Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tamara E. Lawson

Willis,TX

Summary

Experienced in Treasury Management and Loan Servicing, with sharpened skills from time at Veritex Community Bank/Green Bank. Skilled in decision-making, effective team collaboration, improving customer experiences, and operational efficiency. Dependable and detail-oriented banking professional with a proven track record of delivering exceptional support to colleagues and customers.

Overview

28
28
years of professional experience

Work History

Customer Service

IGT Solutions, Inc.
10.2024 - Current
  • Answering phones
  • Mortgage questions
  • Loan Servicing
  • Online Banking Assistance
  • Bank conversions
  • Bank audits
  • Escalating issues, trouble shooting
  • Systems Used: Q2 and Mr. Cooper

Loan Servicing Specialist

Veritex Community Bank
09.2019 - 08.2023
  • Managed Loan Servicing email box-both internal and external customers
  • Answered incoming phone calls
  • Problem solving/trouble shooting
  • Processed loan modification's
  • Quality Control- reviewed documents for accuracy
  • Processed all monetary and reversal transactions
  • Maintenanced syndication/participation/warehouse loans, Consumer and Commercial loans
  • Processed ACH payments, wire payments, phoned in payments, mailed in payment, mass unit loan payments, set up AFT and ACH auto debit
  • Generated payoff letters and processed loan payoffs
  • Reviewed daily logs and reports and reconciled internal loan accounts
  • Receptionist relief during lunch hour
  • Systems Used: Jack Henry/Silverlake and SageWorks

Digital Banking Specialist

Veritex Community Bank
04.2019 - 08.2019
  • Treasury Management Implementation
  • Treasury Management product training - wires, ACH, remote deposit, sweep accounts, positive pay, lockbox
  • Online banking implementation-Consumer and Commercial/Password Resets
  • Trouble shooting/problem solving
  • Customer Service Phone Representative- leveraged strong communication skills to build relationships with clients.
  • Debit card fraud/ Debit card ordering/creating
  • Systems Used: Jack Henry/Silverlake

Electronic Banking Senior Support Specialist

Green Bank
10.2013 - 05.2019
  • Treasury Management Implementation
  • Treasury Management product training (wires, ACH, remote deposit, sweeps, positive pay, lockbox
  • Online Banking Implementation-Consumer and Commercial/Password Resets
  • Managed customer relationships by providing timely responses to inquiries and resolving escalated issues quickly
  • Debit card fraud/ Debit card ordering/creating
  • Answered incoming calls and assisted with problems
  • Worked incoming email box for both customers and bank employees
  • ACH: Processed ACH files twice daily/Filed ACH Disputes/ACH Research/File Formatting
  • NACHA Regulations SME
  • Systems Used: Jack Henry/Silverlake

Treasury Management Officer

Capital One
11.2008 - 06.2013
  • Implemented and maintenanced new Treasury Management customers
  • Trained Company Admins and Users on the products: ACH, Remote Deposit, Positive Pay, Commercial Online Banking
  • Developed and maintained relationships with external banking partners to ensure smooth treasury operations
  • Provided guidance and training to junior staff members regarding treasury functions and processes.

Treasury Management Specialist

Washington Mutual Bank
01.2000 - 11.2008
  • From 2000-2002 I was Admin for a team of five salespeople.
  • Created Proforma's
  • Scheduling team meetings weekly
  • Set up team/employee trainings
  • Booth Coordinator for the annual Texpo ACH/Treasury Conference/arranged customer events
  • Answered all incoming calls and routed them to their salesperson
  • Assisted customer with problem solving regarding Treasury products
  • Travel/Expense reports on all team members
  • Managed email box
  • Ordered office supplies
  • From 2002 – 2008 switched to a TM Implementation Specialist-Team Lead
  • Sorted/Assigned work daily to coworkers
  • Trained all new employees on the system, polices, procedures
  • Quality Control for coworker’s implementations
  • Communicated regularly with TMS Officers throughout the implementation process providing updates on progress
  • Set up Security Deposit Holdings accounts
  • SME on CRA and HMDA practices

Loan Clerk/Loan Processing

Prime Bank
01.1998 - 01.2000
  • First year I started as a Loan File Clerk, then promoted to a Loan Processor
  • Generated detailed reports summarizing loan activity on a weekly basis
  • Maintained customer files and records in accordance with established procedures
  • Shipped requested loan files to the Loan Officers/Lending Assistants
  • Assisted customers with inquiries regarding their loan status or payment history
  • Ensured compliance with federal regulations concerning consumer lending practices
  • Processed loan applications and verified accuracy of data entered into the system
  • Verified supporting documentation such as tax returns, pay stubs, bank statements

Education

Certificate -

San Jacinto College
Houston

Skills

  • Customer service
  • Loan processing
  • Team collaboration
  • Verbal and written communication
  • Cash handling
  • Relationship building
  • Teller experience
  • Account openings
  • Documentation skills
  • Cash management
  • Quality control

Timeline

Customer Service

IGT Solutions, Inc.
10.2024 - Current

Loan Servicing Specialist

Veritex Community Bank
09.2019 - 08.2023

Digital Banking Specialist

Veritex Community Bank
04.2019 - 08.2019

Electronic Banking Senior Support Specialist

Green Bank
10.2013 - 05.2019

Treasury Management Officer

Capital One
11.2008 - 06.2013

Treasury Management Specialist

Washington Mutual Bank
01.2000 - 11.2008

Loan Clerk/Loan Processing

Prime Bank
01.1998 - 01.2000

Certificate -

San Jacinto College

Similar Profiles

CREATE PROFILE