Lori Schissler Email & Phone Number

Marriottsville, Md, Us

Baltimore, Maryland Area

Lutherville, Md

Pikesville, Maryland

Assisted the Commercial Lender with the daily functions of loan approval and closing of loans.Assisted the President and CEO with various secretarial and banking functions.

Completes all cash management set-up documentation for new and existing department processes; prepares correspondence and proposals directed to and for cash managementDevelops individual strategies for addressing each potential client's needs, present and futureInteracts with other bank departments (Commercial, Construction, Residential and Consumer Lending) to offer a full array of products and services. Including making joint calls with Commercial Lenders and in some cases, Branch Managers, to assist with the servicing of commercial DDA products and to offer ancillary services to expand client relationships (Opens all accounts, the bank has to offer and handles servicing)Continually evaluate the effectiveness of operational procedures and controls to maximize Departmental productivity and minimize errors made by customers Revise and maintain cash application policies and procedures to ensure changing business requirements are metManages administrative responsibilities to ensure timely completion of reports and projectsPrepares, modifies, monitors and installs Remote Deposit Capture product and agreementsPerforms annual Remote Deposit Capture auditsProvides customer on-line wire post training and customer service supportProvides ACH customers on-line training and supportPrepares and submits, credit write up to committee, ACH renewals for non-borrowing customer 2002- 2007 Commercial Loan Documentation Specialist, K Bank (previously Key Bank and Trust) Prepared and reviewed Commercial Loan Documents for Asset Based and Commercial Loan ClosingsScheduled and attended Loan Closings, Liaison between Attorneys, Lenders and BorrowersProvided quality service, instructed borrowers on reporting requirementsPerfected UCC filings and monitored the exception report

Serviced 75 customers with their banking needs to include all banking servicesPrepared new Loan DocumentsMonitored Collateral & Loan reporting Perfected UCC filingsOrdered Dunn & Bradstreet reportsSpread financials

Assisted management in the efficient operations of the branchEducating personnel on policies and proceduresOrganized and conducted, weekly staff meetingsExplored sales opportunities and determining clients further needsExtensive customer service interaction