Phyllis Powers Email & Phone Number

Frisco, Texas, United States

• Assists with onboarding of new clients, new loan requests, renewals and modifications.
• Handles activities such as processing loan payments, line of credit draw advances, perfecting loan collateral and maintaining loan files.
• Researched loan product documents and general ledgers to clear any bank or client concerns or issues.
• Involved during loan closings to meet clientele and to support Lender for Notary purposes.
• Build relationships with Lenders and clientele to ensure concerns are researched, addressed and/or corrected as needed to strengthen relationships.
• Perform other duties such as working with facilities, IT department, and vendors overseeing space projects of adding new work stations for additional employees.

Mckinney, Texas, United States

• Performed Internal Control Audits to identify operational procedure gaps by auditing employees completed work with the company policy & procedures, which lowers risk for the company and, at times, risk for the client.
• Coached employees on exceptions or gaps found while performing Internal Control Audits. This was designed to give the employee the knowledge of the proper procedure going forward to ensure they could perform with.
• Scheduled and led specific operations training for each newly hired Banker and Teller in assigned locations which aided in new employees receiving standardized operations and bank security training.
• Created staff schedules for assigned locations to ensure staffing needs were covered while ensuring compliance with the company staffing model. This maximized efficiency while limiting overtime pay.
• Served as on-call Consultant to Managers, Bankers, and Tellers to guide and assist in client transactions and other client interactions outside of their normal activities or newer employees unfamiliar with policy or.
• Assisted branch staff with reviewing, researching & blocking accounts related to fraud or potential fraud. Reviewed, coached & tracked employee errors on CDDBO paperwork for new potential or updated business accounts..

Frisco, Texas, United States

• Assisted with banking services, customer services, and contacts with clients and prospective clients to ensure excellence in banking interactions which adds company value in the market.
• Worked closely with Branch Manager providing leadership to the bank to reach profit performance and customer service goals helping the company thrive and grow.
• Monitored and managed operations, including staff scheduling, observed and audited staff work, and ensured bank policy and procedures were understood and followed to lower losses.
• As identified, referred consumer and business loan needs to Branch Market Leader and mortgage needs to the branch assigned Mortgage Lender.
• 1 of 6 chosen out of 16 Assistant Managers promoted to Branch Operations Partner.