Construction Loan Specialist & Team Lead

Tessa J. Walton

E-Mail/Phone: *********@*****.*** /832-***-****

OBJECTIVE

To obtain a position where my good customer service skills, and my excellent team player spirit will add value to my company's growth.

SUMMARY OF QUALIFICATIONS

I am self-motivated with excellent customer service skills. Good communicator in both written and verbal form. I pay strong attention to detail and am an effective listener. I am flexible, adaptable to change, and able to adjust priorities as needed. WORK EXPERIENCE

ZIONS BANCORPORATION

Construction Loan Disbursement Specialist IV – 09/2024—Current_ Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, lien waivers, budgets etc., Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested.

Assists with and may serve as liaison with lenders, loan administration, and outside vendors. Review loans for past due status, insurance coverage, tickler exceptions, etc. Ensure loan administration is consistent with loan documents, bank and department policies. Commercial Loan Application Processor II, III and IV - 10/2019 –09/2024_ As a Team Lead, I set clear team goals, delegate tasks, and oversee day-to-day teams' operation and performance. Motivate team members and assess performance. Provides help to management. Enters application information into the Loan Origination System. Responsible for ensuring that loan applications and supporting documentation received from the Responsible for imaging and indexing documents into the Loan Origination System. Document Imaging Specialist - 09/2017 – 10/2019

Works closely with all parties to ensure accurate and efficient loan documentation. Upload executed loan documents and financial statements daily into the Loan Origination System. Waive, record and advance covenant ticklers into the Loan Origination System Customer Service Call Center Representative - I, II and III - 05/2015 – 09/2017 Manage large amounts of inbound calls in a timely manner. Provide account information to customers, answer questions and resolve any problems or issues. Identify opportunities to suggest alternative Bank products or services to customers. EDUCATION

University of Phoenix: Bachelor of Science in Business, 2024

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