Experience

Lake Trust Credit Union

• United States
• Banking
• 200 - 300 Employee

• Commercial Solutions Support Specialist

  • Apr 2013 - Present

  Brighton, MI • Assisted the Commercial Services Officers (CSO) with the loan origination process, including collection and distribution of required underwriting, legal and supporting documentation to the appropriate internal department or external partner • Following credit approval and commitment, assist the CSOs with obtaining due diligence items needs prior to closing, which lead to production of over $50,000,000 while in my role, with a transaction range from $25,000 to $10,000,000 • Ongoing… Show more • Assisted the Commercial Services Officers (CSO) with the loan origination process, including collection and distribution of required underwriting, legal and supporting documentation to the appropriate internal department or external partner • Following credit approval and commitment, assist the CSOs with obtaining due diligence items needs prior to closing, which lead to production of over $50,000,000 while in my role, with a transaction range from $25,000 to $10,000,000 • Ongoing client account management, such as a need for a change in a product, address/phone/email change, change in authorized signer. I have a client portfolio of over eighty clients. • Demonstrated the ability to work effectively to coordinate origination functions and/or completion to ensure timeliness of the process, including writer and/or verbal communication with third party vendors including appraisers, Credit Union Service Organizations, attorneys, title companies, insurance agents, and survey companies. • Supported the sales process by recognition of referral opportunities. Specifically assisted by coordinating with the CSOs any potential client needs recognized through member contact or review of the available financial information. • Worked closely with the branches to ensure they are educated in the products offered to the commercial clients. • Assisted in the preparation of loan packages for presentation to the Commercial Credit Committee. Complied and distributed the Committee Book to the members, in addition to taking the meeting minutes. • Coordinated loan closings, printing closing documents, disbursing funds to appropriate parties, explaining documents to clients.

• Membership Service Representative II

  • Mar 2012 - Apr 2013

  • Originated and coordinated consumer loan closings. • Educated and cross products and services in order to meet member’s needs, looking for the opportunity to grow the relationship, offering solutions to better their well being when possible. • Ongoing client account maintenance, including change of address/phone/email, ordering checks, • Opened specialty account which includes IRA, Business, POA, Trust, etc as well as all basic products and services. • Pursued learning and… Show more • Originated and coordinated consumer loan closings. • Educated and cross products and services in order to meet member’s needs, looking for the opportunity to grow the relationship, offering solutions to better their well being when possible. • Ongoing client account maintenance, including change of address/phone/email, ordering checks, • Opened specialty account which includes IRA, Business, POA, Trust, etc as well as all basic products and services. • Pursued learning and development activities, in addition to coordinating the monthly Activity Development calendar and activities. • Learning Partner for the Auburn Hills and Center Line branches • Manager of the internal Internet Portal work group.

• Bank Teller

  • Sep 2009 - Mar 2012

  Detroit Branch • Processed daily transactions for clients including deposits, withdrawals, loan payments; transfers and other as needed. • Learning Partner for the Detroit branch • Managed the monthly audits of vault and teller drawer cash, negotiable items, gift cards, movie tickets, Cedar Point tickets and stamps. • Counted cash shipments, prepared coin shipments. • Audit and balance teller drawers, money order accounts, vault cash, cashier’s checks, General Ledgers, and… Show more • Processed daily transactions for clients including deposits, withdrawals, loan payments; transfers and other as needed. • Learning Partner for the Detroit branch • Managed the monthly audits of vault and teller drawer cash, negotiable items, gift cards, movie tickets, Cedar Point tickets and stamps. • Counted cash shipments, prepared coin shipments. • Audit and balance teller drawers, money order accounts, vault cash, cashier’s checks, General Ledgers, and inventories. • Opened and closed basic member accounts. • Assisted in the weekly maintenance of Cash Dispensing machines



Chase

• United States
• Financial Services
• 700 & Above Employee

• Telephone and Online Banker II

  • 2008 - 2009

  Troy, Michigan • Answered incoming phone calls to the Call Center to assist and resolve both general and online account questions and issues • Tracked customer feedback/complaints • “Buddy” for incoming Online Banker I.



Cranbrook Loans Group, Inc.

• Financial Services
• 1 - 100 Employee

• Loan Processor/Administrative Assistant/Human Resources Coordinator

  • 2005 - 2008

  Shelby Township, Michigan • President’s Personal Assistant handling all of his paperwork, calendar and travel arrangements • Lending line coordinator, processed loans including obtaining due diligence conditions needed to close • Recruited Home Loan Professionals, conducted interviews, provided follow up training