Jessica Claire
, , 100 Montgomery St. 10th 100 Montgomery St. 10th Flooroor (555) 432-1000,
Professional Summary

Detail-oriented Banking Officer bringing 18 years of experience assessing financial documentation, recommending improvements and maintaining ongoing monitoring. Well-versed in using nCino, AFS and LaserPro and implementing statistical analysis techniques. Accomplished in handling dynamic needs with forward-thinking mindset and expert knowledge of banking operations.

  • Virtual and Telecommuter capabilities
  • Independent creative thinker
  • Due diligence
  • Risk evaluation
  • Financial industry compliance
  • Account documentation
  • Portfolio Management
  • Financial and operational reporting
  • Coaching and mentoring
  • Complaint resolution
  • Business development expertise
  • Teamwork
  • Microsoft Office
Work History
03/2020 to Current Portfolio Support Specialist / Functional Risk Support Officer BB&T Bank Now Truist | City, STATE,
  • Commercial Risk and Control for Centralized Lending Unit Supports E2E (End to End) client view cycle time targets as reported by OPEX by ensuring all portfolio support activities are accurate and processed within established guidelines.
  • Collaborates with all Relationship Managers & Portfolio Managers to support activities associated with completing portfolio management process including tickler management via CCIT, review of statements in Document Repository System and input comments into Financial Statement Monitoring Report.
  • Assists with additional Centralized Lending Unit projects/support activities.
  • Proactively identifies and escalates process improvement opportunities via CLEVER program (2 per yr) and manager elevation.
  • Proactively pursues personal development and actively participate in training offered.
  • Maintaining growth mindset with Enthusiastic Positive Attitude (EPA).
  • Actively and enthusiastically embrace change including; new processes, procedures, and systems.
  • Support all Merger related activities to include; system integration, portfolio reassignment, training needs and other unanticipated needs.
  • Participate with and support Teammate Engagement Committee (TEC) team.
  • Executes assigned responsibilities with integrity, honesty, fairness and respect.
  • Acts in ethical and professional manner consistent with Truist standards and expectations.
  • Maintains awareness of intended and unintended consequences of his/her actions; helps to build Truist’s reputation within marketplace and regulatory communities.
  • Adheres to both letter and spirit of all applicable policies, procedures, processes, standards and regulatory/compliance requirements.
  • Supports and promotes effective application of solid risk management practices and controls to ensure that known risks are appropriately managed and mitigated, and that emerging risks are self-identified, reported and escalated in a timely fashion.
  • Demonstrates ownership and accountability for risk management decisions made and activities under, even when those efforts lie outside of formal job responsibilities.
  • Pursues excellence in execution of assigned duties, exercises good judgment and uses company’s resources wisely, while protecting safety and soundness of my organization.
  • Supporting environment of full transparency through open, timely and accurate communications Meets all risk management required training by stated deadlines with no past dues.
  • Certifies annually to Truist Code of Conduct and Business Ethics.
  • PPP Second Round Portfolio review and loan preparation for SBA's Payment Protection Program in nCino.
  • Contacting our client for missing documentation and follow up.
  • Served as subject matter expert for development and implementation of corrective action plans where substantial unnecessary loss resulted regularly from current policy.
  • Engaged in complex data analytics, quality assurance and database management to quantify and substantiate observations and lend credence to proposed operational enhancements.
  • Fostered productive business partnerships with team members and outside representatives at all levels to benefit personal understanding of risk factors and strengthen in100 Montgomery St. 10th Flooruence through positive reputation.
  • Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns.
  • Developed, deployed and enhanced procedures to reduce institution's exposure to fraud.
  • Worked within Excel to compile and review information with pivot tables and charts.
  • Read and understood commercial and personal financial documentations such as IRS and P&Ls
  • Produced and filed reports every week and/month to inform senior management of current activities and progress with investigations.
06/2016 to 03/2020 Commercial Credit Administration Commercial Fulfillment Specialist II BB&T Bank Now Truist | City, STATE,
  • Lead communication for internal and external commercial lending clients in processing loan set-up, closing, funding, and follow up.
  • Manage documentation quality to ensure it meets or exceeds Bank’s exception rate and goal by classifying required loan documents for multiple loan types and collateral on new, modifications or renewals.
  • Keep up to date on all policies, procedures as well as training material.
  • Providing clear verbal and written communication to outside parties such as attorneys, insurance agencies and more.
  • Delivering perfect client experience each and every time is very important to me as it enriches my clients experience with our fulfillment team.
  • Managing multiple loans averaging 65 closings monthly along with time management and meeting deadlines.
  • Working with Loan Administrators, Market President, Portfolio Managers, Sales and Service Officers, Senior Credit Officers along with Attorney, Insurance Companies and third party vendors to ensure consistent presentation for our clients under our policies and procedures.
  • Insuring positivity with teammates as well as answering questions when need and training new hirers to achieve their quality assurance goals.
  • Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment.
  • Completed quality analysis to ensure compliance with relevant compliance regulations.
05/2003 to 06/2016 Branch Banker III, Branch Liaison BB&T Bank | City, STATE,
  • Lead clients forward on road to achieving economic success and financial security, by providing them with tools and management skills that it takes to achieve their goal.
  • Proactively initiated, developed, and managed long-term, profitable relationships.
  • Managed existing client relationships to identify future needs and address them.
  • Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners.
  • Deliver superior quality service in person or by phone such that client needs are met on consistent, positive basis.
  • Continue to grow in roles and support team sales, service and product knowledge and staying up to date with policy changed and procedures to ensure compliance with current guidelines.
  • Responsible for acquiring new consumer and business clients, service, maintain and resolve issues involving all clients. Exceeding goals of 25+ new products a week.
  • Following all security procedures from open to close and while out in public.
  • To support efforts of BB&T University in order to increase retention of knowledge learned during classroom training and to accelerate learning curve for new Branch Bankers.
  • Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier's checks and redeeming savings bonds. While working on the teller line meeting or exceeding goals of 100-150 clients a day.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Helped customers prepare documents required to complete transactions and process requests.
Expected in 05/2002 High School Diploma | Northern High School, Owings, MD GPA:

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Job Titles Held:

  • Portfolio Support Specialist / Functional Risk Support Officer
  • Commercial Credit Administration Commercial Fulfillment Specialist II
  • Branch Banker III, Branch Liaison


  • High School Diploma

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