Sheila Phillips
Summary
EXPERIENCES AND ACCOMPLISHMENTS
Supportive Team Lead with over 30 years of experience leading teams. Capable in following detailed production schedules with distinguished history of maximizing productivity. Committed to proactive reorganization for optimized safety and efficiency.
Multi-tasking Team Leader executing successful completion of various tasks/ projects. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success.
Overview
45
45
years of professional experience
Work History
Team Lead - Loan Audit
Texas Capital Bank
08.2021 - Current
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.
- Gathered, organized and input information into digital database.
Commercial Lead - Loan Audit
Texas Capital Bank, N.A.
01.2013 - 01.2021
- Reduced errors in loan documents by meticulously reviewing all submitted materials and verifying data accuracy.
- Assisted managing diverse pipeline of loans, prioritizing tasks based on deadlines and complexity of cases.
- Reviewed loan packages for completeness, identified missing documentation, and generated checklists for borrowers.
- Enhanced team productivity by providing ongoing training and support to (5) or more junior loan auditors.
Collateral Loan Document Specialist
Texas Capital Bank, N.A.
12.2003 - 01.2013
- Managed a high volume of commercial loan files while maintaining strict deadlines for completion and funding.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Strengthened compliance with bank policies, procedures, and regulations through meticulous attention to detail in document review.
- Developed strong relationships with clients through professional interactions during the loan documentation process.
Supervisor, (New Loan Booking)
Commercial Loan Services
01.1998 - 07.2003
- Supervise 7-13 staff members
- Supervise all aspects of Business Banking New Loan Booking area
- Ensure that tasks/outputs are completed within Service Level
- Manage personnel issues
- Interview and select staff, define performance expectations, and establish goals
- Serve as the escalation contact for staff, clients, and service partners
- Coach staff in resolving customer problems
- Created an effective team through continuous communication and timely feedback
- Participate in developing, implementing, and monitoring Business Banking New Loan Booking business plan
- Submitted monthly productivity reports to management
- Participate in or lead various special projects as assigned
Unit Lead - (Collateral)
Commercial Loan Services
01.1996 - 01.1998
- Performed the duties of the Collateral Specialist at an expert level, including the release of collateral, research and system updates
- Performed the most complex research and resolved the more difficult problems with greater authority level
- Facilitator in resolving moderate to complex customer and operational problems within defined limits and/or establishing alternative arrangements, if appropriate
- Monitored daily workflow and responded to staff inquiries
- Coordinates the work unit planning, organizing, prioritizing, delegating and documenting
- Assisted Supervisor when needed with management reporting, projects, customer research, etc
- Coordinated the documenting and tracking of all 'out of the ordinary' conditions to the responsible processor and relayed any pertinent information to management
- Consistently maintained and promoted leadership skills and standards
- Participated and lead training activities
Collateral Specialist
Commercial Loan Services
01.1993 - 01.1996
- Performed collateral maintenance & service as necessary
- Responded to research requests related to collateral items
- Processed paid loans after thorough review to ensure collateral could be released
- Processed collateral documents and took necessary action to update productivity tracking system
- Reviewed tickler tracking report and took necessary action e.g., UCC continuations
- Maintained and supported the force placed flood insurance process
- Performed next day edit for the most complex loans to ensure no errors
- Performed Loan Support functions as assigned e.g
- Distribution of daily work and correspondence
- Performed all transactions within service level agreements
- Ensured bank's security interest was perfected
- Performed other assigned duties
Securities Clerk B – Bond Accounting
Team Bank
01.1990 - 01.1993
- Prepared and processed entries to general ledger and various Team accounts for purchases/sales generated by the bank's portfolio/ Trading accounts, Due-To-Bank Correspondents and Corporate account customers
- Reports Due-From Banks/FRB settlements to the Fed Funds area
- Researched and resolved settlement problems for Banks customer accounts
- Daily prepares and balance teller sheet
CD Operations Clerk
Team Bank
01.1987 - 01.1993
- Verified the accuracy of Certificate of Deposits direct data input
- Researched any problems related to system changes
- Distributed reports to various sections within the dept
- Mailed out interest payments and maturity notices
- Performed research and adjustments upon inquiry
Secretary/Receptionist
01.1985 - 01.1987
- Served staff of nine Engineers, one Office Manager, and one Supervisor
- Prepared correspondence for Board and staff meetings
- Prepared routine correspondence using (MULTI-MATE) word processing
General Office Clerk
01.1982 - 01.1985
- Typed correspondence
- Filed library cards
- Checked books in and out of the library
- Answered incoming calls
Information Data Operator
01.1980 - 01.1981
- Serviced over a hundred Directors (Managers) with production information on their Consultants (Recruits) from a computer information system
- Operated a CRT Terminal
- Kept records of incoming calls and filed records
Education
Diploma - Paralegal
Professional Career Development Institute
Colleges courses - Business
Tarrant County College
Skills
- Leadership
- Leading Change
- Leading in a Diverse Environment
- Team Leadership
- Decision-making Fundamentals
- Facilitating Work Groups and Meetings
- Effective Communication
- Interpersonal Skills
- Guiding Through Change
- Solving Problems
- Tools & Techniques
- Notary
- Microsoft Word
- Excel
- Access
- Attention to detail
- Conflict resolution
- Customer focus
- Coaching and mentoring
Timeline
Team Lead - Loan Audit
Texas Capital Bank
08.2021 - Current
Commercial Lead - Loan Audit
Texas Capital Bank, N.A.
01.2013 - 01.2021
Collateral Loan Document Specialist
Texas Capital Bank, N.A.
12.2003 - 01.2013
Supervisor, (New Loan Booking)
Commercial Loan Services
01.1998 - 07.2003
Unit Lead - (Collateral)
Commercial Loan Services
01.1996 - 01.1998
Collateral Specialist
Commercial Loan Services
01.1993 - 01.1996
Securities Clerk B – Bond Accounting
Team Bank
01.1990 - 01.1993
CD Operations Clerk
Team Bank
01.1987 - 01.1993
Secretary/Receptionist
01.1985 - 01.1987
General Office Clerk
01.1982 - 01.1985
Information Data Operator
01.1980 - 01.1981
Colleges courses - Business
Tarrant County College
Diploma - Paralegal
Professional Career Development Institute
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