Experience

National Exchange Bank & Trust

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President - Retail Loan Operations

  • Jun 2019 - Present

  In charge of the retail loan operations staff which includes underwriting, processing and imaging that consists of over 20 individuals. Responsibilities include direct personnel management, process improvement initiatives and monitoring of daily activities of the department. As a manager I feel it is my responsibility to provide my staff with the support they need to complete their jobs while also challenging every individual to reach their best potential.

• Loan Operations Officer

  • Jan 2017 - Jun 2019

  Fond Du Lac, Wisconsin Oversee the processes for several consumer loan functions including underwriting for secondary market mortgage, in-house mortgage, and all other consumer loan transactions. Includes managing the construction draw team, the appraisal review group and the property evaluation process. Also a member of the implementation team for a new loan origination system.

• Assistant Supervisor - Mortgage Loan Processing

  • Oct 2015 - Jan 2017

  Fond Du Lac, Wisconsin Manage the entire mortgage loan process from application to close as well as the personnel involved. Establish a culture for continuous improvement as opportunities present themselves. Create operational objectives based on performance metrics and report findings to Senior Management. Keep apprised of regulatory changes in the mortgage industry.

• Special Projects Coordinator

  • Jun 2014 - Nov 2015

  Fond du Lac, WI The role of Special Projects Coordinator allows me to utilize many of my personal and intellectual skills. Making sure projects are organized and stay on schedule are important aspects of this position. Another facet about this position is the broad range of different projects I am involved in which allows me to gain a wealth of knowledge across all aspects of the banking industry. The current project I am working on consists of reorganizing and streamlining the entire mortgage… Show more The role of Special Projects Coordinator allows me to utilize many of my personal and intellectual skills. Making sure projects are organized and stay on schedule are important aspects of this position. Another facet about this position is the broad range of different projects I am involved in which allows me to gain a wealth of knowledge across all aspects of the banking industry. The current project I am working on consists of reorganizing and streamlining the entire mortgage application process beginning with application submission to final processing of the loan. I was fortunate enough to jump into this process at the end of 2012 in the underwriting capacity which allowed me to gain a full understanding of the entire process and areas where efficiencies could be gained. More recently I have taken a step back from the day to day duties of underwriting to concentrate on improving the process as a whole. When there is a break between projects I seek out areas that can benefit from process improvement whether it be from an adjustment in processes or through the use of technology.

• Credit Analyst II

  • May 2003 - Jun 2014

  Fond Du Lac, Wisconsin My career at National Exchange Bank and Trust began in 2003 as a summer intern in the Commercial Credit Department. I continued to work at National Exchange through my senior year in college and when I graduated I was offered a full time position as a Credit Analyst. While my main focus has been a Commercial Credit Analyst, I have been given the opportunity to participate in other aspects of the bank. In October 2011 I was appointed as Project Manager for the implementation of a new… Show more My career at National Exchange Bank and Trust began in 2003 as a summer intern in the Commercial Credit Department. I continued to work at National Exchange through my senior year in college and when I graduated I was offered a full time position as a Credit Analyst. While my main focus has been a Commercial Credit Analyst, I have been given the opportunity to participate in other aspects of the bank. In October 2011 I was appointed as Project Manager for the implementation of a new loan application system. When the mortgage refinance market was seeing record volume, I was temporarily transferred to the Mortgage Underwriting division to help ease the workload. While at this position I was able to facilitate the improvement of several processes in order to run loans through more efficiently. Since the refinance market has slowed my focus has moved onto training and education which is also a vital aspect of loan quality and efficiency.