Brandy Neill
Chico,CA
Summary
Qualified Finance Specialist with over 20 years of experience maintaining financial records and managing a fast pace work environment. Detail-oriented professional with excellent communication and strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
29
29
years of professional experience
Work History
Office Manager
Neill Orchards, Inc.
12.2015 - Current
- Maintain computer and physical filing systems.
- Assist in yearly budget preparation.
- Balance bank statements and Accounts payables within Quickbooks.
- Payroll processing
Financial Services Officer
Rabobank NA
08.2010 - 12.2015
- Managed loan portfolio
- Computer related duties including but not limited to Word, Excel, Outlook, Laserpro and various internal computer programs.
- Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
- Complied with established internal controls and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Supervisor duties and responsibilities.
- Monitored weekly past due loan reports.
- Maintained strict confidentiality of bank records and client information.
- Variety of clerical duties.
Consumer Loan Officer
Butte Community Bank
09.2004 - 08.2010
- Assisted customers in selecting appropriate loan products based on their financial needs and goals.
- Collaborated with underwriters to expedite approvals for qualified applicants, increasing efficiency of approval process.
- Maintained strict confidentiality of bank records and client information.
- Prepared credit memos and loan approval summaries.
- Managed pipeline of loans from origination to closing, ensuring timely completion of each step in the process.
- Ensured accuracy of documents submitted for underwriting leading to reduced processing errors.
Real Estate Loan Processor
Butte Community Bank
04.2002 - 08.2004
- Collaborated with underwriters to expedite loan approval decisions, ensuring faster turnaround times for clients.
- Streamlined loan processing procedures by implementing efficient organizational strategies and communication protocols.
- Cultivated strong relationships with clients, realtors, and title companies to facilitate smooth transactions during the loan process.
- Coordinated with title and escrow companies to ensure timely closings, contributing to higher customer satisfaction rates.
- Set up, stored and updated customer files, department records and regulatory paperwork. Stayed up to date on loan regulation changes.
- Maintained strict confidentiality of bank records and client information.
Commercial Loan Assistant
Tehama Bank
09.2000 - 04.2002
- Monitored key dates to obtain information by deadlines.
- Acted as trusted liaison between clients and loan officers during the application process, providing reliable support for both parties to reach successful outcomes.
- Answered inquiries and provided superior customer service to clients.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Worked under the supervision of Senior Commercial Lender performing a variety of tasks to include preparing financial spreadsheets and loan approval summaries.
- Maintained strict confidentiality of bank records and client information.
- Handled a variety of clerical duties.
Various Titles
Tehama Bank
07.1995 - 09.2000
- Hired as bank teller and progressed over the years to merchant teller, bookkeeper, new account origination, loan department clerk, and auto dealer center processor and underwriter.
- Worked effectively in fast-paced environments.
- Maintained strict confidentiality of bank records and client information.
Education
Some College (No Degree) - Courses Taken Toward General Education
Shasta College
Redding, CASome College (No Degree) - Commercial Lending Course Certificate in 2005
Western School of Commercial Lending
Reno, NVSome College (No Degree) - Accounting Fundamentals Course-2009
Butte College
Chico, CANotary Public-2000
National Notary Association
Redding, CAHigh School Diploma -
Red Bluff High School
Red Bluff, CA06.1993
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Excellent multi-tasking ability
- Data Entry
- Customer Relations
- Clear oral/written communication
- Administrative Support
- Payroll Processing
- Bookkeeping
- Clerical Support
- Account Reconciliation
- Mail handling
- Computer Skills
- MS Office
- Teamwork and Collaboration
- Professional and Courteous
Timeline
Office Manager
Neill Orchards, Inc.
12.2015 - Current
Financial Services Officer
Rabobank NA
08.2010 - 12.2015
Consumer Loan Officer
Butte Community Bank
09.2004 - 08.2010
Real Estate Loan Processor
Butte Community Bank
04.2002 - 08.2004
Commercial Loan Assistant
Tehama Bank
09.2000 - 04.2002
Various Titles
Tehama Bank
07.1995 - 09.2000
Some College (No Degree) - Courses Taken Toward General Education
Shasta College
Some College (No Degree) - Commercial Lending Course Certificate in 2005
Western School of Commercial Lending
Some College (No Degree) - Accounting Fundamentals Course-2009
Butte College
Notary Public-2000
National Notary Association
High School Diploma -
Red Bluff High School
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