Laurie B. Email & Phone Number

Austin, Tx

Effectively manage client relationships to support growth, customer satisfaction, and retention. Ensure a seamless transition between the sales process and project implementation for a successful product launch. Be the financial institutions main contact for training, account management, technical guidance, and strategic planning to maximize client's utilization of Lenders Protection product, Lend-Pro. Analyze performance compared to targeted projections to assist clients in achieving desired yield goals and effectively manage risk.

Austin, Texas

Responsible for coordinating operations at HireBetter. Accountable for drafting and reviewing client contracts and statement of works. Assisted with accounting activities for HB and portfolio companies including invoicing, payroll, KPI reporting, and monitoring the activities of related entities' investments. Maintain CRM databases, including sales prospects, referral databases, track project completions etc. and administer client satisfaction program. Also, assisted with operations for Business Earth, a sustainable consulting company. Supported property manager with coordinating leases, running background checks, and tracking management fee. Coordinated a Humanitarian trip to Cuba for 60 individuals

Austin, Texas Area

Resolution of FNMA delinquent, high risk mortgage loans. Interact with borrowers, attorneys, and authorized agents to obtain and verify financial information. Analyze and negotiate optimal workout solutions within FNMA approved guidelines. Communicate resolution options to borrower for a loan modification, or alternatives including short sales or deed in lieu prior to foreclosure, or advise no options other than foreclosure. Ensure bank, regulatory, and investor guidelines compliance relative to all aspects of loss mitigation, risk management, and mortgage banking.

Communicate transaction status to all parties in Real Estate transaction; ensure timely completion of documents needed for closing.

Financial analysis reporting for multiple subsidiaries.

Assist clients with financial transactions.

Responsible for effectively managing, planning and controlling the operations at the Westlake banking facility. Lending primarily focused on small business, consumer, lot loans, interims, and home improvements.

Austin, Texas Area

Performed various management roles in multiple lines of business for Bank One and predecessor banks including: Controller, Banking Center Manager, Credit Management and Humaan Resources.

Managed the Westlake branch to meet performance standards and maximize bank profitability while ensuring customer satisfaction.

Responsible for administering human resource policies and procedures to employees and managers in the Central Texas branches.

Assisted Chief Financial officers in the overall administration and control of the bank.

Responsible for effective cash management and accurate financial reports.