Aaron White Email & Phone Number

Plano, Texas

Promoted to supporting role for all facets of collections, underwriting, customer service and funding departments, with an ability to fill various roles as business needs dictate. Approximately 75% of time spent in underwriting, with balance of time during non-peak seasons spent in collections and customer service. Appointed as team leader to oversee new hire training and retention in underwriting capacity. Extensive travel to dealer events around the country to support on-site sales and financing functions and to strengthen corporate/dealer relationships.

Plano, Texas

Process and decision complex loan applications through extensive analysis of business partner/customer’s file; research and resolve pending credit applications; assist with identifying areas for continuous process improvement and training; practice effective time management to thoroughly and efficiently manage deal inquiries; volunteer for overtime shifts on regular basis to meet staffing needs in various areas, including customer service and collections; consistently exceed stated performance goals in all areas.

Lewisville, Texas

Open new accounts based on customer needs; sell/cross-sell variety of company products to complement customers’ financial services portfolio; timely and appropriately handle customer queries and issues; initiate and maintain lasting customer relationships.

Dallas/Fort Worth Area

Promoted various financial products to members based on individual needs; cross-sold variety of bank products to develop comprehensive financial package; interacted with consumers in branch and in-store setting; initiated and maintained lasting relationships with current and future members.

Dallas/Fort Worth Area

Originated various types of retail mortgage loans through both direct and indirect sources; cross-sold other Bank of America products and services; initiated and maintained relationships with area builders, realtors and developers.

Austin, Texas

Offered financial products and services to consumers based on financial needs; established and retained relationships with current and potential customers to achieve sales goals and provide quality customer service; opened deposit accounts; took loan applications; responded to customer inquiries; recognized by head of state small business banking as Small Business Champion (April 2003 - September 2004) for consistent performance in top 20% of business loans and lines of credit in the state.