My objective is to obtain a position with your company, helping to expand your brand and my own expertise. I have 30+ years’ experience working in both back-end operational loan processing/servicing as well as front end customer facing retail.
Work History
Construction Dept/RECAD
4 Years 6 Months
Heritage Bank | 01.2022 - 07.2026
Coordinated with residential and commercial builders, managing all aspects of construction loans from initial document creation and budget balancing to monthly draws and final closeout. Ordering and reviewing inspections. Worked a 3rd party program that housed all information and transactions. Provided customer service by resolving balancing and funding issues as well as addressing legal conflicts. Run and maintain monthly reports. Worked with title companies, reviewed commitments and obtained any required items.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Loan Officer Assistant
1 Year 10 Months
First National Bank of Omaha | 05.2018 - 03.2020
Ordered inspections, managed budgets, and monitored checking accounts for activity.
Assisted loan officers in processing applications and preparing documentation for approval.
Coordinated communication between clients and underwriters to ensure timely updates.
Managed electronic filing systems to maintain organized loan files and records.
Loan Servicing
21 Years 5 Months
Heritage Bank | 08.1996 - 01.2018
Maintenance of all Portfolio held loans. Duties ranged from escrow-related, payment tracking, to final closeout. Resolved customer inquiries regarding insurance, taxes, and payments to ensure satisfaction. Provided payoff information to title companies and released collateral upon request.
Managed loan servicing processes ensuring compliance with regulatory standards.
Developed and implemented efficient workflows for loan processing and documentation.
Mentored junior staff on best practices in loan servicing and customer relations.
Construction Lending
21 Years 5 Months
Heritage Bank | 08.1996 - 01.2018
Assisted with all aspects of construction loans, including document creation, budget balancing, monthly draws, and final closeout.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Office Manager
7 Months
Century 21 Real Estate | 01.1996 - 08.1996
Coordinated scheduling for active realtors, including showings, listings, and signings to optimize client engagement Created and managed advertising campaigns for properties to enhance visibility and attract potential buyers
Streamlined office operations by implementing efficient filing and documentation systems.
Coordinated scheduling for staff meetings, training sessions, and client appointments.
Managed vendor relationships to ensure timely delivery of supplies and services.
Education
High School Diploma
Charlotte High | Punta Gorda, Florida | 06.1984
Along with normal classes I participated in the work program and held a job during 3 years of school. I was president of the DCT (associated club) program my senior year
UAF | Fairbanks Alaska
1 year of college courses - beginning accounting
CONTINUOUS TRAINING COURSES Yearly updates to Financial/Banking trainings
Skills
Microsoft Office – Word and Excel
Problem solving
Flexible
Communication
Professional
Confidential
Timeline
Construction Dept/RECAD
Heritage Bank
01.2022 - 07.2026Read More
Loan Officer Assistant
First National Bank of Omaha
05.2018 - 03.2020Read More
Loan Servicing
Heritage Bank
08.1996 - 01.2018Read More
Construction Lending
Heritage Bank
08.1996 - 01.2018Read More
Office Manager
Century 21 Real Estate
01.1996 - 08.1996Read More
Read More
Charlotte High
High School Diploma
Read More
UAF
Read More
LEADERSHIP
During the high school years, I was club president for the work program. I was the leader for my daughter’s girl scout troop. I was on the board of my subdivisions HOA. I was treasurer for a friend's political campaign for city government. I participated in the Master Gardner program in my community which provided assistance to the public with gardening questions.
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