Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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Mackenzie Butler

New Braunfels,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience

Work History

Lending Assistant

Jefferson Bank
05.2021 - Current
  • Supports the successful closing of loans by preparing accurate and timely loan documentation packages.
  • Improves customer satisfaction with prompt and personal service, addressing inquiries and resolving issues in a timely manner.
  • Facilitates smooth communication between internal teams, coordinating efforts to meet deadlines and deliver exceptional results.
  • Provides training and guidance to other team members, fostering a positive work environment that encouraged professional development.
  • Maintains strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
  • Displays efficiency through diligent file maintenance, keeping records organized.
  • Coordinates with third-party vendors such as appraisers, title companies, dealerships, and attorneys to ensure timely completion of loan requirements.
  • Works with Loan Officer to create application profile in system and review key information at various stages within process.
  • Evaluates loan requests and documents to verify accuracy and completeness.
  • Explains very technical financial information to applicants in easy to understand language.
  • Processes loan applications and monitored progress from start to finish.
  • Assists customers with completing loan applications and other paperwork.
  • Monitors pipelines to track and log status of loans.

Relationship Banker

Jefferson Bank
09.2019 - 05.2021
  • Collected customer information and completed new account forms.
  • Verified customer identity and reviewed documentation for accuracy.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.

Various Retail Banking Positions

Various Employers
10.2016 - 09.2019

Education

High School Diploma -

Southmoore High School
Moore, OK

Associate of Science - Diversified Studies

Oklahoma City Community College
Oklahoma City, OK

Skills

  • Document analysis
  • Loan File Maintenance
  • Oral and Written Comprehension
  • Analytical and Critical Thinking
  • Schedule Management
  • Loan Processing
  • Document Verification
  • Attention to Detail
  • Decision-Making
  • Customer Relations
  • Proficient in 10-key
  • Microsoft Office

Accomplishments

  • Highest volume of loans processed in 2022 and 2023
  • Supporting multiple loan officers throughout my lending assistant career
  • Holding most diverse loan processing pipeline of all lending assitants. Loans Types Including but not limited to: Commercial Real Estate (O.O.) and (N.O.O), Consumer Loans, Residential Mortgage Construction (1-time Close Construction, 2-Time Close Construction, Brokered Construction), Equipment, Airplane, A/R & Inventory, Agricultural, Commercial Construction (Commercial, Spec and Contract to builders), Unsecured, Note Receivables

Timeline

Lending Assistant

Jefferson Bank
05.2021 - Current

Relationship Banker

Jefferson Bank
09.2019 - 05.2021

Various Retail Banking Positions

Various Employers
10.2016 - 09.2019

High School Diploma -

Southmoore High School

Associate of Science - Diversified Studies

Oklahoma City Community College

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Mackenzie Butler