Lillian Frederick
Lafayette,La
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional customer service inside and outside of the organization. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks.
Overview
13
13
years of professional experience
1
1
Certification
Work History
SBA Servicing Specialist II
IncredibleBank
Wausau, WI
04.2022 - 02.2023
- Ensured Bank maintains a sound SBA loan portfolio with respect to compliance with state and federal laws and regulations as well as published SBA SOP
- Reviewed loan modification requests to ensure accuracy and compliance with SBA SOP servicing requirements
- Processed all SBA post close modifications, such as collateral swaps, subordinations, and deferrals, ensuring accurate preparation of associated loan documentation
- Coordinated loan transactions with third parties including appraiser title companies and real estate agents on assigned requests.
- Assisted in conducting documentation reviews of troubled loans to determine documentation risks and servicing actions
- Successfully secured collateral with each request, demonstrating a commitment to maintaining the Bank's lien position on borrower assets
- Performed all necessary post-closing tasks, including legal interactions with third parties
- Supported Relationship Officers with SBA Servicing requests by preparing documentation and facilitating third party interaction.
Assistant Auditor
Gulf Coast Bank
Abbeville, LA
09.2016 - 12.2020
- Completed audit procedures as assigned, adhering to established objectives, scope, and scheduling
- Prepared reports supporting audit exceptions and recommendations
- Engaged in discussions with audited area to address and resolve exceptions
- Conducted field audits for institution branches to verify cash counts and ensure compliance with procedures.
- Carried out thorough account receivable audits for assigned businesses by reviewing financial statements, tax forms, company invoices, and borrowing base certificates
- Executed regular tasks involving the review of daily reports, monthly reviews, draw requests, and quarterly loan reviews
- Verified and authorized draw requests for multiple types of lines of credit such as accounts receivable financing, inventory loans, construction funding, working capital advances,and equipment purchases
- Perform annual SBA loan reviews, support the processing of SBA loan servicing requests, and contribute to the preparation of Guaranty Purchase Packages
- Conducted annual loan reviews for the entire conventional loan portfolio.
- Assisted in information gathering, documentation, and completion of special projects as assigned.
Banking Associate
Gulf Coast Bank
Lafayette, LA
06.2014 - 09.2016
- Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, selling cashier's checks, and answering questions in person or on the telephone
- Cross-sold bank products by addressing inquiries, informing customers about new services and product promotions, and determining customers' needs before referring them to a loan representative
- Performed various tasks to fulfill special requests, such as opening and closing accounts, processing check orders, generating special statements, copies, and referrals, as well as completing safe-deposit box procedures
- Reconciled cash drawer by verifying cash transactions, counting and packaging currency and coins, as well as reconciling loan coupons and other transactions
- Contributed to the overall success of the team by ensuring information remained confidential, thereby safeguarding customer trust and supporting smooth bank operations.
Marketing and Communications Intern
University Of Louisiana At Lafayette
Lafayette, LA
01.2013 - 05.2013
- Responsible for carrying out multimedia tasks under the guidance of the multimedia specialist
- Served as production assistant during UL promotional film shoots
- Pre-production work, including but not limited to research and conducting interviews
- Produced and edited news packages of UL on-campus events for social media websites
- Processed and managed requisitions, coordinated with vendors, and adhered to budget plans for promotional film shoots
Student Clerical Worker
University Of Louisiana At Lafayette
Lafayette, LA
01.2010 - 01.2013
- Managed receptionist area, greeting visitors and responding to information requests via telephone and in-person
- Provided general office support with copying, scanning, faxing, and sorting mail.
- Organized and distributed documents to appropriate departments.
- Supported other administrative staff during peak times or when needed.
- Handled media and public relations inquiries.
Education
Bachelor of Arts -
University of Louisiana at Lafayette
05.2013
High School Diploma -
Beau Chene High
05.2009
Skills
- Written communication
- Verbal communication
- Organization
- Time management
- Attention to detail
- Problem-solving
- Computer skills
- Independence
Certification
- Tax Professional Certificate, H&R Block Income Tax Course, November 2017
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native language
Timeline
SBA Servicing Specialist II
IncredibleBank
04.2022 - 02.2023
Assistant Auditor
Gulf Coast Bank
09.2016 - 12.2020
Banking Associate
Gulf Coast Bank
06.2014 - 09.2016
Marketing and Communications Intern
University Of Louisiana At Lafayette
01.2013 - 05.2013
Student Clerical Worker
University Of Louisiana At Lafayette
01.2010 - 01.2013
Bachelor of Arts -
University of Louisiana at Lafayette
High School Diploma -
Beau Chene High
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