Sandy Watson Email & Phone Number

Mont Belvieu, TX, US

Friendswood, Texas, US

Friendswood, Texas, US

US

Marketing and Loan Closing

Dallas, Texas, US

• Manage various mortgage and mortgage construction portfolios.
• Maintain and calculate Borrowing Bases monitoring reports for various mortgage and construction portfolios.
• Review Loan Agreements, Loan Approvals and set-up Checklists, Electronic Folders & Procedures for all new Note Receivables.
• Responsible for documentation review, preparation and disbursing of Loans.
• Processing of requests for advance and release of mortgage collateral.
• Recording and releasing of Collateral Assignments and UCC’s.

• Assistant to General Manager and Finance Manager for a Marine Ship Supply Company.
• Project Management – Total office remodel was responsible for RFQ’s, coordinating and monitoring trades.
• Facilities Maintenance – Coordinating various vendors.
• IT Hardware acquisition for new Warehouse and Accounting system to include scanners, barcode printers, PC’s, laptops, and accessories.
• Travel Management for General Manager, Sales Manager and incoming International Support Teams.

• Supported a team of eight Healthcare Vice Presidents of Sales. Assistant to the Healthcare Senior Vice President of Sales
• Drafted proposals, priced deals, obtained asset management approvals, prepared documentation requests, authorized commissions, performed market research and prospecting.
• Tracked status of deals through banks relationship management software and generated reports.
• Prepared and maintained reports for SVP review and use.
• Acted as liaison between sales force, documentation team, clients, credit, vendors and bank Relationship Managers to ensure opportunity’s move through process.
• Managed and tracked status of each project/transaction until completion.

• Directed and managed the daily functions and work flow for the Middle Market West documentation team that consisted of five Documentations Specialists that supported 10 Vice Presidents of Sales.
• Conducted process review and assessments along with training and implementation of new processes and procedures.
• Reviewed all documentation prepared by Documentation Team for content, accuracy and completeness prior to their forwarding to clients.
• Reviewed and approved all transaction processed by Documentation Team, prior to booking and funding of each lease or loan transaction within my $5 million-dollar funding authority.
• Prepared and maintained volume reports for sub-segment.
• Monitored and ensured followed-up for various documentation exceptions for the team.

• Originated initialized, processed, collected and closed personal property and mortgage loan transactions for branch as well as processed, prospected and supported retail financing programs.
• Approved, originated, processed, and closed loan transactions within limit of authorization.
• Sold insurance products.
• Made outbound prospecting sales calls to retail centers in order to set-up our financing arm within their operations.
• Prepared and analyzed branch reports in order to assist in productivity and to make recommendations for improvements.
• Collected past due accounts, providing customers with excellent service and problem resolution.

Charlotte, NC, US

• Processed all supply order requests submitted by bank branches.
• Data entry of all supply orders received by branches.
• Answered a multi-line phone system and assisted branch contacts and provide resolution to order problems.
• Filed and maintained all requisition requests

Charlotte, NC, US

Filing and updating tax books.

Bachelor’S Degree, Business Administration And Management, General

Continuing Education Towards Bachelor'S Degree, General Studies

Associate’S Degree, Medical Office Management/Administration