Shannon Wilkes
Franklinton,NC
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Loan Servicer
Banc of California (FKA Pacific Western Bank)
Durham, NC
08.2020 - Current
- Resolve customer inquiries regarding account status or loan servicing issues promptly and efficiently.
- Receive and process customer loan advance and paydown requests.
- Receive and process incoming federal wires, and process them accordingly.
- Process warrant fee transactions in the loan servicing system and file documents.
- Update customer information, such as address, banker, branch, etc. in loan servicing system.
- Process GTM (Global Treasury Management) and TF (Trade Finance) requests. This included the increase/decrease of ancillary services, as well as the boarding of new requests and closings of existing facilities in the loan system.
- Process items for syndication loans, as needed. This includes, but is not limited to, paying/collecting principal and interest payments, updating interest rates, and sending/receiving the proper notification with the corresponding banks.
- Service customer requests - respond to emails, both internal and external.
- Assist loan closers with running OFAC searches. This includes document findings and report to management and internal compliance department of potential OFAC matches.
- Process loan payoff; ensuring proper transactions are processed and the various bank systems are updated.
- Deliver prompt, knowledgeable solutions to address customers' loan service issues.
- Assemble loan documents and/or loan histories for internal inquiries.
- Deliver prompt, knowledgeable solutions to address customers' loan service issues.
- Work successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
Client Services Support
Banc of California (FKA Pacific Western Bank)
Durham, NC
09.2019 - 07.2020
- Assisted Client Service Representative in any request made by the client.
- Processed name changes and address changes for clients.
- Provided updated account documentation upon request from Client Services Representative and client.
- Processed and opened new accounts efficiently and in a timely manner.
- Acted as the first point of contact for clients when Client Services Representatives are out of the office.
- Reviewed account documentation for accuracy before performing request account updates.
- Performed other duties and projects as assigned.
Financial Services Officer I
State Employees' Credit Union
Raleigh, NC
04.2017 - 09.2019
- Communicated effectively and confidently with members regarding financial activities.
- Identified solutions for members based on financial goals and needs.
- Assisted members with opening checking and savings accounts and applying for credit cards and loans.
- Granted subsequent advances on existing credit cards, open lines, and home equity lines of credit – consulted with an approving officer prior to advance.
- Evaluated loan applications and made recommendations to the approving officer.
- Assisted members with account problems, checking reconciliations, or errors in transactions.
- Performed banking transactions for customers and managed cash transactions, deposits, and withdrawals.
- Protected member information and business records.
Teller I
SunTrust Bank
Oxford , NC
05.2016 - 03.2017
- Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier checks.
- Cashed customer checks, verified identification, and checked account balances in accordance with the bank's policies.
- Issued and redeemed money orders, cashier's checks, traveler's checks, and savings bonds.
- Built and maintained customer relationships through quality, personalized interactions.
- Built and maintained customer relationships through quality, personalized interactions. Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
- Researched and resolved customer issues on personal savings, checking, and lines of credit accounts.
- Adhered to financial services security and audit procedures.
Education
Associate of Applied Science - Business Administration
Vance-Granville Community College
Henderson, NC05-2016
High School Diploma -
J.F. Webb High School
Oxford06-2012
Skills
- Conflict resolution techniques
- Policy and Procedure Adherence
- Attention to Detail
- Multitasking Abilities
- Communication Skills
- Analytical and Critical Thinking
- Continuous Improvement
- Time Management
- Problem-Solving
- Cash Handling
- Financial Service Solutions
- Credit History Review
- Client Relationship Building
Certification
- Cosmetology License (2015)
- Business Management Certificate (2013)
Timeline
Senior Loan Servicer
Banc of California (FKA Pacific Western Bank)
08.2020 - Current
Client Services Support
Banc of California (FKA Pacific Western Bank)
09.2019 - 07.2020
Financial Services Officer I
State Employees' Credit Union
04.2017 - 09.2019
Teller I
SunTrust Bank
05.2016 - 03.2017
- Cosmetology License (2015)
- Business Management Certificate (2013)
Associate of Applied Science - Business Administration
Vance-Granville Community College
High School Diploma -
J.F. Webb High School
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