Experience

Premier Bank
• United States
• Banking
• 300 - 400 Employee
• SBA Operations Specialist, AVP

  • Mar 2020 - Present


Telhio Credit Union

• United States
• Banking
• 100 - 200 Employee

• SBA Eligibilty Officer

  • 2016 - Mar 2020

  Columbus, Ohio Area ◆ Managed the closing of loans guaranteed by the Small Business Administration (SBA), up to $5 million. ◆ Responsible for submitting SBA 7(a) General Processing loan applications in a timely and accurate manner, through SBAOne. ◆ Determined the eligibility for SBA 7(a) Express loans, according to SOP 50 10 5(J). ◆ Prepared, submitted, and managed SBA Form 1502 reporting, through Colson Services. ◆ Monitored the SBA portfolio ($14 million) for loan delinquencies, and… Show more ◆ Managed the closing of loans guaranteed by the Small Business Administration (SBA), up to $5 million. ◆ Responsible for submitting SBA 7(a) General Processing loan applications in a timely and accurate manner, through SBAOne. ◆ Determined the eligibility for SBA 7(a) Express loans, according to SOP 50 10 5(J). ◆ Prepared, submitted, and managed SBA Form 1502 reporting, through Colson Services. ◆ Monitored the SBA portfolio ($14 million) for loan delinquencies, and alerted relevant stakeholders. ◆ Coordinated the sale of loans on the secondary market, including submitting bids and preparing purchase packages.

• Small Business Loan Specialist

  • 2016 - 2017

  Columbus, Ohio Area ◆ Communicated daily with internal and external legal counsel, title companies, and other vendors, regarding SBA loan closings. ◆ Proactively created the Business Services Processing handbook, and then revised and trained team members to utilize it for maximum success.



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Senior SBA Loan Closing Specialist

  • 2012 - 2016

  Columbus, Ohio Area ◆ Responsible for creating various loan documents in a high-production environment, utilizing LaserPro and T-Soft, with an average of 98% accuracy. ◆ Coordinated the closing of loans guaranteed by the SBA, up to $5 million. ◆ Communicated and interacted daily with internal and external legal counsel, title companies, and other vendors. ◆ Proactively participated in unit testing and regression testing of a new loan approval delivery system (Velocity). ◆ Tested new software… Show more ◆ Responsible for creating various loan documents in a high-production environment, utilizing LaserPro and T-Soft, with an average of 98% accuracy. ◆ Coordinated the closing of loans guaranteed by the SBA, up to $5 million. ◆ Communicated and interacted daily with internal and external legal counsel, title companies, and other vendors. ◆ Proactively participated in unit testing and regression testing of a new loan approval delivery system (Velocity). ◆ Tested new software releases and trained employees.

• SBA Client Specialist Manager

  • 2011 - 2012

  Columbus, Ohio Area ◆ Built the new SBA Client Specialist Department, including hiring, training, and supervising a team of 6 professionals. ◆ Oversaw the closing of SBA loans. ◆ Successfully increased total customer satisfaction by decreasing the timeframe from commitment to closing, and improving the quality of commitment letters. ◆ Coached and mentored team members regarding performance improvement, as well as adherence to SBA and bank regulations. ◆ Trained employees on due diligence… Show more ◆ Built the new SBA Client Specialist Department, including hiring, training, and supervising a team of 6 professionals. ◆ Oversaw the closing of SBA loans. ◆ Successfully increased total customer satisfaction by decreasing the timeframe from commitment to closing, and improving the quality of commitment letters. ◆ Coached and mentored team members regarding performance improvement, as well as adherence to SBA and bank regulations. ◆ Trained employees on due diligence procedures and best practices. ◆ Created various reference manuals.

• Account Relationship Associate: Investment Real Estate & Business Banking

  • 2008 - 2011

  Columbus, Ohio Area ◆ Fashioned and implemented a new Access database to help the entire Investment Real Estate & Business Banking team navigate and track IRE loan packages, through the approval and booking process. ◆ Created a new process that successfully decreased the total number of maturity delinquencies by starting renewals 90 days before the loan maturity date.

• Commercial Loan Documentation Specialist

  • 2004 - 2008

  Columbus, Ohio Area ◆ Created and managed complex loan documents in a high-production environment, utilizing LaserPro and T-Soft to achieve an average of 98% accuracy. ◆ Coordinated the closing of loans guaranteed by the SBA, up to $5 million. ◆ Maintained daily communication with internal and external legal counsel, title companies, and other related vendors. ◆ Volunteered to assist in unit testing and regression testing of a new loan approval delivery system (Velocity). ◆ Tested several new… Show more ◆ Created and managed complex loan documents in a high-production environment, utilizing LaserPro and T-Soft to achieve an average of 98% accuracy. ◆ Coordinated the closing of loans guaranteed by the SBA, up to $5 million. ◆ Maintained daily communication with internal and external legal counsel, title companies, and other related vendors. ◆ Volunteered to assist in unit testing and regression testing of a new loan approval delivery system (Velocity). ◆ Tested several new software releases and trained employees accordingly.



National City Bank

• Banking
• 700 & Above Employee

• Branch Customer Service Representative

  • 2003 - 2004

  Columbus, Ohio Area ◆ Supervised, coached, and developed a team of 6 Tellers, providing positive reinforcement and constructive feedback, as needed. ◆ Implemented a new “Peer Grade Card” to help improve customer service scores. ◆ Assisted branch customers in a retail/consumer banking environment.

• Customer Service Coordinator

  • 2002 - 2003

  Columbus, Ohio Area



North Central Mental Health Services

• United States
• Mental Health Care
• 1 - 100 Employee

• Case Manager

  • 1999 - 2001

  Columbus, Ohio Area