Sandra Mahan
Tulsa,OK
Summary
To transfer skills obtained in banking and lending toward an administrative position requiring the ability to accurately maintain documentation, build relationships with stakeholders, confer with cross-functional teams, and utilize knowledge of accounting and finance functions.
Overview
41
41
years of professional experience
Work History
Document Preparation Specialist
Vast Bank
2003.03 - 2005.08
- Prepared and process loan documents.
- Expedited document processing by utilizing advanced software tools to convert, merge, and split files as needed.
- Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
- Worked with internal staff to process documents and send for closing.
New Account Specialist
Vast Bank
2001.02 - 2003.03
- Built and managed relationships with customers and prospects with accountability for building deposit base and acquiring new accounts.
- Managed onboarding processes for new accounts, ensuring compliance with regulatory requirements.
- Facilitated account opening procedures using internal banking systems to enhance client experience.
- Assisted clients in understanding account features, resolving inquiries efficiently and effectively.
Credit Department Associate
Vast Bank
1990.04 - 2001.02
- Streamlined communication between departments to improve workflow and service delivery.
- Supported daily operations by managing client inquiries and resolving issues promptly.
- Assisted in processing customer transactions using banking software to ensure accuracy and efficiency.
- Coordinated documentation for loan applications, maintaining compliance with regulatory standards.
Teller
Vast Bank
1985.06 - 1990.04
- Processed cash, check and credit transactions; ensured the integrity of transaction.
- Assisted clients with account inquiries and provided product information.
- Maintained cash drawer integrity through meticulous balancing practices.
- Trained new staff on operational procedures and customer service standards.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Fostered strong customer relationships to promote loyalty and retention.
Lending Assistant
Vast Bank
2005.08 - 2026.05
- Analyze daily operational functions, create schedules, respond to a high volume of phone calls, and process lending documentations. Interact with lending officers along with other department leaders to ensure compliance with federal banking requirements.
- Coordinated communication between clients and internal departments to ensure timely responses.
- Assisted loan officers in processing applications and verifying applicant information.
- Reviewed loan documentation for accuracy, contributing to improved approval rates and client satisfaction.
- Implemented process improvements that streamlined application handling and reduced turnaround times.
- Supported the successful closing of loans by preparing accurate and timely loan documentation packages.
- Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
- Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
- Streamlined lending processes for faster turnaround times, implementing efficient workflows and documentation management.
- Provided training and guidance to junior team members, fostering a positive work environment that encouraged professional development.
Education
Tulsa Junior College
Tulsa, OKNo Degree -
University of Oklahoma
Norman, OKSkills
- Detail-oriented Diligent Sound Judgement Resourceful Leadership Adaptable Flexible Observant Inquisitive Customer Focused Administrative Solution Oriented Ability to Customize Protocols
- Problem-solving
- Teamwork and collaboration
- Time management
- Reliability
- Document management
- Filing systems
- Deadline adherence
- Customer service
Timeline
Lending Assistant
Vast Bank
2005.08 - 2026.05
Document Preparation Specialist
Vast Bank
2003.03 - 2005.08
New Account Specialist
Vast Bank
2001.02 - 2003.03
Credit Department Associate
Vast Bank
1990.04 - 2001.02
Teller
Vast Bank
1985.06 - 1990.04
Tulsa Junior College
No Degree -
University of Oklahoma
Strategic Qualifications
- Offering more than 20 years of combined experience in banking using my administrative, lending, internal auditing, new account development and credit analysis to ensure compliance with banking regulations:
- - Administrative Support
- - Record Storage & Retrieval
- - Quality Control
- - Planning & Organization
- - Relationship Building
- - Earn Trust & Confidence
- - Leadership
- - Accurate Record Keeping
- - Compliance with Regulations
- - Lending Application Process
- - Solution Oriented
- - Customer Service
- - Communicate Company Vision
- - Adhere to Policies & Procedures
- In-depth administrative experience communicating with customers via the phone or in person combined with experience building relationships with cross functional teams and executive-decision makers
- Broad-based experience supporting lending teams, processing credit reports, compiling lending documentation and communicating with lending officers regarding loan closing practices; used internal auditing skills to ensure compliance with lending practices
- Collaborate with cross-functional teams in order to implement deposit building strategies, develop new customers and optimize customer service to capture market share
- Computer proficiencies: MS Office (Word, Excel, Outlook); Jack Henry, Sage Works, LaserPro; learn new systems quickly to optimize systems performance in multiple platforms