Briana King
Plainfield
Summary
Dynamic professional with extensive experience in loan operations and account servicing. Demonstrated success in managing complex loan portfolios and training junior staff. Strong analytical skills contribute to enhanced team performance and proactive problem-solving.
Overview
11
11
years of professional experience
Work History
Agency Senior Associate
Alter Domus
Chicago
02.2024 - Current
- Managed client onboarding processes and documentation for investment funds.
- Collaborated with teams to ensure compliance with regulatory requirements.
- Oversee financial reporting and analysis for a portfolio of 20 to 30 client accounts.
- Led project meetings to discuss timelines and deliverables.
- Mentored junior associates on best practices and operational workflows.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Provided direction and guidance to junior associates on complex tasks.
- Maintained positive working relationship with fellow staff and management.
- Participated in credit and collections activities.
- Analyzed new credit agreements and amendments, and was responsible for building new syndicated deals and activity in the agency system.
Senior Servicing Lead
BMO Bank
Chicago
09.2021 - 01.2024
- Grade promotion to Senior Lead role on Asset Based Lending serving team
- Responsible for managing workload of 7 person team
- Over merger acquisition from 2022 to 2023, converting over new clients and managing portfolio for smooth transition. Participated in full UAT conversion to go live date
- Heavily trained new hires and ongoing servicing analysts on daily loan portfolio maintenance, including repricings, fundings, collections, new deal closing & payoffs, monthly/quarterly interest/fee reconciliation and application, financial exception reporting and exception management, letter of credit reconciliation upkeep
- Moved toward more managerial experience in hiring practices including interviews & assisting in performance review & attendance tracking
- Maintained responsibility for own personal upkeep of 40 - 50 deal loan portfolio
- Strong understanding of asset based lending operations
- Solid communication with team, business partners, our line of business/market to give our clients the best customer experience.
- Contributed to team objectives in fast-paced environment.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Senior Servicing Analyst
BMO Bank
09.2019 - 09.2021
- Grade promotion to Asset Based Lending servicing team
- Manage and service ABL sole lender and other bank agent loan portfolio
- Heavily involved in ABL UAT project initiatives
- Created and maintained meaningful relationships with our business partners in the line of business
- Trained and coordinated work flow for new hires and contractors
- Continued high functioning and motivated team player looking to master overall ABL loan knowledge and learn new products including transportation finance detail functions, and other commercial & corporate loan operations teams inside organization.
Senior Service Coordinator II
BMO Bank
01.2017 - 09.2019
- Grade promotion to Senior Service Coordinator II of the Imaging department
- Assisted in managing a team of 10 or more full-time employees and contractors
- The Imaging department daily functions include: prepping, scanning, and indexing all mortgage lending documents, consumer retail documents, Trust documentation, Treasury payment solution documentation and Private Bank signature cards and deposit documentation
- Coordinator responsibilities included: new hire training and cross training on all functions of imaging, procedure writing, boosting team morale, process improvement and streamlining processes for efficient production.
Senior Service Coordinator I
BMO Bank
08.2015 - 01.2017
- Promoted to Senior Service Coordinator I of the Imaging department
- The Imaging department daily functions include: prepping, scanning, and indexing all mortgage lending documents, consumer retail documents, Trust documentation, TPS and Private Bank signature cards and deposit documentation
- Coordinator responsibilities included: new hire training and cross training on all functions of imaging, procedure writing, boosting team morale, process improvement and streamlining processes for efficient production.
Service Representative III
BMO Bank
03.2014 - 08.2015
- Highly motivated service representative with experience in business purpose lending servicing with the File Library
- Specialized in complex request resolution, commercial documentation request fulfillment, scan operator, participation in special projects, commercial business process improvement, and team training
- Familiarity with BMO loan systems and applications such as, ALTEL (Host), Live Link, FileNet (Digital Library), and LOAN IQ
- Proficient in Microsoft Outlook, Excel, Word, and PowerPoint.
Education
Criminal Justice/ Sociology -
Grand Valley State University
Allendale, MICollege Prep Curriculum - Diploma -
Plainfield South High School
Plainfield, ILSkills
- Account Servicing
- Opening and Closing Procedures
- Organizational Skills
- Strong Problem Resolution
- Multitasking Abilities
- Solid Written & Verbal Communication
- Attention to Detail
- Knowledgeable of banking loan systems
- Fast learner and adaptability
- Understanding and meeting month-end and quarter-end time deadlines
- Ambitious
- Training and mentoring
Accomplishments
Awards & Recognitions
Exceptional performance reviews 2019, 2020, & 2022
2022 “BMO Ambition 2025 Annual Award” winner
Received over 80 BMO Beam recognitions
Brianaking214@gmail.com, Briana.King@AlterDomus.com
Timeline
Agency Senior Associate
Alter Domus
02.2024 - Current
Senior Servicing Lead
BMO Bank
09.2021 - 01.2024
Senior Servicing Analyst
BMO Bank
09.2019 - 09.2021
Senior Service Coordinator II
BMO Bank
01.2017 - 09.2019
Senior Service Coordinator I
BMO Bank
08.2015 - 01.2017
Service Representative III
BMO Bank
03.2014 - 08.2015
Criminal Justice/ Sociology -
Grand Valley State University
College Prep Curriculum - Diploma -
Plainfield South High School
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