Gina Hecht
Ladera Ranch,CA
Summary
Administrative Assistant with a remarkable 10-year journey in the financial banking industry. Adept at coordinating schedules, managing correspondence, and streamlining office operations. Proficient in Microsoft Office Suite and showcasing exceptional organizational and multitasking skills. Known for adaptability and strong attention to detail, which have contributed to a harmonious and efficient work environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr. Lending Assistant
Comerica Bank
10.2017 - Current
- Contacts or prepares correspondence to relationship and portfolio managers and customers as appropriate
- Assists officers and customers in preparing various forms, applications, presentations, etc
- Facilitates opening, closing and modifying of accounts, including DDAs at the Banking Centers
- Provides customers with support for interest rate elections and investment option information when requested
- Includes accessing and maintaining daily listings of available options, rates, etc
- Facilitating the request when received, acting in accordance with established policies, procedures and authorizations and verifying that the request was correctly completed
- Monitor delinquencies and exceptions
- Monitor and coordinates with Relationship Managers and Portfolio Managers as applicable to ensure various reports are received, reviewed and processed
- Handle most complex administrative support; conducts customer research for officer calls, preparing/ maintaining/distributing portfolio lists, reports, mailing lists, presentation materials, scheduling appointments and making travel arrangements
- Provide training to lower level Lending Assistants in procedures and processes
- Plan all meetings, travel and calendars for SR. level managers
Credit Coordinator
JP Morgan Chase & Co
02.2015 - 10.2017
- Monitoring of ongoing credit documentation for coverage area to obtain and validate the timely receipt of information required for credit review
- Provide primary coverage for post approval credit workflow approved by the Business Loan Center
- Provide status updates and present problem credit reports to the Market Area Manager in assigned portfolio
- Work independently with clients to obtain required loan documentation, schedule closings and promote appropriate solutions to enhance the client experience associated with the post approval and loan booking process
- Order Appraisal and Environmental reports for all new business
- Partner with RM team to promote aligning approved facility with Auto Debit functionality and within their Chase Online for Business profile where appropriate
- Portfolio credit maintenance and remediation workflow as needed to address risk and control issues with portfolio customers
- Maintain and organize department files and documents as well as the department shared drive
Sales Agent
Auto Club Southern California
03.2013 - 06.2014
- Responsibilities include selling Memberships, Auto, Home, Watercraft and Personal Umbrella Insurance
- Qualify applicants and review and process required insurance documents for all new business
- Resolve membership and insurance problems while using discretion and independent judgment
- Assist with policy changes, renewals and billing information
- Process all new home, watercraft and condominium field inspections in a timely manner
- Cross sell Life Insurance referrals
- Build relationships with current clients to gain referral base
Credit Support Associate
Bank of America
08.2011 - 03.2013
- Responsible for supporting the end-to-end credit management for Business Banking clients 1-10mm
- Partner with Client Managers and Credit Officers
- Act as the primary liaison with the client, Credit Services, and other business partners
- Facilitate credit originations, loan approvals, loan documentation approvals, booking fee collections, Letter of Credits, Commercial Credit Cards, Swaps, Annual Exposure Reviews, and lines of credits annual renewals
- Responsibilities also include monitoring credit compliance, resolving documentation, collateral, and past-due exceptions, ensuring credit quality and data integrity
- Ensure timely follow-up of loan monitoring activity to facilitate a sound credit portfolio
- Identify sales opportunities on the customer financial statements
Education
Skills
- Relationship Retention
- Team Player
- Time Management
- Customer Satisfaction
- Analytical Processes
- Organizational Skills
Certification
Personal Lines Broker Agent License Current
References
Available upon Request
Timeline
Sr. Lending Assistant
Comerica Bank
10.2017 - Current
Credit Coordinator
JP Morgan Chase & Co
02.2015 - 10.2017
Sales Agent
Auto Club Southern California
03.2013 - 06.2014
Credit Support Associate
Bank of America
08.2011 - 03.2013
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