turnaround time for report generation by streamlining workflows and implementing efficient data management practices.
  • Assisted with development of training materials to educate staff on due diligence procedures and requirements.
  • Completed estimate of 55-65 files reviews per day.
  • Maintained up-to-date knowledge of relevant regulations, contributing proactive approach to compliance management.

Loan Specialist

Small Business Administration
09.2017 - 05.2018
  • Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
  • Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Consistently met or exceeded monthly Performance targets, contributing significantly to department''s success.
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Proved successful working within tight deadlines and fast-paced environment.
  • Contributed to increased referral business through exceptional customer service during both application and servicing stages of loans.
  • Managed over 45 Incoming calls and emails per day from customers.

Education

Some College (No Degree) - Business Administration And Management

Texas College
Tyler, TX

High School Diploma -

Lakeview Centennial High School
Garland, TX
01.1991

Skills

  • Microsoft Excel proficiency
  • Transaction monitoring
  • Know Your Customer
  • Regulatory Compliance Documentation
  • Loss Protection
  • Property Insurance Arrangement
  • Calculations Error Correction
  • Accounting Software
  • Calculations Review
  • Financial Data Collection
  • Deposit and Payment Collection
  • Government Lending
  • Document Preparation
  • Project Management
  • Submission preparation
  • Information Verification
  • Loan Servicing
  • Microsoft Office
  • Insurance Verification
  • Document Review
  • Loan Underwriting
  • Credit analysis
  • Loan Processing
  • Tax Transcript Analysis
  • Loan Compliance
  • Tracking document flow
  • Data accuracy
  • Document organization
  • Adobe Acrobat
  • Standard Operating Procedures
  • Quality Assurance
  • Document Scanning
  • Document Management
  • Project Support
  • Customer Service
  • Problem-Solving
  • Decision-Making
  • Mortgage Loan Processing
  • Desktop Underwriter
  • Credit Verification
  • Loan Application Preparation
  • Application Review
  • Loan Disbursement
  • Funds Disbursement Application
  • Loan Modification

Certification

  • Law of Contracts, Champion School of Real Estate - February 22, 2024-February 29, 2024
  • Law of Agency, Champion School of Real Estate - February 22, 2024-March 7, 2024
  • Promulgated Contracts Forms, Champion School of Real Estate - February 22, 2024-March 13, 2024
  • Real Estate Finance, Champion School of Real Estate - February 22, 2024-March 21,2024
  • Principles of Real Estate I, Champion School of Real Estate - February 22, 2024-March 28, 2024
  • Principles of Real Estate II, Champion School of Real Estate - February 22, 2024- April 2024
  • Certificate of Achievement, Champion School of Real Estate - April 4, 2024
  • Realator License - Pending

Timeline

Loan Specialist

Small Business Administration
07.2020 - 09.2023

Due Diligence Analyst

Consolidatee Analytics
12.2019 - 03.2020

Loan Specialist

Small Business Administration
09.2017 - 05.2018

Some College (No Degree) - Business Administration And Management

Texas College

High School Diploma -

Lakeview Centennial High School
  • Law of Contracts, Champion School of Real Estate - February 22, 2024-February 29, 2024
  • Law of Agency, Champion School of Real Estate - February 22, 2024-March 7, 2024
  • Promulgated Contracts Forms, Champion School of Real Estate - February 22, 2024-March 13, 2024
  • Real Estate Finance, Champion School of Real Estate - February 22, 2024-March 21,2024
  • Principles of Real Estate I, Champion School of Real Estate - February 22, 2024-March 28, 2024
  • Principles of Real Estate II, Champion School of Real Estate - February 22, 2024- April 2024
  • Certificate of Achievement, Champion School of Real Estate - April 4, 2024
  • Realator License - Pending
Lashaune Null