JoAnn DeLeon
Portfolio Manager at Moody Bank- Claim this Profile
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Bio
Experience
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Moody Bank
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Banking
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100 - 200 Employee
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Portfolio Manager
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Sep 2023 - Present
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Amerant
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Belgium
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Business Consulting and Services
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Lending Assistant
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Aug 2011 - Sep 2023
Provide lending support to multiple Relationships Managers. Work with lender, attorneys, title company, third party vendors, insurance agents to gather required documents necessary in loan preparation. Review loan documets prior to and after closing. Call on and collect documents required to fulfill loan agreement requirements on an annual basis. Assist with customer service issues and request. Provide lending support to multiple Relationships Managers. Work with lender, attorneys, title company, third party vendors, insurance agents to gather required documents necessary in loan preparation. Review loan documets prior to and after closing. Call on and collect documents required to fulfill loan agreement requirements on an annual basis. Assist with customer service issues and request.
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Bank of Houston
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United States
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Banking
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1 - 100 Employee
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Treasury Mangement (Wire Dept.)
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Aug 2010 - Aug 2011
Worked in the wire departmet processing incoming and outgoing wires, domestic & international. Worked in the wire departmet processing incoming and outgoing wires, domestic & international.
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Sterling Bank
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Nigeria
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Banking
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700 & Above Employee
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Lending Assistant
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Jul 1998 - Aug 2011
Assisted with closing loans and customer service Assisted with closing loans and customer service
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Education
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Willowridge High School