Shantay Parker
@shantayparker
I improve day to day operations through coaching, escalations, and process improvements.
What I'm looking for
At BHG Financial, I serve as a senior escalation resource in Loan Operations, resolving 80% of escalations on first touch and helping reduce borrower complaints by 60% through process improvements.
I've coached an under-performing team member through a performance improvement plan, authored knowledge base articles and email templates, and trained new hires with a hands-on approach. I also partner with leadership to identify workflow gaps, improve cross-functional processes, and refine Salesforce client communications.
Previously at First Financial Bank of Granbury, I managed end-to-end auto refinancing and personal loan processes, evaluated financial profiles, and maintained compliance while opening and managing deposit accounts.
I'm ready to bring my banking and loan operations background into a formal leadership role focused on people development and operational excellence.
Experience
Work history, roles, and key accomplishments
Senior Customer Success Specialist
BHG Financial
Jan 2022 - Present (4 years 7 months)
Coached an under-performing team member through a performance improvement plan, identifying specific skill gaps, delivering targeted training, and contributing to their successful removal from the PIP. Authored knowledge base articles and email templates used across the team to improve consistency and reduce onboarding time for new hires.
Lending & New Account Specialist
First Financial Bank of Granbury
Jan 2020 - Dec 2022 (2 years 11 months)
Managed end-to-end loan processes including auto refinancing and personal loans, ensuring accuracy, compliance, and strong client outcomes. Evaluated financial profiles using DTI, credit history, and payment behavior to guide lending decisions.
Education
Degrees, certifications, and relevant coursework
Shantay hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
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