Laurie Waite
Client Services Representative- Fulfillment and Close @Tristate Capital Bank
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WORK HISTORY
Client Services Representative- Fulfillment and Close @Tristate Capital Bank
Pittsburgh, PA, US
Serve high-wealth clients in the private bank sector• Work on over 100 line of credit transactions monthly; loans range from $100K to over $6M
EDUCATION
PennWest Clarion
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ABOUT LAURIE WAITE
I am a customer service-oriented banking professional with over ten years of experience working with individuals and business clients on loans ranging from $50K to $6M. I have a consistent track record of exceeding goals for closing loans while achieving a high level of client satisfaction and have ranked in the top 5% of loan analysts. I adapt quickly to change by organizing and prioritizing tasks and mitigating risk through thorough analysis and attention to detail. My software skills include Microsoft Word, PowerPoint, Excel, IQ Director, Salesforce, impact.com, Blend, and Empower.
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