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Lisa M Biles Email & Phone Number

Loan Documentation Specialist-Watermark Bank at Watermark Bank
Location: Yukon, Oklahoma, United States 8 work roles 1 school
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Current company
Role
Loan Documentation Specialist-Watermark Bank
Location
Yukon, Oklahoma, United States
Company size

Who is Lisa M Biles? Overview

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Lisa M Biles is listed as Loan Documentation Specialist-Watermark Bank at Watermark Bank, a with 11 employees, based in Yukon, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Lisa M Biles.

Lisa M Biles previously worked as Loan Documentation Specialist at Watermark Bank and Loan Administrator at All America Bank. Lisa M Biles studied at Eisenhower High School.

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Email format at Watermark Bank

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Watermark Bank

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Profile bio

About Lisa M Biles

Kind, responsible and trustworthy-confidant greatly describe me and my experience in loan administration, budget analysis and banking. From owning my own business to working as a loan administrator for the last four years, I am always thought of as responsible and trustworthy, but kindness and being customer-focused is where I shine. I love working with people and serving in every role I take on in my career and personal life. With more than 25 years of professional experience where communication is key, I am able to communicate effectively and be self-motivated to get the work done for my role. Throughout my experience I have been trusted with financials and high, security-level materials in the banking industry and within government contracting. I am reliable, confident, detail-oriented and proud of the work ethic I bring to the table.In my role as a loan administrator, I have experience in processing and preparing loan documents, renewals, extensions, closings and more. I am proficient in LaserPro, Excel and building reports. My role is heavy on supporting my leaders, anticipating what’s needed next, serving customers, improving processes, and protecting my company’s interest and bottom-line. I have successfully processed and funded many loans and have worked with a wide-variety of lenders including banks and private investors. Ordering titles, appraisals and facilitating underwriting have been other duties within my experience.

Current workplace

Lisa M Biles's current company

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Watermark Bank
Watermark Bank
Loan Documentation Specialist-Watermark Bank
oklahoma city, oklahoma, united states
Employees
11
AeroLeads page
8 roles

Lisa M Biles work experience

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Loan Documentation Specialist

Current
Sep 2023 - Present

Loan Administrator

Current
All America Bank

Oklahoma City, Oklahoma, United States

• Collect, review and manage all loan documents for compliance and accuracy. • Management of processing and preparing loan documentation for renewals, extensions, and closings.• Development of reporting, notices, and board reporting.• Provide customer service, resolve queries, and facilitate processing of payments for bank and loan customers. • Identify flood determination, pulling credit reports and understanding of bank compliance.• Execute mortgage filings, mortgage releases, compliance documentation, ordering title reports and setting up appraisals.• Audit of all loan documents for accuracy including verifying documents have been received, signed, dated, returned and initiated properly. • Build and facilitating board reports.• Assist in maintenance and further management of loan files.• Communicate with customers, executive leadership and board of directors on reports and audits. • Continue building on current industry knowledge and best practices for compliance, auditing and management of loan documentation as well as assist with growing the bank’s presence and goals.

Jun 2019 - Present

Budget Analyst For Resource Tracking Group

Cgi/Caci

Lawton, Oklahoma Area

• Attained Secret-level Security Clearance.• Performing high-quality program and contract management to support government contract.• Developing program and contract management duties such as task plans, budget estimates, travel requests, status reports, and creating supply requests. • Processing of subcontractor invoices and allocating funding and work hours for subcontractors. • Maintaining and operating employee’s years of service, processing new hires and terminations, and maintain filing of all policies and procedures for employees. • Defining supply requests including aligning costs, managing budget, maintaining expenditure reporting, and placing supply orders.• Balancing the “manpower cost authorization matrix” including daily archive of all tasks for management and governmental review.• Compiling and managing the company phone bill for management of charges and payments. • Maintaining long-range plan for overall cost analysis.

Mar 2004 - May 2019

Fragrance Sales Clerk

Lawton, Oklahoma Area

• Duties included creative development and placement of displays, processing payments, initiating and receiving credit applications, checking-out customers, and providing expert customer service which includes advising and assisting customers with the selection of the perfect fragrance.

Mar 2013 - Dec 2014

Program Administrator For Resource Management Group

Lawton, Oklahoma Area

• Processing of task assignment memorandums and contractor items.• Managing and maintaining weekly activity reporting, building and reviewing the total resource report, and maintaining travel expenditures. • Producing personnel slot roster for management and producing actual versus allocated reporting.

Mar 2004 - Mar 2005

Head Cashier/New Accounts + Bank Teller

Bank Of The Wichitas

Snyder, Okla

• Acting new accounting officer and head cashier with duties such as receiving business and personal deposits, and processing bank loan payments.• Processing of invoice and check requests for customers and businesses. • Maintaining and balancing of bank deposits and expenditures.• Maintaining and balancing of bank vault on a daily and weekly basis.• Responsible for vault oversight, accessing and distributing vault money, vault lock-up, and prepping vault for next business day.• Retrieving statement archive items for bank customers and staff. • Always providing key customer service on behalf of the bank to the community.

May 1999 - Mar 2004

Salon Owner/Nail Technician

Main Street Nails And Gifts Salon

Snyder, Okla

• Owned and operated personal nail and gift salon for two years. Duties included daily operations and management of the business from entrepreneurial focus of gaining incoming clientele, monitoring business expenditures, purchasing business needs including gift selection, business marketing, and was also head nail technician for the company.

Aug 1997 - May 1999

Daycare Owner/Operator

Home Daycare

Snyder, Okla

• Owned and operated DHS-certified home daycare for more than four years, caring for on average eight children by providing a safe, organized environment, planned daily meals and snacks, and education-based learning opportunities such as crafts, singing, counting, etc.

Oct 1992 - Jul 1997
Team & coworkers

Colleagues at Watermark Bank

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1 education record

Lisa M Biles education

  • Eisenhower High School
    Eisenhower High School
FAQ

Frequently asked questions about Lisa M Biles

Quick answers generated from the profile data available on this page.

What company does Lisa M Biles work for?

Lisa M Biles works for Watermark Bank.

What is Lisa M Biles's role at Watermark Bank?

Lisa M Biles is listed as Loan Documentation Specialist-Watermark Bank at Watermark Bank.

Where is Lisa M Biles based?

Lisa M Biles is based in Yukon, Oklahoma, United States while working with Watermark Bank.

What companies has Lisa M Biles worked for?

Lisa M Biles has worked for Watermark Bank, All America Bank, Cgi/Caci, Dillard’S, and Stanley Associates.

Who are Lisa M Biles's colleagues at Watermark Bank?

Lisa M Biles's colleagues at Watermark Bank include Anna Field, Ashlea Briggs, Kati Christ, Bailee Rosinski, and Stephanie Podoll.

How can I contact Lisa M Biles?

You can use AeroLeads to view verified contact signals for Lisa M Biles at Watermark Bank, including work email, phone, and LinkedIn data when available.

What schools did Lisa M Biles attend?

Lisa M Biles studied at Eisenhower High School.

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