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Sr Commercial Loan Processor Document Specialist Resume Example

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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

Experienced Senior Small Business/Commercial Loan Processor specializing in commercial real estate with an extensive background in Personal Banking with the ability to deepen customer relationships through needs based assessment as well as solution offerings to strengthen financial lives. Engaged and able to respond to, and complete, lender requests including those that require in depth knowledge of commercial real estate.

Education
BURLEY SR HIGH SCHOOL BURLEY, ID Expected in 1982 High School Diploma : Graduated - GPA :
Continued education on current banking laws, regulations and ethics as required , Expected in Banking Education : - GPA :
Skills
  • Commercial loan processing
  • Consumer banking specialist
  • Engaged relationship-builder
  • Excellent time management skills
  • Insurance licensed
  • 15+ years of customer contact experience in a financial services industry
  • Contract finalization
  • Information verification
  • Legal compliance
  • Appraisal
  • Practices due diligence
  • Goal-oriented
  • Self-sufficient
  • Commercial and credit loans
Certifications and Accomplishments

  • Georgia Insurance Licensed as Resident Agent - Life and Annuity
  • Alabama Insurance Licensed Agent - Life and Annuity
Work History
Finance Of America Commercial - Commercial Loan Processor (remote)
City, STATE, 12/2020 - Current
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Checked packages for appropriate documentation.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Collaborated with stakeholders about extension, guarantees and charges.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Collaborated with stakeholders to manage loan files and databases and prepare general correspondence.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
SYNOVUS BANK - SR COMMERCIAL LOAN PROCESSOR/DOCUMENT SPECIALIST
City, STATE, 02/2017 - 12/2020
  • Review loan requests and follow due diligence procedures required to determine values of collateral and bank lien position or compliance with regulatory requirements
  • Update loan requests with the results of the due diligence that has been performed including collateral value and lien position. Determine if the request requires additional underwriting based on these results and forwards to the proper team member for completion
  • 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
  • Provide back office customer service support to internal and external customers including completion of systems updates and documentation completion required prior to requesting loan documents. Preform functions using a variety of banking and lending system applications
  • Review all loan documents to ensure documentation is approved and in compliance with regulations and company policy; maintain knowledge of current lending policies, procedures and regulations. Stay abreast of variations in laws across state boundaries. Attend and complete all necessary training
  • Ensure all required manual and system generated transactions are processed in timely manner throughout the entire loan workflow process. Monitor the loan process; identify, review and resolve all delays, rejects and overrides
  • Responsible for 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
  • Orient, train or review the work of lower level commercial/SB loan processors
  • 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
  • Preform other related duties a required
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
REGIONS BANK - FINANCIAL SERVICES SPECIALIST III
City, STATE, 05/2015 - 02/2017
  • Created strategies to develop and expand sales of services to existing customers
  • 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
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Maintained friendly and professional customer interactions
  • Advised clients on mortgage, educational and personal loans
  • Teller and cash handling
FIRST TECH FEDERAL CREDIT UNION - FINANCIAL SOLUTIONS REPRESENTATIVE
City, STATE, 2014 - 03/2015
  • 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
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Advised members on mortgage, educational and personal loans
  • Executed member transactions, including deposits, withdrawals, money orders and checks, wire transfers, stop payments and account transfers
EASTMAN NATIONAL BANK - SR PERSONAL BANKER
City, STATE, 08/2004 - 2014
  • Maintained friendly and professional customer interactions
  • Open personal and business accounts including Checking, Savings, MMK, IRA, HSA, and Time Deposit/CD accounts
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Executed wire transfers, stop payments and account transfers
  • Created strategies to develop and expand sales of services to existing customer with customer retention in mind
  • Acquired extensive teller experience as Head Teller while working at Eastman National Bank from 9/2004 through 5/2008

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Resume Overview

School Attended
  • BURLEY SR HIGH SCHOOL
  • Continued education on current banking laws, regulations and ethics as required
Job Titles Held:
  • Commercial Loan Processor (remote)
  • SR COMMERCIAL LOAN PROCESSOR/DOCUMENT SPECIALIST
  • FINANCIAL SERVICES SPECIALIST III
  • FINANCIAL SOLUTIONS REPRESENTATIVE
  • SR PERSONAL BANKER
Degrees
  • High School Diploma
  • Banking Education

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