Lorena Muñoz-Holladay, Afc (R) Email & Phone Number

Winston-Salem, North Carolina, United States

Winston-Salem, North Carolina, United States

De peso a Peso es un podcast sobre finanzas personales con un toque latino. Si te aburriste de vivir sin tener dinero extra y no puedes hacer lo que realmente quieres con tu vida, aquí iremos aprendiendo las distintas tácticas que muchos han implementado para lograr la independencia financiera. Si te atreves a romper los esquemas establecidos, acompáñame.

Winston-Salem, North Carolina, United States

Winston-Salem, North Carolina, United States

Winston-Salem

• Booked all tax-exempt bonds in the AFS loan system. Created distribution lists, scheduled meetings for deals won. Monitored the tax-exempt loan portfolio ensuring accuracy and fixing errors as needed. Prepared.
• Recovered close to $1 million in revenue by fixing errors in interest rates and loans not coded properly.
• Closed over $2 Billion in Bonds with 99.9% accuracy in the AFS system.
• Developed a system to review the tax-exempt loan portfolio and discovered many errors, coordinated with loan services analysts to ensure all issues found were properly fixed.
• Helped the AFS leadership in developing a training tool for others to follow for tax-exempt loans and successfully helped transition the booking of bonds to the specialized commercial fulfillment team.

Winston-Salem, North Carolina, United States

Reviewed documentation based on AML client due diligence and checked international banks against the OFAC list. Helped International bankers select cleared banks to use for foreign letters of credits.

Winston-Salem

• Booked new syndicated loans and processed modifications and renewals as requested by bankers in the field. Worked with closing counsel and administrative agents, ensuring the bank's standard documentation requirements.
• Helped the department on cleaning 100% of the errors on old loans booked incorrectly.
• Worked with leadership to improve the accuracy of the new loans related to interest accruals for monthly reporting.

Winston-Salem

• Served as primary contact for new account openings and cross sale of other products and services to clients and prospects, and client problem resolution as needed.
• Helped the branch obtain 100% execution on the Mystery Shop program during my tenure.
• Helped the branch achieve all yearly goals in sales.

Winston-Salem

• Balanced overall financial performance of branch with emphasis on retail lending, deposit acquisition and non-interest income generation. Delivered superior quality service to the client.Managed branch personnel and.
• Became the first bilingual branch manager in the region.
• Initiated, developed, and managed long-term, profitable relationships with clients.
• Helped branch bankers stay on top of their sales goals
• Coach the teller line achieve their sales and accuracy goals.

Winston-Salem

• Served as primary contact for new account openings and cross sale of other products and services to clients and prospects. Assisted clients resolving issues and performed maintenance for current clients as needed.
• Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business.
• I obtained Top25 status many times during my 2-year tenure in this role.

Winston-Salem, North Carolina, United States

• Managed the daily operations of a non-profit Hispanic advocacy organization. Managed budget, acquired new partnerships and organized fundraising events.
• Conducted educational seminars on cultural awareness, and maintained media relations serving as a liaison to the non-Hispanic population.
• Advised Board of Directors and assist them with the procurement of grants.

Winston-Salem, North Carolina, United States

• Provided information and resources to Hispanic immigrants helping them adapt to U.S. life. Provided counseling, interpretation and translation services for Hispanic immigrants.
• Delivered weekly radio program on local network, published regular advice column for local Spanish-language newspaper, created and produced bi-monthly bilingual newsletter.
• Developed organization’s web-site and maintained client database.