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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
  • Commercial Lending and Refinance
  • Proficiency in Word Excel, Adobe, PeopleSoft/Oracle
  • Records maintenance
  • Customer research
  • Investigation due diligence
  • Loan documentation
  • Billing specialist
Experience
03/2017 to Current
Commercial /Loan Documentation SpecialistPacific Western Bank － Carlsbad, CA
  • 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 SpecialistPacific Western Bank － Carlsbad, CA
  • 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 － Carlsbad, CA
  • 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 － Vista, CA
  • 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 － San Marcos, CA
Some College (No Degree): Criminology/ BusinessCalifornia State University - San Marcos － San Marcos, CA
Certifications
  • First Aid/CPR
  • Commercial Real Estate Lending
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Resume Overview

Companies Worked For:

  • Pacific Western Bank
  • Wells Fargo

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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