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Commercial Lending II Assistant Resume Example

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COMMERCIAL LENDING II ASSISTANT
Professional Summary

Team-oriented, personable, eager to grow my career in sales, finance and marketing. Emotional intelligence, encourage others to succeed, resilient, manages high-volume loan paperwork in dynamic environments with high production. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Highly collaborative commercial lending experience with strong skills in statistical analysis and performance. High internal demand work yet handled multiple projects with access to highly sensitive financial information. Poised and sharp with skill to translate financial metrics into actionable details. Exceptional performance outlining strategic financial directions for business Results-driven finance assistant experienced in financial statement review, auditing, and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious, and methodical in approach. Manages high-value portfolios and fostering client retention. 5+ years of experience.

Skills
  • Revenue Tracking
  • Capital Expenditures
  • Financial Statements
  • Strategic Financial Planning
  • Analyzing Performance
  • Financial And Operational Reporting
  • Audit Coordination
  • Report Generation
  • Project Management
  • Report analysis
  • Administrative support
  • New Client Acquisition
  • Electronic banking knowledge
  • Financial Services
  • Written And Verbal Communication
  • Revenue Generation
  • Business Development
  • Wealth Management
  • Office Management
  • Multi-Tasking
  • Relationship Building And Management
  • Highly Organized
  • Reporting Familiarity
  • Commericial Real Estate
Work History
11/2015 to CurrentCommercial Lending II AssistantPlains Capital Bank | Austin, TX
  • Support Commercial loan officers in administrative capacity within highly engaged, high service environment.
  • Monitor overdrafts and past-due loan payments, corresponding with customers to keep accounts current.
  • Foster and build long-standing customer relationships with highest industry standard in hospitality.
  • Review loan packages and execute booking, funding, and recording process for those loans.
  • Manage high volumes of customer requests on daily basis in kind and in timely fashion, from 10 to 25 per day.
  • Obtain, review and submit monthly documentation for exception clearing.
  • Recognize and promote products and services that best suit customers' needs.
  • Review inspections, invoices, and budgets before initiate construction draw requests.
  • Prepare, index, and maintain customer files and documents.
  • Acquire customer financials and along with annual, quarterly, and monthly collateral reports to meet tracking requirements specific to each loan.
  • Preparing disclosures, amendments and other necessary documentation to protect bank's position and meet all compliance requirements.
  • Release collateral for paid-off loans.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Reviewed and validated details of loan applications and closing documentation.
  • Tasks include set up, auditing, budgeting, stored and updated customer files, department records and regulatory paperwork.
  • Managed quality assurance program, including on-site evaluations, internal audits and grants.
04/2015 to CurrentCollateral AnalystPlains Capital Bank | Austin, TX
  • Ensure all Commercial parties remain in compliance.
  • Analysis, organization and maintenance of compliance documents, corporate documents, assignments, insurance and more in LQAS (the exception tracking system).
  • Process UCC continuations and terminations.
  • Executed tasks within time and budget constraints.
  • Maintained computer and physical filing systems.
  • Collected, analyzed and reviewed required reporting forms and corresponded with internal sources on compliance and legislation.
  • Analyzed financial data to mitigate risk and increase financial liquidity.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
09/2014 to CurrentNote ProcessorPlains Capital Bank | Austin, TX
  • Book consumer, commercial, and real estate loans, renewal modifications.
  • Managed multiple loans while having no exceptions or errors at months end.
  • Working with ARCS and verify others follow proper approval procedure and uploading requirements before booking loans.
  • Reviewing and setting up payment schedules.
  • Process large numbers of check payments, advances and payoffs with daily deadline.
  • Assist in transferring data for multiple bank acquisitions.
  • Train new hires in Note Department procedures.
Education
2014Bachelors | Finance and Business AdministrationConcordia University Texas, Austin, TX

The Executives Business Club 2011-2012; Thrivent Scholars 2010-2011; Concordia University Student Government & Leadership Association

05/2010High School DiplomaConcordia High School, Austin, TX

Finance

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Resume Overview

Companies Worked For:

  • Plains Capital Bank

School Attended

  • Concordia University Texas
  • Concordia High School

Job Titles Held:

  • Commercial Lending II Assistant
  • Collateral Analyst
  • Note Processor

Degrees

  • 2014 Bachelors | Finance and Business Administration
    05/2010 High School Diploma

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