Loan administration professional with strong skills in loan processing, documentation, and compliance. Known for reliability, adaptability, and collaboration in team settings. Capable of managing multiple tasks efficiently while maintaining focus on achieving results. Well-versed in financial regulations, risk assessment, and customer service.
Work History
Commercial Construction Loan Administrator
2 Years 7 Months
Banterra Bank | 11.2023 - Current
Process and administer construction loan draws, ensuring full compliance with internal policies and regulatory requirements
Maintain a 120-hour draw turnaround standard through accurate documentation and efficient workflow management
Monitor construction loan progress and provide regular status updates to stakeholders
Process borrower interest payments from interest reserve lines with precision and timeliness
Mortgage Client Care Manager
2 Years 8 Months
Banterra Bank | 10.2023 - Current
Supervise and train Mortgage Client Care Representatives, improving service quality and productivity
Serve as a key point of contact for residential mortgage and HELOC inquiries across Western and Midwest divisions
Concierge Banker II / Assistant Banking Center Manager
2 Years
Banterra Bank | 10.2023 - 10.2025
Trained and onboarded new tellers and bankers across the Western Division (Arizona, Utah)
Maintained a 100% compliance rating on all internal audits and policy reviews
Partnered with commercial lenders to open business accounts, contributing to a 30% increase in cross-sold products (LOCs, treasury services, digital banking, credit cards)
Supported daily branch operations and assumed full leadership responsibilities in the Branch Manager’s absence
Delivered high-level customer service while identifying opportunities to deepen client relationships
Teller / Concierge Banker I
2 Years 1 Month
Sun Canyon Bank (Division of Banterra Bank) | 10.2021 - 11.2023
Conducted detailed customer verification procedures to ensure BSA/AML compliance
Opened and managed a variety of accounts (consumer, commercial, trust, CDs) with accuracy and efficiency
Contributed to branch growth from $28M to $55M in deposits through client retention and product promotion
Resolved customer issues promptly, consistently delivering exceptional service
Processed 50+ daily transactions while maintaining strict accuracy and fraud prevention standards
Education
Master of Business Administration (MBA)
Western Governors University
In Progress
Bachelor of Science - Business Administration
Ottawa University | 05-2023
Skills
Loan servicing
Document review
Payment processing
Credit analysis
Banking operations
Teamwork and collaboration
Customer service
Attention to detail
Problem-solving abilities
Adaptability and flexibility
Relationship building
Affiliations
Knights of Columbus — Member since 2026
Certification
Emergency Medical Technician (EMT), Gateway Community College — 2019
CPR Certification, American Red Cross (Renewed Biennially)
Timeline
Commercial Construction Loan Administrator
Banterra Bank
11.2023 - CurrentRead More
Mortgage Client Care Manager
Banterra Bank
10.2023 - CurrentRead More
Concierge Banker II / Assistant Banking Center Manager