Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wendy Reekes

Chesterfield

Summary

Accomplished Commercial Loan Assistant and Area Operations Manager with a proven track record at prior banks, enhancing operational efficiency and client satisfaction. Expert in closing process facilitation and critical thinking, I significantly improved communication workflows and client relations. Skilled in document verification and customer service, my approach led to streamlined operations and increased profitability.

Overview

20
20
years of professional experience

Work History

Commercial Loan Assistant

First Bank
08.2017 - Current
  • Communicated with customers daily to request information and complete paperwork.
  • Assembled important paperwork and disclosures for borrower.
  • Monitored key dates to obtain information by deadlines.
  • Provided assistance with application documents and client communication.
  • Ensured prompt resolution of client inquiries relating to account balances, loan status updates, and other matters through effective communication strategies.
  • Increased client satisfaction by maintaining open line of communication about loan status.
  • Supported loan officers with administrative assistance.
  • Facilitated effective communication between various departments involved in commercial lending operations, ensuring smooth workflow processes across teams.
  • Consulted with outside vendors to identify and resolve loan closing issues.

Commercial Loan Assistant

Middleburg Bank
10.2015 - 08.2017
  • Assembled important paperwork and disclosures for borrower.
  • Monitored key dates to obtain information by deadlines.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Provided assistance with application documents and client communication.
  • Assisted loan officers in procuring and verifying applicant data.
  • Ensured prompt resolution of client inquiries relating to account balances, loan status updates, and other matters through effective communication strategies.

Area Operations Manager

BB&T Bank
10.2010 - 10.2015
  • Responsible for the operations of eight (8) branches in the Central Virginia Region of BB&T.
  • Audits
  • Training
  • Security Officer and training
  • Operational contact to branch associates for procedures and approvals
  • Client resolution
  • Facility Issues

Anaylst

BB&T
09.2004 - 09.2010
  • Prepared financial analysis of businesses and guarantors for Commercial Loan Officers (primarily through use of Moody's Financial Analyst).
  • Responsible for preparation and organizing of monthly Regional Loan Review Committee
  • Prepared and Organized Regional loan training
  • Maintained regional loan files

In 2007 this position was outsourced to a 3rd party vendor and then assumed position of Regional Analyst - which consisted in working on annual budget and predictions in the Region. This position was eliminated at the regional level in 2008.

Education

Associate of Arts - Administrative (Secretarial)

Bryant & Stratton College
Clarence, NY
09-1980

Skills

  • Closing process facilitation
  • Document verification
  • Customer Service
  • Critical Thinking
  • Judgment and Decision Making
  • Time Management
  • Troubleshooting

Timeline

Commercial Loan Assistant

First Bank
08.2017 - Current

Commercial Loan Assistant

Middleburg Bank
10.2015 - 08.2017

Area Operations Manager

BB&T Bank
10.2010 - 10.2015

Anaylst

BB&T
09.2004 - 09.2010

Associate of Arts - Administrative (Secretarial)

Bryant & Stratton College
Wendy Reekes