Brittany Poole Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

New York, Ny, Us

Portfolio management responsibilities include proactive identification of credit trends and weaknesses, completion of periodic and annual credit reviews and initiating collections activity in connection with overall commercial relationship management.

Plano, Tx, Us

Review and evaluate submitted credit applications; rehash and negotiate terms of contract with auto dealersProvide risk management of credit risk related to current and potential customer accounts Establish credit limits on accounts and handle special credit exceptions and deviations from standard termsCommunicate with sales associates on steps to be taken to increase dealer submissionParticipate in the performance management and development of credit associates and contract analystsReview financial statements to determine risk in lending to small businesses Assign responsibility for investigation of fraud casesOversee the funding process to ensure efficiency and accuracy

Fort Worth, Texas, Us

Review and evaluate submitted Credit Applications; communicate recommendations internally for approving applications into credit contracts, and identifying possible exceptionsIncreased dealer submission volumeby 50% inmy territory through proactivephone calls and emailsIncreased dealer funding rate by 33% through effective negotiations ensuring capture of dealConsistently exceed established market goals and dealer production objectives Create territory/production analysis reports for sales meetings

San Francisco, California, Us

Conduct credit analyses by verifying employment history, income, monthly housing expense, total monthly obligations, and payment historyEnsure Loan file data integrity of automated underwriting system DU and LPPerform manual underwrite when necessaryApproved over 40 loans per month in areas including purchase, refinance, and new constructionReview appraisal reports to ensure the collateral is acceptable to investor guidelinesImplement fraud detection techniques and perform compliance reviews to ensure adherence to regulationsWork cross-functionally with sales and assist with re-negotiations of loans based on lending guidelines

Charlotte, Nc, Us

Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.Recognized as a top performer and midyear business leader.Assisted Global Wealth Investment Management by working with Financial Advisors and Client Managers to ensure proper relationship management with high net worth clients as part of a specialized task force

Philadelphia, Pa, Us

Provided support to Full Service Event and Public Relations/Marketing Solutions Company.Assisted with the placement of employment classified ads via the Internet.Assisted in event planning including, creating donation requests, organizing guest lists, and designing promotional materials.