Client Servicing Specialist 1, 2, 3 Loan Servicing Specialist 4 Documentation Specialist 4 Resume Example

• Real Estate Expediter – instrumental in implementing and leading

new process in the East Centralized Credit business loan renewal

department

• Place real estate appraisal orders and environmental consultation orders
• Review existing loan documents to verify our collateral

Promissory note, mortgage/deed of trust, title work, flood

• Research documentation discrepancies using county websites or calling county offices to validate recording of mortgages, tax cards, ownership, zoning
• Review the underwriters notes to obtain knowledge of the new terms and structure in order to set the loan up for documentation
• Work with our BBRes department to make sure the documents are prepared and sent to our customers with the correct information and in a timely manner
• Coordinate communications between underwriters/appraisal group/documentation areas
• Review loans/lines to see if they meet criteria for renewal without a financial package i.e. reviewed fico scores, fam scores, years as customer, payment history, collateral
• Create financial packages for loans/lines based on previous financials received and credit policy.
• Set up customer profiles
• Review financials – business and personal tax returns, financial statements, rent rolls to make sure they are complete.
• Assist team mates with issues that arise in processing
• Assist bankers with issues they may have with our new systems to include BLAST, AFS and SeeMorePlus
• Backup and assist manager in daily operations.
• Review maturing business loans to determine if renewals, extensions or Collections follow up is needed.
• Review collateral securing loans to confirm that we are properly margined with liquid collateral and holds are in place.
• Monitored draw-period loans to make sure the Relationship Managers knew of approaching conversion dates.
• Work with field partners and customers to answer questions and/or resolve issues that may arise
• Maintain high production of renewals and low error ratio for packages.
• Documented new flood verification procedures
• Train new employees on our processes to include: new client specialists, underwriters and collection personnel.