T. Rene Wolfrom Email & Phone Number

Fort Lauderdale, Florida, United States

Senior Lending Assistant offering relationship management support to the Florida Middle Market team.

Oakland Park, Florida, United States

Providing administrative support in managing financial records using QuickBooks and coordinating project documentation to electronic files for audit purposes. Assisting in processing invoices and tracking expenses.

Executed comprehensive due diligence from start to finish, ensuring diligent acquisition and submission of documents for both new and existing customers for their onboarding and account updates. This included detailed background checks and credit assessments, with a strong understanding of KYC, CDD, and BSA/AML regulations.

I worked closely with relationship managers in Business Banking and Commercial Banking, overseeing client portfolios across diverse industries. As the primary liaison for clients and internal partners, I facilitated new account openings, upselling of products, and managed treasury services and credit documentation—all while delivering exceptional customer service.