Eager to expand my knowledge to continue to grow professionally and personally with the intention of contributing to a company's success.
Overview
8
8
years of professional experience
Work History
Loan Assistant/ Loan Officer
Farmers & Merchant Bank
11.2019 - 11.2021
Responsible for reviewing appraisals and In-house evaluations
Educated existing and potential clients on various loan options
Submitted loan applications to underwriter for verification and recommendations.
Assisted customers with completing loan applications and other required paperwork.
Negotiated price, terms and conditions with borrower
Assisted clients in selecting appropriate loan products for their needs
knowledge of all loan types including conventional and FHA
Assisted loan officer with any credit proposals if needed
Prepare loan packages to close and index
Assisted in maintaining high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
Assisted in training new Loan Assistants, sharing knowledge and expertise for their success in role.
Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
Assist loan officer collecting necessary documentation for new loans or renewals
Developed and maintained relationships with customers, lenders and other third parties.
Collect & analyze financials
Maintaining & servicing loan portfolios.
Checked loan documents for accuracy prior to closing.
Monitored pipelines to track and log status of loans.
Loan Closer/ Commercial Loan Processor
Integrity First Bank
03.2017 - 11.2019
Support 3 loan officers with any loan requests
Staying up to date on new regulations & documentation
Meet closing dates, communicating with insurances & title companies to obtain proper documentation needed
Process all residential & commercial renewals, new commercial loans and consumer loans.
Set up, stored and updated customer files, department records and regulatory paperwork.
Teller/ CSR/ Branch Manager
First National Bank
12.2014 - 03.2017
Cash handling, customer service, providing adequate and up to date training for all tellers and CSR'S with training content such as manuals, handouts, & customer service training to meet customer expectations
Respond to internal & external audits
Cross trained tellers and CSR
Responsible for updating branch with new processes and policy changes.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Credit Manager- FNB/ RMB Private Banking at First National Bank/ Rand Merchant BankCredit Manager- FNB/ RMB Private Banking at First National Bank/ Rand Merchant Bank