LORRI YUILLE
Washington,PA
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
46
46
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
First National Bank
10.2024 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Loan originations-Home Equity loans,vehicle loans and personal loans.
BRANCH MANAGER
Clearview Federal Credit Union
04.2019 - 09.2023
- Maintained friendly and professional customer interactions.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Submitted loan applications to underwriter for verification and recommendation.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
PERSONAL BANKER
Key Bank
03.2017 - 03.2019
- Provide customer service
- Open Deposit accounts such as Checking, Savings, IRA's, Certificate of Deposit, Money Market for both personal and business customer's.
- Take loan applications as well as close loans for both business and personal customer's.
- Make outbound calls.
- Assist on the teller line as needed.
- Balance the ATM.
- Open and close the branch.
- Set up Key@Work for business clients.
AVP, MORTGAGE SERVICING TEAM
Bank of America
10.2010 - 01.2016
- AVP, Mortgage Servicing Team manager and Consumer Card Collections
- Managed a team of 14 foreclosure specialist in the Document Execution Department.
- Ensure documents are signed accurately and within time frame allotted.
- Quality review of documents for accuracy.
- Provide ongoing training as needed.
- Ensured agents completed compliance training mandated.
- Coach agents to performance.
- Assisted agents in career development.
- Worked with bank attorneys to resolve issues.
- Quality review of collections calls.
- Ensure agents adhere to policy and procedure.
- Quality review of the sub servicer's to ensure within compliance.
- Developed and implemented the escalation process
- Created an escalation team.
- Meet/Exceed daily goals.
BANKRUPTCY SPECIALIST
Merrill Home Loans
06.2006 - 10.2010
- Bank of America/Merrill Home Loans
- Monitor accounts in bankruptcy for payments.
MANAGER
Mellon Bank
11.1987 - 12.2006
- Citizens Bank F/K/A Mellon Bank Pittsburgh, PA Assistant Branch
- Managed 15 associates consisting of tellers, branch bankers and customer service reps.
- Developed prospects for new accounts and loans.
- Weekly cold calling via telephone and visiting local businesses
- Submitted loan applications to the underwriters.
- Opened retail and business checking, savings, IRA's, Certificate of deposit accounts.
- Maintained staff retention by coaching, team builder activities, and career development assistance and cross training opportunities.
- Performed teller and branch cash audits.
- Coached to performance.
- Quality review of documents signed by customers.
- Ensure associates adhere to policy and procedure.
- Provide customer service.
SHIFT MANAGER
McDonald's Restaurant
08.1979 - 06.1987
- Prepare work schedules.
- Train new hires.
- Balance cash registers.
Education
Post-secondary education, no degree or certificate - Business Administration
Duquesne University
Skills
- Managerial Skills > Team Management
- Audit
- Decision-making Skills
- Eye for Detail
- Quick Learner
- Loan origination
- Customer Service-oriented
- Banking
- Positive attitude
- Teamwork
- Attention to detail
- Multitasking
- Reliability
- Adaptability and flexibility
- Loans
- Account audits
Certification
- NMLS License - Pennsylvania
- Issue Date: 0001-01-01
Timeline
Senior Relationship Banker
First National Bank
10.2024 - Current
BRANCH MANAGER
Clearview Federal Credit Union
04.2019 - 09.2023
PERSONAL BANKER
Key Bank
03.2017 - 03.2019
AVP, MORTGAGE SERVICING TEAM
Bank of America
10.2010 - 01.2016
BANKRUPTCY SPECIALIST
Merrill Home Loans
06.2006 - 10.2010
MANAGER
Mellon Bank
11.1987 - 12.2006
SHIFT MANAGER
McDonald's Restaurant
08.1979 - 06.1987
Post-secondary education, no degree or certificate - Business Administration
Duquesne University
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