Shawn Whitlock

Shawn Whitlock

Commercial Credit Analyst

Plano, TX
Profile:

Summary

Thirteen years of experience leading business initiatives at one of the world’s largest financial

institutions. Extremely self-motivated, analytical, and customer-centric professional with keen
ability to accurately document and analyze complex data and business processes. Problem-
solver who identifies key risks and internal controls, and leads with perseverance to achieve
resolution. Exceptional interpersonal communication skills that build effective teams. Tech
savvy with expertise in technology, computers, mobile devices, and digital communications.

Experience

2018 Jul - Present
Commercial / Business Credit Analyst
InTouch Credit Union / Plano, TX

Responsible for performing independent credit analysis and underwriting of new member business loan requests and actively managing annual review process for existing member business loans. Participate in external community activities in order to ensure brand name recognition within the community. Prepare credit memos for the loan credit file and present to senior leadership or outside underwriters that provides a clear, concise discussion of the financial trends, strengths, weaknesses, and mitigates of the request.

* Credit investigation of the borrower and guarantors

* In-depth analysis of the secondary sources of repayment such as collateral

* In-depth analysis of a guarantor's financial position

* Assist in loan servicing and due diligence procedures

2014 Jul - 2018 Jul
Assistant Vice President, Business Support Manager
Bank of America / Plano, TX

Manage relationships with both internal business partners and major government client. Oversee complex service loan release project. Own production of 45-page client document with highly detailed and confidential information. Analyze current state and develop solutions to meet client's needs. Initiate new project called E2E to complete a comprehensive service release from start to finish. Drive issue resolution as a single point of contact for all key stakeholders.

* Completed 20 complex client service loan transfers with 100% accuracy

* Led finalization of 50-page Service Transfer Instruction by proactively scheduling meeting with internal lines of business

Education

University of North Texas
Bachelor of Applied Arts and Sciences in Business Administration, Business Administration

Bachelor of Applied Arts and Sciences in Business Administration

University of North Texas, Denton, Texas

Skills: Microsoft Office Suite, Adobe Acrobat, SQL, AS/400, SharePoint, Apple iWorks, Visio

Skills