Loan Administrative Assistant / Personal Banker II at NBT Financial (2025-07 – Present)
- Accurately input and maintain loan and account data into core banking systems
- Collect and verify supporting documentation
- Generate new account paperwork and facilitate closings
- Generate loan payoff statements, process loan payments, and oversee construction project draws
- Maintenance consumer and commercial checking accounts
- Assist incoming lobby guests with account inquiries, wire transfers, debit cards and online banking
Commercial Lending Specialist at Happy State Bank (2024-09 – 2025-07)
- Review loan packages for new residential real estate projects and input into core system
- Review loan files, title work & appraisals for accuracy & completeness
- Track construction projects and disbursement records
- Maintained clear communication between lenders, borrowers, and vendors
- Communicate discrepancies and ensure timely corrections
Relationship Banker at Trinity Bank (2021-11 – 2024-09)
- Process high volume transactions with a strong focus on accuracy
- Process cash withdrawals, deposits, check cashing, cashiers checks & change orders
- Assist customers with account inquiries, debit cards, account maintenance and wire transfers
- Review daily reports and reconcile any discrepancies
- Maintained accurate customer account records and documentation
Senior Relationship Banker at Simmons Bank (2021-07 – 2021-11)
- Maintained accurate customer account records and documentation
- Acted as branch mentor for questions regarding new account process and branch operations
- Outbound calls to prospects and existing customers to find potential need for products or services
Personal Banker II at First Financial Bankshares (2018-07 – 2021-07)
- Open and maintenance consumer and commercial accounts
- Initiate and verify domestic and international wire transfers
- Promote financial products and services to align with client needs
- Assist clients with account inquiries and maintenance
