Lori Devries Email & Phone Number

Conshohocken, Pennsylvania, United States

Philadelphia, PA

• Review clients daily activity, reviewing availability, analyzing validity of collateral assigned to WFCF.
• Periodic reporting for Relationship Managers and other senior credit personnel to make credit decisions.
• Investigate and resolve posting errors and billing discrepancies in a timely manner.
• Maintain & reconcile general accounting records including accounts payable, accounts receivable, bank reconciliations.
• Increased proficiency in customer service and communication to meet and exceed client expectations.
• Liaison between the senior officers ensuring proper flow of information concerning the market, and needs analysis of potential clients.

Philadelphia, Pennsylvania, United States

• Reviewed loan documentation to accurately setup new ABL clients, modify existing ABL facilities on the Lucas loan system using CLIC.
• Preparing loan documentation and coordinating loan closing.
• Reviewing of loan documents, credit approval documents, and feedback from underwriters, RM’s and LSS.
• Reviewing key fields in LUCAS for discrepancies to resolve related AU reporting issues.
• Responsible for setting up and supporting new clients and other users on CEO and LUCASWeb.
• Strong working relationship with all business partners.

Greater Philadelphia Area

Participated in multi-business line project specializing in complex validation process which reviewed treasury management product approval documents for the enhanced partnership model with the Commercial and Capital Finance business groups.

Philadelphia, Pennsylvania, United States

• Managed a team of Loan Servicing Specialists within the Asset Based Lending area.
• Analyzed and determined income variances.
• Reconciling of G/L with Corporate Accounting.
• Coordinated payoff calculations with multi-business lines and assessing fees associated with the termination of those accounts.
• Reviewed and revised procedures for the LSS Teams.
• Maintained and reviewed required documentation for audits and compliance for lines of Business.

Philadelphia, PA

• Process and enter any CLIC information.
• Process any payments that are not set up as automatic transactions in LUCAS.
• Processing of all LIBOR loans, communicating with customers, setting up new LIBORS, renewing LIBORS, setting up and running LIBOR statements.
• Process any adjustments submitted by front office, AP, or Accounting.
• Process all payoff information: payoff worksheets with statements, process all cash and adjustments, payoff remaining FAS amortizations, follow Post Payoff process.
• Handling of a portfolio of 52 accounts and processing all work in the LUCAS loan system as well as in PRECISE

• Reviewed clients daily activity, reviewing availability, analyzing validity of collateral assigned to WCF.
• Periodic reporting for Relationship Managers and other senior credit personnel to make credit decisions.
• Investigated and resolved posting errors and billing discrepancies in a timely manner.
• Maintained & reconciled general accounting records including accounts payable, accounts receivable, bank reconciliations.
• Increased proficiency in customer service and communication to meet and exceed client expectations.
• Liaison between the senior officers ensuring proper flow of information concerning the market, and needs analysis of potential clients.

Greater Philadelphia Area

Ba, Psychology

High School Diploma, College Preparatory