Vice President Customer Service

Michael Soliz, Jr.

**** *** ***** *****, *** Woodlands, TX 77380

Mobile: 832-***-**** Home: 361-***-****

Career Objective: To obtain a position in Management or Supervisory area, allowing me to utilize the skills and knowledge that I have obtained through education and experience.

Former Licenses: Series 6 NASD Securities, & Series 63 NASD State of Texas Securities Registration

NMLS # 1119670

Education:

Texas A & M University-Corpus Christi, TX - Degree: BBA Banking & Finance May 1984

Del Mar College- Corpus Christi, TX - Major: Banking & Finance Minor: Mid-Management

Experience:

4/17 - 2/20 Texas Department of Criminal Justice

Huntsville, TX

Lease Officer / Planner II / Correctional Officer.

Mange, Develop, and Implement plans procedures, programs, measure progress for the Office of Space Management. Consult and communicate with other State of Texas Agencies regarding plans, programs, planning, participate in conferences, education of employees,

Conduct field survey and inspections of leased property, utilization of knowledge on government and administrative principles, objectives and procedures. Knowledge of State

and City ordinances and implementation, commercial real estate procurement practices, policies, procedures and regulation. As correctional officer focus was on maintaining peace

security within the correctional center. High level responsibility on the custody and care of

assigned offenders, counts, restraints, pat and strip searches, supervision of offenders.

6/14 – 11/16 First Commercial JSB N.A.

Pearsall, TX

Vice President /Branch Manager / Loan Officer.

Managed daily operations and activities, established goals, objectives, guidelines and policies, implemented procedures. Approved Commercial, Auto, Personal, Land and Real Estate loans, Supervision Bank Staff, new accounts, teller operations, vault, order and verify cash from Federal Reserve, Open and close branch daily, assist with night drop deposits,

Overdrafts, run credit reports, approve weekly time sheets, coordinate and schedule staff and collection of accounts and customer service, notarize documents, workout problem loans, Audits, wire transfer, ATM balance and maintenance, provide security and respond to emergency situations, work alarm and codes for safety of staff.

1/13 – 5/14. The First National Bank of Beeville

Beeville, TX

Asst. Vice President/GGLO Commercial /Consumer & Mortgage Lender.

Responsible for making Commercial, Consumer, and Mortgage Loans, to include SBA

USDA, FSA, Fannie Mae, In House Commercial and Consumer loans open and Close

Bank on Wednesdays and Every 7th Saturday, Approve account overdrafts, teller overrides

Open Combination Vaults to include Cash, Collateral, Night Drop, and Safe Deposit Box

Sign Cashiers Checks, Sign Tellers Drawers in and out, Answer Loan Customer Service

Calls, Operate and Run weekly loan review meetings via video and phone conference.

Make onsite inspections on loan reviews, report monthly SBA 1502 Report

6/08-1/13 Coastal Securities

Houston, TX

Cashier/Asst. Operations Mgr.

Responsible for all Loan Documentation on Government Guaranteed Loans to include:

SBA, USDA, FSA, Pools, Strip-Coof’s, as well as the Coordination of $ 150 Million Credit

Line, Inventories, Payments, Wire Transfers, Reconciliation, Customer Service, DTC,

Automated Confirmations, Accounting Issues, as well as Loan Review and 7(a) and 504

SBA 7(a) and 504 Loan Program.

4/01 – 6/08: Sterling Bank Capital Mkts.

Houston, TX

Asst. Vice President & Operations Manager / BDO

Responsible for all Loan Documentation on Government Guaranteed Loans to include:

SBA, USDA, FSA, Pools, Strip-Coof’s, as well as the Coordination of $ 150 Million Credit

Line, Inventories, Payments, Wire Transfers, Reconciliation, Customer Service, DTC,

Automated Confirmations, Accounting Issues, Supervision of employees, Bidding and

Selling of Government Guaranteed Loans for SBA Dept. as well as Loan Review and

Analysis Documentation and Note Preparation and Closings. Taxes, Insurance, for both

7(a) and 504 SBA Loan Programs. SBA and Wholesale Real Estate Loans Modifications

Extensions and Workout including Pay Offs. SBA Business Development.

8/00 – 4/01 SAMCO Capital Mkts.

Austin, TX

Vice President SBA/USDA Operations

Responsible for all Loan Documentation on Government Guaranteed Loans to include:

SBA, USDA, FSA, Pools, Strip-Coof’s, as well as Coordination of $ 35 Million Credit Line

Inventories, Payments, Wire Transfers, Reconciliation, Customer Service, Automated

Confirmations, DTC, Accounting and Supervision of employees.

1/98 – 8/00 Amherst Securities Group, Inc.

Houston, TX

Manager SBA – Government Guaranteed Loan Division

Responsible for all Loan Documentation on Government Guaranteed Loans to include:

SBA, USDA, FSA, Pools, Strips-Coof’s, as well as coordination of $ 50 Million Credit Line

Inventories, Payments, Wire Transfers, Customer Service, Automated Confirmations, DTC.

8/95 – 1/98 First Southwest Company/MMSW, Inc.

Dallas/Houston, TX

Manager SBA – Government Guaranteed Loan Division

Responsible for all Loan Documentation on Government Guaranteed Loans to include:

SBA, FmHA, NOAA, AID, OPIC, Pools, Debentures, as well as coordination of $ 50 Million

Credit Line, Inventories, Payments, Wire Transfers, Customer Service, Automated

Confirmations, Payments, Monthly Reports, Accounting Issues. ESOP and Exercise and

Redemption of Stocks.

4/85 – 8/95 Government Securities Corporation of Texas

Houston, TX

Operations Supervisor-Cashier

Responsible for Supervision of eight cashiers as well as mail and file rooms, Responsible

For all Government Guaranteed Loan documentation to include: SBA, FmHA, NOAA,

AID, OPIC, and Debentures, as well as coordination of $ 100 Million Credit Line,

Inventories, Automated Confirmations, (Lotus 123, Word, Word Perfect 5.1)

9/83 – 4/85 Padre Federal Savings & Loan Association

Corpus Christi, TX

SBA & Consumer Loan Officer Trainee/Assistant Comptroller

Responsible for Small Business Administration and Consumer Loan Applications,

Calculation and distribution of Secondary Market Payments, FHLB Quarterly Reports,

IRA and New Accounts.

1/83 – 7/83 Southwest State Bank

Corpus Christi, TX

Motor Bank Teller

Responsible for Commercial and Consumer Banking Transactions, Including deposit,

Withdrawals, check cashing, and verification of cash drawer balances on daily basis.

12/81-5/82 First City Bank

Corpus Christi, TX

DDA Balance/Block Control Proof Operator

Responsible for Balancing DDA Deposits, Note Payments, and encoding, clearing, and

Processing checks and Note Payments for various banks.

5/79 – 12/81 Mercantile National Bank

Corpus Christi, TX

Lobby & Motor Bank Teller

Responsible for Consumer deposits and withdrawals, Mail Deposits, ATM Deposits and

Verification of withdrawals, Supervision of and recap of CCAD Military Payroll, Vault

Coin Attendant, Mail Room Management.

Languages: Spanish – Fluent : Both verbal and written.

References: Upon Request.

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