Vickie Forston
Charlotte
Summary
Results-driven professional with a strong focus on detail and proven problem-solving abilities. Expertise in document review and system maintenance post-closing, dedicated to improving customer satisfaction through effective communication and support.
Overview
27
27
years of professional experience
Work History
Operations Analyst
Bank of America
Charlotte
08.2010 - 03.2025
- Maintained detailed records of loan transactions and client interactions.
- Ensured compliance with banking regulations and internal policies.
- Provided training to junior staff on loan administration procedures.
- Provided guidance and assistance on loan terms, repayment options and interest rates.
- Ensured that all applicable laws, regulations and organizational policies are followed during the loan process.
- Collaborated with other departments to resolve any discrepancies related to the loan process.
- Responded promptly to inquiries from customers or external parties relating to loans.
- Participated in training sessions designed to improve knowledge of banking products and services.
- Assisted customers with questions regarding their loans or applications.
- Maintained confidentiality of sensitive customer data according to company policies.
- Updated customer databases with current account information and changes in status.
- Processed payments from customers and maintained accurate records of payment histories.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Loan Administrator II & III
Bank of America
Charlotte
02.2003 - 08.2010
- Managed documentation for mortgage and personal loan approvals to streamline processing.
- Maintained accurate records in loan management system to enhance data integrity.
- Monitored loan files to ensure timely receipt of all necessary documentation.
- Ensured confidentiality of sensitive customer data in compliance with company policies.
- Interacted directly with lenders, brokers, investors, and attorneys to facilitate transactions.
- Reviewed loan agreements for completeness and accuracy according to applicable policies.
Loan Administrator I
Bank of America
Charlotte
04.1998 - 03.2003
- Reviewed financial documents for completeness, ensuring accuracy in loan approvals.
- Secured necessary client documentation for efficient loan processing.
- Maintained compliance with banking regulations throughout loan transactions.
- Collaborated across departments to address discrepancies in applications effectively.
- Compiled comprehensive loan packages submitted to underwriting teams.
- Facilitated smooth transactions by interacting directly with lenders, brokers, and attorneys.
- Enhanced knowledge of banking products through active participation in training sessions.
Education
Master of Science - Accounting And Finance
DeVry Keller Graduate School of Management
Charlotte, NC03-2013
Master of Science - Organizational Management
Ashford University
Charlotte, NC04-2009
Skills
- Data integrity and document review
- Loan agreement analysis
- Issue resolution and problem solving
- Training and development facilitation
- Attention to detail
- Effective communication skills
- Customer service and sensitivity to needs
- Payment processing and loan servicing
- Time management and organizational skills
- Team collaboration and reliability
- LIQ Experience
References
References available upon request.
Timeline
Operations Analyst
Bank of America
08.2010 - 03.2025
Loan Administrator II & III
Bank of America
02.2003 - 08.2010
Loan Administrator I
Bank of America
04.1998 - 03.2003
Master of Science - Accounting And Finance
DeVry Keller Graduate School of Management
Master of Science - Organizational Management
Ashford University