Experience

First National Bank of America

• United States
• Banking
• 300 - 400 Employee

• Commercial Loan Executive Assistant

  • Apr 2011 - Present

  Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns… Show more Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns, Certificates of Good Standing, Articles, etc. necessary for the Bank's position prior to lending commitment. Order appraisals, title searches, UCC search, flood certifications, insurance and any other document needed before a loan can be documented. Coordiate and oversee loan closings and check documents for proper signatures. Assist with the preparation of schedules and or statiscal and narrative reports. Show less Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns… Show more Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns, Certificates of Good Standing, Articles, etc. necessary for the Bank's position prior to lending commitment. Order appraisals, title searches, UCC search, flood certifications, insurance and any other document needed before a loan can be documented. Coordiate and oversee loan closings and check documents for proper signatures. Assist with the preparation of schedules and or statiscal and narrative reports. Show less



First Financial Bank formerly Irwin Union Bank

• Commercial Loan Executive Assistant

  • Sep 2009 - Apr 2011

  Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns… Show more Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns, Certificates of Good Standing, Articles, etc. necessary for the Bank's position prior to lending commitment. Order appraisals, title searches, UCC search, flood certifications, insurance and any other document needed before a loan can be documented. Coordiate and oversee loan closings and check documents for proper signatures. Assist with the preparation of schedules and or statiscal and narrative reports. Show less Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns… Show more Service a variety of Commercial Loans in order to assist the Loan Officers in managing their commercial loan portfolios. Provide a wide variety of customer service for corporate clientele and high net-worth individuals. Act as a liaison between the customer and relationship manager, often taking initiative in performing tasks. Provide administrative support/secretarial support for the loan officer. Compile information needed such as financial statements, tax returns, Certificates of Good Standing, Articles, etc. necessary for the Bank's position prior to lending commitment. Order appraisals, title searches, UCC search, flood certifications, insurance and any other document needed before a loan can be documented. Coordiate and oversee loan closings and check documents for proper signatures. Assist with the preparation of schedules and or statiscal and narrative reports. Show less



Irwin Union Bank

• Troubled Asset Group Business Banking Associate

  • Mar 2009 - Sep 2009

  Worked closely with six Loan Officers and the Portfolio Manager to manage commercial loan portfolios covering sixteen markets. Managed to document and complete the closing of every loan that was needed to be booked by the end of each quarter. Gained experience in working remotely. Accurately and thoroughly followed through on everything by communicating with the Troubled Asset Group management, co-workers and other Business Banking Associates bankwide.

• Business Banking Associate

  • May 2007 - Mar 2009

  Helped maintain the credit quality of the Commercial Loan portfolio by maintaining files in working order, ensuring the loans were accurately documented and closed as approved. Assisted the lenders with tracking and compiling financial statements, tax returns, rent rolls, etc. by calling the customers, keeping track of the numbers and distributing reports to the lenders. While keeping deadlines, maintained clear communication with customers by keeping them informed of progress… Show more Helped maintain the credit quality of the Commercial Loan portfolio by maintaining files in working order, ensuring the loans were accurately documented and closed as approved. Assisted the lenders with tracking and compiling financial statements, tax returns, rent rolls, etc. by calling the customers, keeping track of the numbers and distributing reports to the lenders. While keeping deadlines, maintained clear communication with customers by keeping them informed of progress and any changes that may have affected them. Assisted the Retail Department with opening new accounts in addition to running a teller window.

• Financial Sales Associate

  • Dec 2002 - May 2007

  Maintained, safeguarded and balanced a cash drawer. Stayed within compliance of corporate rules and regulations. Had a good working knowledge of bank products and services which enabled me to open and service new accounts. Assisted the branch in meeting sales goals by obtaining monthly referral goals. Provided sincere consideration, cooperation, and generosity in providing service to customers. Every customer was greeted as they came in the door with a friendly, "Hello"… Show more Maintained, safeguarded and balanced a cash drawer. Stayed within compliance of corporate rules and regulations. Had a good working knowledge of bank products and services which enabled me to open and service new accounts. Assisted the branch in meeting sales goals by obtaining monthly referral goals. Provided sincere consideration, cooperation, and generosity in providing service to customers. Every customer was greeted as they came in the door with a friendly, "Hello" and was called by their name. Highly regarded by all employees for friendliness, hard work, and the ability to learn new procedures very quickly.



Fifth Third Bank

• New Accounts Representative

  • Dec 2001 - Dec 2002

  Sold and cross-sold personal and business account products and loans. Assisted behind a Teller line on a daily basis by running window. Sold and cross-sold personal and business account products and loans. Assisted behind a Teller line on a daily basis by running window.



Brian Templer State Farm Insurance

• Service Specialist

  • Sep 2000 - Dec 2001

  Sold auto and Fire insurance to current and new policy holders. Serviced and maintained current accounts. Sold auto and Fire insurance to current and new policy holders. Serviced and maintained current accounts.



Old Kent Bank

• Personal Banker

  • Oct 1996 - Sep 2000

  Sold and cross-sold personal and business accounts products. Maintained, safeguarded and balanced a cash drawer. Balanced the ATM machine. Trained new tellers and insured compliance with policy and procedures. Functioned as Senior Teller for a period of time in 2000. Supervised seven teller. Sold and cross-sold personal and business accounts products. Maintained, safeguarded and balanced a cash drawer. Balanced the ATM machine. Trained new tellers and insured compliance with policy and procedures. Functioned as Senior Teller for a period of time in 2000. Supervised seven teller.