Lyndsee Lawson
Guthrie ,OK
Summary
Proven skills in generating and converting leads into loan customers. Expert salesperson and well-organized administrator with an in-depth understanding of commercial loan processes. Good relationship-building and communication skills.
Overview
15
15
years of professional experience
Work History
Commercial Loan Officer
Frazer Bank
07.2020 - Current
- Maintained detailed records of all client interactions.
- Negotiated favorable loan terms for clients by effectively communicating their financial needs and objectives.
- Facilitated smooth transactions by collaborating with internal departments such as underwriting and closing teams.
- Conducted interviews and reviewed financial history, credit and property evaluations of each customer.
- Boosted loan portfolio growth by developing and maintaining strong relationships with new and existing clients.
- Mitigated potential losses by closely monitoring loan performance and proactively addressing any issues that arose.
- Increased client satisfaction by promptly addressing inquiries and providing personalized financial solutions.
Commercial Lending Assistant
Arvest
04.2019 - 07.2020
- Exception tracking for officers
- Check NSFs daily
- Originate new loans and renewals – complete worksheets, order appraisals, title work, and environmentals
- Manage OKC oil and gas portfolio – originate new loans and renewals, order engineering reports, track ongoing engineering reports, send monthly price decks, correspond with attorneys, and reset interest rates between prime and Libor.
Commercial Lending Assistant
BancFirst
10.2018 - 04.2019
- Startup private banking department
- Provide payment processing including payment payoffs and advances
- Exception tracking for officers
- Review title orders, insurance and settlement statements
- Prepare tickets and fund loans
- Review loan documentation for renewals and new loans.
Commercial Lending Assistant III
RCB Bank
11.2016 - 10.2018
- Provided payment processing including payments, payoffs and advances
- Order appraisals, title work and flood determinations
- Exception tracking for officers
- Organized board meetings and minutes for weekly loan committee
- Review title orders, insurance and settlement statements
- Prepare tickets, fund loans and pay vendors
- Review loan documentation for renewals
- Collect information and complete workbook to order loan documents
- Assist customers with payments, applications and loan closings.
Loan Administration
Bank 7
04.2015 - 09.2016
- Provided payment processing including payments, payoffs and advances
- Monitored construction and rehab portfolios in an Excel worksheet to provide deviations
- Ordered appraisals, floods and inspections
- Exception tracking for officers
- Loan non post
- Balanced general ledgers.
Customer Service Representative
Oklahoma State Bank
09.2013 - 02.2015
- Provided support to customers including processing daily transactions, opening new accounts, and assisting with online banking and debit cards
- Scanned new account files, hold forms, maintenance forms, and stop payments
- Prepared board reports and conducted teller meetings
- Changed and balanced ATM
- Oversaw daily operations of local branch.
Customer Service Representative
Farmers & Merchants Bank
04.2009 - 01.2012
- Provided support to customers including processing daily transactions, opening new accounts, and assisting customers with debit cards and online banking.
Education
RE License
Barnes Real Estate School
Oklahoma City2022
Barber’s license -
Anthony David Hair Academy
01.2013
Diploma -
Guthrie High School
01.2010
Skills
- Banking industry professional
- Portfolio Management
- Attention to Detail
- Customer Relations
- Analytical and Critical Thinking
- Loan structuring
- Risk evaluation
- Market understanding
- Closing documents understanding
- Collateral Valuation
Timeline
Commercial Loan Officer
Frazer Bank
07.2020 - Current
Commercial Lending Assistant
Arvest
04.2019 - 07.2020
Commercial Lending Assistant
BancFirst
10.2018 - 04.2019
Commercial Lending Assistant III
RCB Bank
11.2016 - 10.2018
Loan Administration
Bank 7
04.2015 - 09.2016
Customer Service Representative
Oklahoma State Bank
09.2013 - 02.2015
Customer Service Representative
Farmers & Merchants Bank
04.2009 - 01.2012
RE License
Barnes Real Estate School
Barber’s license -
Anthony David Hair Academy
Diploma -
Guthrie High School
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