Summary
Overview
Work History
Education
Skills
Certification
Community Service
PREVIOUS PROFESSIONAL EXPERIENCE
Timeline

Lillian Marks

Upper Marlboro,MD

Summary

Cultivated relationships with 110+ high-net-worth clients by delivering tailored financial solutions, resulting in a portfolio of $150M+ in assets under management and maintaining a 98% client retention rate.

Dynamic broadcast producer, director, and media consultant with expertise in storytelling, live TV production, and voice acting. Proven ability to oversee complex media projects, ensuring exceptional execution and audience engagement.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Loan Officer

Truist Bank
07.2021 - 02.2024
  • Evaluated loan applications to determine creditworthiness and compliance with underwriting standards.
  • Developed customized loan solutions based on client financial profiles and needs assessments.
  • Guided clients through mortgage processes, ensuring clarity in terms and conditions.
  • Collaborated with real estate agents to streamline transactions and enhance client experiences.

Banking Specialist

Private Wealth Management Division
12.2016 - 07.2021
  • Conducted comprehensive credit risk assessments, securing a 98% approval rate through rigorous financial analysis.
  • Managed high-value portfolios, maintaining consistently low default rates through proactive risk mitigation strategies.
  • Applied advanced financial modeling techniques to analyze borrower creditworthiness, contributing to sound underwriting decisions.

Underwriter

09.2006 - 12.2016
  • Assessed complex commercial insurance applications and financial statements, ensuring 99% loan approval accuracy through meticulous risk analysis and due diligence.
  • Partnered with cross-functional teams to refine underwriting policies, improving efficiency and risk mitigation strategies while adhering to industry standards.
  • Leveraged advanced financial modeling techniques to predict risk exposure and enhance data-driven underwriting decisions.

Processor

08.2001 - 09.2006
  • Skilled in gathering, organizing, and managing borrower documents (income statements, tax returns, credit reports) and ensuring all necessary information is included for underwriting review.
  • Deployed strong communication skills to explain loan terms, requirements, and documentation needs to borrowers and bankers.
  • Enhanced operational efficiency by implementing streamlined document tracking and verification processes, reducing loan processing time by 22% and improving approval turnaround.

Education

Bachelor of Arts - Journalism

Eastern Illinois University, Charleston, IL

Skills

  • Client Relationship Management & Advocacy
  • Loan origination expertise
  • Portfolio & Wealth Management strategies
  • Financial Analysis & Regulatory Compliance
  • Advanced Risk Mitigation & Underwriting Expertise
  • Sales, Revenue Growth & Business Development
  • Strategic Planning & Market Expansion
  • Strong Written & Verbal Communication

Certification

  • Federally Registered Agent, Nationwide Mortgage Licensing System
  • Licensed Real Estate Salesperson, State of Georgia

Community Service

City of Atlanta, Neighborhood Planning Organization, Voting Member, Atlanta

PREVIOUS PROFESSIONAL EXPERIENCE

  • WAGA TV, Fox 5 News, Atlanta, GA, Associate News Producer
  • WKMG TV, Channel 6 News, Orlando, FL, News Segment Producer
  • IVANHOE BROADCAST NEWS, Orlando, FL Segment Producer
  • WDAF TV, Fox 4 News, Kansas City, MO, Associate News Producer

Timeline

Loan Officer - Truist Bank
07.2021 - 02.2024
Banking Specialist - Private Wealth Management Division
12.2016 - 07.2021
Underwriter -
09.2006 - 12.2016
Processor -
08.2001 - 09.2006
Eastern Illinois University - Bachelor of Arts, Journalism

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