Customer Relationship Associate

MICHELLE N. SIMMONS

*** * *** ***, ***** Vernon, NY 105**-***-*** 8117 *******.*.*****@*****.*** Professional Summary

I'm a lending professional with over 20 years in commercial banking and customer relationship management. I have been recognized for strong credit analysis, generating referrals, and for genuinely caring about client success. I do well in fast-paced environments where relationship building and attention to detail are important. Looking to join a team that values both performance and customer success.

Work Experience

Customer Relationship Associate/Senior Lending Officer Caribbean Union Bank, Antigua – May 2009 to Present

● Achieved a personal best by closing $8.1 million in loans within a single fiscal year which was a new department record.

● Played an integral role in helping our lending team reach $60 million in total. loan volume for 2023 which was the highest performance in the bank's history.

● Managed the complete loan lifecycle from initial client consultations through final approval recommendations.

● Developed a strong referral network of satisfied clients and business partners that consistently brought in high-quality new business. Personal Banking Support Officer

Caribbean Union Bank, Antigua — January 22, 2007 to April 30, 2009

● Helped lending officers prepare loan closing documents.

● Followed up with customers to renew insurance on time.

● Worked with lawyers to get security documents finalized.

● Prepared vouchers for payments to be posted.

● Handled loan disbursement once everything was approved. Operations Clerk

Caribbean Union Bank, Antigua — November 3, 2005 to January 21, 2007

● Reconciled bank's general ledger accounts.

● Reviewed corresponding bank accounts for incoming wires and prepared entries for posting.

● Balanced corresponding bank accounts.

● Prepared payments to vendors.

Education and Professional Development

Associate of Science in Business Administration

Vernon College, Vernon, Texas

Certificate in Consumer Lending Essentials

Consumer Lending Institute

Introduction to Valuation Reviews for Bankers – Module Completion August Group

Credit Risk Analyst Certification Program – Completed Caribbean Information & Credit Rating Services Ltd. (CariCRIS) References

References available upon request.

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