Elizabeth White
Loan Closing Manager at SmartBiz- Claim this Profile
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Bio
Credentials
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Getting Things Done
LinkedInDec, 2022- Nov, 2024 -
Leading at a Distance
LinkedInDec, 2022- Nov, 2024 -
Productive Leadership
LinkedInDec, 2022- Nov, 2024 -
Coaching and Developing Employees
LinkedInNov, 2022- Nov, 2024 -
Be the Manager People Won't Leave
LinkedInOct, 2022- Nov, 2024 -
How to Handle Poor Performers
LinkedInOct, 2022- Nov, 2024 -
Managing High Performers
LinkedInOct, 2022- Nov, 2024 -
Performance Management: Setting Goals and Managing Performance
LinkedInOct, 2022- Nov, 2024 -
Time Management: Working from Home
LinkedInNov, 2020- Nov, 2024 -
Remote Work Foundations
LinkedInSep, 2020- Nov, 2024 -
Tips for Working Remotely
LinkedInSep, 2020- Nov, 2024 -
Leading with Emotional Intelligence
LinkedInApr, 2020- Nov, 2024 -
Managing Teams
LinkedInApr, 2020- Nov, 2024 -
Transitioning from Manager to Leader
LinkedInApr, 2020- Nov, 2024
Experience
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SmartBiz
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United States
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Financial Services
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100 - 200 Employee
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Loan Closing Manager
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Jun 2022 - Present
Created new department to review customer application (supporting docs and collateral) to create loan documents and corresponding NACHA file. Hired and trained remote staff. Created all department procedures. Assisted onboarding new Lending Partners. Attended NAGGL 2022 conference. Created new department to review customer application (supporting docs and collateral) to create loan documents and corresponding NACHA file. Hired and trained remote staff. Created all department procedures. Assisted onboarding new Lending Partners. Attended NAGGL 2022 conference.
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Bank of Oklahoma
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United States
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Financial Services
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700 & Above Employee
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ManagerIII Loan Operations
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May 2018 - Apr 2022
⦁ Managed 2 departments: Consumer Loan Funding Department (6 people, 1 location) and Boarding Department (12 people, 3 locations plus Work at Home) ⦁ Oversaw hiring, adding valuable talented professionals to strengthen team ⦁ Streamlined the Consumer Loan Funding Department (pre- and post-closing, and all closing disbursements) ⦁ Brought efficiencies to the Boarding Department (reviewed post-closing, and added all loans the 3 core sytems used). Loan types included Syndications, Participations, SWAP/Hedge, ACH, Letters of Credit, SBA, Complex Commercial, Commercial Real Estate, Commercial, Consumer, Vendor. Software used: ACBS, ALS, WITS, REGIS, Payplus, Saleforce (INC/nCino), Power BI, Cassiopae Member of Business Resiliency Group Awarded Manager of the Quarter twice Show less
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Kleberg Bank
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United States
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Banking
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1 - 100 Employee
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Loan Operations Manager, VP
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Oct 2011 - Jan 2018
Provided support to Lending Staff at 12 locations in Texas Hired as a change management agent Restructured department (two locations) to improve efficiency and productivity Reduced staff from 13 to 9 thru natural attrition while maintaining and increasing staff duties Standardized branch processes and procedures relating to Loan Operations Developed audit reports to monitor completeness of loans and collateral tracking Oversaw indirect, consumer, commercial, and real estate, SBA files Created new lending products, fees, FASB costs Managed loan document preparation, file review, collateral and insurance tracking, force-placed insurance, escrow analysis, GL balancing, payment processing, scanning/indexing files, credit bureau reporting, SBA reporting, Year end reporting including 1098, HMDA, SCRA Generated reports for Board, Leadership Committee, and Auditing Member of Leadership 14, a select group of managers Member of 4DX implementation Member of SouthWest User Group for Jack Henry Silverlake software users Member of Business Conductivity team (disaster preparedness) Key person with new software acquisition (Laser Pro, Sageworks, CMSI-Origenate, Synergy) NMLS administrator - managed all new hires and annual renewals LaserPro Administrator CCMC Administrator Jack Henry Silverlake Administrator CMSI-Originate Administrator Encompass Administrator Software used - MS Office Excel/Word/Outlook, Visio, CMSI-Originate, Laser Pro, CCMC, Jack Henry Silverlake, Encompass, Sageworks, Mark IV, Synergy, Cognos, Adobe PRO, Nitro, Route1, DealerTrack, SharePoint Responsible for software testing, releases, and training Show less
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Marine Credit Union
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United States
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Financial Services
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200 - 300 Employee
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Loan Servicing Manager
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Oct 2008 - Oct 2011
Provided support to Lending Staff at 15 locations in Wisconsin, Minnesota, Iowa Hired as change management agent Restructured department to 10 staff (two locations) to improve efficiency and productivity Created internal exception and audit report Managed exceptions by monthly training of lenders of groups upto 30 people Organized vendors to give training session to department and lenders on various products Assisted in software upgrade with training employees and updating loan procedures Developed a skill set matrix for staff's individual growth; Standardized branch processes and procedures relating to Loan Servicing Managed file review, collateral and insurance tracking, force-placed insurance, GL balancing, payment processing, scanning/indexing files, credit bureau reporting. Increased morale of staff Created enterprise-wide enhancements for facilitating communications between departments Create and managed Record Retention program Member of M-Ployee group Member of Leadership Group Member of Lending Focus Group, an interbank group to discuss software and regulatory changes Interim Manager of Central Mortgage Processing Software used - ITI CUBE, FICS Show less
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Liberty Bank
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West Des Moines, IA
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Loan Operations Manager, AVP
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Jan 2007 - Oct 2008
Help Desk Manager, AVP from Jan 2007 to Apr 2007 Created new Help Desk department Analyzed new software systems hired as Help Desk Manager, then during organizational restructure I was asked to lead the Loan Operations Department Loan Operations Manager, AVP from May 2007 to Oct 2008 Moved to Loan Operations as a change management agent Provided support to Lending Staff at over 30 locations in Iowa, Illinois and Florida Doubled size of Loan Operations department to 7 staff in 8 months Trained new and existing staff on GL balancing, bank software and communication Expanded Loan Operations duties to centralize branch functions and to include Flood Insurance procedures, Participation processes, Loan payment processing, Loan File review, Force placement of insurance Prepare for and assist internal and external Bank Auditors Review internal audit and deficiency reports to identify issues and trends Created Loan Operations Procedural manual Generated reports for auditing, Senior Management, and Finance Department Assisting in bank's intranet website updating and bank's workflow management system Member of Disaster Recovery Team Software used - ITI Fiserv, LaserPro, Cognos, MS Office Show less
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Bridgeview Bank Group
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Chicago, Il
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Loan Administration Supervisor
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Jan 1999 - Jan 2007
Loan Operations Specialist Jan 1999 - Sept 1999 Loan Operations Administrator Sept 1999 - Aug 2000 Loan Administration Officer Aug 2000 - Nov 2003 Loan Administation Supervisor Nov 2003 - Jan 2007 Provided support to Lending Staff in Illinois and Arizona Assisted Senior Lenders and Attorney with workout loans Created and ran specialized reports for financial reporting and Senior Management Prepared for and assisted internal and external Bank Auditors Performed quality control review of loans to ensure pre- and post-funding conditions met Processed new and renewed commercial, consumer, mortgage loans and letters of credit Worked with staff and other departments to ensure efficient workflow Ensured compliance to federal and state regulations Trained new & existing employees on banking software systems and Microsoft Office Analyzed customer accounts to resolve discrepancies Edited, updated, and maintained Loan Procedural manual Wrote articles for corporate newsletter on computer network systems Led loan system conversion during bank merger and acquisition activities Assisting in Y2K conversion and contingency planning Member of Incentive Committee, Compliance Committee, Efficiency Committee, Communications Committee Software used - Metavante, Cognos, MS Office Show less
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Uptown National Bank
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Greater Chicago Area
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Loan Administration Officer
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Jan 2001 - Jan 2005
Bank was purchased by Bridgeview Bank Group Loan Operations Specialist Jan 1999 - Sept 1999 Loan Operations Administrator Sept 1999 - Aug 2000 Loan Administration Officer Aug 2000 - Nov 2003 Loan Administation Supervisor Nov 2003 - Jan 2007 Bank was purchased by Bridgeview Bank Group Loan Operations Specialist Jan 1999 - Sept 1999 Loan Operations Administrator Sept 1999 - Aug 2000 Loan Administration Officer Aug 2000 - Nov 2003 Loan Administation Supervisor Nov 2003 - Jan 2007
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Countryside Bank - IL
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Countryside, Il
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Loan Operations
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Mar 1996 - Jan 1999
Bookkeeping March 1996 - Nov 1997 GL reconciliation Overdrafts ACH returns Loan Operations Nov 1997 - Jan 1999 Prepared monthly reports and presentation for Board of Directors and bank officers Created and tested Y2K conversion manual for loan department Bookkeeping March 1996 - Nov 1997 GL reconciliation Overdrafts ACH returns Loan Operations Nov 1997 - Jan 1999 Prepared monthly reports and presentation for Board of Directors and bank officers Created and tested Y2K conversion manual for loan department
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Education
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Northern Illinois University
Bachelor's of Science, Communications - Organizational / Corporate -
Knox College
Liberal Arts
Community
