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Commercial Administrative Assistant

Location:
Nashville, Tennessee, United States
Posted:
January 19, 2017

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Theresa Lynn Taylor

**** ****** ***** ****

Whites Creek, TN 37189

Home (615) ***-****

Summary of Qualifications

Competent Banking and Customer Service professional with an 20-year record of producing results by creating an effective customer service environment and developing customer relationships. Proficient in team building, creating learning environments and developing improvement plan processes in service and operation settings.

Education

Graduate Human Resource Management Certificate

University of Phoenix; Nashville, TN; July 27, 2015

Master of Business Administration

University of Phoenix; Nashville, TN; July 11, 2009

Bachelor of Arts in Business Administration...Management

Lindsey Wilson College; Columbia Kentucky; May 1992

Supportive Classes in Management; Human Relations, and Business Law

Associate in Secretarial Science

Lindsey Wilson College; Columbia Kentucky; May 1992

Employment

Career Progression:

October 14, 2014 to Present

Heritage Bank Commercial and Administrative Assistant

Assisting two commercial team members

Assisting the Market President

Maintaining all customer accounts, loan bookings, wiring of funds, and handling all customer service requests.

Responsible delivering all compliance disclosures

Prepare documentation for loan closings.

October 1, 2012 to July 1, 2014

First Advantage Bank Loan Administration Manager

Supervised and assigned responsibilities to loan administration staff.

Instrumental in implementing and training the loan staff on a new loan system,

Implemented and held training sessions on a new electronic signature loan process.

Developed and implemented a process to scan loan documents with three different options that help efficiencies in starting a paperless process.

Stream lined the loan uploading process cutting the time from one hour to twenty minutes

Responsible for increasing team moral each quarter.

Developed new processes throughout the department to help improve the overall bank efficiency rate.

Developed department procedures training guides and training support.

Provides ongoing coaching and development for the team.

March 5, 2007 to September 30, 2012

Avenue Bank Senior Commercial Banking Assistant

•Assisting five commercial team members.

•Conducted training sessions for new banking employees, and commercial lenders

•Maintaining all customer accounts, loan bookings, wiring of funds, and handling all customer service requests.

•Responsible for updating collateral documentation and collecting past due loan payments.

March 29th 2004 to March 2, 2007

Regions Bank Business Banking Sales Assistant

•Assist two RM’s (Relationship Managers).

• Maintaining Customer Accounts, balances, paying bills, paying on loans, wiring money (Domestic & International), funding loans, closing loans, opening & closing checking accounts and processing letter of credit.

•Enter loans on the systems to receive laser pro documents.

•Responsible for taking care of customer complaints, problems with their checking accounts and loans, and updating customer information on system (Patriot Act).

October 19, 1998 to July 22, 2003

Bank of America Private Bank Relationship Associate

•Maintaining Customer Accounts, balances, paying bills, paying on loans, wiring money (Domestic & International), funding loans, closing loans, opening & closing checking accounts; also monthly duties of Overdraft report, Nations fund and Loan bags.

•Responsible for clearing Material Credit Exceptions, past due amounts on customer accounts, updating Collateral documentation, and entering sales into Leap, Web Profitability and CIBR.

December 30 1996 to October 16, 1998

Nations Bank Tennessee Retail Loan Services Loan Processor

•Responsible for making sure customer loans were accurate and ready to be processed.

TPT Coach-Total Performance Training

•Instrumental in creating a training program for new employees, which consisted of developing step by step instructions.

•Responsible for leading the program development of future entrants to the work force.

•Conducted all training sessions and follow up training.

Fall of 1992 to August 1995

McDonald’s of Brandenburg Kentucky 2nd Assistant Manager

•Responsible for providing leadership, crisis management, direction, and supervision over all crew personnel on all three shifts (up to 10 people).

•Responsible for deposits, and paper work.

•Successfully handling customer complaints.

•Attended McDonalds Management School.

Achievements

Member of Judicial Committee, 1991-1992 Member Lindsey Wilson Singers, 1987-1991

Presidents Award Lindsey Wilson College, 1992 Regions Bank 2005 Manager MVP Award



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