Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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TANYA STRASSER

Byron,Minnesota

Summary

Experienced Banking Professional with superior attention to detail and highly ethical nature. Excellent analytical and communication skills. Over 25 years of experience in Commercial Loan Support and Documentation, Retail and Operations Departments of Banking. Excellent reputation for resolving problems, forming strong working relationships and being highly client focused. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills.

Overview

28
28
years of professional experience

Work History

Portfolio Deal Manager

Finance of America Companies
CHARLOTTE, NC
02.2022 - 07.2022
  • Insured commercial loans were efficiently and professionally processed from sales approval through closing
  • Worked closely with borrower/broker to collect due diligence items on assigned loan files
  • Ordered title work, and appraisals, and ensured delivery deadlines were met
  • Performed background and OFAC checks utilizing Lexis-Nexus
  • Gathered property insurance from agent(s) and submitted for review
  • Managed pipeline to ensure deadlines were met as timely as possible
  • Built cohesive working relationships with borrowers, team members, other departments, and third-party vendors
  • Utilized Microsoft Office Suite, Encompass & Rockport Software
  • Verified file was complete and documents were properly labeled and organized before submitting to underwriting
  • First assigned loan was sent to underwriting within 60 days of assignment

Business Banking Specialist

U.S. Bank
ROCHESTER, MN
07.2021 - 02.2022
  • Opened new business accounts for customers
  • Reached revenue goal in first month after training completion
  • Assisted business customers with completion for credit card applications
  • Responsible for outreach to small business clients at all four Rochester locations
  • Built cohesive working relationships with retail branch staff
  • Aided retail branch staff with non-transactional customer requests
  • Responsible for growing bank customer base utilizing lead list generated through Salesforce-set 10 appointments per week
  • Verified business cashflow before submitting loan applications to underwriting
  • Responsible for meeting various levels of sales goals
  • Traveled to all Rochester branches on weekly basis to ensure customer needs were being met
  • Attended afterhours networking events to build customer base
  • Assisted Business Banking Lenders with account openings, account maintenance, and loan closings as needed.

Business Banking Assistant

Roundbank
WASECA, MN
05.2019 - 07.2021
  • Provided support to up to four lenders with their loan portfolios, including ensuring accurate and timely generation of loan documents, along with yearly collection of financials and insurances with any other documentation to prove loan covenants were met
  • Processed commercial loans for lenders from start to finish collected financials, ordered title work and appraisals, and loan documents, reviewed loan documents, and insured all documents were signed at closing
  • Maintained floorplan loans for lender on both used car lot and local marine dealership, which included monthly inventory inspections
  • Submitted PPP loan applications for approval, including loan forgiveness applications
  • Gained Basic familiarity with Ag BMP loans
  • Proactively assisted lenders with client account and billing questions
  • Completed loan payment and advance requests for customers
  • Formed strong and trusting working relationships with lenders
  • Continued education at own request upon move to Roundbank on commercial lending as it relates to credit analysis and loan pricing and terms to allow lenders, supported to be more sales focused
  • 2020 reduced outstanding ticklers by over 50%.

Credit Specialist

Home Federal Savings Bank
ROCHESTER, MN
02.2012 - 03.2019
  • Provided support to up to four lenders with their loan portfolios, including remotely supporting one lender in another branch
  • Processed commercial loans for lenders from start to finish
  • Processed commercial loans on variety of properties including: 1-4 family rentals, apartment complexes up to 50 units, farmland, office buildings, warehouse/storage buildings, and day care facilities
  • Provided support to lenders on processing SBA 504 and 7A loans
  • Processed participation loans for lenders both purchased and sold
  • Ensured loans were properly funded at or before closing via wire transfer
  • Assisted OREO Manager with management of bank owned properties
  • Assisted Risk Assets Manager with high-risk loan files, workouts, and collections
  • Responsible for tickler management of assigned lender's portfolios
  • Performed basic credit write ups, loan structure and renewals for Risk Assets Manager
  • Continually communicated with lender, document specialists, and customer to insure loan processing deadlines were met.

Product Services Specialist

Home Federal Savings Bank
ROCHESTER, MN
02.2009 - 03.2012
  • Managed cash vault for all bank branches
  • Maintained vault limit at 100% target rate
  • Processed all levies, garnishments, and research subpoenas for bank
  • Ensured all incoming and outgoing wires were processed accurately and were not fraudulent
  • Reviewed transactions for potential fraud
  • Answered average of 125 incoming customer calls daily
  • Assisted all branches with policy and procedure questions
  • Trained all frontline branch staff on acceptance and handling of mutilated/contaminated currency
  • Processed all CD renewals for branches
  • Reconciled all non-posted items daily
  • Monitored unavailable funds reports for possible check kiting.

Classified Sales Representative

Post Bulletin
ROCHESTER, MN
09.2008 - 02.2009
  • Placed classified ads for customers via phone and in person
  • Upsold ad-ons when appropriate
  • Tracked and proofed display ads
  • Reached monthly sales goal every month but first month of employment
  • Handled 60 calls per day to address customer inquiries and place ads

Senior Teller

Associated Bank
ROCHESTER, MN
09.2006 - 08.2008
  • Promoted to Senior Teller within one year of employment
  • In charge of branch vault and cash inventories: consistently maintained dollar limit by buying and selling to Federal Reserve
  • Provided leadership and coaching in Teller Supervisors absence
  • Trained and mentored new tellers
  • Made check cashing approvals/decisions and dealt with difficult customers in Teller Supervisor's absence
  • Communicated with teller Supervisor to keep them informed of issues, concerns and successes which occurred in teller line
  • Promoted products or services to each customer to consistently achieve sales targets
  • Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Reached targeted cash limits every month of employment
  • Provided high-level customer service through friendly approach, strong professionalism, and timely assistance with customer transactions
  • Ordered and received all branch supplies.

Sales Associate

SJ Jewelers
ROCHESTER, MN
05.2004 - 05.2008
  • Collaborated with customer and jeweler to create custom pieces
  • Placed and received merchandise orders from variety of vendors
  • Assisted customers with repairs and estimates
  • Reconciled daily sales to insure no losses were occurring
  • Kept apprised of emerging trends and provided informative customer service to assist in product selection
  • Asked to remain part time when resigned from full time to go to Hiawatha Homes.

Administrative Assistant

HIAWATHA HOMES FOUNDATION
ROCHESTER, MN
10.2004 - 07.2006
  • Effectively administered contracts, payments, and donations for annual Festival of Trees fundraising event
  • Compiled all Festival of Trees fundraising information for Annual Report
  • Maintained donor database for Festival of Trees
  • Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff, and greeting visitors.

Bookkeeper

First Security Bank
BYRON, MN
03.1997 - 03.2004
  • Established Rochester branch as lead teller
  • Only staff member to stay with bank after experiencing robbery at Rochester office within first 8 months of employment
  • Offered Bookkeeper position when Rochester branch closed
  • Proficient single pocket proof (10 key) operation of 350 daily average transactions
  • Balanced bank general ledger daily
  • Reconciled monthly cash letter with Wells Fargo
  • Input all new accounts and loans on system
  • Transcribed loan comments for officers
  • Made return or pay decisions on daily overdrafts
  • Reconciled non-posted transactions on daily basis
  • Assisted with HMDA monitoring and reporting
  • Provided backup to drive up teller
  • Tracked and billed all Safe Deposit Box rentals and trained staff yearly on proper access procedures
  • Scheduled any necessary drilling of boxes
  • Responsible for branch closing on Friday nights
  • Opened new accounts and balanced cash vault on Saturday teller shift
  • Insured timely payment of all accounts payable for bank
  • Effectively established and maintained 2 software systems for automated reports and document imaging
  • Trained staff on use of both of above systems.

Education

Bachelor of Arts - Business Management and Communications

Luther College
05.1996

Skills

  • Efficient, meticulous, self-starter
  • Microsoft Office Suite
  • Collaborator
  • High Degree of Accuracy
  • Proficient written, verbal, and interpersonal communication skills
  • Ability to Prioritize in deadline driven environment
  • Operating Procedures and Policies
  • Salesforce Software
  • Encompass Loan Software
  • Funds Disbursement Application
  • Financial Data Collection
  • Title Abstracts
  • LexisNexis Software
  • Loan Processing Coordination
  • Bank Compliance and Regulatory Requirements
  • Appraisal Reports- Commercial and Residential
  • Payment Disbursement
  • Wire Transfer
  • Financial Documentation
  • Loan Records Filing and Maintenance
  • Commercial Loan Documentation
  • Business Document Verification
  • Client Communication
  • Interdepartmental Collaboration

Accomplishments

  • Had first assigned loan to underwriting within 60 days of assignment at Finance of America
  • Met revenue goal upon first month of completion of training at U.S. Bank
  • Requested by Manager to serve on focus group to improve commercial loan renewal process/efficiencies at Roundbank
  • Asked to participate on Recognition Team at Roundbank within first six months of hire
  • Placed in charge of Levies, Garnishments and Subpoenas and asked to develop official training program and create formal procedures for each process while at Home Federal
  • Promoted to main vault teller due to attention to detail and accuracy during position as Product Services Specialist at Home Federal
  • Promoted to Senior Teller within one year of hire at Associated Bank
  • Placed in charge of Safe Deposit Box billing, drilling, and training staff on proper handling procedures when at First Security Bank

Affiliations

  • Registered Notary Public with Minnesota Secretary of State
  • President of Join the Journey Board of Directors
  • Former chair of annual walk for Join the Journey for 3 years
  • Coordinator of Pink Out Fundraising Event for Join the Journey, since 2016

Timeline

Portfolio Deal Manager

Finance of America Companies
02.2022 - 07.2022

Business Banking Specialist

U.S. Bank
07.2021 - 02.2022

Business Banking Assistant

Roundbank
05.2019 - 07.2021

Credit Specialist

Home Federal Savings Bank
02.2012 - 03.2019

Product Services Specialist

Home Federal Savings Bank
02.2009 - 03.2012

Classified Sales Representative

Post Bulletin
09.2008 - 02.2009

Senior Teller

Associated Bank
09.2006 - 08.2008

Administrative Assistant

HIAWATHA HOMES FOUNDATION
10.2004 - 07.2006

Sales Associate

SJ Jewelers
05.2004 - 05.2008

Bookkeeper

First Security Bank
03.1997 - 03.2004

Bachelor of Arts - Business Management and Communications

Luther College

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TANYA STRASSER