Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Vertis Patton

Senior Funder
Rohnert Park,California
Vertis Patton

Summary

Dedicated and skilled professional committed to delivering exceptional service and building strong client relationships. Known for a strong work ethic, eagerness to learn, and a competitive drive to exceed customer expectations. Proven ability to identify and implement process improvements that enhance operational efficiency, productivity, and overall performance. Self-motivated and adaptable, continuously focusing on refining workflows and achieving excellence. Recognized for strong ethics, a positive attitude, and an approachable personality.

Professional loan closer with strong focus on ensuring seamless funding processes and compliance with lending regulations. Demonstrates exceptional teamwork, adaptability to shifting needs, and commitment to achieving results. Possesses expertise in loan documentation, risk assessment, and client communication, consistently delivering reliable outcomes. Thrives in collaborative environments and excels in high-pressure situations.

Overview

30
years of professional experience

Work History

Chick-fil-A

Director of Front of House
12.2023 - 08.2024

Job overview

  • Emphasize and communicate the Core Values of the business while executing the Bridge Business Strategy and Fundamental Purpose
  • Manage the customer experience program to ensure exceptional service standards
  • Coach, invest in, and develop Front of House Team Leaders and members to achieve business goals
  • Implement and drive the REMARKABLE Performance Engagement Model and daily SMART goals to enhance operational success
  • Mentored upcoming leaders, nurturing future company talent.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Enhanced customer satisfaction with tailored service improvements.
  • Improved operational efficiency by implementing innovative procedures.
  • Streamlined processes, reducing costs and increasing efficiency.

Integrity Shred

Bookkeeper
06.2023 - 08.2023

Job overview

  • Ensured accurate handling of accounts receivable, accounts payable, and sales invoice posting using QuickBooks
  • Delivered exceptional customer service through efficient appointment scheduling and meticulous attention to detail

Ygrene Energy Fund

Senior Funder
05.2016 - 07.2022

Job overview

  • Evaluated credit histories and documentation to determine loan feasibility
  • Monitored loan pipelines, exceeding targets with strategic prioritization and collaboration
  • Prepared and presented closing packages with 100% accuracy
  • Conducted regular audits of completed loan files to ensure accuracy and adherence to established guidelines.
  • Ensured timely disbursement of funds by diligently reviewing loan documents for accuracy and compliance with company policies.
  • Streamlined communication channels between departments, improving workflow efficiency during the funding process.
  • Maintained thorough knowledge of federal regulations, ensuring all loans were compliant with relevant laws and guidelines.
  • Increased customer satisfaction by promptly addressing and resolving any funding-related issues or concerns.
  • Proactively identified potential roadblocks in the funding process, implementing solutions that contributed towards faster turn times.
  • Managed high-volume pipeline of loans while maintaining strict attention to detail and meeting critical deadlines consistently.

Ygrene Energy Fund

Pipeline Coordinator
10.2015 - 05.2016

Job overview

  • Established and streamlined the pipeline position, enhancing its overall effectiveness
  • Engaging directly with customers by reviewing energy-efficient upgrade proposals with property owners—provided by the contractor—prior to submitting them for funding approval
  • Maintained application flow through meticulous documentation and compliance
  • Enhanced pipeline efficiency by implementing streamlined processes and coordinating with multiple departments.
  • Evaluated contractor performance regularly to ensure consistent quality workmanship across all pipeline projects handled.
  • Managed risk and mitigated potential issues by conducting thorough assessments of pipeline projects.

Centellax, A Microsemi Corporation

Trainer/IC Visual Inspector
05.2013 - 10.2015

Job overview

  • Company Overview: A leader in developing physical-layer electronic components for broadband microwave and optical communication systems
  • Trained new employees, focusing on process efficiency and quality assurance
  • Inspected integrated circuit (IC) chips and semiconductor wafers for defects using high-powered microscopes at magnifications ranging from 100x to 600x
  • Managed high-priority lots and special projects during the swing shift, ensuring timely and accurate processing
  • Conducted detailed inspections to uphold strict quality standards
  • A leader in developing physical-layer electronic components for broadband microwave and optical communication systems

Keysight

Die Fab Visual Inspection Specialist/Line Trainer
11.2010 - 05.2013

Job overview

  • Company Overview: A global leader in connecting skilled professionals with respected organizations through innovative and customized staffing solutions
  • As a Volt Services team member, I was assigned to Agilent Technologies
  • Trained as Volt Trainer, providing instruction on inspection processes and equipment operation
  • Certified visual inspector responsible for identifying gross defects in circuits using high-powered microscopes at magnifications of 50x-600x
  • Separated defective circuits from production lots based on defect type, ensuring quality control
  • Managed high-priority lots and special projects during the swing shift, maintaining efficiency under tight deadlines
  • Ensured a safe and compliant working environment within the department
  • A global leader in connecting skilled professionals with respected organizations through innovative and customized staffing solutions
  • As a Volt Services team member, I was assigned to Agilent Technologies

Wells Fargo

Personal Banker

Job overview

  • As a Personal Banker at Wells Fargo, I built lasting client relationships by providing tailored financial solutions and expert guidance on services such as loans, retirement planning, and portfolio diversification
  • I consistently exceeded sales targets, expanded the client base through networking, and promoted a wide range of financial products
  • Additionally, I assisted customers with account management, loan applications, and addressing financial inquiries with exceptional service
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Collaborated with team members to achieve branch targets while maintaining high levels of customer service.
  • Maintained compliance in all transactions, adhering to bank policies and regulatory requirements.

Benchmark Lending Group & Ameriquest Mortgage

Senior Loan Officer
01.2003 - 01.2006

Job overview

  • At Benchmark Lending Group, I served as a Senior Loan Officer from 2003 to 2006, where I reviewed loan agreements for clarity and compliance, consistently closing an average of eight loans per month
  • I provided personalized support to clients throughout the mortgage process, ensuring a seamless experience
  • Prior to this, I worked as a Loan Officer at Ameriquest Mortgage, originating and managing residential mortgage applications from initiation to closure
  • These roles strengthened my expertise in loan processing, regulatory compliance, and delivering exceptional client service

Rent-A-Center

Store Manager

Job overview

  • As a Manager at Rent-A-Center, I supervised rental agreements, sales, and inventory operations while training new employees
  • I led store operations by driving sales, managing inventory, and ensuring excellent customer service
  • Additionally, I was responsible for hiring, training, and evaluating team members, all while fostering a positive and productive work environment to achieve financial goals
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.

Hewlett Packard/Agilent Technologies

Assembly Technician

Job overview

  • As an Assembly Technician at Hewlett Packard, I was responsible for inspecting work for quality and ensuring compliance with design standards while maintaining proper stock levels and managing parts requests
  • I performed assembly according to specifications, conducted regular tests and inspections, and trained new assemblers on Cuplers processes
  • Additionally, I participated in the testing of electronic instruments, including final testing of component lines and inspecting circuits for defects at magnifications of 50X-600X
  • I also handled high-priority lots and special projects, ensuring the safe working environment and maintaining an organized workspace
  • My role included being certified in Sawed Wafer Clean & UV Cure 3 Machines, providing support for bond pulls in the Rel Lab, and loading/unloading circuit packages at the heat stress test stations
  • Performed assembly of products according to specifications and instructions.
  • Assembled and aligned parts and fixtures using hand and power tools.
  • Kept work areas organized, tidy, and clean for maximum productivity.
  • Reassembled and adjusted components to meet required specifications.
  • Maintained open lines of communication with supervisors regarding potential issues or concerns impacting the efficiency of assembly processes.
  • Followed specific blueprints and diagrams to assemble components and comply with industry standards.
  • Inspected parts and assemblies before shipment to customers to verify accuracy.
  • Promoted a positive work culture through effective communication, collaboration, and mutual respect among colleagues on the assembly line team.
  • Boosted overall equipment effectiveness by regularly calibrating instruments used in the assembly process.
  • Assisted in the development of training materials and documentation for new hires, streamlining their onboarding process.
  • Minimized errors through rigorous attention to detail when assembling components according to specifications.

Montgomery High School

Head Football Coach
05.2017 - Current

Job overview

  • Successfully led teams since May 2017, fostering teamwork and discipline among players
  • Recruited talented high school athletes through scouting efforts at games and organized showcases, resulting in a strong roster each season.
  • Boosted team morale with regular communication, goal-setting, and motivation techniques.
  • Developed athletes'' skills through personalized training programs and focused practice sessions.
  • Mentored student-athletes on teamwork, sportsmanship, and leadership both on and off the field for well-rounded personal development.
  • Promoted academic success among student-athletes by emphasizing the importance of balancing schoolwork with athletic commitments.
  • Enhanced players'' physical fitness by incorporating strength and conditioning exercises into daily routines.
  • Implemented effective game plans tailored to each opponent''s strengths and weaknesses, resulting in increased win ratios.
  • Adapted coaching style as needed for individual player needs, resulting in improved performance and increased player satisfaction.
  • Coordinated offseason training camps to maintain player skill levels during breaks in competition schedules.
  • Evaluated athlete performance using video analysis tools to identify areas of improvement and provide constructive feedback.
  • Improved team performance by implementing innovative coaching strategies and techniques.
  • Maintained open lines of communication between coaching staff members so everyone was informed about important decisions or updates related to their respective roles.
  • Organized successful fundraising events to support team expenses such as equipment purchases and travel costs.
  • Collaborated with assistant coaches and trainers to ensure comprehensive athlete support including injury prevention measures and rehabilitation plans if needed.
  • Established strong team culture and values to promote teamwork, discipline and sportsmanship.
  • Worked with offensive and defensive coaches to develop cohesive football program.

Education

University of Phoenix
Tempe, AZ

Bachelor of Science from Business Administration And Management/leadership
07-2025

University Overview

  • GPA 3.63

Mendocino College
Ukiah, CA

Associate of Arts from General Studies
06-1995

University Overview

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction

Timeline

Director of Front of House
Chick-fil-A
12.2023 - 08.2024
Bookkeeper
Integrity Shred
06.2023 - 08.2023
Head Football Coach
Montgomery High School
05.2017 - Current
Senior Funder
Ygrene Energy Fund
05.2016 - 07.2022
Pipeline Coordinator
Ygrene Energy Fund
10.2015 - 05.2016
Trainer/IC Visual Inspector
Centellax, A Microsemi Corporation
05.2013 - 10.2015
Die Fab Visual Inspection Specialist/Line Trainer
Keysight
11.2010 - 05.2013
Senior Loan Officer
Benchmark Lending Group & Ameriquest Mortgage
01.2003 - 01.2006
University of Phoenix
Bachelor of Science from Business Administration And Management/leadership
Mendocino College
Associate of Arts from General Studies
Personal Banker
Wells Fargo
Store Manager
Rent-A-Center
Assembly Technician
Hewlett Packard/Agilent Technologies
Vertis PattonSenior Funder