Client Support & Loan Operations Specialist

Debra Everett, Client Support Specialist

Memphis, 38112, 901-***-****, *****.*******@*****.***

SUMMARY Dynamic Client Support Specialist with over 20 years of experience in asset and loan management. Proficient in client relationship management, communication, and process improvement, demonstrated by achieving a 15% reduction in loan processing time. Proven track record in analyzing performance metrics and enhancing operational efficiency through strategic initiatives. Committed to delivering exceptional service and support, ready to leverage skills in a remote role to exceed client expectations. WORK EXPERIENCE

07/2001 – 11/2011 Manager/Asset Operations, JP Morgan Chase Dallas Oversaw daily asset management operations for international portfolios across several investment managers.

Leveraged asset management software to monitor performance metrics and produce detailed reports for management.

Analyzed market trends to provide team members with insights on the latest trading practices.

Formulated and upheld asset management policies and procedures for all team members.

Created monthly reconciliation reports for each portfolio manager. Monitored dividend and proxy notifications, ensuring timely distribution to team members.

11/2011 – 03/2021 Manager- Loan Services, Tri-State Bank Memphis Designed and executed strategies to optimize loan processing, resulting in a 15% reduction in turnaround time.

Directed a team of loan processors, offering training and support to enhance overall productivity and client satisfaction. Evaluated loan applications and financial data to make informed lending decisions, ensuring compliance with regulatory standards. Instituted loan checklists to guarantee all new loan files had the necessary onboarding documentation.

Compiled comprehensive reports on new and existing loans for senior management, facilitating strategic decision-making. Facilitated foreclosure loan documentation for the legal team. Diagnosed areas for process enhancement and initiated modifications that led to increased efficiency.

07/2024 – 09/2024 Account Specialist - Collections and Recovery, American Financial Center

Memphis

Oversaw high-risk accounts, ensuring timely collections and minimizing outstanding debts.

Devised effective recovery strategies that resulted in an increase in collected funds within a six-month period.

Collaborated with cross-functional teams to resolve account discrepancies and payment schedules to bring accounts current.

Utilized advanced CRM software to track account statuses and enhance communication with clients.

09/2024 – 12/2025 Account Manager/Billing & Collections, Smith Pools Inc. Memphis Oversaw residential and commercial past-due accounts. Cultivated and maintained strong client relationships, ensuring high levels of service satisfaction and retention.

Managed billing processes and invoice delivery, achieving a 15% reduction in payment delays.

Coordinated with the maintenance management team to address customer concerns.

Handled all collections and court documentation for the legal team. Generated a weekly past-due report distributed to the management team, providing updates on accounts receivable balances. EDUCATION

2009 – Present El Centro College

Associate's Degree, Business

Dallas

SKILLS Portfolio Management Process Improvement

Communication Skills Time Management

Problem Solving Attention to Detail

Client Relationship Management

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