Sarah Sculley Email & Phone Number

• Perform analysis on consumer or commercial credits that have been deemed complex and be well versed in various sources of cash flow.• Comfort in analyzing all formats of financial reporting material, including but not limited to Audited Statements, Reviewed Statements, Tax Returns, and Company Prepared as well as preparation of Pro Forma financial statements.• Assists lender through customer meetings, conference calls, speaking on financials during committee presentations, and being comfortable making recommendations regarding trends or factors. • Consistently provides well-written, clear credit reports within accordance of the departments Service Level Agreement, and able to balance a number of requests in various stages.• Maintains knowledge of bank procedures, policies, guidelines, and making adjustments when it’s applicable to the credit as well as reviewing analyses with other analysts to ensure consistency.• Develops and improves credit packets through the bank’s programs and spreadsheets, as well as assisting in special projects as needed.

Greater Grand Rapids, Michigan Area

•Build and analyze trades for fund managers at a strategy/fund specific level for four ETF’s and two mutual funds totaling $700 million.•Responsible for daily operational support to ensure that accounts coordinate with firm policies and procedures.•Collaborated with web developers to oversee the creation of a secure website using an Application Programming Interface to track the mutual funds internal holdings.•Manage $3 billion worth of client accounts within WealthGuard (an account monitoring system) to ensure accounts match their chosen tolerance level in order to prevent losses.•Proficient in using advanced Excel functions and able to organize and analyze large volumes of data.

Greater Grand Rapids, Michigan Area

• Provided excellent customer service and effectively resolving customer issues.• Was proficient in understanding and educating customers on consumer deposit products and consumer lending.• Drove sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service.• Sourced referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.• Adhered to all operational, security, risk and regulatory policies and procedures.• Demonstrated acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.

Salt Lake City, Utah

• Collaborate with internal business partners to resolve complex client inquiries, and develop knowledge of Fidelity products and services.• Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.• Perform routine client transactions. These include: trades, deposits, withdrawals, transfers, payments, account maintenance, check orders, wire payments, and paperwork statuses.

Grand Junction, Colorado

•Responsible for keeping geographic title plant up to date by providing data-entry validation of property/land and general records across Mesa County.•Efficiently input records such as plat maps, deeds, judgments, releases, and liens with correct legal postings and general index names.•Prepare specialized paperwork to provide listing packets for realtors and input of commitments.•Due diligence and timely preparation of deeds of trust, and recording at the County Clerk and Recorder.

Grand Junction, Colorado Area

•Assisted title officer and ran title searches to find any claims on properties.•Adapted to Fidelity’s database system as well as the counties records.•Examined individual’s titles, maps, deeds, easements, agreements, and mortgages.