Priscilla Martin

Loan Disbursement Specialist III

Houston, Texas, United States

+1-214-***-****

ad10mm@r.postjobfree.com

WORK EXPERIENCE

August 2018-November 2020

Loan Disbursement Specialist III

Amegy Bank

Houston, Texas, United States

Construction Risk Management

*Create/Update Budgets on New/Existing Construction Loans in BaNCS.

*Obtains missing information such as but limited to: Insurance, Loan Agreements, Contracts, Budget Reports, Pay Applications, Waivers, etc.

*Create a Project Folder for New Construction Loans.

*Works closely with Construction Loan Managers, Lenders and Analyst to obtain closing documents to complete a Draw Loan request.

*Works closely with CORD to obtain approval on inspections, change order request, Line item transfers, Reallocation of funds, etc.

*Process Draw request for Funding.

*Process Builder Liner and Inspection request for Funding.

*Responsible for processing invoice billing via Concur.

*Other duties as assigned.

September 2016-August 2018

Client Relationship Associate III

Amegy Bank

Houston, Texas, United States

Energy Lending

*Supports Energy Loan Officers and E&P/Midstream team members in the daily management of their loan portfolios.

*Processes loan renewals and changes in terms as related to the Loan Officers portfolios.

*Assist in loan processing, closing and monitoring, while providing quality service and diplomacy to customer relationships, to allow loan personnel time for business development activities.

*Call customer to request current financial statements, credit reports and income verification information.

*Manages reporting exceptions which include collateral, material, financial, and deposit. Obtains missing information such as signature cards, financial statements, insurance, etc.

*Works closely with Treasury Management to open and close accounts. Ensure outgoing/incoming wires have been properly authorized. Monitor all wires for potential fraud.

*Responsible for managing the filing, correspondence, scheduling and coordinating functions to assure a smooth operational flow.

*Responsible for assistant duties such as but not limited to: travel, expense reports, invoice processing, typing, mail, answering phones, scheduling appointments.

*Other duties as assigned.

December 2010-September 2016

Sr. Client Service Specialist

Amegy Bank

Houston, Texas, United States

Support desk back-up

Treasury Management

*Risk/Regulatory Prepare and complete required forms (as needed) for regulatory reporting.

*Communication - Respond to privacy event inquiries. Follow up with business lines and operations in resolving privacy event investigations.

*Participated on the Contingency team

*Provides friendly and efficient customer service to assigned bank customers.

*Performs set-up and maintenance of customer accounts.

*Receives, researches and resolves customer issues.

*Serves a liaison between assigned department and other areas of the bank to ensure customer issues are resolved.

*Perform full service banking transactions in compliance with legal requirements and bank policies and procedures

*Provide accurate, friendly customer service in a timely fashion.

*Cross-selling and referring customers to proper bank staff for additional bank products, services and sales.

*Monitors and performs fraud review for multiple channels of electronic money movement such as automatic teller machine deposits, third party money transfers, mobile deposits, and online bill pay transactions before funds are made available.

*Uses fraud detection tools and reports to identify and assess potential fraudulent transactions; takes appropriate action, including escalating issues as necessary and communicating any trends to management.

*Contacts customers when necessary to verify legitimate or fraudulent nature of transactions.

*Assists branches with suspicious items presented at branch level.

*Maintains detailed logs of personal prevention items and totals. April 2009-June 2010

Billing Management Supervisor

BancTec

Dallas, Texas, United States

*Review incoming customer orders and confirm they comply with contract

*Verify customer supplied Purchase Order matched Annual Service Agreement Contract created

*Monitor and ensure contracts and purchase orders are processed in a timely manner

*Implement performance standards and guidelines

*Work with field office and project managers to obtain billing information

*Participate in meetings to assign quality projects, mentor team members and facilitate quality needs

*Develop and implement operational strategies to maximize efficiencies and eliminate redundancies

*Schedule and hold periodic meetings with all employees and reporting director to discuss production, status, goal alignment, project and initiative

*Accountable for all decisions, actions, and directives with respect to job responsibilities

*Responsible for progressive discipline with regards to attendance, performance, and all aspects of company policy

*Make recommendations to implement improved processes August 2004-December 2008

Business Analyst

Pegasus Solution INC

Dallas, Texas, United States

*Respond to customer inquiries

*Manage activities associated with operations, including implementing policies and procedures

*Balance accounts between CRS and Bank Systems

*Work with field office and project managers to obtain billing information

*Update/Change/Delete Customer Account (ie, banking information, customer address, contact information)

*Provide research and data validation to incidents submitted by customers

*Call center monitoring, evaluating and reporting for agents within India regional territory. Computer/Technical Skill/Software: Excel, Word, Outlook, SharePoint. Proficient in MIT, BaNCS, CreditLead, Shaw/Aviva, Enterprise Portal, RPI, REX, FileNet, Loan Tracking and Concur/Expense/Travel/Invoice. Pep+ Common view, XNET, Next Gen, Net Deposit, Net Capture, Image Scan, Resolve Check, Proofpoint, Amegy Connect, Market Max. EDUCATION

1975-1976

Clerical

Lamar University

Beaumont, Texas, United States

Bus administration

North Lake College

Texas, United States

SKILLS

Lending Loans Treasury Management Closing Loan Disbursement Loan Processing Trading Risk Management Financial Statements Budgets Billing Invoice Correspondence Filing Typing Answering Phones Customer Service Oriented Customer Service Clerical Loan Billing Management Business Development Customer Account Customer Accounts Contracts Data Validation Liaison Operations Budget Regulatory Reporting Support Desk Customer Inquiries Maintenance Scheduling Inspections Purchase Orders Retail Sales Filenet Microsoft Sharepoint Sharepoint Mentor Excel LANGUAGES

English - Fluent

WORK AUTHORIZATION

I am authorized to work in the following countries:

• United States

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