Assistant Sales
Resume:
Simone Hendricks
Smyrna, GA
*.***********@*****.***
SUMMARY OF QUALIFICATIONS
• Solutions-driven professional with a breadth of contracting experience, most recently in the equipment finance and leasing industry
• 15+ years of paralegal and documentation experience
• Exceptional communicator and follow-through skills
• Maintain professional relationships that contributed to the ease of doing business with internal and external customers CERTIFICATIONS/ TRAINING CLASSES
• An Introduction to Agile, SunTrust Bank
• Harvard extension program -Service Leadership Development Program
• Risk Mitigation, SunTrust Bank
• Credit Foundations, SunTrust Bank
• Business Entities, SunTrust Bank
• Basic of Legal Documentation, SunTrust Bank
• Advance Credit Documentation, SunTrust Bank
EDUCATION
Bellevue University, Atlanta, GA
Master Degree in Project Management (currently enrolled) 2022 National Paralegal College, Atlanta GA
Associate Degree in Paralegal Studies 2012
University of Phoenix, Atlanta GA
Bachelor of Science in Business Management 2011
PROFESSIONAL EXPERIENCE
SunTrust Bank, Atlanta, GA 2016 – 2020
Assistant Vice President, Equipment Finance Leasing, Closer – Documentation and Booking Specialist
• Effectively support the Sales Operations on pipeline calls to structure transactions in accordance to credit and legal guidelines.
• Prepare lease and loan documentation for equipment finance equipment transactions, ensuring timely collateral perfection with UCCs and/or title filings.
• Develop additional ancillary and/or collateral documentation, based on credit conditions of the client.
• Lead contract language negotiation –serving as a liaison between clients and internal credit, asset management, legal, and sales departments.
• Proactively order/ review UCC gap searches, Good Standing Certificates and Articles of Incorporation documents through Lien Solutions, a Wolter Kluwer product.
• Effectively work with pricing analyst(s) to obtain adequate price information and approvals to support the documentation and bookings task.
• Lead funding, booking and document imaging coordination efforts: o Initiate and setup funding information in the wire system for disbursal of funds to the client and/or vendor. o Coordination of internal and external information/documentation, enter the set up data into the system and validate for accuracy.
o Indexing documents through workgroup scanner and upload at the customer and/or contract level – based on document classification and retention schedules.
SunTrust Bank, Atlanta, GA
Private Wealth Management- Family Office Credit Solutions Corporate Investment Banking 2003-2016
Credit Assistant / Paralegal/ Banking Officer
• Supported Corporate Lenders and Credit team with closing responsibilities.
• Managed corporate accounts loan portfolio – total revenue of 500M+.
• Review, Prepare legal documents for pre and post closings.
• Coordinated loan closings.
• Gather and complied supported data for the preparation of documentation and the administration of contracts.
• Generated weekly /monthly Ad Hoc reports.
• Follow-p on various reports and communicate issues with management.
• Respond to client inquiries regarding account balances, account activity, account documentation, statement information, securities transfers, security information and general product and or service information.
• Executed all monetary/ treasure management transaction (ie advances, wire transfers and payments, and maintain historical records/ documentation of all transactions.
• Acts as the source of knowledge for the internal needs of specific client information as well as compliance and regulatory requirements.
• Act as liaison between various internal departments and clients.
• Work diligently with Attorneys, concerning changes in loan documentation.
• Proactively order/ review UCC gap searches, Good for Standing Certificates and Articles of Incorporation documents through Lien Solutions, a Wolter Kluwer product.
COMPUTER SKILLS
Proficient in Salesforce.com, Imagio IDS systems - Rapport and InforLease, Microsoft Word, Excel, Access and Power Point
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