Experience

• 

  Firstar Bank

  • Tulsa, OK

  • Loan Assistant

    • Nov 2015 - Present
    • Tulsa, OK

• 

  Citizens Bank of Oklahoma

  • Loan Assistant

    • May 2013 - Nov 2015

• 

  BancFirst

  • Administrative Assistant to EVP/CLO

    • Jul 2010 - May 2013

    Assist CLO by gathering necessary financial information, insurance information, tax and accessor information as needed for Commercial Loans. Work closely with the customers in acquiring the information as well as build a rapport to help customer in other areas of business. Responsible for input into both Decision Pro/Laser Pro systems and print documents for signing. Follow-up on technical exceptions as required. Represent the Bank in various community events and organizations such as Chamber of Commerce TRC Campaign and United Way Golf Tournament. Work with varoius other officers regarding Title Searches, Secretary of State searches , taxe information, flood reports, etc. Work at various times on the switchboard as needed. Train people in various duties from unputting loans to working on the Exception list so they can assist loan officers with those duties.

• 

  CitiFinancial

  • Pryor, Ok

  • Assistant Branch Manager

    • Dec 2009 - Jul 2010
    • Pryor, Ok

    Assist Branch Manager in Administrative Tasks such as Morning and Month End Reports. Assess customer's financial situation, past credit history,a nd companies credit policies and guildelines to determine the most appropriate product(s) or service(s) to assit them. Audit other employee applications to ensure all signatures and initials are on the loan set along with insurance information is correctly input in the computer system. Handle Customer Complaints. Adhere strictly to company and regulatroy standards, policies and practices. Skip trace on customers that have failed to pay in months and loan officer is unable to locate. Audit and ship files monthly to Iron Mountain. Determine applicant loan approval/turndown decisions based on credit Guidelines. Maintain current Homeowners Policies on loans with Real Estate as collateral.

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  Beneficial

  • Asst. Branch Manager

    • Jan 1996 - Mar 2009

    Assist Branch Manager in administrative tasks such as daily and monthly reports, random audit of cash drawers, and audit random loans to ensure accuracy. Traveled and assisted other branch operations as a Relief Manager and was responsible for 4-6 employees. Assess customer's current financial situation, past credit history, and companies credit policies and guidelines to determine the most appropriate product(s) or services(s) to assist them. Review daily and monthly audits . Provide various customer service activities including, but not limited to, a complete and compliant loan application with accurate information.