Lisa Flake
Jackson,GA
Summary
Results-oriented portfolio management professional with extensive experience in team leadership and customer satisfaction. Skilled in analyzing financial data and driving process enhancements to meet departmental goals and ensure compliance with regulatory standards.
Overview
16
16
years of professional experience
Work History
Manager of GGL Portfolio Management
Ameris Bank
Atlanta, GA
04.2010 - Current
- Successfully managed and trained the portfolio team in a remote work environment.
- Analyzed customer financial data to identify trends and inform strategic decision-making for the GGL portfolio.
- Collaborated with cross-functional teams to drive process improvements and enhance customer experiences.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Oversaw compliance initiatives ensuring adherence to regulatory requirements and internal policies.
- Executed secondary market transactions to sell SBA 7(a) and USDA to investors.
- Managed special asset loans to include liquidation and the SBA guaranty purchase package.
Prior Related Experience
- SBA 7(a) and 504 Underwriter | Fidelity Bank
- Business Development Officer | BB&T
- Internal Commerical Loan Auditor | Main Street Bank
- Business Banking Pre-Closing Manager | SunTrust Bank
- Private Banking Relationship Manager | SunTrust Bank
Education
Bachelor of Arts - Human Resources Development
Georgia State University
Atlanta, GASkills
- Team leadership
- Customer service
- Decision-making
- Relationship building
Timeline
Manager of GGL Portfolio Management
Ameris Bank
04.2010 - Current
Bachelor of Arts - Human Resources Development
Georgia State University