Melva Butler
Charlotte,North Carolina
Summary
Experienced Relationship Specialist with over a decade of professional experience in a supporting role. Seeking to leverage extensive skills and knowledge to advance career in the finance industry, while aligning with organization's goals. Committed to delivering exceptional customer service, fostering strong client relationships, and driving business growth through effective communication and problem-solving abilities. Comprehensive background in financial services, prepared to support clients and advisors. Adept at financial analysis, client relationship management, and administrative support. Known for strong collaboration, flexibility, and ability to achieve results within dynamic team environments. Highly reliable, skilled in financial software, and excellent at multitasking.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Pinnacle Financial Partners
01.2020 - Current
- Support three Senior Financial Advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail, documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk
- Develop strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Prepare new and renewal loan documents in an accurate and timely manner while mitigating risk to the firm by following compliance, loan policies, legal and regulatory requirements
Relationship Associate II
Woodforest National Bank
01.2016 - 01.2020
- Provided support services to six Relationship Managers and a Treasury Manager by performing account related client activities which includes processing transactions, account set up and maintenance. Ordered & compiled supporting documentation for the processing of loan requests - this included information for the client such as updated financials, tax returns, appraisals, title searches, flood determinations and credit reports.
- Liaison between title companies, appraisers, attorneys, and lending personnel
- Coordinated the closing process; prepared final loan documents and processed loan files to ensure documents were recorded properly
- Performed and monitored KYC process on potential and current clients
- Monitored and assisted with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions
- Ensured timely resolution of Client service issues
- Coordinated deposit account openings and assisted with ongoing service issues
- Coordinated loan draws with the appropriate departments
- Followed up with business partners on referrals to ensure client expectations were met
- Provided administrative and office management support for assigned Senior Commercial Lending Management
Relationship Specialist II
SunTrust Banks, Inc.
01.2013 - 01.2016
- Provided support services to Relationship and Treasury Managers by performing account related client activities which includes processing transactions, account set up and maintenance
- Served as the primary contact for client services, performs and resolves moderate to high commercial client servicing issues
- Ensured data integrity of loans for lower bank exposure transactions
- Maintained and monitored Anti Money Laundering monthly report
- Monitored daily overdrawn account, pending close account, rate exceptions, maturing loans, expiring letter of credit, and expiring credit card exposure reports
- Assisted sales team in identifying cross-selling opportunities
- Worked with internal & external sales partners for counter-offer options when terms of the original program requests could not be met
Client Specialist II
Fifth Third Bank
01.2009 - 01.2012
- Performed administrative and analytical duties for managers and sales
- Acted as liaison between treasury managers, sales, corporate clients, and prospects
- Cross-sell and facilitated setups between treasury management officers, product support and clients
- Processed and maintained documents for new and existing commercial real estate clients, IOLTAs, and Business Banking Group, monitored financial statements, loan renewals including opening and closing deposit accounts, wires, payments, and account transfers
- Conducted special projects, proximity studies, resolved problems, and performed research for clients
- Acted as front-line manager of overdrafts including obtaining approvals and reports
Education
B.A. - English
Johnson C. Smith University
Charlotte, North CarolinaSkills
- Strong knowledge of commercial banking
- Risk management
- Loans
- Thrives in high-pressure environments
Additional Information
Additional work history & references available upon request.
Certification
North Carolina Notary 2022 - 2027
Timeline
Financial Advisor Assistant
Pinnacle Financial Partners
01.2020 - Current
Relationship Associate II
Woodforest National Bank
01.2016 - 01.2020
Relationship Specialist II
SunTrust Banks, Inc.
01.2013 - 01.2016
Client Specialist II
Fifth Third Bank
01.2009 - 01.2012
B.A. - English
Johnson C. Smith University
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