Dynamic Commercial Loan Associate II with a strong focus on client relations and loan pipeline management. Proven ability to deliver exceptional customer service and ensure timely loan processing.
Overview
12
12
years of professional experience
Work History
Commercial Loan Associate II
Community State Bank
Ankeny, Iowa
06.2017 - Current
Collaborated with credit analysts and loan origination team to prepare settlement documentation packages.
Ensured timely and accurate loan processing, supporting loan officiant and underwriter teams.
Maintained fast-paced schedule by providing prompt application approval turnaround times.
Managed loan pipeline to meet all deadlines and facilitate smooth progress to closing.
Liaised among borrowers, real estate agents, and lenders to streamline loan closings.
Delivered exceptional customer service, achieving high satisfaction levels among borrowers.
Donor Resource Management
Moody Bible Institute
Chicago, IL
01.2014 - 05.2017
Processed monetary donations to college promptly and accurately.
Issued receipts to donors by calendar year-end for tax compliance.
Assisted in balancing weekly financial records of mailed donations, including checks and cash.