Van Ta Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, Us

Develop strong relationships with our top priority partners and add value through meaningful and tailored service. Maintain a very active pipeline daily and provide day-to-day support via email and phone to follow up with partners and complete partial loan applications. Contribute to the team's monthly goal and hitting, on average, at or above quota. Processed loan applications for the Payment Protection Program (PPP) and worked directly with businesses to keep their workforce employed during the crisis.

Chicago, Illinois, Us

Develop strong relationships with a book of over 10 partners and add value through meaningful and tailored explanations. Provide day-to-day support via email and phone to follow up with priority partners and complete partial loan applications. Heavily utilize SalesForce on a daily basis to organize partner accounts, business applications, and performance dashboards. Create and utilize templates in DocuSign to securely send approvals and contracts to clients and partners. Led initiative to improve cross-departmental communication between the sales and operations team and to ensure our sales agents are equipped with the resources needed to succeed in their roles.

Chicago, Illinois, Us

Utilize superior credit training to review loans that are eligible for policy exceptions. Gather requirements as in business and personal tax returns, Secretary of State Certificates, Leases, Certificates of Insurance, and Business Licenses to ensure the applicant is able to operate their business and is in good standing. Perform due diligence by reviewing information on the application and closing documents for accuracy and to determine if the merchant qualifies and meets loan requirements prior to funding. Verified applicant information through Equifax, Experian, LexisNexis Accurint, Tax Guard, Thompson Reuters CLEAR, and IRS. Top performer and managed high volume workload in Applications received and completed, Closing, and Escalation cases reviewed while adhering to SLA and with minimal quality defects.

Chicago, Illinois, Us

Generate reports using Tableau software and present analysis to support strategic initiatives and ad-hoc projects. Reviewed 25% of live approvals for quality control where the main focus was on the operational process to report and provide training on possible areas of improvement for the operations team. Audit a large sample of specific populations including Deals Funded within 30 days, Loans 15 Days Past Due, and Loans Defaulted Within the First 30 Days to determine the quality of the credit decisions and to develop and improve the credit model. Monitor portfolio trends to recommend tactics to minimize the risk involved in extending credit to specific populations, including businesses affected by natural disasters and seasonality.

Chicago, Illinois, Us

Loan processing and closing stages of the small business loan application. Run manual reports and searches to prove the existence of business and accuracy of the information on application. Recognize fraud and how to prevent fraud from getting through the pipeline.

Review loan file for complete documents to submit to lender for approval. Order and analyze documents such as appraisals, credit reports and supplements, questionnaires, verifications, and titles. Provide support for numerous duties including collating reports, filing information, and organizing data using Calyx Point software.

Performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits. Maximize profitability through inventory management. Manage and organize client book and service schedule.

Houston, Texas, Us

Created Excel spreadsheet used by the Regional Manager to rank store's and member's yearly, quarterly, and weekly achievements. Assist clients with a wide range of inquires as it relates to professional attire. Watch for and recognize security risks and thefts, and know how to prevent or handle these situations. Train the team under the supervision and also aid them in achieving the targets of the organization. Achieve excellent weekly, monthly, and yearly booking and selling goals through teamwork.