Summary
Overview
Work History
Education
Skills
Timeline
Generic

Billie Whitfield

Pearl River

Summary

Experienced Lending Assistant/Credit Specialist with over 26 years of experience in the Banking Industry. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

27
27
years of professional experience

Work History

Loan Credit Specialist 2

Hancock Whitney
Slidell
03.2022 - Current
  • Analyzed business and personal financials for new loans and renewals
  • Performed risk rating analysis for existing and new loan requests
  • Recommend approval terms and conditions based on analyzed information

Commercial Client Adminstrator

Hancock Whitney
Slidell
05.1998 - 03.2022
  • Managed assigned loan portfolio for retention, growth and credit.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Produced and submitted completed loan packages to title and escrow professionals.
  • Maintained high level of client satisfaction through outstanding customer service and support.
  • Supported complete and accurate loan file documentation.
  • Assessed customer account histories to determine previous compliance with payment plans and loan terms.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Reviewed and validated details of loan applications and closing documentation.
  • Worked with business customers to understand needs and provide excellent service.

Education

Bachelor of Science - Accounting

Southeastern Louisiana University
Hammond, LA
05.2002

Skills

  • Relationship Management
  • Effective communication
  • Loan application processing
  • Financial statement review
  • Documentation preparation
  • Customer Relations
  • Excel, Word, and Adobe expertise

Timeline

Loan Credit Specialist 2

Hancock Whitney
03.2022 - Current

Commercial Client Adminstrator

Hancock Whitney
05.1998 - 03.2022

Bachelor of Science - Accounting

Southeastern Louisiana University
Billie Whitfield