Administrative Assistant Loan

BECKY KILROY

*** ******* ***** **. *** Rancho, NM 87124 505-***-****

*************@*****.***

EXPERIENCE

DECEMBER 2016 – PRESENT

SENIOR LOAN ADMINISTRATOR, NUSENDA CREDIT UNION

ALBUQUERQUE, NM

Currently: Selected as SME (Systems Management Expert) to help design new Commercial Loan Operating System for Business Services. Designed and implemented several procedures having to so with loan admin job process to streamline work flow.

Onboarding new lender and bringing her up to speed on Portfolio. Onboarding new loan administrator and training in all aspects of work flow Ongoing: All aspects of loan assistant in Commercial Real Estate department supporting three commercial lenders and department Manager. All aspects of commercial and construction loan assistant from ordering loan documents to working with title companies, attorneys, and contractors. Processing draws, reviewing files for accuracy. Working exceptions to complete file for financial requirements.

DECEMBER 2013 – NOVEMBER 2016

SALES AND SUPPORT BANKER/ADMINISTRATIVE ASSISTANT, US BANK PHOENIX, AZ

All aspects of commercial loan assistant. Assisting commercial lenders processing overdrafts, running reports, finding sales leads, vetting companies for possible contact. Take loan payments for clients, advances as needed. Ordered loan documents, reviewed for accuracy, closed loans with clients, prepared loan packages for booking. Processed payments and advances for customers. Worked with Credit Plus system to track exceptions to clear and continue to gather necessary financial information from customers.

((Phoenix: In addition, scheduled Board of Directors meetings, staff meetings, correspondences, and many various duties as needed by Market President. Input and tracking in Siebel referral system. Scheduled employee appreciation luncheons, assisted with United Way campaign. Assisted with scheduling of Washington DC "fly in" for Market President.)) AUGUST 2012 – NOVEMBER 2013

COMMERCAL CLIENT REP III, US BANK,

RIO RANCHO, NM

All aspects of commercial lending department supporting four lenders, including Market President.

AUGUST 2007 – AUGUST 2012

COMMERICAL CLIENT REP 11, US BANK, JOURNAL CENTER BUSINESS BANKING (FRST COMMUNITY BANK) ALBUQUERQUE, NM

All aspects of commercial lending department in Business Banking department. MAY 2005 – AUGUST 2007

COMMERICAL REIVEW ANALYST, FIRST COMMUNITY BANK

ALBUQUERQUE, NM

Pre and post fund loans to ensure proper procedure was followed, policy, etc. Create exceptions when necessary to track financial information. 9+ years with Wells Fargo Bank, Rio Rancho, Albuquerque, Phoenix, AZ. Commercial banking assistant. Duties same as above. EDUCATION

CNM, ALBUQUERQUE, NM

Various Business and Finance classes.

Fall 2018 IT Technology and Business Law

CABRILLO COLLEGE, APTOS, CALIFORNIA

Business and Finance

SANTA CRUZ HIGH SCHOOL, SANTA CRUZ, CALIFORNIA

Business and Finance

Graduated

SKILLS

Microsoft Word

Microsoft Excel

Core banking systems

2

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