Laurie Clark
Burleson
Summary
Motivated and energetic professional leveraging team-based leadership skills to contribute to an organization's bottom line. Focused on customer service in the financial industry, excelling at building positive, long-lasting relationships with both customers and staff through exceptional interpersonal skills. Experienced professional office support specialist with extensive experience in administrative functions and office management. Reliability and adaptability in dynamic work environments, possessing excellent organizational abilities and a collaborative mindset for seamless team operations and goal achievement. Efficient in handling multiple tasks, supporting executive teams, and adapting to changing needs for consistent achievement of organizational goals. Known for fostering a positive work environment.
Overview
19
19
years of professional experience
Work History
Banking Officer, Loan Administrative Assistant III
Southside Bank
Fort Worth, Texas, United States
08.2021 - Current
- Demonstrate initiative, resourcefulness, independent judgment, organizational abilities and decision-making skills in executing special assignments
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Maintained inventory of office supplies and placed orders.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
- Exhibits exceptional strength in working efficiently in a fast pace, evolving, multi-tasking environment
- Assists Relationship managers with the loan origination process and loan closings, documentation and follow up to clients
- Monitors and requests financial statements, insurance, appraisals, and environmental reports
- Loan closing fee collection and payment to vendors
- Schedules and manages Relationship manager’s contacts in Outlook and nCino
- Assists with prospecting efforts and with or complete call preparation
- Manages client’s servicing requests or questions
- Builds relationships and professionally interacts at client functions upon request
- Interface with clients, prospects and centers of influence on behalf of the Relationship Managers as appropriate for daily customer service needs
- Perform various duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Commercial Client Specialist II
Truist
Downtown Fort Worth
05.2013 - 08.2021
- Assists Relationship managers with the loan origination process and loan closings, including commercial loan platform
- Monitors and requests financial statements, appraisals, and environmental reports
- Ensures loan documentation quality and low exceptions while maintaining updated, transparent credit files
- Confirms that fees are collected and posted properly and assists in daily maintenance and servicing of portfolios
- Schedules and manages Relationship manager’s contacts in ProActiv and Outlook
- Assists with prospecting efforts and with or complete call preparation
- Manages client’s servicing requests or questions
- Builds relationships and professionally interacts at client functions upon request
- Interface with clients, prospects and centers of influence on behalf of the Relationship Managers as appropriate for daily customer service needs
- Perform various duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Commercial Lending Assistant
OmniAmerican Bank is Now Southside Bank
Fort Worth, Texas
12.2011 - 05.2013
- Provide administrative support to the Commercial Banking Group that at times maintains agendas, prepares confidential letters, retrieve daily NSF report for Relationship Mangers, and establish systematic way to resolve overdrafts with the officer
- Assist Business Banking Relationship Managers in preparation of small business loan applications, and with coordination of the Small Loan Committee meetings- including transmittal of signed packages for review prior to committee on behalf of the Relationship Manager
- Coordinate loan closing process between bankers and Loan Operations, to ensure a streamlined process is established and maintained
- Serve as interface for sourcing supporting corporate entity documentation, retrieval of the loan documents, and close/funding process
- Schedules appointments for Relationship Managers, and upload contacts into Outlook and/or other centralized databases
- Assist with management’s reporting needs for the Board, and Executive Management Team (EMT), alongside Executive Assistant
- Provide administrative support to SVP of Treasury Management and the Cash Management Team as needed by preparing reports, documents or directly contacting clients
- Perform various duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Relationship Banker III
OmniAmerican Bank
Euless, Texas
03.2006 - 12.2011
- Exhibits exceptional strength in working efficiently in a fast pace, evolving, multi-tasking environment
- Research and recommend opportunities to refer to Commercial/Consumer Lending, OFS, mortgage services, Treasury Management
- Provide assistance and answer customer questions on procedures, transactions, customer relations, troubleshooting and problem solving
- Originate accounts, process transactions, complete and submit numerous reports as needed
- Utilize refined interpersonal skills to educate customers on the benefits of products and services
- Loan processing and follow up
- Maintain current external and internal relationships
- Train new Relationship Bankers for on the job training
Education
High School Diploma -
Tarrant County College
Fort WorthSkills
- Customer service excellence
- Client communication coordination
- Administrative support proficiency
- Loan processing
- Risk management
- Banking software proficiency
- Portfolio management
- Verbal and written communication
- Customer Service-oriented
- Self-motivated nature
- Client services
- Resourcefulness
- Due diligence
Honors & Awards
- Issued by BB&T · Jan 2017 Top Performer
- Issued by BB&T · Jan 2016 Top Performer
- Issued by BB&T · Jun 2015 Olympian Award
Top Performance award recognizing superior client service and operational excellence. Top Performance award recognizing superior client service and operational excellence.
- Issued by Skillpath Training · Jan 2013 The Indispensable Assistant with OmniAmerican Bank is Now Southside Bank
Seminar discussing various topics ranging from succeeding in a multi-demand environment to managing time effectively while being productive and reducing work related stress. Seminar discussing various topics ranging from succeeding in a multi-demand environment to managing time effectively while being productive and reducing work related stress.
- Issued by OmniAmerican Bank · Sep 2011 Training Champion Training
“Train-the-trainer” session designed to prepare selected employees to serve as a mentor for new Relationship Bankers.“Train-the-trainer” session designed to prepare selected employees to serve as a mentor for new Relationship Bankers.
- Issued by OmniAmerican Bank Newsletter · Customer Appreciation Recognition Article - Omni Newsletter May 2011
- Issued by Pelmetta Performance Solutions · May 2011 Developing Lifetime Customers Associated with OmniAmerican Bank
Certificate of completion for "Developing Lifetime Customers" from 'Pelmetta Performance Solutions'
Timeline
Banking Officer, Loan Administrative Assistant III
Southside Bank
08.2021 - Current
Commercial Client Specialist II
Truist
05.2013 - 08.2021
Commercial Lending Assistant
OmniAmerican Bank is Now Southside Bank
12.2011 - 05.2013
Relationship Banker III
OmniAmerican Bank
03.2006 - 12.2011
High School Diploma -
Tarrant County College