Experience

Plumas Bank

• United States
• Financial Services
• 100 - 200 Employee

• SBA Loan Specialist

  • Apr 2018 - Present



OWNER OCCUPIED COML PROPERTY LOANS

• United States
• Financial Services
• 1 - 100 Employee

• Loan Processor

  • Apr 2012 - Apr 2018

  Processed SBA Commercial 504 loans. Worked with various software systems including Laser Pro & LMS. Set-up and organize borrower loan files and communicated with borrowers and sales staff on collecting checklist items. Assisted in the set-up and closure of commercial loans for co-workers. Processed SBA Commercial 504 loans. Worked with various software systems including Laser Pro & LMS. Set-up and organize borrower loan files and communicated with borrowers and sales staff on collecting checklist items. Assisted in the set-up and closure of commercial loans for co-workers.



Plan Well Live Well

• United States
• Financial Services
• 1 - 100 Employee

• Customer Service Manager

  • Sep 2010 - Feb 2012

  Provide administrative support to President, Vice President, Office Manager and 3 Financial Agents as well as 500+ investment clients. Responsible for client set-up, including researching assets and investments, setting up appointments and greeting clients. Handle various clerical functions, including answering phones, reports, and travel arrangements. Researched and resolved missing payments and distributions with fund companies. Provide administrative support to President, Vice President, Office Manager and 3 Financial Agents as well as 500+ investment clients. Responsible for client set-up, including researching assets and investments, setting up appointments and greeting clients. Handle various clerical functions, including answering phones, reports, and travel arrangements. Researched and resolved missing payments and distributions with fund companies.



Wachovia Small Business Capital

• Office Manager/Executive Assistant

  • Feb 2006 - Oct 2008

  Handle various clerical functions. Create and process various reports involving headcount and budgets. Maintained scheduling for President/Chief Operating Officer and the Senior Leadership Management Group. Maintained supply budget, ordering of supplies, and inventory. Process payroll on a bi-monthly basis including any problem solving issues. Assisted management in employee issues and customer disputes. Completed expense reports for management. Established new hires and processed termination for all divisions. Managed the office suite. Worked closely with facility engineers on the maintenance of the building and in suite projects. Assisted on the updating of the Business Continuity Plan for Small Business Capital. Show less

• Loan Processor

  • Apr 2004 - Feb 2006

  Processed commercial business loans. Worked with various software systems. Worked on a variety of loan types including but not limited to SBA and Conventional. Organized borrower loan files and communicated with borrowers and sales staff on collecting checklist items. Assisted in the closure of commercial loans for co-workers as well as my own loans. Worked with various outside organizations to obtain attorney assistance and title & escrow services.



Sprint

• United States
• Telecommunications
• 700 & Above Employee

• Research Analyst II

  • Mar 1994 - Apr 2004

  Process and research billing issues for all contractual and tariff customers. Research billing issues for Voice, Private Line, ATM and Carrier Transport Products. Navigate through multiple mainframe and software applications. Analyze contracts and assist in implementation of contractual agreements. Communicate with Customer Service and BSPM regarding disputed billing issues. Negotiate adjustments and systematic fixes. Personally managed a contractual customer for all disputed issues and assist in negotiated decisions for best business impacts. Manage customer escalations to closure or resolution of issues. Assist in process improvement efforts with external impacting departments. Considered products and contract subject matter expert. Coordinate and conduct meetings with external, internal and management groups. Show less