Evelyn Martinez Email & Phone Number | 41 years’ experience in the banking and financial services industry. Positions in Small Business Banking Loan Documentation, Commercial Real Estate Loan Servicing, Commercial Loan Support, Financial Marketing, Credit Analysis, and Contract Administration. Experiences in managing Commercial Real Estate Loan budgeting and funding disbursements, direct nation wide banking center business & commercial loan support, quoting financial products (direct consumer & dealer business relations), calculating casualty values and amortization schedules, assessing credit worthiness, analyzing financial statements, collecting receivables, account reconciliation. Specialist in onboarding college 529 plan accounts and donor advised funds.

Evelyn Martinez

41 years’ experience in the banking and financial services industry. Positions in Small Business Ba...
Plano, Texas, United States

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Evelyn Martinez’s Location Plano, Texas, United States

Evelyn Martinez’s Current Industry Jpmorgan Chase

Evelyn Martinez’s Prior Industry Capital One Commercial Banking | Legacytexas | Guaranty Bank | Caterpillar Financial Services

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Relationship Onboarder, WM Private Bank (DAF & 529 Specialist)

2019-07-01 00:00:00 - Present

Senior Commercial Loan Administrator

2009-03-01 00:00:00 - 2019-06-01 00:00:00

Banking Officer (Commercial Real Estate Loan Servicing Officer / Draw Processor)

2006-08-01 00:00:00 - 2008-10-01 00:00:00

Commercial Loan Specialist (Team Leader/Supervisor)

2003-05-01 00:00:00 - 2006-08-01 00:00:00

Marketing Representative II/Sales Support

1998-11-01 00:00:00 - 2000-10-01 00:00:00

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Evelyn Martinez is a 41 years’ experience in the banking and financial services industry. Positions in Small Business Banking Loan Documentation, Commercial Real Estate Loan Servicing, Commercial Loan Support, Financial Marketing, Credit Analysis, and Contract Administration. Experiences in managing Commercial Real Estate Loan budgeting and funding disbursements, direct nation wide banking center business & commercial loan support, quoting financial products (direct consumer & dealer business relations), calculating casualty values and amortization schedules, assessing credit worthiness, analyzing financial statements, collecting receivables, account reconciliation. Specialist in onboarding college 529 plan accounts and donor advised funds.

Evelyn Martinez has prior
experience in the following industries:
Capital One Commercial Banking | Legacytexas | Guaranty Bank | Caterpillar Financial Services

Evelyn Martinez has the following professional experience:
Jpmorgan Chase | Capital One Commercial Banking | Legacytexas | Guaranty Bank | Caterpillar Financial Services