Construction loan monitoring and management, provide specialized financial and cash flow analysis, prepare loan summaries, and perform other credit monitoring functions. Also works closely with the Relationship Managers on Small Business Administration (SBA) loan requests. Maintains an ongoing working knowledge of the various SBA loan types and their requirements.

Cultivate, develop, and nurture small business banking relationships primarily with companies that have an overall credit need of less than $500,000. Provide outstanding customer service to our clients by offering solutions to match the needs, and foster relationships that are meaningful and lifelong. Working with guaranty programs offered through the Small Business Administration and recommending such partnerships with credits that warrant this level of additional support, works closely with in-house SBA document specialist to package loan requests for approval.

Works with Relationship Managers to serve new and existing commercial relationships. Gather needed documents to prepare loan package. Work with loan officers to coordinate loan signings and ensure that all necessary documents are prepared and sign. Maintain and track funding of projects. Assist in training new loan assistant staff. Serve on various projects as representative for area.

Assisted clients in both onsite and offsite settings. Handled customer callprogram for the banking center to ensure sales goals were met. Handled andprocessed all types of business transactions including loans, deposit, and investment account requests. Handled consumer loan and home equity loan closings. Procured and maintained banking center supplies. Envisioned and implemented technology based solutions to administrative operations.

Verify financial soundness by ensuring best practices are followed. Report to Board of Directors on a quarterly basis. Ensure audit schedule is completed in a timely manner. Complete financial, operational, and compliance audits, specializing in financial and human resource audits. Assist and train team members with new audits. Coordinate gathering of materials for external auditors. Handle and ensure confidentiality of highly sensitive material on a daily basis. Maintain a courteous and professional relationship with other departments, team members, external auditors, and examiners.

Served as primary customer service representative. Assisted clients with account openings and other account related issues. Served as an administrative assistant to Banking Center Manager and VP of Business Development. Developed and maintained calculations for fees on remote capture customers. Procured banking center supplies. Balanced and maintained currency vault. Assisted in opening of new banking center in new market area. Built new relationships in the market. Brought in over one million dollars in new loans the first year.