Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amanda Tomlin

Fairburn

Summary

Goal-oriented manager with distinguished experience in the Sales and Financial industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

14
14
years of professional experience

Work History

Client Advocate III

Cardinal Financial
04.2021 - 01.2023
  • Number 2 top producing Client Advocate with all loan being assigned 95% were clear to closed, and funded.
  • Coached and trained lower level Client Advocates new employees via Virtual Presentation.
  • Documents coaching, counseling, and corrective action. Ensures that activities of the team are in compliance with company policies and procedures, and applicable local, state, and federal laws.
  • Provides guidance to employees on how to handle challenging issues. Utilizes discretionary authority to approve exceptions to procedures to resolve escalated issues.
  • Conduct complete credit analysis including gathering, analyzing, and interpreting different types of credit information on existing and prospective borrowers.
  • Provide professional advice on loan applications by interviewing, reviewing, and verifying information gathered.
  • Coordinated and prepared closing process, and Final Closing Disclosures.

Loan Officer Assistant/Relationship Manager

New American Funding, Remote
12.2019 - 04.2021
  • Assisted high volume top producing loan officer.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Ensures compliance to applicable internal policies and procedures; responds to internal audits and certifications.

Senior Sales Consumer Loan Officer

Georgia Own Credit Union, Dealer Services
10.2018 - 05.2019
  • High producing Loan Officer with total volume of 1.2 to 1.5 million funded loans monthly.
  • Trained new employees on process and procedures. Provided coaching and feedback.
  • Maintained strict confidentiality of bank records and client information.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Examined customer loan applications for loan approvals and denials.

SR. Loan Officer Team Lead

Bank Of America
03.2013 - 10.2018

● High producing Loan Officer with total volume of 2 million in funded loans monthly.
● Trained new employees on process and procedures via side by side phone monitoring. Provided coaching and feedback.
Maintained strict confidentiality of bank records and client information.
● Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
● Submitted loan applications to underwriter for verification and recommendations.
Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Examined customer loan applications for loan approvals and denials.

● Documents coaching, counseling, and corrective action of direct reports. Ensures that activities of the team are in compliance with company policies and procedures, and applicable local, state, and federal laws.

● Evaluated team member performance and productivity, provided feedback and implemented corrective actions.

Operations Team Lead /Workflow Coordinator

Bank Of America
08.2008 - 03.2013
  • Delegated work to over 300 employees within Dallas, Atlanta, Hyderabad and Manila.
  • Worked directly with Site Management and Seniors VP's on workflow, forecasted volume, and KPI.
  • Manages team performance to achieve or exceed established goals.
  • Proactively monitors daily activities of direct reports. Implements and executes established business strategies.
  • Manages workflow through the delegation and reassignment of work activities.
  • Develops contests and awards that increase employee loyalty and focus. Motivated and trained employees to maximize team productivity.
    Managed internal operational standards and productivity targets.
  • Enforced regulatory and company policy compliance to improve workplace and employee safety and readiness.
  • Analyzed department metrics and performance and reported findings to management.

Education

High School Diploma -

Hartsville, SC

Diversity, Equity, and Inclusion in the Workplace Certification -

University of South Florida
Tampa, FL

USF Office Of Corporate Training and Profession -

Six Sigma White Belt Certification -

Aveta Business Institute

Skills

  • Team Leadership
  • Sales Management
  • Training Junior Team Members via face to face, or virtual presentation
  • Staff Management, Coaching Development, Mentoring, and Time Management
  • Excellent Customer Communication, & Customer relations
  • Critical Thinking, & Complex Problem-Solving, Conflict Resolution Skills
  • Verbal and Written Communication
  • Software Applications, AFS System
  • Boss/Fast, Octane, Encompass, CRM
  • Dealertrack, Octane, Microsoft Outlook
  • Lotus Notes, LP, DU, Trained in Salesforce
  • Six Sigma Lean White Belt Certification

Timeline

Client Advocate III

Cardinal Financial
04.2021 - 01.2023

Loan Officer Assistant/Relationship Manager

New American Funding, Remote
12.2019 - 04.2021

Senior Sales Consumer Loan Officer

Georgia Own Credit Union, Dealer Services
10.2018 - 05.2019

SR. Loan Officer Team Lead

Bank Of America
03.2013 - 10.2018

Operations Team Lead /Workflow Coordinator

Bank Of America
08.2008 - 03.2013

High School Diploma -

Diversity, Equity, and Inclusion in the Workplace Certification -

University of South Florida

USF Office Of Corporate Training and Profession -

Six Sigma White Belt Certification -

Aveta Business Institute
Amanda Tomlin