Loan Analyst/Team Lead – Loan Operations - First Horizon Bank
(2002-07 - 2025-11)
- Communicated with requestors (employees, clients and third parties) via email, phone or fax
- Make sure all maintenance is performed per Bank regulations
- Responsible for analyzing questions/issues and providing solutions on Commercial/Participation-Syndication/Consumer Loans and Consumer/Business Credit Card accounts
- Providing professional communications with the RM, PM, Client Specialists and Branch personnel needing assistance
- Research and resolve issues submitted
- Process account maintenance in respect to reversing, reapplying and posting payments to loans and or credit cards
- Processing of loan payoff quotes
- Review loan documentation for accuracy, including Loss Draft Insurance Claims
- Assisted in writing procedures and testing new systems
- Monitored and managed the Team for SLA and compliance
- Trained and supported other members of the Team
- Organized and set up departmental meetings and vacation schedules, as well as any extra assigned tasks
Laser Pro Trainer and Administrative Assistant – Commercial Banking - First Horizon Bank
(2001-10 - 2002-07)
- Traveled to train Client Specialists on the Commercial Laser Pro Loan System
- Tested the Laser Pro system for errors and resolutions
- Provided clerical support for the department
- Performed travel arrangements as needed
Administrative Assistant – Commercial Appraisal Department - First Horizon Bank
(1998-08 - 2001-10)
- Provided administrative support to the Appraisal Department
- Worked with officers, client specialists and outside appraisers to obtain qualified appraisals for qualifying loans
- Prepared files with the necessary documentation
- Assisted with scheduling department travel, meetings and vacations
- Submitted travel expenses for reimbursement
Administrative Assistant – Commercial Loan Rehab & Recovery/Special Assets - First Horizon Bank
(1993-05 - 1998-08)
- Clerical administrative support for the Special Assets Department
- Responsible for answering the phone, typing letters, preparing new loan files, filing, submitting reports and scheduling travel
- Communicating with officers and client specialists concerning their borrowers' accounts
- Submitted travel expenses for reimbursement
Receptionist, Legal Analyst - STONE HIGGS & DREXLER Law Firm
(1990-01 - 1993-12)
- Receptionist, answered phones, posted client payments, researched and prepared legal documentation for Court cases
Administrative Assistant and Property Inspector - SMPO Properties Inc (U.S. Postal Property Management Co.)
(1987-01 - 1990-12)
- Answered phones, prepared administrative documentation, maintained the financial side of Individually Owned Postal Properties (including accounts payable/receivable) and inspected the properties across the US
