Marilyn Berry
Fort Myers,FL
Summary
Experienced Financial Officer with the last 4 years as a Risk Analyst adept at assessing fraud and financial exploitation with attention to detailed research and analysis on a Hybrid Team cross trained in the Office of Capital Access for the Financial Operations of the US Small Business Administration by assessing complex financial transactions using in-depth knowledge of loan products, services and lending regulations. I am looking for a career opportunity in Business Operations for a leading Global Financial corporation.
Overview
25
25
years of professional experience
Work History
LOAN SPECIALIST
US SMALL BUSINESS ADM OFFICE OF CAPITAL ACCESS
01.2023 - Current
- Examined EIDL loan files for financial data and irregularities that were made thru unfair and deceptive business practices in obtaining SBA loan
- Reviewed for the legal division loans made with EIN & SS theft irregularities
- Audited loan accounts prior to Liquidation charge off and cross servicing to Treasury Department - Bureau of Fiscal Service
- Proactively identified potential delinquent accounts, implementing early intervention strategies to mitigate risk exposure for the SBA.
Loan Specialist- Team Lead
US SMALL BUSINESS ADMINISTRATION
01.2020 - 05.2022
- Oversaw daily processing for COVID EIDL loans to small business owners up to $2,000,000
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans ensuring complete verified loan packages.
- Developed and maintained relationships with customers, lenders and other third parties.
- As a Team Lead, reviewed the Loan Officers package for completeness and determined the decline or approval before submitting to the funding team
- Processed extensive review of supporting documentation for processing a case to the Final Appeals Board then communicating to the borrower the decision in writing and on a conference call.
Investment Advisor
BB&T INVESTMENTS
08.2012 - 09.2013
Account Receivables Director
Finely Asphalt & Concrete
05.2004 - 03.2011
Investment Advisor
BB&T Investments
02.2001 - 04.2004
Director of Retail Sales in Northern Virginia
Chevy Chase Bank
01.1999 - 02.2001
Education
Master of Public Administration - Public Finance 42 Graduate Hrs
University of Kentucky
Lexington, KYBBA - Health Care Administration
University of Kentucky
Lexington, KY08.1977
Skills
- Loan Feasibility Assessment
- Outcome Accountability
- Corporate Trainer in Loan Skills
- Relationship building and management
- Corporate Financial Statements
- Document analysis
- Project Management
- Organizational Development
Accomplishments
October 2021 Top Loan Producer at the SBA
BB&T Chairman's Council Top Investment Producer in Mid-Atlantic Region
BB& T President Award Winner
Timeline
LOAN SPECIALIST
US SMALL BUSINESS ADM OFFICE OF CAPITAL ACCESS
01.2023 - Current
Loan Specialist- Team Lead
US SMALL BUSINESS ADMINISTRATION
01.2020 - 05.2022
Investment Advisor
BB&T INVESTMENTS
08.2012 - 09.2013
Account Receivables Director
Finely Asphalt & Concrete
05.2004 - 03.2011
Investment Advisor
BB&T Investments
02.2001 - 04.2004
Director of Retail Sales in Northern Virginia
Chevy Chase Bank
01.1999 - 02.2001
Master of Public Administration - Public Finance 42 Graduate Hrs
University of Kentucky
BBA - Health Care Administration
University of Kentucky
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