Marlee J. Email & Phone Number

Neosho, Missouri

Negotiate Letter of CreditsPrepare documentation for the export of goodsPlan and determine most economical, timely and safe solutions for the movement of project cargo, special transport items and containerized shipments. Coordinate with and provide support to customers and suppliers, both internal and external, to resolve transportation-related issues. Initiate requests for quotation, negotiate pricing, terms & conditions with carriers and freight forwarders, to ensure timely… Show more Negotiate Letter of CreditsPrepare documentation for the export of goodsPlan and determine most economical, timely and safe solutions for the movement of project cargo, special transport items and containerized shipments. Coordinate with and provide support to customers and suppliers, both internal and external, to resolve transportation-related issues. Initiate requests for quotation, negotiate pricing, terms & conditions with carriers and freight forwarders, to ensure timely placement of logistics contracts, and track status of shipments through delivery. Show less

Birmingham, Alabama Area

Oversee the daily processing and balancing of settlement transactions between Federal Reserve and Correspondent Banking accounts.Assist Correspondent Banking clients with inquiries on Federal Reserve items processed to their account.Provide support in development, maintenance and implementation of Correspondent Banking products and services to clients.Coordinate projects aimed at enhancing current products and improving processes, including the communication and marketing of product… Show more Oversee the daily processing and balancing of settlement transactions between Federal Reserve and Correspondent Banking accounts.Assist Correspondent Banking clients with inquiries on Federal Reserve items processed to their account.Provide support in development, maintenance and implementation of Correspondent Banking products and services to clients.Coordinate projects aimed at enhancing current products and improving processes, including the communication and marketing of product enhancement releases.Setup new Correspondent client accounts and services, ensuring accuracy and proper authorization levels.Support Sales Officers by providing proposals and web demonstration products and services.Help support the customer support function with technical assistance and research training. Show less

Birmingham, Alabama Area

Completed credit underwriting for loan requests for bank branches and bank officers Evaluated loan package to determine bank policy compliance Analyzed commercial loan applicants including C&I, CRE, agricultural, and not-for-profit loans.

Birmingham, Alabama Area

Reconciled senior managers expense reports.Assisted marketing department with trade show results.Maintained contract employees in payroll system. Validated time sheet adjustments.Tracked documentation for compliance.Coordinated travel arrangements including flights and hotels for events.Coordinated conference calls and set up for meetings including catering, special requests and other needs to facilitate professional and effective meetings.

Sapulpa, Ok

Managed the post closing loan servicing group.Reviewed mortgage loan applications and closing documents for loan approval.Maintained correspondent lending functions between Bank and Investor/affiliate.Reviewed financials received from customers and completed underwriting for loan request and loan renewals. Monitored status for consumer loan requests.Provided loan product assistance to branch managers and bank officers.

Tulsa, Oklahoma Area

Prepared and distributed monthly production reports.Balanced general ledger accounts.

Broken Arrow

Prepared, issued and negotiated Letters of Credit.Balanced general ledger accounts.Prepared and packaged documents for freight forwarder.Advised on credit and collections policies.Established customer credit lines and limits.Collected on Letters of Credit within 8 -10 days after document submittal.Reduced accounts receivable for $30M to $8M.Decreased accounts receivable average days to pay from 90+ to 30 days.

Broken Arrow, Ok

Reviewed financials received from customers and completed underwriting for loan requests and loan renewalsAssembled loan documentation for closing.Coordinated SBA loan processing and ensured that all requirements were met.

Tulsa, Oklahoma Area

Prepared, issued and negotiated Letters of Credit.Produced and distributed monthly production reports.Balanced general ledger accounts.Prepared documents for freight forwarder.Established customer credit lines and limits.

Dallas/Fort Worth Area

Prepared, issued and negotiated Letters of Credit.Maintained and distributed monthly production reports to Dallas, New York and Paris offices.Processed transactions for portfolio of approximately $100B consisting of 75 borrowers, including various pricing options, participations/syndications and real estate loans.Played a key role in the conversion an implementation of LoanIQ. Reconciled multiple wire accounts and directed other staff members with reconciliation research.