commercial loan specialist resume example with 19+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Competent in handling high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets.
Capable of working alone or with team members to accomplish tasks and enhance processes.
Experienced administrative professional offering solid background in loan processing. Able to coordinate documents, correct errors and liaise with external parties to complete paperwork and facilitate smooth closings. Knowledgeable about best practices and regulatory requirements.
Hardworking and dependable
with strong ability in multitask with great customer service abilities, reliable and great team player. Organized, proactive and punctual with team-oriented mentality.
Skills
Administrative support
Jack Henry/Silverleaf
Customer service
MS Office
Problem resolutions
Sageworks
Experience
01/2021 to 04/2023Commercial Loan SpecialistBanner Bank | Spokane, WA,
Review both new and renewed executed documents, such as promissory notes, guaranties, security agreement and etc.
Setup exceptions and cleared off sageworks
Uploaded exceptions on Jack Henry/Silverleaf
Ordered all searches for commercial loans including flood, UCC's and (EDR) environmental for all phases
Picked up & assigned executed incoming mail for team
Upload and cleared all mortgage loans on both Silverleaf and Sageworks
Assist with special projects as need - (cleared over 6000 PPP loans by emailing borrower paid note and SBA PPP letter)
Assist with file clean up for bank audit
Trained new team member on the exceptions report
Volunteered for both team and bank outside activities ex: ( giving gowns, breast cancer awareness, christmas volunteered for clothes and toy drive; team building and etc),
Assist other teams with special project when available
Assist with writing team procedures
02/2019 to 06/2020Commercial Lending AssistantTriumph Bancorp, Inc. | Moline, IL,
Prepared and delivered loan documents to title and escrow teams.
Organized, filed and maintained customer, department and regulatory loan records.
Submitted completed loan applications, including recommendations for underwriting approval or denial.
Checked applicant credit, personal references and employment histories.
Generate weekly outstanding exceptions reports
Clear outstanding exceptions
Generate all required documents forms to clients when needed
Prepare required documents for loans to be executed by clients
Pull verification of existence (VOE’s) on every client
Upload documents into internal system both Director and Precision
Daily contact with attorneys
Daily contact with both internal external customers
04/2018 to 06/2018Client Relationship Associate IIIKeybank National Association | Potsdam, NY,
Supported 4 lending officers
Provided general administrative support to the Bankers and Relationship Managers
Assisted Relationship Manager’s with loan portfolio by clearing collateral, credit and deposit
Assisted with the collection of past dues accounts
Authorized the payments and fee waiver for commercial client overdraft
Daily communications with clients, attorneys, insurance companies and 3rd party vendors
Assisted with ordering appraisals, flood determination or recertification, UCCs, verifications of existence (VOE,s) and verified OFAC status
Worked closely with attorneys to prepare complex documentations
Generated weekly outstanding exceptions reports
Clearing outstanding exceptions
Generated all required documents form clients when needed
Upload document to internal system Director and Precision
05/2007 to 06/2017Trust AssociateBNY Mellon Bank | City, STATE,
Assessed conformance of potential adjustments with company structures and strategic goals.
Created agendas and communication materials for team meetings.
Worked closely with stock and bonds, process new and existing wires for outgoing loans, CDO,s invoices and borrowings
Revised bonded legal credit agreements to verify compliance are maintained
Researched outstanding items, assisted with training all new team members and all new procedures and process
Processed new and existing wires for outgoing loans, CDO,s, invoices and borrowing
Researched and updated daily ratings on both WSO and SAM
Read, analyzed, interpret both domestic and foreign wires for accuracy
Tracked loan history from other financial institutions
Daily researched outstanding items thru Bloomberg
Cleared outstanding items on tickler and error reports agains loans
Efficiently, read, analyzed and interpret legal documents trade tickets
Assisted with hourly tracking log of teams volume
Balanced daily cash deposits and vault inventory with zero error rate.
Maintained customer financial information and files.
Adhered to regulatory and company security and audit procedures.
Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
Generated various financial reports for supervisors and managers for review and forecasting.
Handled over [Number] customers daily and processed transactions, deposits and withdrawals.
Used dynamic research and interpersonal skills to swiftly resolve customer issues.
Posted journal entries in accounting software.
Cultivated lasting partnerships, which led to lucrative opportunities as result of consistently following up with clients and providing exemplary service.
Supervised tellers to verify compliance with both federal and local regulations.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Understood and followed oral and written directions.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Prioritized and organized tasks to efficiently accomplish service goals.
Demonstrated leadership by making improvements to work processes and helping to train others.
Identified needs of customers promptly and efficiently.
01/2002 to 05/2007Processor IvWashington Mutual Bank | City, STATE,
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Earned reputation for good attendance and hard work.
Created agendas and communication materials for team meetings.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Collaborated with others to discuss new opportunities.
Updated all required reports, booked and funded commercial, mortgage and small business loans
Reviewed insurance requirements for compliance and follow-ups with turnaround time of Outstanding items by reaching out to clients
Generated laser Pro documents on a daily basis which consist of commercial, mortgage and small business
Reviewed loan closing documents for accuracy of commercial and mortgage
Engaged and interact with attorneys on the preparation of legal documents that were outside of the regular scope
Funded loans and processed loan payoffs
Daily contact with internal and external clients
Ordered appraisals and reviewed title searches and title policies
Education and Training
Expected in to to High School Diploma | Forest Brook High School, Houston, GPA:
Expected in to to | Houston Community College, Houston, TXGPA:
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