Ashley M.
Sales Manager< Credit Analyst- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Spanish Professional working proficiency
Topline Score
Bio
0
/5.0 / Based on 0 ratingsFilter reviews by:
Experience
-
MoFi
-
Nigeria
-
Manufacturing
-
1 - 100 Employee
-
Sales Manager< Credit Analyst<Lending/Admin Assistant
-
May 2017 - Present
• Only bilingual Credit Analyst on lending team: serve as Hispanic liaison during underwriting calls and interpret loan terms to clients to ensure complete understanding of the loan process and policies • Gather initial information for loan applications, including credit authorizations, financial statements, and taxes • Cross- trained multiple employees and new hires • Pull business and owner background, spread client applications, credit reports and financials for underwriting analysis • Prepare loan closing documents, gather insurance policies, file liens, and notarize closing documents • Communicate effectively across teams/remote offices via Zoom, Slack, Outlook and Salesforce • Translated all applications/loan documents for the company into spanish versions for hispanic clients • Acting admin assistant for Bozeman location: calendar management, travel accommodations, supply ordering, company vehicle upkeep, expense reporting, prep for meetings/events, and all other ad-hoc duties Show less
-
-
-
Van Bryan Studio Architects
-
United States
-
Architecture and Planning
-
Administrative Assistant
-
Dec 2014 - May 2017
• Kept all architectural projects current: filing, contracts & budgets • Assembled portfolios for potential clients • Processed client billing and payments • QuickBooks Accounts Payable & Receivables • Errands and ad-hoc duties • Kept all architectural projects current: filing, contracts & budgets • Assembled portfolios for potential clients • Processed client billing and payments • QuickBooks Accounts Payable & Receivables • Errands and ad-hoc duties
-
-
-
First Montana Bank
-
United States
-
Banking
-
1 - 100 Employee
-
Vault Teller
-
Oct 2012 - Dec 2014
• Provided a professional financial service while maintaining high confidentiality • Audited new/closed accounts and daily maintenance reports • Ordered cash for vault through Federal Reserve • Processed efficient customer transactions following federal regulations • Balanced daily bank currency/ATM and order debit cards • Provided a professional financial service while maintaining high confidentiality • Audited new/closed accounts and daily maintenance reports • Ordered cash for vault through Federal Reserve • Processed efficient customer transactions following federal regulations • Balanced daily bank currency/ATM and order debit cards
-
-
Education
-
Montana State University-Bozeman
Bachelor's degree, Medical Microbiology and Bacteriology -
Montana State University-Bozeman
Associate of Science, Microbiology, General