LORRI K. DUVALL Quinton, VA 23141
l.duvallmba@gmail.com • Cell 804.389.0508
https://www.linkedin.com/pub/lorri-duvall-mba/20/99/1ba
Experience
SunTrust Bank, Richmond, VA
Vice President - Commercial Portfolio Manager November 2014 to Current
• Responsible for managing commercial and business banking portfolio with 145 relationships and
TBE up to $3.5MM
• Review and renewals include relationships containing SBA 7A/504 facilities
• Review credit information to determine quality, prepare credit memorandum with proper risk
assessment and present credit recommendations to Senior Credit Officers for final approval
• Research industry trends and financial performance for various industries to include in credit
recommendations including Not-for-Profit Organizations, Religious Organizations, Contractors
and Professional Organizations
Vice President - Loan Servicer Team Lead October 2013 to November 2014
Responsibilities included managing 13 teammates responsible for booking and funding loans for Business
Banking, Commercial, PWM, and HTBE PWM requests. Ensured that all government, and bank policies
and procedures were adhered to by all teammates.
Officer - Portfolio Manager July 2012 to October 2013
• Responsible for underwriting renewals and reviews for a Commercial Portfolio up to $2.5MM in
total borrower exposure within WLS, and manage LTBE Borrowing Base Portfolio
• Review credit information to determine quality, prepare credit memorandum with proper risk
assessment and present credit recommendations to Senior Credit Officers for final approval
• Research industry trends and financial performance for various industries to include in credit
recommendations including but not limited to Not-for-Profit Organizations, Religious
Organizations, Contractors and Professional Organizations
Officer - Credit Analyst February 2011 to June 2012
Responsible for spreading personal financial statements, personal tax returns, CPA prepared financial
statements, and business tax returns for the commercial and private wealth underwriting team. Manage
WLS LTBE borrowing base portfolio.
Officer - Workflow Pre-Screen Coordinator September 2010 to February 2011
Responsible for verifying submitted loan requests are complete and accurate before being processed by
the application processing area. Instrumental in developing this position.
Officer - Application Processing Manager August 2009 to August 2010
Responsibilities included managing 9 application processing teammates who specialized in processing
complex commercial and Small Business Administration loan requests. Candidate for SunTrust
Manager's Academy.
• Acted as the center subject matter expert for documentation required for the processing of business
loan applications. Ensured that all government, and bank policies and procedures were adhered to by
teammates. Participated and tested in an imaging system that is being used by the production center.
• Developed a tracking system to monitor incoming workflow and individual employee performance.
Information Desk Specialist September 2008 to July 2009
Primary responsibility was to verify that requests being submitted were complete and accurate before
being moved to the application processing area.
• Instrumental in helping to develop and implement plans and procedures for transforming the center
from a regionalized Business Banking Center to a footprint-wide Commercial, Private Wealth
Management, and Small Business Administration lending center. Developed and implemented a
single entry point for all incoming applications through a variety of channels including US and inter-
office mail, fax, and e-mail.
Commercial Underwriting Assistant August 2007 to August 2008
Liaison between underwriters and relationship managers. Developed spreadsheets, and other reporting
for management to track loan volumes and individual productivity.
Project Manager November 2001 to August 2007
First level support for 15 Business Banking Officers and Business Banking Relationship Managers.
Worked with branches, Business Banking Officers, and Business Banking Relationship Managers to clear
commercial loan collateral exceptions in a timely manner. Worked directly with attorneys, Business
Banking Officers, and Business Banking Relationship Managers to attend closings for Commercial Real
Estate loan closings.
Administrative Assistant/Marketing Specialist March 1999 to October 2001
First level support for 50 Richmond area branches concerning Large Currency Transaction Reporting and
sales incentive issues. Responsible for placing ad requests for various news publications.
Crestar Bank, Richmond, VA May 1996 to February 1999
Administrative Assistant
Contributed to the implementation of a new teller system. Responsible for the daily/weekly placement of
20 Utility and 25 Temporary Tellers.
Utility Teller/Customer Service Assistant August 1989 to April 1996
Teller/Back-up Commercial/Foreign Currency Teller
Responsible for filling branch vacancies in either a teller or customer service position. Provided paying
and receiving teller services, and general banking information. Responsible for branch cash control,
selling and buying foreign currency, drafts, and sending wires.
Education
University of Phoenix, Richmond, VA March 2014
Master of Business Administration, Accounting
University of Phoenix, Richmond, VA March 2011
Bachelor of Science, Accounting
J. Sargeant Reynolds Community College, Richmond, VA July 1998
Associate of Science, Business Administration
References Available Upon Request

Lorri Duvall MBA

  • 1.
    LORRI K. DUVALLQuinton, VA 23141 l.duvallmba@gmail.com • Cell 804.389.0508 https://www.linkedin.com/pub/lorri-duvall-mba/20/99/1ba Experience SunTrust Bank, Richmond, VA Vice President - Commercial Portfolio Manager November 2014 to Current • Responsible for managing commercial and business banking portfolio with 145 relationships and TBE up to $3.5MM • Review and renewals include relationships containing SBA 7A/504 facilities • Review credit information to determine quality, prepare credit memorandum with proper risk assessment and present credit recommendations to Senior Credit Officers for final approval • Research industry trends and financial performance for various industries to include in credit recommendations including Not-for-Profit Organizations, Religious Organizations, Contractors and Professional Organizations Vice President - Loan Servicer Team Lead October 2013 to November 2014 Responsibilities included managing 13 teammates responsible for booking and funding loans for Business Banking, Commercial, PWM, and HTBE PWM requests. Ensured that all government, and bank policies and procedures were adhered to by all teammates. Officer - Portfolio Manager July 2012 to October 2013 • Responsible for underwriting renewals and reviews for a Commercial Portfolio up to $2.5MM in total borrower exposure within WLS, and manage LTBE Borrowing Base Portfolio • Review credit information to determine quality, prepare credit memorandum with proper risk assessment and present credit recommendations to Senior Credit Officers for final approval • Research industry trends and financial performance for various industries to include in credit recommendations including but not limited to Not-for-Profit Organizations, Religious Organizations, Contractors and Professional Organizations Officer - Credit Analyst February 2011 to June 2012 Responsible for spreading personal financial statements, personal tax returns, CPA prepared financial statements, and business tax returns for the commercial and private wealth underwriting team. Manage WLS LTBE borrowing base portfolio. Officer - Workflow Pre-Screen Coordinator September 2010 to February 2011 Responsible for verifying submitted loan requests are complete and accurate before being processed by the application processing area. Instrumental in developing this position. Officer - Application Processing Manager August 2009 to August 2010 Responsibilities included managing 9 application processing teammates who specialized in processing complex commercial and Small Business Administration loan requests. Candidate for SunTrust Manager's Academy. • Acted as the center subject matter expert for documentation required for the processing of business loan applications. Ensured that all government, and bank policies and procedures were adhered to by teammates. Participated and tested in an imaging system that is being used by the production center. • Developed a tracking system to monitor incoming workflow and individual employee performance.
  • 2.
    Information Desk SpecialistSeptember 2008 to July 2009 Primary responsibility was to verify that requests being submitted were complete and accurate before being moved to the application processing area. • Instrumental in helping to develop and implement plans and procedures for transforming the center from a regionalized Business Banking Center to a footprint-wide Commercial, Private Wealth Management, and Small Business Administration lending center. Developed and implemented a single entry point for all incoming applications through a variety of channels including US and inter- office mail, fax, and e-mail. Commercial Underwriting Assistant August 2007 to August 2008 Liaison between underwriters and relationship managers. Developed spreadsheets, and other reporting for management to track loan volumes and individual productivity. Project Manager November 2001 to August 2007 First level support for 15 Business Banking Officers and Business Banking Relationship Managers. Worked with branches, Business Banking Officers, and Business Banking Relationship Managers to clear commercial loan collateral exceptions in a timely manner. Worked directly with attorneys, Business Banking Officers, and Business Banking Relationship Managers to attend closings for Commercial Real Estate loan closings. Administrative Assistant/Marketing Specialist March 1999 to October 2001 First level support for 50 Richmond area branches concerning Large Currency Transaction Reporting and sales incentive issues. Responsible for placing ad requests for various news publications. Crestar Bank, Richmond, VA May 1996 to February 1999 Administrative Assistant Contributed to the implementation of a new teller system. Responsible for the daily/weekly placement of 20 Utility and 25 Temporary Tellers. Utility Teller/Customer Service Assistant August 1989 to April 1996 Teller/Back-up Commercial/Foreign Currency Teller Responsible for filling branch vacancies in either a teller or customer service position. Provided paying and receiving teller services, and general banking information. Responsible for branch cash control, selling and buying foreign currency, drafts, and sending wires. Education University of Phoenix, Richmond, VA March 2014 Master of Business Administration, Accounting University of Phoenix, Richmond, VA March 2011 Bachelor of Science, Accounting J. Sargeant Reynolds Community College, Richmond, VA July 1998 Associate of Science, Business Administration
  • 3.