Megan Mills
Belden,MS
Summary
Accomplished Relationship Manager Assistant in Corporate Banking with a proven track record at Cadence Bank, formally known as BancorpSouth, excelling in customer relationship management and sustaining strong customer satisfaction. Talented in enhancing client retention through tailored loan solutions and effective communication. Adept at navigating complex banking regulations while fostering team morale and delivering exceptional service. Committed to and determined by driving business development and client satisfaction.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Manager Asst II / Corporate Banking
Cadence Bank
08.2019 - Current
- Led initiatives to streamline communication between departments, improving service delivery.
- Assisted borrowers with loan transaction before, during, and after the final closing date.
- Worked hand-in-hand with loan officers and senior management to provide clear communication to borrowers on what to expect after Origination.
- Reviewed all attorney prepared documents and prepared them for the closing table.
- Assisted with daily OverDraft report and paying items that could directly effect our customers if left untouched.
- Communicated directly with legal counsel, title companies, and other outside parties to coordinate all details pertaining to a single loan transaction.
- Provided mentorship to other staff, fostering professional growth and development.
- Implemented strategies that increased client retention rates through personalized approaches.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently upholds a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored solutions.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
- Facilitated seamless communication between clients and service departments, ensuring timely resolution of issues.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients and finance companies to find optimal solutions for financing related to any single transaction.
- Prepared contracts and related documentation according to strict standards.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards set by the FDIC.
- Managed multiple tasks and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Provided administrative support to staff members by handling correspondence, and filing legal documents.
Loan Maintenance Specialist
BancorpSouth Bank
08.2018 - 08.2019
- Extensive knowledge of Passport (ALS), Platform Sales & Service, NetTrax, and eForm systems.
- Managed all database and document processing.
- Consistently communicated with branches, loan officers, and other employees within the bank to verify customer information regarding specific accounts in question.
- Reviewed work completed by other employees to QC the accuracy of daily documents.
- Works daily and weekly reports to verify all items on the reports are loaded into our systems correctly.
- Contributed to continuous improvement initiatives within the maintenance department by regularly reviewing procedures and best practices.
- Collaborated with team members on root cause analysis for recurring issues, developing effective solutions.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
Loan Exception Specialist
BancorpSouth Bank
09.2015 - 08.2018
- Led cross-functional team initiatives to streamline communication between departments.
- Trained and mentored junior staff on compliance standards and best practices.
- Followed all company policies and procedures to deliver quality work.
- Collaborated with cross-functional teams to achieve project goals on time.
- Led quality assurance efforts, maintaining high standards for all loan products.
- Completed all loan documentation in accordance with company procedures.
- Error checked all input applications, databases management, and document processing.
- Worked alongside branches to make any changes to loan products that were not caught on the frontend.
Imaging Specialist
BancorpSouth Bank
05.2012 - 09.2015
- Streamlined imaging workflows to enhance efficiency and reduce turnaround times.
- Searched all electronic sources and databases for information that is imperative for banking relationships on the retail side.
- Developed, maintained, and documented bank standards, practices, or system usage procedures.
- Ensured compliance with safety protocols and regulatory standards in imaging procedures.
- Assisted all tellers and branch managers in ensuring that all drawers and vaults were balanced at the end of each workday.
- Trained all new employees and assigned them branches to balance in different regions.
Education
High School Diploma -
Saltillo High School
Saltillo, MS05.2011
Skills
- Licensed Notary for the State of Mississippi
- Excellent Customer Relationship Management
- Analytical Problem Solving and Decision Making Skills
- Extensive knowledge in Commercial Lending, Banking, and Finance
- Team Collaboration and Leadership
- Adaptability and Flexibility
- Microsoft Office Proficient
Certification
- Licensed Notary Public in the State of Mississippi since August 2019
Timeline
Relationship Manager Asst II / Corporate Banking
Cadence Bank
08.2019 - Current
Loan Maintenance Specialist
BancorpSouth Bank
08.2018 - 08.2019
Loan Exception Specialist
BancorpSouth Bank
09.2015 - 08.2018
Imaging Specialist
BancorpSouth Bank
05.2012 - 09.2015
High School Diploma -
Saltillo High School