Sam C. Email & Phone Number

Orlando, Florida, United States

• Collaborate with Relationship Managers in managing portfolio of clients with revenues up to 250MM by acting as point of contact• Liaison between Credit Products and the Commercial Team with both underwriting and paralending processes and procedures.• Manage Relationship managers loan maturity pipeline\Maintain OneView administrative data• Work closely with the Treasury Management team to successfully onboard new TM clients as well as provide guidance to TM clients to the appropriate resource for servicing• Facilitates and manage credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing

Orlando, Florida, United States

• Supports clients and third parties with inquiries related to account status, legal documents, and payment arrangements• Gather and analyze data to determine the appropriate course of effective action when processing credit disputes.• Audit accounts to ensure they are in process according to department guidelines and standards.

Orlando, Florida, United States

• Monitor and utilize all risk identification processes and collaborate with financial advisors and other specialists to minimize instances of losses for the client/organization• Assist clients in understanding and navigating processes and options as well as account data maintenance on all deposit accounts, credit cards, credit lines, and mortgages.• Mentor new hires by facilitating classroom style training focused on coaching and development.• Monitor and evaluate randomly selected calls to assist new hires with service level standards and call• evaluations.