Kelly Martin Email & Phone Number

Charlotte, North Carolina, United States

• Successfully executed SBA loan transactions totaling over $11.1MM, ensuring adherence to policies and procedures
• Complete ongoing financial and document evaluations for the clients and present to senior leadership and risk partners
• Producing appropriate loan reports and completes packages, checklists and forms related to initiation of documentation process
• Built and maintained strong client relationships through trust, proactive communication, and understanding unique client goals and needs
• Collaborate with executives, management, relationship managers and other internal partners or business lines for a seamless process for our borrowers

Charlotte, North Carolina

• Managed a diverse market with 46 retail branches ensuring comprehensive support to regional leaders, district managers, branch managers, and branch bankers while fostering successful client relationships.
• Conducted comprehensive training for branch bankers, equipping them with in-depth knowledge on a diverse array of deposit products and business credit solutions:o Commercial Real Estate, Treasury Management, SBA.
• Managed a diverse portfolio of business clients, focusing on assessing their financial needs and recommending tailored financial solutions
• Liaison between branch bankers and relationship managers, validating business referrals, and overseeing the referral process from initial validation to booking
• Managed seamless communication channels to ensure efficient referral tracking and successful client engagement
• Mentoring all new hires on daily tasks and corporate policy/procedures. Provide them with materials needed, assist with setting up programs and scheduling side by sides with partners

Charlotte, North Carolina

• Achieved a significant contribution of booked deals totaling over $2.1 million in small commitments typically ranging from $5M - $15M, while managing a 120+ application pipeline
• Streamlined documentation processes, prefilled forms, and ensured efficient communication between customers and bankers
• Received several awards from Quality MonitorsLed the Quality Committee, facilitating meetings to improve operational efficiency and enhance customer service

Charlotte, North Carolina

• Successfully retrieved millions in delinquent unsecured business lines of credit and loans, mitigating financial risks for the organization
• Developed and solely managed the SKIP Queue process, optimizing the search for valid phone numbers and creating standardized procedures
• Mentored new hires in the Manila, Philippines office, creating learning aids and ensuring consistent adherence to procedures