Summary
Overview
Work History
Education
Skills
References
System experience
Timeline
Generic

Patrick Smitherman

Jemison,AL

Summary

Experienced and reliable team manager with a proven track record of effectively leading and motivating staff members to consistently surpass goals. Exceptional communication and organizational skills. Excels at fostering a collaborative work environment that promotes productivity and team cohesion. Dedicated to driving success and achieving optimal outcomes for both the team and the organization.

Overview

17
17
years of professional experience

Work History

Real Estate Banking Team Manager

Regions Bank
02.2023 - Current


  • Evaluated employee performance and coached team members, increasing quality of work and employee motivation.
  • Monitor performance indicators to work towards continuous improvement.
  • Develop, enhance current state and future state process and guidance to stay within metrics, goals and regulations.
  • Working with key stakeholders and management to enhance company performance and needs.
  • Funding Project reconciliation and projection.

Business Unit Operations Analyst III

Regions Bank
10.2020 - 02.2023
  • Develop and implement processes, procedures, and training to establish and maintain quality and continual improvement
  • Work to provide coaching as needed
  • Reviews and compares current processes with updated policy and regulatory guidelines to ensure associates are up to date
  • Participate and/or leads in various projects and internal/external initiatives to enhance employee experience
  • Collaborate with upper management and stakeholders for resource allocation, enhancements and current state.

Regions Equipment Finance Corporate Fulfillment Team Manager

Regions Bank
02.2018 - 10.2020
  • Manage a Documentation Team that supports Regions Equipment Finance Corporation, Regions Capital Advantage and Real Estate Transactions
  • Coordinate, review, and accept all loan/lease pre-closing due diligence required by Federal Regulations and Regions’ policy
  • Complete internally prepared loan closing packages
  • Coordinate and review attorney prepared loan closing packages
  • Funding and disbursement.

East Real Estate Paralender Team Leader

07.2016 - 02.2018
  • Assisted in leading a team of 10 associates
  • Managed the daily business loan document processing function
  • Provided training and support to document processors
  • Managed workload balancing
  • Provided guidance in daily negotiations with the branch/business bankers by resolving documentation problems and ensuring compliance with bank policy and regulatory requirements
  • Participated in conference calls targeted to Executives, Sales Managers, City Presidents and Business Bankers within Regions’ East Region footprint to provide feedback on procedures and loans
  • Assisted in forming and implementing the Branch Small Business Administration (SBA) product for the East Region
  • Assisted in implementing the REFCO Real Estate process for the East Region.

South Real Estate Paralender Team Leader

06.2014 - 07.2016
  • Supervised a team of 8 associates
  • Managed the daily business loan document processing function
  • Provided training and support to Paralenders
  • Assisted in managing workload balancing
  • Provided guidance in daily negotiations with the branch/business bankers by resolving documentation problems and ensuring compliance with bank policy and regulatory requirements
  • Monitored reports provided by my manager, quality assurance manager and compliance manager to ensure findings are reviewed and cleared
  • Assisted manager with quarterly one on one sessions with each associate to discuss performance, provide coaching, and to understand their future goals
  • Participated in weekly/monthly area conference calls with executives, sales managers, and team administrators to discuss procedures, updates and loan pipeline.

Real Estate Custom Paralender

11.2010 - 06.2014
  • Obtained in depth knowledge of Business and Commercial Banking loan documentation and government requirements
  • Gathered organizational items required to meet government regulations and Regions’ policy prior to producing the loan documentation for business and/or commercial loans.

Loan Booking Specialist

10.2008 - 11.2010
  • Reviewed executed loan documents to ensure proper coding/booking to Level III and ACLS
  • Analyzed and reviewed loan approval to loan documents to ensure their accurate completion
  • Booked new loans, renewals, modifications
  • Resolved loan related issues which included missing payments, disputed accounts history requests, and general loan related questions
  • Posted payments, advances and principal reductions as it pertains to booking
  • Prepared and submitted loan maintenance requests as needed for corrections to the loan system
  • Logged incoming checks into the application system for tracking
  • Completed and processed general ledger tickets to apply loan fees to the designated general ledger account.

Loan Operations Clerk

10.2007 - 10.2008
  • Sorted and organized loan documents into the appropriate areas.

Education

No Degree - Business Administration And Management

Jefferson State Community College
Birmingham, AL

Skills

  • Operations Management and Leadership
  • Customer Service and Issue Resolution
  • Administration and Organization
  • Training, Collaboration and Staffing Optimization
  • Workforce Planning

References

Keri Stallings, Account Advisor, 205-299-2227

System experience

  • Financial reconciliation through Regions network
  • Apollo
  • Gusto
  • Finastra LaserPro Lending Document Generation System
  • AFS BusinessConnects
  • Microsoft: Access, Excel, Word, PowerPoint, Publisher, Outlook
  • SharePoint Development & Design
  • SuperTrump
  • Rapport
  • InfoLease
  • NCino/Salesforce/Oneview

Timeline

Real Estate Banking Team Manager

Regions Bank
02.2023 - Current

Business Unit Operations Analyst III

Regions Bank
10.2020 - 02.2023

Regions Equipment Finance Corporate Fulfillment Team Manager

Regions Bank
02.2018 - 10.2020

East Real Estate Paralender Team Leader

07.2016 - 02.2018

South Real Estate Paralender Team Leader

06.2014 - 07.2016

Real Estate Custom Paralender

11.2010 - 06.2014

Loan Booking Specialist

10.2008 - 11.2010

Loan Operations Clerk

10.2007 - 10.2008

No Degree - Business Administration And Management

Jefferson State Community College
Patrick Smitherman