Laurie Ingram
Kennesaw
Summary
Dynamic finance professional with a proven track record at Truist Bank, excelling in portfolio management and compliance enhancement. Adept at equity valuation and fostering teamwork, I streamlined processes, significantly improving reporting efficiency. Committed to delivering tailored financial solutions while mentoring junior staff to elevate client engagement and operational excellence.
Overview
14
14
years of professional experience
Work History
WCD Portfolio Specialist II
Truist Bank
Atlanta
03.2019 - Current
- Streamlined processes for portfolio evaluation, improving efficiency in reporting timelines and deliverables.
- Mentored junior team members in portfolio analysis techniques and best practices for client engagement.
- Led initiatives to enhance compliance measures within portfolio management activities, minimizing regulatory risks.
- Contributed to firm-wide initiatives aimed at improving overall operational efficiency across all functional areas involved in managing client portfolios.
Personal Banker
Truist Bank
Atlanta, GA
03.2014 - 03.2019
- Assisted clients with account inquiries and transactions to enhance customer satisfaction.
- Developed tailored financial solutions based on individual client needs and goals.
- Processed loan applications and guided clients through documentation requirements.
- Educated customers on banking products, services, and digital banking tools for improved engagement.
- Cultivated strong customer relationships through personalized banking solutions and attentive service.
- Facilitated account openings, closings, and maintenance to enhance customer experience and satisfaction.
Mortgage Loan Officer
Wells Fargo
Atlanta, GA
10.2012 - 03.2014
- Reviewed borrower financial data to assess mortgage product eligibility.
- Supported clients in finalizing mortgage applications and necessary documentation.
- Guided customers through loan options, terms, and processes for enhanced understanding.
- Partnered with underwriters for precise and prompt loan processing.
- Evaluated borrower creditworthiness and financial capacity for mortgage applications.
- Guided clients through loan process, addressing inquiries and providing tailored solutions.
Education
Associate of Science - Computer And Information Systems
Chattahoochee Technical College
Acworth, GA06-2002
Skills
Fundamental analysis
Portfolio management
Teamwork and collaboration
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking Abilities
Excellent communication
Organizational skills
Adaptability and flexibility
Verbal and written communication
Timeline
WCD Portfolio Specialist II
Truist Bank
03.2019 - Current
Personal Banker
Truist Bank
03.2014 - 03.2019
Mortgage Loan Officer
Wells Fargo
10.2012 - 03.2014
Associate of Science - Computer And Information Systems
Chattahoochee Technical College
2018 SunTrust Leadership ranked at 110%
2018 SunTrust Leadership for the following months January, February, March, May , June, July, August, September, October and November .
2018 SunTrust ranked 10% of personal bankers.
2017 SunTrust Leadership
2017 SunTrust Leadership for the following months July, August, September, October and Decmember.
2016 SunTrust Sales Leadership
SunTrust Sales Leadership: Q1, 115.55%, Q2 115.62%, Q3 114.34% and Q4 99.80%
2015 SunTrust Excellence Leadership
2015 SunTrust Excellence Leadership for the following months January, February, March and ranked among top 10% of bankers in Atlanta.
2014 SunTrust Excellence Leadership
SunTrust Excellence Leadership for the following months June, July, August and September.