Tara Harley
Hampton,GA
Summary
Lending Assistant Supervisor with great customer service, team leadership, and relationship management. Committed to enhancing customer satisfaction through effective communication and problem-solving .
Overview
28
28
years of professional experience
Work History
Lending Assistant Supervisor
Renasant Bank
Atlanta GA
03.2019 - Current
- Inputting and Processing loan requests to ensure and coordinating clients needs to submit to credit
- Provided training and guidance to junior team members, fostering a positive work environment that encouraged professional development.
- Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
- Assisted in preparing loan documentation, ensuring accuracy and completeness in a timely manner
- Coordinated communication between clients and loan officers to facilitate timely processing, closing and funding
- Conducted thorough reviews of financial statements to assess borrower creditworthiness and compliance
- Mentored new team members on best practices in customer service within lending operations.
- Led initiatives to improve customer satisfaction through enhanced communication strategies during the loan process.
- Contributed to the commercial lending department by identifying potential business opportunities through communication with clients
- Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
- Monitored borrower repayment activity, proactively addressing any delinquencies or potential issues before they escalated into significant problems.
- Enhanced efficiency through diligent file maintenance, keeping records organized and easily accessible for audits or reviews.
- Coordinated with third-party vendors such as appraisers, title companies, and attorneys to ensure timely completion of items to prepare documents
- Coordinate to open deposit accounts and assist treasury officers in setup of services
- Communicated with customers daily to request information and complete paperwork.
Client Adviser
Fifth Third Bank
Atlanta GA
09.1998 - 03.2019
- Advised clients on financial products to enhance portfolio performance and meet individual goals.
- Developed tailored solutions for clients based on in-depth analysis of financial needs.
- Cultivated strong relationships with clients, enhancing customer loyalty and satisfaction.
- Collaborated with cross-functional teams to streamline client onboarding processes, improving efficiency.
- Collaborated with team members to develop innovative solutions for complex client needs.
- Maintained and managed existing accounts by performing training with online banking and treasury services / products
- Monitored and updated deposit accounts and loans to assist relationship managers and treasury officers for annual reviews
- Delivered personalized presentations according to clients business and servicing needs.
Education
No Degree - Architectural Engineering
Nashville State Community College
Nashville, TNHigh School Diploma -
Dickson County Senior High
Dickson TN05-1990
Timeline
Lending Assistant Supervisor
Renasant Bank
03.2019 - Current
Client Adviser
Fifth Third Bank
09.1998 - 03.2019
No Degree - Architectural Engineering
Nashville State Community College
High School Diploma -
Dickson County Senior High