Marc Obadia
Grand Junction
Summary
FINANCIAL SERVICES & BANKING INDUSTRY PROFESSIONAL
A results-driven closing professional with history of ensuring efficient and accurate closing processes. Proven ability to manage end-to-end tasks, ensuring compliance and smooth transactions. Known for strong collaborative skills and adaptability, consistently delivering high-quality results under changing conditions.
Overview
26
26
years of professional experience
Work History
Closing Assistant
Land Title Guarantee Company
Aspen, CO
01.2017 - Current
- Managed multiple projects simultaneously while ensuring timely completion of each task without compromising quality or accuracy.
- Expedited transactions by resolving issues quickly and liaising effectively between all parties involved in closings.
- Improved team productivity through thorough training on First Right of Refusal real estate transactions.
- Supported a positive work environment through active collaboration with team members and contributing to office efficiency.
- Reduced errors in closing documents by diligently reviewing and verifying all information.
- Three consecutive awards for assisting in highest production volume in Mountain Market real estate transactions.
Operations Manager
High Country Financial Advisors, Colorado Wealth Partners, Inc. Raymond James Financial Services
Aspen, CO
01.2011 - 01.2014
- Collaborated with the Financial Advisor and CFP to manage clients book of business.
- Enhanced client satisfaction by building connections and nurturing relationships in the Aspen office.
- Managed operations of four locations throughout Colorado.
- Implemented sustainability initiatives, reducing environmental impact.
- Implemented CRM procedural task process to boost overall product consistency and reliability.
- Created client reports through Morningstar program.
Vice President, Relationship Manager
American National Bank Aspen (ANB)
Aspen, CO
01.2008 - 01.2011
- Performed underwriting and evaluations for speculative loans, business and consumer loans.
- Developed strong client relationships by effectively managing expectations and providing tailored financial solutions.
- Promoted to the Commercial Loan Department.
- Conducted client meetings and analyzed financial information.
- Performed presentations to the Senior Loan Committee.
- Delivered exceptional customer service by promptly addressing inquiries and resolving complex issues related to account management.
- Recommended strategies based on lending guidelines and OCC risk assessments.
- Monitored Speculative Construction loan distributions.
- Conducted comprehensive risk assessments for potential investments, mitigating financial risks for clients and the organization.
- Approved distribution of funds, coordinated onsite visits to appraise completion of projects.
- Executed market analyses on properties.
- Scrutinized loan draws and prepared loan files.
Assistant Vice President
American National Bank Aspen (ANB)
Aspen, CO
01.1999 - 01.2008
- Established procedure guidelines for Operations Department.
- Introduced teller line and personal banking procedures.
- Developed policies aligned with banking regulations.
- Managed the daily operations, hired, trained, and supervised staff.
- Trained and guided team members to maintain high productivity and performance metrics.
- Team awarded four consecutive 'Bank of the Year' based on loans and deposit production.
- Identified kite scheme and fraudulent check cashing resulting in $50K + in loss prevention.
- Trained new hires on bank security including detection fraud, forgeries, and counterfeiting leading to thousands of dollars in loss prevention.
Education
General Education Development -
Colorado Mountain College
Rifle, CO01.1986
CAP -
French Cooking School
Toulon, France01.1985
DEFO - French Language
Diplôme De Fin D'année Obligatoire
Toulon, France01.1983
Skills
- Strong Self-Motivation
- Operations Oversight
- Team Development
- Effective Deadline Management
- Manage Multiple Projects
- Oversee Financial Reporting
- Year-End Financial Projections
- Moody’s Financial Data Analysis
- Customer Relationship Management
- Fluent French-English Translation Expert
Awards
- Award for Outstanding Customer Service, Colorado National Bank
- Award for Excellent Example of Teamwork, Colorado National Bank
- A+ Customer Service X Team Member Award, ANB Bank
Languages
French
Native or Bilingual
Timeline
Closing Assistant
Land Title Guarantee Company
01.2017 - Current
Operations Manager
High Country Financial Advisors, Colorado Wealth Partners, Inc. Raymond James Financial Services
01.2011 - 01.2014
Vice President, Relationship Manager
American National Bank Aspen (ANB)
01.2008 - 01.2011
Assistant Vice President
American National Bank Aspen (ANB)
01.1999 - 01.2008
General Education Development -
Colorado Mountain College
CAP -
French Cooking School
DEFO - French Language
Diplôme De Fin D'année Obligatoire