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
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
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)
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)
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
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