Lee Ann Darte
Litchfield,IL
Summary
Talented Administrator highly successful at motivating teams and streamlining operations. Analytical problem solver and persuasive communicator with talent for thinking outside box for creative solutions.
Overview
17
17
years of professional experience
Work History
A.V.P./Loan Administrator
First National Bank Of Litchfield
09.2016 - Current
- Loan Administration: Real Estate, Business/Ag & Consumer loan processing.
- HR Administration: time-tracking, payroll, group benefits.
- Special Ad-Hoc Projects including Payroll Protection Plan, PPP management during COVID.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Organized workflow and delegate tasks effectively to ensure timely project completion without compromising quality.
Controller & Project Specialist
Greenway Family Office
09.2013 - 09.2016
- Assisted Wealth Management Team with Estate Planning, and Private Equity Investments.
- Assisted the CEO with payroll, budgeting, accounts receivable & accounts payable.
- Office Administration.
- Client-facing with direct service and support to affluent entrepreneurs.
- Non-profit administration.
Eligibility Analyst
Metlife
11.2009 - 09.2013
- Facilitated communication between clients and relevant departments to ensure timely processing of applications and appeals.
- Maintained organized electronic filing systems for easy retrieval of client records, streamlining daily tasks.
- Collaborated with team members, sharing insights and best practices to improve overall performance.
- Increased accuracy of eligibility determinations with thorough documentation review and verification.
- Enhanced client satisfaction by efficiently processing eligibility applications and determining accurate benefit amounts.
- Served on the Internal Change Council
Client Services Manager & Trust Administrator
Enterprise Bank & Trust
06.2007 - 11.2009
- Assisted Wealth Management Advisors with the day-to-day administration of client accounts.
- Prepared reports, and presentations, and assisted with client portfolio trades, rebalancing, and RMD's.
- Enhanced client satisfaction by consistently providing accurate and timely trust administration services.
- Coordinated with external partners such as attorneys and accountants to ensure seamless trust administration services.
Education
Bachelor of Science - Business Communications
Fort Hays State University
05.2025
Associates in Arts - Emphasis in Accounting
Lincoln land community college
12.2021
Skills
- Proficient in Microsoft Word, Excel and PowerPoint, Adobe Creative Cloud
- Experience with QuickBooks, Office 365/SharePoint, MS Access, Google Chrome, Canvas, Web Applications tools, Web Design
- Customer Service
- Recordkeeping and File Management
- Office Administration
- Attention to Detail
- Soft skills include critical thinking, problem-solving, written communication, administrative support, and customer service skills
Activities
- Previously registered in Missouri and Illinois as an IAR (Series 6, 63, and 65 security licenses).
- Previously licensed in Illinois and Missouri (Non-resident) as a property & casualty and life & health insurance producer.
- Served on the Board of Directors of Paws Care of Montgomery County (animal rescue) as the Secretary from 2011 to 2016.
- Member of the Board of the Corwin Trust Foundation.
- Secretary of The Litchfield Veterans Memorial Garden.
- Previous member of Rotary International, Kiwanis, and Litchfield V.F.W. Auxiliary.
Timeline
A.V.P./Loan Administrator
First National Bank Of Litchfield
09.2016 - Current
Controller & Project Specialist
Greenway Family Office
09.2013 - 09.2016
Eligibility Analyst
Metlife
11.2009 - 09.2013
Client Services Manager & Trust Administrator
Enterprise Bank & Trust
06.2007 - 11.2009
Bachelor of Science - Business Communications
Fort Hays State University
Associates in Arts - Emphasis in Accounting
Lincoln land community college
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