Experience

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  Quantum National Bank

  • Suwanee, Georgia, United States

  • Administrator for Loan Operations SBA Business 7(a) Loans

    • Feb 2022 - Mar 2023
    • Suwanee, Georgia, United States

    Manage Payment Processing for ALL Loans, i.e., SBA, PPP, Branch, Traditional and Mailed.Oversee disbursements such as, Wire Transfers, General Ledgers (GL) Entries, Payoff Request Overages using Official Checks, while Ensuring Authorized Signatures. Use CAFS (Capital Access Financial System), setup for SBA Reporting, (1502), using the PIN to login to the OCA CLS System.Solve inquires regarding Escheatment.Index collateral using GSCCCA with County and State, to efile Deeds, UCC's, QCD's by way of Researching and Referencing.Order Credit Reports as required - reviewing, inspecting and auditing.Build clientele' Information Profile (CIP), using 1008 doc (loan input sheet), in banker's platform BPM.Prepare weekly/monthly reports for Lenders, Loan Committee and Boards Members.Assist co-workers and others with questions by providing answers by solutions or referrals.

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  Pinnacle Bank

  • Gainesville, Georgia 300501

  • Senior Personal Banker

    • Apr 2017 - Feb 2022
    • Gainesville, Georgia 300501

    Serves on the Float Team in a hybrid capacity. Works cooperatively with management teams and peers at all six locations to provide exception customer service to banking clientele. • Exceeds branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about banking solutions.• Provides quality customer service which establishes the basis for long-term customer loyalty.• Listens to customers’ needs and correctly applies appropriate guidance and perspective about banking solutions, such as setting-up certificates of deposit and/or money market accounts. • Coordinates process improvement training for the staff.• Provides supervision and training for new employees on a variety of topics; acts as supervisor when designated. Provides coaching and procedural guidance to resolve complex issues; analyzes variances and resolves discrepancies.• Seeks out opportunities to learn and grow by attending company-sanctioned and outside professional development activities.

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  Fidelity Bank

  • Atlanta, GA

  • Corporate Loan Vault Manager

    • Jan 2012 - Mar 2017
    • Atlanta, GA

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  SECURITY BANK, Alpharetta, GA

  • Alpharetta, GA

  • Loan Operations Assistant

    • Jan 2006 - Aug 2009
    • Alpharetta, GA

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  SOUTHTRUST MORTGAGE CORPORATION

  • Roswell, GA

  • Mortgage Post-Closing Team Lead

    • Jan 1993 - Jan 2003
    • Roswell, GA