Terry L. Berkley

717-***-****

Greencastle, PA

acwbri@r.postjobfree.com

www.linkedin.com/in/terry-berkley-6b252bb3

SUMMARY

A Loan Operations Analyst with extensive experience in commercial loan support. Emphasis on Small Business Administration (SBA), participation and syndication loans. Solid analytical skills utilized to anticipate problems and develop/enhance procedures. Strong communicator providing internal and external customers with stellar service. Recognized for creating and presenting effective training curriculums to co-workers.

Detail-oriented

Data analysis

Project management

Procedure development

Process improvement

Mergers and acquisitions

PROFESSIONAL EXPERIENCE

SUSQUEHANNA BANCSHARES INC., A DIVISION OF BB&T, Hagerstown, MD

Loan Operations Analyst II

2011 - 2016

Facilitated loan operations servicing for $18 billion bank with emphasis on complex commercial loans, including systems and data analysis, staff training and procedure development.

Serviced commercial loans encompassing research, maintenance, daily accounting and funds transfer; specializing in SBA loan administration, investor loans, syndications, participations and pool loans.

Managed projects by designing action plan, communicating objectives to project staff, tracking progress and overseeing task completion.

Analyzed data and systems to identify problems and improvements; recommended changes to processes, forms and reports. Conceived, developed and implemented tools/procedures which increased efficiency up to 66%. Coordinated with management and other departments to ensure success.

Reviewed and interpreted reports and loan documents such as promissory notes, modifications and workout documents.

Designated trainer for new staff; developed training materials and provided coaching and instruction to both groups and individuals.

Collaborated with Business Systems Administrator to revamp existing participations database for improved function and appearance; results recognized by management in company newsletter.

Undertook software testing as pertains to annual upgrades and daily processes within department, including development of testing strategy and coordination of staff duties.

Managed functions related to mergers and acquisitions as applicable to complex loans.

Loan Operations Analyst I

2008- 2011

Administered commercial loan servicing for mid-sized bank with focus on complex loans.

Recognized by SBA District Director as instrumental in achieving a “perfect audit.”

Assessed and interpreted loan documents with emphasis on participations, syndications, investor loans and SBA reporting; performed maintenance, research, daily accounting and funds transfer to participant banks.

Gathered and analyzed information and coordinated updates to processes, forms and reports; authored tools and procedures updates for increased efficiency.

Assisted supervisor with project development and execution.

Implemented training to groups and individuals; authored training materials.

Developed processes for mergers and acquisitions.

Tested software for regular production and enhancements; developed testing strategy and coordinated staff assignments.

TERRY BERKLEY

acwbri@r.postjobfree.com

Loan Operations Specialist II

2007 - 2008

Provided loan servicing for commercial loans, particularly SBA, participation and syndication loans.

Interpreted loan documents and administered research and maintenance to complex commercial loans.

Authored/updated procedures for improved effectiveness or efficiency and acted as staff trainer for participations processes.

Assisted with projects as directed by supervisor or project coordinator.

Executed software testing for annual enhancements under supervisor direction.

Coordinated with management to develop processes for mergers and acquisitions.

Sabbatical

2006 - 2007

Loan Operations Specialist I

2004 - 2006

Performed commercial loan servicing for participation, syndication and SBA loans.

Executed research and maintenance on complex commercial loans; evaluated loan documents.

Assisted with improvements to processes and procedures.

Acted as trainer for participation loan processing.

Performed assigned software testing for annual enhancements.

Aided with projects, mergers and acquisitions including internal merger.

Loan Operations Processor II

2002 - 2004

Provided complex commercial loan servicing for multiple banks within holding company.

Performed research and maintenance on complex commercial loans.

Authored procedures and acted as staff trainer for participation loan processing.

Tested annual software enhancements.

Assisted with mergers and acquisitions.

Loan Operations Processor I

2000 - 2002

Processed participation loan servicing functions for nine banks within a holding company.

Serviced participation loans including maintenance, modifications, research and report processing.

Deposit Operations Processor I

1998 - 2000

Serviced deposit account functions including charge-backs, debit and credit cards and return items; managed incoming and outgoing mail and performed courier services.

Executed deposit account return items and charge-back checks; evaluated for potential fraud activity.

Organized and input ATM and debit card data; coordinated PIN updates and card orders.

Keyed in credit card activity and reconciled to internal deposit account.

Facilitated incoming and outgoing mail and acted as courier.

EDUCATION

BS, Fine Arts, Frostburg State University, Frostburg, MD 21532

Accounting I and II

Business Math

ADDITIONAL QUALIFICATIONS

Principals of Banking

Microsoft Database I and II

Microsoft Office

High-Impact Communications Skills for Women

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