Sr Commercial Loan Processor Document Specialist resume example

Set up, process and complete loan packages through closing using Synergy LOS - specializing in small business commercial properties.

• Process loans using Synergy
• Process, review and update loan requests following due diligence procedures required to determine values of collateral and bank lien position or compliance with regulatory requirements
• Consult with third party vendors, closing agents, attorneys, insurance company to obtain necessary loan closing documentation and to resolve specific exception and transactional issues
• Review documentation for decline loans, complete required documentation and provide mailing of regulatory required notifications to customers about declined loans
• Oversaw applying standard departments, regulatory, and loan policies and guidelines. Take necessary action to resolve basic/complex and questionable issues or refer to appropriate team members
• Stay aware of risk within my functional area, including observing all policies, procedure, laws, regulation and risk limits specific to role. Raise and report known or suspected violations to the appropriate company authority in a timely fashion
• Coordinated closing process with attorneys, title companies and government clerks.
• Upheld complete confidentiality of all submitted information according to release guidelines.

Establish and maintain relationships with individual and/or business customers with customer retention in mind.

• Open personal and business accounts including Checking, Savings, IRA, HSA, MMK, and CD accounts
• Consumer lending including Auto Loans, Personal Loans, Personal Lines of Credit, Home Equity Loans and Lines, and Visa Credit Cards
• Teller and cash handling
• Maintained friendly and professional customer interactions

Deliver exceptional member service and retention through advice, guidance, and education of financial products to strengthen members financial lives

• Created strategies to develop and expand sales of services to existing members
• Open personal and business accounts including Checking, Savings, MMK, IRA, HSA, and Time Deposit/CD accounts
• Consumer lending including Auto Loans, Personal Loans, Personal Lines of Credit, and Visa Credit Cards
• Executed member transactions, including deposits, withdrawals, money orders and checks, wire transfers, stop payments and account transfers
• Teller and Vault cash handling

Open personal and business accounts including Checking, Savings, MMK, IRA, HSA, and Time Deposit/CD accounts. Extensive teller experience as Head Teller.