Experience

Park Piedmont Advisors, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Client Services Associate

  • Nov 2021 - Present

Lake Michigan Credit Union
• Accounting
• Mortgage Processor

  • Aug 2020 - Nov 2021


First National Bank of Michigan

• United States
• Banking
• 1 - 100 Employee

• Loan Operations Specialist II

  • May 2018 - Aug 2020

  +Draft and review legal loan documents to meet lender and customer deadlines +Manage the end-to-end loan fulfillment process from customer acceptance through booking and funding +Provide ongoing maintenance to loans once booked +Conduct all relevant due diligence to ensure Borrower's credit-worthiness and Bank's interest in collateral +Facilitate communication between sales and underwriting departments +Draft and review legal loan documents to meet lender and customer deadlines +Manage the end-to-end loan fulfillment process from customer acceptance through booking and funding +Provide ongoing maintenance to loans once booked +Conduct all relevant due diligence to ensure Borrower's credit-worthiness and Bank's interest in collateral +Facilitate communication between sales and underwriting departments



PNC

• Travel Arrangements
• 1 - 100 Employee

• Loan Fulfillment Specialist II

  • Aug 2016 - Apr 2018

  +Draft and review legal loan documents for closings, ensuring client deadlines are met or exceeded +Conduct all necessary loan due diligence to ensure Borrower's credit-worthiness and Bank's interest in collateral +Facilitate communication between credit officers, relationship managers and legal team as necessary +First person in new hire group to obtain due diligence and Capital Stream "certification" +Draft and review legal loan documents for closings, ensuring client deadlines are met or exceeded +Conduct all necessary loan due diligence to ensure Borrower's credit-worthiness and Bank's interest in collateral +Facilitate communication between credit officers, relationship managers and legal team as necessary +First person in new hire group to obtain due diligence and Capital Stream "certification"



SPAR Group, Inc.

• United States
• Consumer Goods

• Client Services Manager

  • Aug 2014 - Aug 2016

  +Client Relationship Building- communicate with clients via phone and email in a way that satisfies mutual goals and helps develop long-term relationships +Account Management- supervise client account to ensure work is being done to specification, and negotiate any conflict that may arise +Field Coordination- work with an extensive network of field managers and merchandisers to assign and complete assignments +Invoicing and Finance- monitor account expenses to ensure budgets are met, assist in developing methods to reduce expenses, create and submit prebilling monthly, and final invoices +General Administration- data entry, creation of reports and presentations, email and telephone communication, and more general office administrative duties Show less