Shari Blickman
Carmel,IN
Summary
Commercial banking professional with treasury management and loan processing experience, known for customer focus, documentation accuracy, and strong time management. Trusted support for lenders and business clients across complex financial workflows.
Overview
11
11
years of professional experience
Work History
Commercial Loan Processor
The Farmers Bank
03.2024 - Current
- Facilitated processing and operational support for commercial lenders throughout loan process, coordinating documentation, customer requests, closing requirements, and internal workflows to ensure seamless transactions.
- Managed multiple time-sensitive requests and competing priorities, ensuring accuracy and responsiveness while delivering strong internal and external customer service.
- Research and resolve processing, payment, fee, documentation, account, and servicing questions, using sound analysis to identify effective solutions.
- Cultivated trusted relationships with commercial lenders through consistent communication and dependable follow-through, providing high-quality support.
Asst Banking Center Mgr & Treasury Mgmt Support
State Bank
01.2022 - 03.2024
- Trained Treasury Management customers on online banking services, helping clients confidently use available banking tools.
- Cultivated and strengthened business relationships through prompt service, effective problem resolution, and proactive identification of client needs.
- Managed Customer Service Representatives and reinforced adherence to bank policies, procedures, service expectations, and operational controls.
- Executed monthly audits while effectively balancing leadership, customer service, operations, and Treasury Management functions in a fast-paced environment.
Senior Retail Banker
Lake City Bank
07.2015 - 06.2021
- Advised customers on deposit, lending, and digital banking solutions aligned with financial needs.
- Processed consumer loan applications, gathered documentation, and coordinated approvals with lending teams.
- Opened and maintained checking, savings, and certificate accounts with strict accuracy.
- Resolved complex account issues while maintaining service quality and customer satisfaction.
Education
High School Diploma -
Carmel High School
Carmel05-2003
Skills
Treasury Management
Commercial Banking
Loan Documentation & Boarding
Banking Transaction Support
Online Banking Platforms
Problem Solving
Timely Decision Making
Documentation & Compliance
Customer Focus
Relationship Management
Integrity & Trust
Loan documentation
Transaction support
Timeline
Commercial Loan Processor
The Farmers Bank
03.2024 - Current
Asst Banking Center Mgr & Treasury Mgmt Support
State Bank
01.2022 - 03.2024
Senior Retail Banker
Lake City Bank
07.2015 - 06.2021
High School Diploma -
Carmel High School