Commercial /Loan Documentation Specialist Resume Example
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COMMERCIAL /LOAN DOCUMENTATION SPECIALIST
Summary
Hardworking and reliable Commercial/ Loan Processor with strong ability in problem-solving and communication. Offering teamwork, adaptability and time management. Highly organized, proactive and punctual with team-oriented mentality. Ready to leverage 3+ years of experience in new position at CDC Small Business Finance.
Skills
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Experience
03/2017 to Current
Commercial /Loan Documentation SpecialistPremier Bank － Ashland , OH
- Process commercial/ small business/real estate/ unsecured/ UCC secured/guidance line, loan documents for the Bank.
- Followed up with appropriate stakeholders for guaranty approval, charge off and maturity extension.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Ensure credit approvals, legal documentation, loan document worksheet, as well as the loan supporting documentation (such as collateral, insurance, escrow, disbursement information, etc.) stay consistent with one another.
- Collect loan documentation and interest due fees.
- Bring any discrepancies to management/loan processors/loan officers/assistance.
- Maintain daily spreadsheets.
- Meet the deadlines established for callback based on the complexity of each loan.
- File maintenance and special projects as assigned
- Proficient in Microsoft Word, Excel, Outlook, and loan software (FIS) IBS loan core system and Laser Pro Documentation.
- Provided excellent service through phone and e-mail conversations.
- Performed daily maintenance of loan applicant database.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Filed completed packages quickly and efficiently.
- Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
05/2016 to Current
Legal Process SpecialistNortheast Bancorp － Auburn , ME
- Improved customer satisfaction by finding creative solutions to problems.
- Collected payments and ensured proper posting to appropriate customers accounts.
- Recorded collections from government agencies and third party agencies.
- Recorded information about customers' financial status and collections status efforts.
- Remained calm,stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals.
- Earned reputation for good attendance and hard work.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Complied with all Legal security and control policies.
- Process Levies from Franchise Tax Board, IRS, Child Support, Vehicle Registration Collections, Employment Development Department, Industrial Health and Safety, State Board of Equalization.
- Complied with due dates for Summons, Litigations, Search Warrants, and Subpoenas.
- Recorded and updated customer personal accounts with accurate contact information.
- Prepared packages containing all pertinent documentation for collections accounts.
02/2015 to Current
Sr. Operation SpecialistPacific Western Bank － City , STATE
- Handled all delegated tasks, including teller corrections and assistance.
- Recognized by management for providing exceptional customer service.
- Improved operations by working with team members and customers to find workable solutions.
- Printing daily reports.
- Reviewing daily e-mails in a timely matter.
- Verifying checks for fraud/forgery.
- Turn in daily/monthly reports
- Assisting 60+ branches with teller correction
- Adding new account in the system
- Organizing all NSF/ Return Checks to be mailed
- Established material flow routes, route layouts and handling methods for delivery and supply storage.
08/2011 to 02/2015
Personal BankerWells Fargo － City , STATE
- Created detailed financial models and applied analytical tools to facilitate variance analysis.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Processed invoices and checks and maintained daily cash logs and deposits.
- Created strategic financial solutions to suit individualized client needs.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Provided clients with budget management and financial guidance.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Improved decision-making by using current data on market conditions and individual financial situations.
- Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
- Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
- Maximized branch revenue by optimizing daily operations.
- Established connections with new clients through proactive follow-up strategies.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Increased teller efficiency by developing and implementing improved service methods
- Developed highly effective teams to support branch operations and cultivate customer satisfaction.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Education and Training
06/2013
Arts And HumanityPalomar College － City, State
Some College (No Degree): Criminology/ BusinessCalifornia State University - San Marcos － City, State
Certifications
- First Aid/CPR
- Commercial Real Estate Lending
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School Attended
- Palomar College
- California State University - San Marcos
Job Titles Held:
- Commercial /Loan Documentation Specialist
- Legal Process Specialist
- Sr. Operation Specialist
- Personal Banker
Degrees
- Arts And Humanity
Some College (No Degree) : Criminology/ Business
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