Experience

First Women's Bank
• United States
• Banking
• 1 - 100 Employee
• SBA Closer

  • May 2022 - Present


Renasant Bank

• United States
• Banking
• 700 & Above Employee

• SBA Lending Assistant/Pre-Closer

  • Jan 2018 - Present

  • Coordinate the SBA loan process through various stages • Frequently communicating with third party vendors to ensure all guidelines are met • Daily manage loan processing pipeline to ensure timely processing of all loans • Pull Credit Reports, orders Flood Certs, CAIVRS, SAM, OFAC and 4506-T/Veritax • Ensure all SBA loan documents are prepared and executed • Regularly engage with customer/borrower covering process and expectations • Complete all draw requests/funding • Engage attorneys and third party vendors in alignment with targeted closing dates • Responsible for post-closing items in accordance with the closing instructions • Enters PLP and GP loans into SBA Show less



First Choice Title

• United States
• Financial Services
• 1 - 100 Employee

• Closing Coordinator

  • Jun 2017 - Dec 2018

  • Prepare and Process all under contract files • Review title work and closing instructions • Complete internal check list items and verify all documents are completed • Add seller information to database • Update systems as needed with any and all changes to files • Order payoffs, HOA dues, Home Warranty, Termite Reports, check for bankruptcies and verify liens on title work. • Prepare and Process all under contract files • Review title work and closing instructions • Complete internal check list items and verify all documents are completed • Add seller information to database • Update systems as needed with any and all changes to files • Order payoffs, HOA dues, Home Warranty, Termite Reports, check for bankruptcies and verify liens on title work.



Georgia Certified Development Corporation

• United States
• Financial Services

• Office Manager/Loan Servicing

  • May 2015 - Apr 2017

  • Assistant to President and CEO to ensure the smooth operation of the day-to-day company operations • Manage and secure confidential correspondences of contractors’ and client files • Interface with clients and act as liaison between management team and staff • Plan, prioritize, and organize high volume business activities to include: collateral releases for prepaid and paid out loans; processing prepayment requests for all Borrowers; follow up and update tracking logs for annual tax returns and insurance; prepare and submit UCC continuations and amendments Show less



Cornerstone Bank

• United States
• Banking
• 1 - 100 Employee

• SBA Loan Operations Specialist

  • Oct 2012 - Dec 2014

  • Handled all servicing requests for CSB SBA 7A loans and Lines of Credit • Monitored and cleared insurance exceptions to meet quarterly financial goals • Maintained continuous contact with borrowers until customer inquiries are resolved • Followed up with borrowers to resolve delinquent property tax issues to avoid tentative tax sales • Provided internal and external customer service • Posted payments and loan disbursements • Scanned and imported financial documents into Salesforce and Director system • Printed and mailed SBA billing statements Show less



Lendmark Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Bankruptcy Specialist

  • Apr 2000 - Dec 2012

  • Entered and updated new and existing bankruptcy cases into court system (Pacer) • Reviewed clients’ credit reports to ensure that funds are allocated in accordance with court sanctions • Addressed customers’ questions and issues regarding 341 case meetings • Monitored and tracked bankruptcy terminations, dismissals, and or discharges • Entered and updated new and existing bankruptcy cases into court system (Pacer) • Reviewed clients’ credit reports to ensure that funds are allocated in accordance with court sanctions • Addressed customers’ questions and issues regarding 341 case meetings • Monitored and tracked bankruptcy terminations, dismissals, and or discharges