LATRINA NAPOLEON
Fort Worth,TX
Summary
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 20 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Supervisory Loan Specialist
Small Business Administration
11.2012 - Current
- Supervising a fluctuating staff that varies in size depending on the severity of the disaster events
- Planning and implementing flexible customer service initiatives for responding to customer and general public questions and concerns regarding all aspects of the disaster loan program including loan processing, legal requirements for disaster loans, loss verification, and field operations
- Directs and motivates team with training and development to achieve goals and quality customer service
- Provide a superior quality of service to customers, loan officers and fellow employees by demonstrating a high degree of professionalism and leadership
- Collaborates with management to establish and communicate performance standards and objectives to all staff
- Monitor production, progress and timeliness of all loan processing activities.
Workforce Development Specialist II
Texas Workforce Commission
06.2012 - 11.2012
- Facilitate training classes to assist with preparing clients with employers’ job requirements, matches clients to current job openings, and refers qualified clients
- Developed marketing, instructional, or training materials to distribute to internal and external clients
- Maintains case management records
- Counsel clients who have complex job placement or job adjustment challenges
- Interviews clients to assess and record information regarding training needs, education, experience, skills, interest, and other relevant factors to determine clients' career development opportunities and eligibility of benefits.
Retirement Investment Consultant
TIAA-CREF
09.2007 - 11.2010
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Retirement Investment Consultant
Fidelity Investments
08.2009 - 09.2010
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Small Business Consultant and CheckPoint Chair
Wells Fargo Bank
12.2000 - 08.2006
- Lead a team of 50+ plus employees on various diversity programs
- Drafted policy and procedures for the basis of forming the resource group
- Regularly hosted meetings and special functions representing Branch Manager, District Managers & Regional Managers
- Design and develop presentation to facilitate training to and for employees
- Provided interpretation of company policy and followed up on service problems
- Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center
- Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers
- Responsible for the acquisition and retention of business customers through partnership activities.
Education
Master’s Degree - Organizational Leadership
Northwood University
Cedar Hill, TX12.2016
Bachelor's Degree - Public Administration & Community Service, Management
University Of North Texas
Denton, TX12.2008
Associate's Degree - Business Administration
Tarrant County College
Hurst, TX05.2005
Skills
- Explanation of Loans
- Effective Communication
- Issue Resolution
- Customer Support
- Team Player
- Loan Approvals
- Loan Evaluations
- Customer Assistance
- Commercial and Credit Loans
- Client Relations
- Relationship Building and Management
- Document Analysis
Timeline
Supervisory Loan Specialist
Small Business Administration
11.2012 - Current
Workforce Development Specialist II
Texas Workforce Commission
06.2012 - 11.2012
Retirement Investment Consultant
Fidelity Investments
08.2009 - 09.2010
Retirement Investment Consultant
TIAA-CREF
09.2007 - 11.2010
Small Business Consultant and CheckPoint Chair
Wells Fargo Bank
12.2000 - 08.2006
Master’s Degree - Organizational Leadership
Northwood University
Bachelor's Degree - Public Administration & Community Service, Management
University Of North Texas
Associate's Degree - Business Administration
Tarrant County College
Similar Profiles
LATRISIA CORTEZLATRISIA CORTEZ
Business-Commercial Loan Analyst (Government Contractor) at Small Business AdministrationBusiness-Commercial Loan Analyst (Government Contractor) at Small Business Administration
Jeffrey Griffin Jr.Jeffrey Griffin Jr.
Field Operations Specialist at Small Business AdministrationField Operations Specialist at Small Business Administration
PATRICIA WINNPATRICIA WINN
GS-9 Loan Specialist at Small Business AdministrationGS-9 Loan Specialist at Small Business Administration
Shantella SlatenShantella Slaten
Senior Case Manager / Paralegal Specialist/Team Leader at U.S. Small Business AdministrationSenior Case Manager / Paralegal Specialist/Team Leader at U.S. Small Business Administration
Lillian KnothLillian Knoth
Shift Supervisor at StarbucksShift Supervisor at Starbucks