Shelby Ray Email & Phone Number

Responsible for Subcontractor engagement and loyalty, Managing subcontractor and material costs, and Accurate project budget creation. Acts as a key representative for Adair Homes with its Subcontractors and suppliers, displaying the highest level of integrity, character, professionalism, courtesy and ethics.

Vancouver, Washington, United States

Responsible for job cost accounting of all construction files and ensuring projects remain on budget and loans are in balance. Setup of construction loan files, monitor controls to minimize risk during the construction period by ensuring proper documentation is received, budgets are adhered to, proper insurance coverage is in place, and funds are available at all times to complete projects. Administer the construction draw process including initiation of inspections per procedures, monitoring notice to owners and progress payment affidavits, coordinating draw requests, and obtaining title policy updates when required. Assure all documentation is in place for proper closeout of construction files through payoff or conversion to permanent loan. Monitor management reports and controls on an ongoing basis and timely report any discrepancies to department management. Establish and revising department procedures as needed as well as on boarding new lending partners and completing all builder documentation.

Vancouver, Washington, United States

Setup of construction loan files, monitor controls to minimize risk during the construction period by ensuring proper documentation is received, budgets are adhered to, proper insurance coverage is in place, and funds are available at all times to complete projects. Administer the construction draw process including initiation of inspections per procedures, monitoring notice to owners and progress payment affidavits, coordinating draw requests, and obtaining title policy updates when required. Assure all documentation is in place for proper closeout of construction files through payoff or conversion to permanent loan. Monitor management reports and controls on an ongoing basis and timely report any discrepancies to department management. Establish and revising department procedures as needed as well as on boarding new lending partners and completing all builder documentation.

Vancouver, Washington, United States

Provide exceptional service in lending and account relationships and maintain knowledge of the features and benefits of Credit Union services and selling skills. Successfully cross-sell all Credit Union service to meet established performance objectives in member service and operations. Use skillful interview techniques in order to determine member needs and wants and successfully close sales. Maintain a thorough knowledge of Credit Union products and services, including eligibility for members, types of accounts available (savings, checking, loans and other financial services); all current rates; calculation of dividends and interest, insurance coverage available, payroll deduction and other deposit and payment plans. Follow up with all referral opportunities via phone and written communication. Initiate daily quality assurance/sales calls to build relationships with members and increase use of Credit Union services. Accept and accurately process account and loan requests in accordance with established Credit Union guidelines. Demonstrate integrity in lending and account documentation. Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, in night drop and by telephone. Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.

Vancouver, Washington, United States

Research and resolve out of balance conditions, corrects errors and performs complex transactions. Counts, wraps, boxes and verifies coin and currency received for branches and cash delivery service. Prepares currency and coin order requests for shipment to Merchants, Branches and ATMs. Maintains statistical information for Branch Managers. Orders cash for the Central Cash Vault within strict timeframes and policy and procedures.Maintains cash levels and balances the cash in the central vault adhering to limits and cash policies and procedures established by the credit union under dual control.