Results-driven professional with strong communication and adaptability skills. Experienced in managing client portfolios and providing tailored support, contributing to improved client relationships and operational efficiency.
Overview
7
7
years of professional experience
Work History
Commercial Account Manager
Peoples National Bank
McLeansboro, IL
02.2023 - Current
Managing client portfolios for 2 lenders, ensuring optimal service levels and relationship maintenance.
Strengthened partnerships with clients through proactive communication and tailored support initiatives.
Process daily mail, managed 30+ emails and phone calls from lenders daily.
Commercial Loan Assistant
First Bank of Carmi
Carmi, IL
09.2022 - 02.2023
Processed commercial loan applications, ensuring compliance with regulations and internal policies.
Maintained organized records of loan files, improving retrieval efficiency and audit readiness.
Monitored loan disbursement processes, ensuring timely funding for approved applications.
Mortgage Processor
Peoples National Bank
Mt. Vernon, IL
06.2019 - 09.2022
Reviewed and verified loan documentation for compliance with federal regulations and bank policies.
Optimized workflow efficiency by prioritizing tasks based on client needs and deadlines, ensuring timely completion of loans.
Ensured seamless handover of approved loans to the closing department by providing complete and accurate documentation packages.