participation syndication loan specialist resume example with 12+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
ACCOUNTING PROFESSIONAL AND BANKING OPERATIONS Detail-oriented Bank Accountant with extensive knowledge of banking procedures who adapts to evolving accounting procedures as applicable to the banking industry. Proficient in General Accounting including Domestic and International Wire Transfer, Credit Cards, Deposit Operations, Teller, Consumer, Commercial, Dealer loans, Investors Reporting, Reconciliations, Cash Account Balancing, Receivable and Payable. Reporting, Researching, Colson-SBA, Fixed Assets, EFT and ACH.
MS Word, Excel, Outlook, Windows, Access, FIS, Metavante, Hogan, AFS Level 3, Nautilus, Fiserv and Bi-Lingual
Chattanooga State Community College Richland Community College Chattanooga Dallas, TN TX Expected in Associate Degree : Accounting - GPA : Accounting
, Expected in Associate Certificate in Computer Information : - GPA :
Texas Capital Bank - Participation/ Syndication Loan specialist
City, STATE, 06/2014 - 10/2016
  • Monitored transactional exception activities on syndicated and participated facilities, including System posting of all funds received or disbursed.
  • Received daily research and maintenance requests from lending officers, relationship associates, bank customers and correspondent financial institutions and performed the necessary analysis and system adjustment required.
  • Reviewed and cleared various exception reports including past due, paid loans, fees and interest by resolving the necessary monetary and systems maintenance required for resolution.
  • Managed email box for Loan Operation and distributed incoming and executing of wire transfers.
  • Completed successfully pay-off quotes and verification of loans in one hour.
  • Responded to inquiries within guideline and provided a high level of service in order to maintain a good working relationship with auditors, internal and external customers.
Beal Bank - Loan Accounting Specialist / Investor Accounting
City, STATE, 01/2009 - 04/2012
  • Reconciled investor accounts and demand accounts, remitted notices, created reports, updated and maintained investors accounts according to servicing agreements.
  • Reconciled various internal and external DDA, Cash, Custodial and General Ledger accounts and played unique role by assisting with complicated recons and clearing discrepancies.
  • Balanced clearing accounts daily and reported to management cash activities.
  • Communicated regularly and worked closely with Corporate Accounting, Management and Servicing Departments and Customers during acquisitions.
  • Researched missing activities from accounts and worked closely with Controller overseeing all cash activities and assisted others in clearing aging items and journal entries.
Comerica Bank - Quality Control Specialist / Reconciliation
City, STATE, 11/2006 - 08/2009
  • Successfully completed daily and monthly task to ensure accuracy and identify various issues with application of loan document reviews, new loans, renewed loans, modifications, participation loans.
  • Issued daily exception report of findings in compliance with bank policy and submitted to processors and loan officers for required correction maintenance and accuracy.
  • Performed daily and monthly reconciliation of various general ledger accounts.
  • Created and submitted monthly error report with solution to department supervisor for correction.
Comerica Bank - SBA Reporting / Reconciliation Specialist
City, STATE, 01/2001 - 11/2006
  • Performed daily balancing of Loans and General ledger for each of the Colson and SBA participants.
  • Analyzed, reconciled and prepared Governmental reports and processed monthly journal entries.
  • Researched and cleared outstanding items from loans, bank accounts and GL's on daily basis.
  • Cleared reconciling items within given guidelines and processed month end journal entries.
acquisitions, Bi, Controller, Corporate Accounting, email, financial, funds, General ledger, General Ledger accounts, GL, Hogan, loan document, Access, Excel, Outlook, Windows, MS Word, processors, reconciling, research, supervisor, unique
Additional Information
  • COMMUNITY SERVICE Assist women in Outreach Ministries with the homeless, single parents, widows, abused and prisoners in order to transform poverty into productivity. Provided service in a community of poor, illiterate and needy to motivate, educate and assist them to work in society and to become independent. Raised funds to build schools and an orphanage for children of less fortunate. Volunteered on civic and community building and repair projects to represent the bank in the community and also with United Way, March of Dimes, Walk America and Meals on Wheels.

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Resume Overview

School Attended

  • Chattanooga State Community College Richland Community College

Job Titles Held:

  • Participation/ Syndication Loan specialist
  • Loan Accounting Specialist / Investor Accounting
  • Quality Control Specialist / Reconciliation
  • SBA Reporting / Reconciliation Specialist


  • Associate Degree
  • Associate Certificate in Computer Information

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