Karina Vilchis

Objective

To obtain an Administrative Assistant or Office Manager position where my experience and knowledge can be an asset to the company.

Experience

**/****- **/****

Cadence Bank N.A.

Houston TX

Assistant Relationship Manager

Main point of contact for borrowers. Helped clients with any needs or concerns they had regarding their account ( Loan payments, Account Inquiry, Wires)

Provided Admin Support, Telephone coverage as needed, taking messages for the three International departments (Trade Finance, Trade Services and Foreign Exchange)

Managed client’s portfolio to ensure clients were in compliance with Lending Agreement (Exceptions, Covenant Compliance, Ratios, Overdrafts, Insurance)

Provided administrative support to International Department Executive Officers (correspondence, copies, faxes, ordering supplies, coordinating lunch catering or reservations for Officer and clients meetings)

Processed Advance request on loans. Monitored request from beginning to end to ensure client received funds in a timely manner.

Prepared documents needed for Closing, Renewal and Modification of loans

Assisted in completion of Loan closing, funding and booking of Loans.

Managed sensitive documentation and information in professional and discrete manner.

Prioritized duties and ensure smooth flow of office in a fast paced environment.

Work on special projects or duties as assigned by any of the International Executive officers (Creating Reports, Running reports, data base creation, monitoring clients’ account activity, holiday functions)

Worked with different bank departments to complete duties, reports and transactions as needed.

Assisted client and executive officer meetings to assist with client needs (Opening new accounts, gathering documentation to begin loan process, processing wires)

07/2006-06/2012

Mercantil Commercebank N.A.

Houston TX

Lending Assistant

Helped with maintenance of client’s files. (Exceptions, Financial Statements, Tax Returns, Ratios)

Completed Loan Files for each client that had a new loan, Renewal of a loan or Modification of a Loan.

Reviewed and Monitored Daily Overdrafts, Past Due Payments and contacted client to cleared the late payments.

Assisted with Lender Expense Reports.

Mailed loan packages to corporate office via overnight Mail as needed.

General clerical duties. Mail opening and distributing. Reserving Conference rooms for meetings. Answering and directing calls. General reporting.

Read Loan agreement to ensure exceptions met loan agreement requirements.

Education

May 2013

University of Houston Downtown

Houston TX

Bachelors in Accounting

May 2002 Lee College Baytown TX

Associate of Applied Science- Administration Office Technology.

Qualifications

Bilingual: English/Spanish.

Proficient in MS Office Suite ( Work, Excel, Power Point, and Outlook)

8 years’ experience in fast pace Corporate office Environment

Great team player and problem solver.

Self-Starter and work with minimal supervision.

Maintained confidentiality and handled matters discreetly.

Great problem solver. Resolved client’s issues within job scope.

Skills in communicating and interacting with Senior Management, Corporate Clients, and Internal departments.

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