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, Practice Finance, Equity Lines, Credit Cards, Lines of Credit, Merchant Services, Letters of Credit, and Foreign Exchange• 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• Facilitator Leader - Onboarding new hires, training on different lending channels and policy/procedures• Hold weekly training calls with each district; updates on new bank policies, additional lending education and answering branch banker & management questions• Small Business Lending Ambassador; attend monthly meetings with leaders on updates and relay that information back to my colleagues• Credit Action Committee Member, contributing to the enhancement of the portal for bank-wide access to compliant documents, links, and job aids• Collaborated on the Learning & Development Subcommittee to compile information for creating compliance-approved job aids across lending channels

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