LaMar Jackson-Weaver
Wyomissing
Summary
Experienced and dedicated professional with over 20 years in Banking, Insurance, and Customer Service. Proficient in Microsoft Office suite, adept at multitasking in a fast-paced setting. Seeking a challenging role in Financial or Insurance industry to utilize diverse office background and teamwork abilities. Demonstrated expertise in loan processing, financial document evaluation, compliance oversight, and efficient application management. Recognized as a reliable, adaptable team player with strong attention to detail, organizational prowess, and customer-centric mindset.
Overview
25
25
years of professional experience
Work History
SBA Credit Analyst
Univest Financial Corp.
01.2024 - 01.2025
- Review SBA application submissions for completeness and eligibility according to the SBA Standard Operating Procedures (SOP).
- Organize relevant financial data and obtain reports necessary for underwriting, such as personal credit reports, real estate valuations, Lexis Nexis, etc.
- Spread and analyze audited, reviewed and company prepared financials in addition to corporate and personal tax returns and personal financial statements.
- Prepare cash flow charts and determine collateral positions.
- Include required SBA eligibility language in loan approval documents as set forth in SBA SOP.
- Maintain Etran/CAFS system as required to accurately reflect SBA loan structure on the government systems.
Branch Office Administrator
Kingsview Partners
01.2023 - 01.2024
- Complete & process new client applications, transfer paperwork and service requests with high accuracy.
- Research and continuously follow up, record, document and communicate with financial professionals and clients.
- Respond to advisor or client inquiries on administrative questions.
- Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team.
- Oversees office operations.
Mortgage Processor 4 (Safe)
Wells Fargo Bank
01.2019 - 01.2023
- Maintain and process a pipeline of multiple complex mortgage applications.
- Make sure to communicate to customers the documents necessary for the mortgage approval process.
- Provide a high level of customer service both internally and externally.
- Work with Customers, HMC, Bankers and Vendors to ensure proper documentation is provided for the loan file.
- Maintain a high level of accuracy and attention to detail.
- Ensuring that compliance and underwriting guidelines are met.
Customer Service Agent
Arcadia Recovery Bureau
01.2017 - 01.2017
- Contact consumers in regard to past due medical bills.
- Negotiate payment arrangements.
- Assess financial updates of consumers.
- Provide quality customer service.
Assistant Asset Manager (Tax Credit Housing)
Sovereign Bank
01.2004 - 01.2015
- Reconciliation of General Ledgers.
- Physical and Compliance Audits of Investments.
- IRR and Equity Updates.
- Monitoring of Cash Flow.
- Monitoring of Monthly, Quarterly, and Annual Reports.
- Quarterly Forecast of projected payments.
- Consumer Collections
- Negotiated payment arrangements to satisfy accounts.
- Utilize skip tracing techniques to find means of contacting customers.
- Exceeding all goals and keeping high productivity.
Customer Service (Part-Time)
Loomis Co.
01.2007 - 01.2010
- Provide quality customer service to providers and members.
- Quote benefits under all HIPPA laws.
- Processing of Dental Claims.
Credit Analyst
Petro Oil Company
01.2001 - 01.2004
- Reconciliation of long-term consumer and commercial accounts.
- Gathered information to determine credit worthiness, by ways of credit reports.
- Reviewed Invoices and Billing Statements for commercial accounts.
- Prepared account information to represent Company in court.
Customer Service Rep/Teller
Fulton Bank
01.2000 - 01.2001
- Processed deposits and payments for customers.
- Called customers to work out arrangements on overdrawn accounts.
- Handling opening and closing of accounts.
Education
Associates Degree - Accounting
Pace Institute
Reading, Pa01.2002
Associates Degree - Business Administration
Reading Area Community College
Reading, Pa01.2010
Skills
- Operations management
- Document preparation
- Preparing reports
- Accounting expertise
- Compliance monitoring
- Decision-making
- Client relationship building
- Customer engagement
- Account reconciliation
- MS office suite
- Document review
- Attention to detail
- Credit analysis
- Credit and collections
- Financial document review
Awards
December 2008 Spectrum Seminars, Certified Credit Compliance, C3P
Timeline
SBA Credit Analyst
Univest Financial Corp.
01.2024 - 01.2025
Branch Office Administrator
Kingsview Partners
01.2023 - 01.2024
Mortgage Processor 4 (Safe)
Wells Fargo Bank
01.2019 - 01.2023
Customer Service Agent
Arcadia Recovery Bureau
01.2017 - 01.2017
Customer Service (Part-Time)
Loomis Co.
01.2007 - 01.2010
Assistant Asset Manager (Tax Credit Housing)
Sovereign Bank
01.2004 - 01.2015
Credit Analyst
Petro Oil Company
01.2001 - 01.2004
Customer Service Rep/Teller
Fulton Bank
01.2000 - 01.2001
Associates Degree - Accounting
Pace Institute
Associates Degree - Business Administration
Reading Area Community College
Similar Profiles
Laura TrejoLaura Trejo
Loan Servicing Manager at Sage Home Loans Corp (fka Lenox Financial Mortgage Corporation dba WesLend Financial)Loan Servicing Manager at Sage Home Loans Corp (fka Lenox Financial Mortgage Corporation dba WesLend Financial)
Joseph ReedJoseph Reed
Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
Le LuuLe Luu
Junior Account Executive at Lenox Financial Mortgage Corp. dba WesLend FinancialJunior Account Executive at Lenox Financial Mortgage Corp. dba WesLend Financial
Lacy CroneLacy Crone
Camp Director/Guest Services at Body Zone Sports and Wellness ComplexCamp Director/Guest Services at Body Zone Sports and Wellness Complex
Cameron CohenCameron Cohen
Fleet Feet Outfiter at Fleet FeetFleet Feet Outfiter at Fleet Feet