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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Grovetree LaneGarland, TX Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEBack Office Administrator, Supervisor, Administrative Assistant, and Receptionist with 20+ years of experience. Demonstrates a dedicated passion for timeliness and flawlessness of workflow. Constant preparedness for change and highly adaptable. Always maintains the utmost confidentiality. Possesses a B.S. in Business Administration from the University of Southern California. Can work onsite, hybrid, or remote.Integrity: Do what is right, even if no one is looking.PROFESSIONAL EXPERIENCECitigroup 10/2022 12/2022Loan Processor Expert (Contract role)Cash break reconciliationUse AFS, Stars and Sales Force to track history of transactionsNotify management when research is completeCurrently training on TLM. It is another source of cash break reconciliationWorked with Participations, Syndications, and Commercial LoansUnion Bank MUFG 6/2021 2/2022SBA Commercial Loan Processor (Contract role)Provide back- office support to loan funder/closersPrepare loan closing checklistPull flood certificates, UCC searches, zip code searches, pull certificates of good standing, create RC and Sales transmittal for Business Development OfficerCreate AFS/RUMBA file for all borrowers and guarantorsUse program called STP to ensure loan file is set up properly verifies all borrowers and guarantors, loan amount and product information is correctCreate required documents need to verify tax transcripts from IRS match up to the clients tax returnsCreate insurance request letter to agents to ensure proper loan amount coverageBuild insurance package after closing and route to the correct departmentPrepare loan closing documentation including AFS boarding sheetPrepare Regulatory check listReview credit narrative to ensure all required items to close and fund the loans are completeIndependent Financial 1/2021-03/2021Team Lead PPP Loan Documentation Review Specialist (Contract role)Review and approve PPP loan applications for submission to the SBA ($50k-$150k)Extract information from 1040 Tax Returns, 941s. W-2s and W-3s to check for qualifying information for applicant.Work with Lenders and Liaisons to reach back to applicant when additional information will be needed to move forward with loan.Use Abrigo/Sageworks.Simmons Bank 03/2020 12/2020 (Covid)Commercial Lending Assistant III/Administrative Assistant/Office ManagerAdministrative Support to Banking Center PresidentRun past due reports and clear collateral exceptions with TeslarUse LoanVantage/Jack Henry to set up new loansOpen new deposit accounts with ArgoClose and fund PPP loans and coordinate collection of required documents for fundingOrder all office supplies, and handle all facility issuesCastleview Partners, LLC (R. I. A.) 06/2018 09/2018Senior Relationship ManagerAssist in kickoff of new advisory platform with Global View Management, Advisors (140+) and clients (4000+ accounts)Heavy telephone volume and AlphaPort servicing for the Advisors clients needsManaging workflow through the dashboard:Asset movement between TD Ameritrade brokerage and clients bankEnsure timely execution of trades and assist in the deployment of assetsOpen and close new accounts and make all changes as needed including updating distribution and contribution information, address changes, update beneficiary informationUBS Bank USA, Wealth Management Americas 06/2016 - 3/2017Administrative Assistant (Contract role)Scanned, labeled and uploaded clients loan documents to Loan Span and clients folder in the shared driveProvided modification loan offers to financial advisorsMaintained excel spread sheet of modification reviews, offers, and ineligible offersCoordinated all offsite events; picked up lunch for team: ran errands as neededMaintained Outlook calendar for conference room reservations for meetings, special events and handled new hire trainingEnsured office supplies were ordered in timely manner, and maintenance of the multi-functional deviceHandled any special projects as needed including back up for Pur/Purl Log, mailings, Consult Works and Real QuestMarsh and McLennan/Mercer 10/2015 - 02/2016Credit Service Analyst (Contract role)Processed Defined Benefit Plans for American Airline employees and families.Santander USA, Chrysler Capital 07/2013 - 04/2015Relationship Assistant/Administrative Assistant IIProvided administrative support to Auto Finance Group including Regional Credit Director (Twenty plus teammates)On-boarded new hiresTracked and scrubbed credit files for OCC auditMaintained several Excel spreadsheets for various special projects as neededScanned new credit files to shared drive and copy to Share PointFollowed up Credit Committee meeting to track which new dealers have been approved and complete loan closing processUnited Central Bank 12/2012 - 3/2013Senior Administrative Assistant Special Assets Group (Bank out of business)Provided administrative support to the EVP-Chief Special Assets Officer; operationally supported SVP Risk Officer, Liquidation Officer, and sixteen SAG officers. Maintained EVPs Outlook meeting calendarAssisted in gathering and presenting loan information for the McGladrey auditResearched delinquent property taxes, make payments with OREO officer approval, track payments via Excel spread sheets, coordinated the payment process and follow through to ensure payments to proper jurisdictions for loans in bankruptcy and/or foreclosure have been received to ensure UCB did not lose first lien positionPrepared documentation for Liquidation Officer to file an answer to present to the attorneys when UCB was servedProvided guidance to the three new Administrative Assistants as to protocol and procedures in the SAG DepartmentGenerated and sent to all Senior Management, SAG officers and Credit Analysts over 5 and 30 days past due reportsState Bank and Trust Company 03/2012 - 11/2012Loan Assistant/Administrative Assistant (Bank out of business)Handled document preparation for complex loans including Real-Estate, Participations, Interim Construction, Assignment of Notes, Commercial and Consumer LoansCoordinated loan closings with Title Companies, and close loans personally by appointmentTransferred balances between clients bank account and loan account, or between clients bank accountsFollowed up on high volume solidifying closed loan transactionsHandled phone high volume call volume and immediate contact with walk in potential/existing clientsClear Credit and Collateral exceptionsOpen new accounts and transfer funds to other accounts or paydown on loanBank of Texas 03/2000 - 01/2011Brokerage Associate/Administrative AssistantBackoffice Operations Assistant for fourteen brokers, four sales assistants and various lendersPlaced equity, mutual fund, and fixed income trades and confirm timely and correct executionsProcess equity and mutual fund trades for all internal clients including SVPs, the CFO and all external clientsBenefit administration/processing claims for all clienteleKnowledge of mutual funds, fixed income, and equity productsInitiated DTC and DWAC instructions on the back-office system with our clearing firm PershingTransferred in new accounts from other Broker/DealersProcessed money market transactions between clients brokerage account and bank accountPlaced Goldman Sachs, Federated and AIM tradesResponsible for all sweep activity for clients including settlements and wire transfersResponsible for ensuring proper deposit of funds for all annuitiesTrained new brokers on operational activitiesActed as main point of contact for all new clients or existing clientsTreasury Services Administrative Assistant before BOSC (Investments)EDUCATIONUniversity of Southern California, Los Angeles, CABachelor of Science, Business Administration, 1988Southern Methodist University, Dallas, TXCore Studies, 1986ADDITIONAL SKILLSMicrosoft Word, Excel, Outlook, Salentica (CRM), NetXChange Pro, WealthScape (Fidelity), TD Ameritrade, DocuSign, SAMS, CAIVRS, AFS (6+ years), Sales Force, Stars, Share Ppoint, Laser ProExpense Reports, travel arrangements including Concur, event planning, Outlook calendar managementOffice procurement, manage facility issuesADDITIONAL WORK EXPERIENCEFrost Bank Administrative AssistantNationsBank Private Client Group Relationship Associate and Administrative AssistantShawmut Bank in Boston Six years as Asset Based Lending Supervisor also worked with Participations, Syndications, LIBOR rate notes, commercial loansThe Boston Five Cents Savings Bank Customer Service RepresentativeFirst City Bank- Commercial, Consumer and Participation Loan ProcessorBank of Texas Bookkeeping and Proof OperatorADDITIONAL EXPERIENCEPreviously held Series 6 & 63 licensesAssistant Teacher/Volunteer in Youth Ministries at Park Cities Baptist Church (5 years)REFERENCES AVAILABLE UPON REQUEST |
