Korey Srivongse
Baldwin Park
Summary
Seeking a position to lead a financial institution as a Branch Manager with 14 years of banking experience. Leadership and support in achieving and exceeding branch goals. In addition, providing expertise in consumer and business lending, coaching team members and community outreach.
Professional in financial services domain, bringing valuable experience to loan processing and client relationship management. Proven ability to navigate complex financial regulations and deliver effective loan solutions. Known for collaborative teamwork and adaptability in dynamic environments, ensuring reliable and results-oriented service. Skilled in financial analysis, regulatory compliance, and client communication.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Loan Specialist
California Bank and Trust
05.2021 - Current
- Responsible for all loan requests, inquiries, or maintenance (consumer or commercial).
- Prospects and submits all loan requests for new and existing customers for multiple branch locations.
- Coach and mentor tellers, personal bankers, service managers and provide information on loan structure, products, and submittal processes for new loan requests.
- Monitor loan production for Relationship Managers and producers.
- Lead morning huddles on how to approach clients on new loan products and promotions.
- Provide administrative and operational support in loan processing, closing, presentations, servicing documentation, notes, and disbursements.
- Draft loan presentations, and clear all loan exceptions.
- Maintain files, documents, and notes.
- Verify the completeness of files with all necessary documents and signatures required.
- Research and resolve lending inquiries and issues.
- Prepare and track disbursements, loan documents, reports, and obtain credit and financial information.
- Collect quarterly or annual loan covenants for new and existing portfolios.
- May meet with clients in person to complete signatures for new loan applications.
- Support assigned relationship managers and branch locations in all administrative loan duties.
- Evaluated loan applications for compliance with bank policies and regulatory requirements.
- Assisted clients in understanding loan products, terms, and processes to enhance customer experience.
Senior Branch Relationship Banker
California Bank and Trust
10.2017 - 05.2021
- Manage and acquire new and existing relationships and provide suitable credit, deposit, and other banking services.
- Develop strategies and business plans to expand business in the surrounding area.
- Manage portfolio for consumer and business clients and recommend tailored products to deepen relationships.
- Extend Credit to business and consumer clients through commercial, consumer and real estate loans.
- Responsible for sales leadership within the branch operations and conduct sales strategies with team members.
- Track branch sales daily and manage loan pipeline to ensure sales goals are met.
- Promote sales campaigns provided by marketing and create sales plans by motivating bankers and tellers.
- Review and submit financial documents for accuracy and completeness.
- Review consumer and commercial lending applications to ensure all documents are within the bank's guidelines and policy.
- Provide assistant to Branch Manager with all loan administrative duties.
- Prepare the entire loan package including required bank forms, applications and all other required financial documents for new lending.
- In constant communication with loan processing and underwriting team to ensure all loan stipulations are met.
- Manage Paycheck Protection Program applications and funding.
- 2018 Top Sales Performer
Long Beach Gas and Oil / Utility Partners of America
01.2016 - 09.2017
- Install New Advance Smart meters to all Long Beach residential and commercial properties. Including regulators and smart point modules.
- Relight customer appliances.
- Inform and educate residents of new Advance Smart Meters.
Personal Banker
Citibank
01.2012 - 12.2015
- Assist business clients with banking products and create solutions. (Loans, Lines, Credit cards)
- Bring in new business clients by reaching out to the surrounding community.
- Reach out to business partners to help businesses grow. (Payroll, merchant services, etc.)
- Lead morning huddles to strategize daily sales and service.
- Collect and report sales production for end of day conference call.
- Take over branch responsibilities during absence of branch manager.
- Meet and exceed daily sales goals.
- Make outbound calls to bring in external clientele.
- Build relationships with high end banking prospects.
- Assist with operational duties in absence of service manager.
- Assist with sales and services for bank business clients.
- Help business clients grow and expand their businesses by educating different bank products and solutions.
- Reach out to the surrounding community to help businesses succeed by offering knowledge about bank products.
- Work with bank partners to help businesses grow. (Payroll, merchant services, etc.)
Personal Banker
Wells Fargo
05.2009 - 01.2012
- Meet and exceed daily sales goals.
- Make outbound calls to bring in external clientele.
- Build relationships with high end banking prospects.
- Assist with operational duties in absence of service manager.
- Assist with sales and services for bank business clients.
- Help business clients grow and expand their businesses by educating about different bank products and solutions.
- Reach out to the surrounding community to help businesses succeed by offering knowledge about bank products.
- Work with bank partners to help businesses grow. (Payroll, merchant services, etc.)
Teller
Wells Fargo
03.2008 - 05.2009
- Assist clients in cash or service transactions.
- Meet and exceed daily sales goals.
- Assist service manager in operational duties.
- Top sales and service teller for 2009
Education
High School -
Glendale High School
Glendale01.2006
AS-T - Business Administration
Glendale Community College
GlendaleBachelor's - Finance
Cal Poly Pomona
11.2025
Skills
- Coaching
- Encouragement
- Creative Thinking
- Relationship Building
- Leadership
- Positive Energy
- Microsoft Office Efficiency
- Loan processing
- Customer relationship management
- Regulatory compliance
- Loan structuring
Accomplishments
- Received “Employee of the Quarter” service award in 3rd and 4th quarter 2018.
Certification
- Notary Public
Timeline
Loan Specialist
California Bank and Trust
05.2021 - Current
Senior Branch Relationship Banker
California Bank and Trust
10.2017 - 05.2021
Long Beach Gas and Oil / Utility Partners of America
01.2016 - 09.2017
Personal Banker
Citibank
01.2012 - 12.2015
Personal Banker
Wells Fargo
05.2009 - 01.2012
Teller
Wells Fargo
03.2008 - 05.2009
AS-T - Business Administration
Glendale Community College
Bachelor's - Finance
Cal Poly Pomona
High School -
Glendale High School