Customer Service Assistant
Resume:
GLENNA CHITWOOD
******@*****.***
COMPETENCIES
Systematic and highly detail oriented
Customer service oriented
Organization and prioritization skills
Excellent personal communication skills
Good judgment and ability to solve problems
Supervisory and departmental management experience
EXPERIENCE
R Bank, Austin, TX 2014 - Present
Banking Officer/Commercial Lending Assistant/Loan Operations Asst. Officer
Assist senior officers in all commercial lending functions from approval to post-closing, and ongoing loan portfolio management. Direct contact with customers, officers, and attorneys. Monitor renewals and extensions, past due monitoring and collections, problem resolutions, overdrafts, construction loan draws, and exceptions clearing. Train, mentor, and coach other lending assistants. Balance GL accounts and credit report monitoring. Pre-funding and post-closing reviews of loan documents, loan account maintenance, payment postings.
Equity Bank, Lee’s Summit, MO 2009 - 2013
Commercial Loan Supervisor/Commercial Loan Assistant/Special Assets Coordinator
Supervised 7 loan assistants by staffing, monitoring, reviewing, training, and coaching. Maintained lending work-flow of 4 branches. Managed commercial loan closings of 12 senior officers by directing the loan assistants and monitoring all closings. In charge of work processes from pre-closing to post-closing. Assisted senior officers with commercial portfolio management including loan administration, past dues, payments, loan processing, exceptions clearing, new loans, renewals, extensions, appraisals, recordings, and more. Responsible for file supervision, maintenance, construction loan draws, loan advances, and wire transfers. Worked closely with officers and assistants to provide excellent customer service and to improve processes. Wrote procedures manuals. Assisted special assets officer with OREOs, substandard, special mention, and watch list loans. Oversight of tenant monitoring, rent collections, and contractors. Worked directly with borrowers on extensions and renewals. Worked with attorneys on foreclosures. Assisted customers in resolving problem loans and made workout plans. Prepared and updated various board reports. Reason for leaving: moved to Austin, TX
Team Bank, Lee’s Summit, MO 2004 - 2009
Commercial Loan Executive Assistant
Assisted senior officers in commercial lending functions. Processed, maintained, and administered loan portfolios. Prepared loan requests, general ledger posting, collections on past dues, rent assignment collections and tracking. Reviewed loan documentation, ordered appraisals and title commitments, file maintenance, loan exceptions, loan advances, wire transfers, and overdrafts. Prepared and updated various reports, special assets. Reason for leaving: bank closed by regulators in March 2009.
UMKC, Kansas City, MO 2001 – 2004
Completed Bachelor’s Degree
First Community Bank, Lee’s Summit, MO 1999 - 2002
Assistant Vice President / Executive Loan Assistant
Helped develop business for new bank through officer calls. Maintained loan portfolios for four senior officers. Processed commercial, consumer, and real estate loans. Handled construction loan draws. Maintained loan compliance tracking system, posted loan payments and handled reversals, problems, and inquiries. Handled all participation loan transactions. Direct liaison between customers and officers. Closed loans, opened accounts, and in charge of travel program for branch location. Reason for leaving: finish bachelor’s degree.
First National Bank of Missouri, Lee’s Summit, MO 1996 - 1999
Commercial Loan Assistant
Maintained loan portfolio for senior officer. Processed commercial, construction and consumer loans. Administered construction loan draws and reviewed loan files for proper loan documentation. Maintained loan compliance and exception tracking system. Posted loan payments, balanced loans and accruals, closed loans, collections, and overdrafts. Participation loan payments and draws. Opened new accounts and CD’s. Direct liaison between Senior Vice President of bank and loan customers. Reason for leaving: career advancement.
Continental Security Bank, Clinton, MO 1993 - 1996
Assistant Cashier / Loan Officer
Second in charge of branch. Made consumer and agricultural loans, staff oversight, vault balancing, Fed funds, processed loans, opened accounts, proof machine, entered loans and payments, collections, balanced general ledger accounts, general bank management. Reason for leaving: moved to Kansas City area.
Mizzou Credit Union, Columbia, MO 1987 – 1992
Consumer Loan Officer
Made lending decisions on consumer loans, home equity loans, and VISA credit card accounts. In charge of VISA charge backs and disputed items, processed all loan documentation, closed loans. Helped implement VISA program, VISA program coordinator/supervisor, and worked collections. Helped out through computer conversion. Attended Consumer Lending School in Knoxville, TN. Reason for leaving: stay home a year with youngest child.
EDUCATION
BA - 2004
Real Estate School - 1992
Consumer Lending School - 1990
REFERENCES
*Available upon request
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