Lisa Roberson

*Support multiple commercial lenders in various markets by gathering, organizing and preparing financials, collateral and all other information related to getting loans ready to close

*Support multiple commercial lenders in maintaining loan files by collecting, maintaining and tracking required regulatory information.

*Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.

*Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

*Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

*Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.

*Maintained up-to-date knowledge of industry best practices and office software updates to maximize efficiency in administrative tasks.

*Assisted coworkers and staff members with special tasks on daily basis.

*Managed a diverse commercial lending portfolio, ensuring compliance with banking regulations and policies.

*Maintained positive client relationships by providing exceptional service and addressing concerns promptly.

*Championed process improvement initiatives within the commercial lending department, contributing to increased efficiency and overall operational excellence.

*Complied with established internal controls and policies.

*Enhanced customer satisfaction by efficiently opening new accounts and addressing client inquiries.

*Assisted clients in selecting appropriate financial products based on their needs and goals.

*Collaborated with colleagues to cross-sell additional banking services, increasing overall revenue.

*Utilized strong communication skills to establish rapport with customers and provide exceptional service.

*Maintained accurate records of all new account transactions, ensuring compliance with bank policies and regulations.

*Resolved customer issues promptly and professionally, fostering long-lasting relationships with clients.

*Trained new employees in account management procedures and best practices, enhancing team efficiency.

*Contributed to departmental sales objectives by consistently meeting or exceeding individual performance targets.

*Educated customers about online banking tools, promoting ease of use and increased digital adoption rates.

*Identified potential fraudulent activities through careful monitoring of account activity, reducing financial risk for both clients and the institution.

*Coordinated with other departments to resolve complex customer issues quickly and effectively, improving overall client satisfaction ratings.

*Mentored junior staff members in matters relating to customer service excellence while also providing guidance on career development opportunities.

*Backed up teller team by handling needs of new and existing customers at main counter.

*Collected customer information and completed new account forms.

*Streamlined daily operations by developing and implementing efficient scheduling, task delegation, and performance tracking systems.

*Ensured compliance with federal regulations and bank policies by conducting regular audits of teller transactions and cash drawers.

*Increased employee retention by providing ongoing coaching, feedback, and professional development opportunities for teller staff.

*Facilitated smooth transitions during periods of change by effectively communicating new processes and expectations to team members.

*Facilitated successful loan closings by coordinating with underwriters, title companies, and attorneys throughout the process.

*Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.

*Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.

*Streamlined workflow processes for increased productivity within the team while maintaining high quality output.

*Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.

*Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.

*Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.

*Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

*Prepared documents for underwriting by verifying client income, credit reports, and other information.

*Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

*Set up and completed loan submission packages.

*Developed and maintained relationships with customers and loan officers to establish smooth loan process.

*Utilized loan origination software to process and track loan applications.

*Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.

*Contributed to company growth by consistently meeting and exceeding sales targets.

*Identified opportunities for process improvements, leading to increased efficiency in handling customer interactions.

*Assisted customers with account set-up, enabling smooth transitions into using the company''s products or services.

*Upheld strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.

*Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.

*Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.