Lisa Gilman
Colon Chamber of Commerce
Colon,MI
13
years of professional experience
Proactive and detail-oriented professional with excellent time management and problem-solving skills. Adept at coordinating fiscal plans and AP and AR operations, as well as detailed, data-accurate account management, budget oversight and reporting. Recognized for exceptional verbal and written communication and strong collaboration skills. Proven record of reliability and adaptability, with swift capacity to learn and apply new skills.
Work History
Board Treasurer / Finance Officer
8 Years 11 Months- Work with 3 Board Officers to create annual budget, track actual expenses against projected expenses , and investigate discrepancies
- Accounts payable and receivable operations: Reconciling all account balances monthly with statements, invoices, deposits and expenses
- Prepare and present 20 detail focused, data-accurate financial activity reports each year including monthly, quarterly, annual, and event-specific
- Updating processes and developing best practices standards for increased efficiency, accuracy, transparency and accountability in reporting.
Loan Originator
8 Years 5 Months- Originated Mortgages for 6.5 years including home purchases, home refinancing, and home builds/construction loans.
- Originated Consumer Loans for 8.5 years including home equity loans and HELOCs, secured and unsecured personal loans, CD loans and other consumer loans including auto, boat, RV
- Evaluated borrower creditworthiness and financial history to determine loan eligibility and risk levels
- Maintained compliance with regulatory and legislative standards, institutional policies, and strict confidentiality of bank records and client information.
- Demonstrated excellent task prioritization and time management skills to maintain a diverse portfolio and busy loan pipeline.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Recognized for building strong client relationships by providing exceptional customer service, personal attention, prompt communication and timely resolution of inquiries and concerns, throughout the entire loan process, resulting in repeat business, viable referrals, and positive client reviews
Banking Customer Service Representative II
10 Months- Delivered exceptional customer service to resolve inquiries and enhance client satisfaction.
- Processed on average 80 daily transactional processes, accurately, enhancing operational efficiency, while adhering to compliance regulations.
- Identified opportunities for cross-selling bank products and services, contributing to business growth..
- Assisted in fraud prevention efforts by closely monitoring customer accounts for fraudulent activity, enhancing security and trust and reporting suspicious activity as required.
Head Vault Teller
2 Years 7 Months- Supervised daily operations of vault, maintaining compliance with federal regulations and industry standards, as well as strict bank security protocols for vault access and ensuring the safety of all money and valuable assets
- Managed vault levels of cash and negotiable instruments, optimizing inventory for efficiency in meeting daily demands, while minimizing excess holdings for security purposes
- Maintained strict security protocols for vault access, ensuring the safety of valuable assets.
Skills
Notary Public - State of Michigan
St Joseph County - Commission expires 12/01/2029
Credit analysis and Risk evaluation
Analytical and Critical thinking
Regulatory Compliance
Data entry / Data accuracy
Document review
Exceptional Customer service
Strong relationship building
Collaborative and adaptable
Task prioritization and time management
Exceptional verbal and written communication
Swift capacity to learn and apply new skills
Timeline
Board Treasurer / Finance Officer
Colon Chamber of Commerce
09.2017 - CurrentRead More
Loan Originator
Sturgis Bank & Trust
05.2017 - 10.2025Read More
Banking Customer Service Representative II
Sturgis Bank & Trust
06.2016 - 04.2017Read More
Head Vault Teller
First Merit Bank
11.2013 - 06.2016Read More