Experience

Old Plank Trail Community Bank

• United States
• Banking
• 1 - 100 Employee

• Relationship Banker

  • Feb 2018 - Present

  Mokena, IL Provides personalized banking services while maintaining friendly and positive relationships with customers. Promptly and professionally answer incoming calls and routes calls appropriately Cross sell products and services aligning with customers needs. Onboard customers in accordance with bank’s program. Adhere to all security procedures established to ensure safety. Make approvals and exceptions to policy as appropriate and within authority. Recognize potential fraud and report to… Show more Provides personalized banking services while maintaining friendly and positive relationships with customers. Promptly and professionally answer incoming calls and routes calls appropriately Cross sell products and services aligning with customers needs. Onboard customers in accordance with bank’s program. Adhere to all security procedures established to ensure safety. Make approvals and exceptions to policy as appropriate and within authority. Recognize potential fraud and report to management as necessary. • Perform daily office responsibilities and tasks such as account transactions, account maintenance and customer Correspondences. Assisting with other duties as assigned.

• Personal Banker

  • Feb 2018 - Sep 2022



The PrivateBank

• Banking
• 100 - 200 Employee

• Loan Processing Assistant

  • Jul 2016 - Present

  Supported the Operations manager and Loan Mortgage Processors, while performing and assisting the loan processors with their daily work flow. Handled and assisted with loan mortgage documents. Collected and verified completeness of all mortgage documents. Ordered and reviewed Title Commitments and Insurance documents. Requested and ordered verifications of employment request. Maintained and corrected daily ECD reports for accuracy and completeness. Maintained and updated loan file contact… Show more Supported the Operations manager and Loan Mortgage Processors, while performing and assisting the loan processors with their daily work flow. Handled and assisted with loan mortgage documents. Collected and verified completeness of all mortgage documents. Ordered and reviewed Title Commitments and Insurance documents. Requested and ordered verifications of employment request. Maintained and corrected daily ECD reports for accuracy and completeness. Maintained and updated loan file contact reports daily for completeness. Handled and requested all FHA case numbers, prepped loan files for closing. Maintained and upload files into file manager and kept a daily conversation log of all loan activity. Assisting with other duties as assigned. Show less



Urban Partnership Bank

• Commercial Banking Associate

  • Apr 2015 - Aug 2015

  Chicago IL Supports the Commercial Banking sales team, while performing requested administrative duties; develops a fluid work routine to accomplish daily administrative objectives. Places orders for loan related due diligence information, credit reports, D&BS, appraisals, Ucc searches, etc. Ensures accuracy and timely delivery of departmental reports. Maintained loan activity pipeline, processes requests for wire and telephone transfers, and payoff letters. Reviews loan packages and other documentation… Show more Supports the Commercial Banking sales team, while performing requested administrative duties; develops a fluid work routine to accomplish daily administrative objectives. Places orders for loan related due diligence information, credit reports, D&BS, appraisals, Ucc searches, etc. Ensures accuracy and timely delivery of departmental reports. Maintained loan activity pipeline, processes requests for wire and telephone transfers, and payoff letters. Reviews loan packages and other documentation for new deals, loan modifications and extensions. Assist Bankers and Portfolio Managers in procuring documentation and information essential to loan application processing and portfolio management. Reviews daily overdraft listing to include account review and contacts clients and internal operations staff to communicate Lender determined action steps Show less



United Central Bank

• United States
• Banking
• 1 - 100 Employee

• Loan Processor/Administrative Assistant

  • Aug 2012 - Feb 2015

  Homewood, IL Organize, prepare and process loan files for closing. Provide and assist Loan Officers with preparing closing documents. Originate new files, prepare and document loan information on Laser-Pro system. Handle processed and logged bills while maintaining accurate long log. Arrange and book closed loans. Prepared UCC's searches and verify accounts receivables.



The Mergis Group

• Commercial Loan Administrator

  • May 2012 - Aug 2012

  Homewood, IL Assisted Vice President in loan processing department. Managed filing vault and prepared documents for filing. Composed logged and distributed board approvals. Handled responsibility of logged bills and prepared invoice tickets.



The Plus Group

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Contract Specialist

  • Dec 2008 - Dec 2011

  Oakbrook, IL Verified and validated all business unit contracts. Provided comprehensive sales support with sales staff while maintaining profiles and resolving customer issues. Standardized activities in Contract Management to ensure that common practices were successfully completed



Exclusive Metro Mortgage

• Financial Services
• 1 - 100 Employee

• Receptionist Administrative Assistant

  • Jan 2006 - May 2008

  Chicago, IL Administered compliance on closed loans and ensured that documents were in compliance. Processed outgoing mail correspondence and managed office supplies.



Banner Personnel Service, Inc

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Administrative Assistant

  • May 2001 - May 2005

  Oakbrook, IL Assisted in various office capacities as needed. Handled general office duties, front desk receptionist. Assisted in customer service inquires. Performed special projects as assigned, arranged filed and sent out correspondence.



FREMONT INVESTMENTS LIMITED

• United Kingdom
• Financial Services

• Pipeline Coordinator

  • Mar 2002 - Sep 2004

  Downers Grove Managed and coordinated loan denials in denial department. Handled records of canceled files. Maintained and kept daily record log. Structured, sorted and distributed incoming mail to all departments. Composed all letters of denials arranged and sent to brokers and customers. Assisted the reception desk, answered switchboard administrative duties.



First Penn Pacific Life Insurance Company

• Administrative Assistant

  • Nov 1999 - Nov 2001

  Schaumburg Administered and assisted department Managers in Annuity Department Processed accounts payable, typed letters. Organized mail ordered supplies, answered phones.