Commercial Loan Administrator Resume Samples

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S Rogahn

Shanie

Rogahn

1644 Willard Spur

San Francisco

+1 (555) 752 6864

1644 Willard Spur

San Francisco

Phone

p +1 (555) 752 6864

Experience Experience

Dallas, TX

Commercial Loan Administrator

Dallas, TX

Jenkins-Brekke

Dallas, TX

Commercial Loan Administrator

Monitors note rate re-pricing, fixings and other pre-and post-closing tasks
Manages and monitors loans on an ongoing, day-to-day, and transactional basis working in close partnership with the Commercial Relationship Manager
Verifies pre-closing conditions have been met prior to closing
Acts as the primary liaison with customers, attorneys, inspectors and title company representatives, during all phases of financing
Follows up and meets with Relation manager regarding closing, disbursement and/or other loan issues
Processes incoming and outgoing correspondence
Process incoming and outgoing mail

New York, NY

Commercial Loan Administrator, Eagle Lending

New York, NY

Corkery, Kuphal and Herman

New York, NY

Commercial Loan Administrator, Eagle Lending

Perform quality assurance on KYC performed by the loan teams to ensure the Bank’s BSA/AML guidelines are met
Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor
Validate the full and proper execution of loan documentation and fund the loans
Setup, modify, extend, or renew loans on the accounting system
Processes initial closing disbursement according to Closing Statement instructions
Ensure the loan has been properly inputted onto the loan documentation system, verifying accurate Boarding Data form to assist Booking Team
Declines loan requests as incomplete for missing supporting documentation and assists in meeting team and corporate initiatives

present

Detroit, MI

Senior Commercial Loan Administrator

Detroit, MI

Treutel-O'Reilly

present

Detroit, MI

Senior Commercial Loan Administrator

present

Act as SME in an advisory capacity to senior managers and lead new work. Recommend business performance improvements
Manage the work flow/process to achieve an efficient and productive result
Manage and monitor a complex portfolio of work representing a significant amount of risk
Ensure high quality loan administration work, and timeliness within the guidelines of the bank, ensuring quality client service
Create customer billings for third party vendors
Complete loan/collateral worksheets and process loan supporting documentation
Work with and train subordinates to assure department policies/procedures are being followed

Education Education

Bachelor’s Degree in Customer Interaction

Illinois State University

Bachelor’s Degree in Customer Interaction

Skills Skills

Good knowledge and understanding of business unit’s key products and services, processes and controls
Ability to think independently and apply sound judgment in making decisions that mitigate the risk profile
Good knowledge of departmental systems and applications
Good knowledge of standard desktop applications used by the business unit
Solid knowledge of process and/or project management
Solid knowledge of departmental systems and applications
Solid knowledge and understanding of business unit’s key products and services, processes and controls
Solid knowledge of standard desktop applications used by the business unit
Strong analytical and problem-solving skills
Good change leadership skills

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4 Commercial Loan Administrator resume templates

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Senior Commercial Loan Administrator Resume Examples & Samples

Manage and monitor a complex portfolio of work representing a significant amount of risk
Act as SME in an advisory capacity to senior managers and lead new work. Recommend business performance improvements
Escalate all unresolved processing issues to the appropriate level, as per guidelines
5 to 7 years of business purpose/commercial documentation experience handling complex transactions
Solid knowledge and understanding of business unit’s key products and services, processes and controls
Solid understanding of business unit’s risk and regulatory requirements
Solid understanding of internal business partner’s business, services and organization
Works Independently

Commercial Loan Administrator Resume Examples & Samples

1-4 years commercial loan processing from a consumer bank
Must have knowledge of UCC-1 filings
Minimum 1 year commercial loan processing experience for a financial institution
Working knowledge of documentation preferred
Knowledge of loan documentation and UCC-1 filings
Ideal candidate must be detail oriented and possess strong organizational skills

Senior Commercial Loan Administrator Resume Examples & Samples

Internal
Team members
PO managers and other PO business units to partner in the delivery of key accountabilities
Internal business partners to consult/ advise/ service in the delivery of key accountabilities
Corporate Services Areas
External
Third-Party Vendors/Suppliers
Strong investigation skills

Commercial Loan Administrator Resume Examples & Samples

Good knowledge and understanding of business unit’s key products and services, processes and controls
Good understanding of internal business partner’s business, services and organization
Good knowledge of area(s) of expertise and ability to perform business purpose lending activities, including but not limited to, order and review of required entity and collateral due diligence, preparation of loan documents, perfection of collateral and set-up of exception/ongoing monitoring requirements

Commercial Loan Administrator Resume Examples & Samples

Fulfill all of due diligence requirements
Make sure all approval requirements are satisfied prior to loan closing
Prepare all business/commercial loan documentation using loan documentation system. This duty requires ability to read and comprehend loan approval
Ensure the loan has been properly inputted onto the loan documentation system, verifying accurate Boarding Data form to assist Booking Team
Verify that each loan has been funded in accordance with the loan approval, and the transaction is adequately documented to strengthen and support any bank requirements, if necessary
Review collateral documents for accuracy; ensure collateral lien perfection is secured to protect bank’s lien position (UCC, MV-1, Real Estate filings, etc.)
Order appraisal/Real Estate Evaluation and Environmental reports
Setting up appropriate exception and ongoing monitoring tracking items
Assisting with loan booking process
Manage and monitor a more complex portfolio of work representing a significant amount of risk
3 to 5 years of business purpose/commercial documentation experience handling more complex transactions; real estate transaction experience is preferred
Good knowledge of departmental systems and applications; LaserPro knowledge is preferred
Good knowledge in commercial credit is preferred
Fast learner and ability to work under minimal supervision

Commercial Loan Administrator Resume Examples & Samples

Leads the deal team in the preparation of the most complex commercial loan documentation packages including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans. Uses established knowledge and experience to mitigate risk without sacrificing quality. Considers all potential risk before taking action and escalates to management as appropriate
Determines internal/external processing path for each loan documentation package. Responsible for the proper documentation of the loan package once this determination has been made
Ensures that final loan packages meet BOW standards in preparation of the boarding process. Confirms final loan package meets all requirements. Once confirmed, images required files for submission
Serves as primary support for payments, draws, advances as part of the servicing function. Provides ongoing tracking and monitoring of covenants, insurance, et. al. to management. Monitors loans for delinquencies and notifies appropriate deal team member for action. Education Required
Bachelor’s Degree preferred Required Experience
6 to 8 years of directly related experience
Ability to think independently and apply sound judgment in making decisions that mitigate the risk profile
Expertise in compliance policy (OFAC, KYC, insurance disclosures, etc.)
BOW systems expertise

Commercial Loan Administrator Resume Examples & Samples

Works specifically on complex loans for commercial real estate/construction and term loans
Manages and monitors loans on an ongoing, day-to-day, and transactional basis working in close partnership with the Commercial Relationship Manager
Acts as the primary liaison with customers, attorneys, inspectors and title company representatives, during all phases of financing
Ensures all terms of the loan as approved are incorporated in the loan documents
Ensures all closing conditions are met and loans are closed within time frames
Responsible for set up and monitoring loan and financial ticklers to ensure accuracy and timeliness
Administers a real estate portfolio in accordance with credit policy requirements for risk management. Analyzes title insurance commitment reports including title exceptions, and prepares tile/escrow instructions
May provide monthly construction draw analysis, reconciliation and disbursement
May process all types of draw requests and recommend approval
Ensures all necessary documentation has been received
Takes action on times affecting the disbursement process such as change orders, sufficiency of funds, liens, set asides, restricted starts, etc
Negotiates loan documents and evaluates alternate solutions
Prepares data input sheets and provides information so that loans may be boarded on the proper servicing system and ensures all loan coding is correct
Monitors note rate re-pricing, fixings and other pre-and post-closing tasks
Maintain files with sufficient documentation for third-party review; prepares files for timely audits. Reviews and analyzes land surveys and environmental reports
Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Exercises judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions
May direct the daily work of others or be assigned as “Team Lead” for a group of associates
Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Requires a bachelor’s degree or equivalent experience
6-10 years of relevant commercial and real estate lending experience
Advanced loan administration experience with knowledge of letters of credit,

Commercial Loan Administrator Resume Examples & Samples

Provides documentation review, customer service, database integrity and accounting functions that enable Santander to avert losses and mitigate undue risk
Serves as liaison between the customer and Relationship Manager to provide Red Carpet customer service on loan and deposit related issues
Provides consistent quality customer service to both internal and external customers that meets or exceeds Santander s standards
Provides strong levels of support to SBB lenders and the entire Small Business Banking team
Ensures compliance with management policies, Santander credit policy and Federal and State regulations
Processes credit requests through the BBO/AFS Express underwriting system
Performs front-end duties such as credit application screening, AFS research, Fiserve research, corporate data base searches (legal name/UCC), OFAC searches, completion of applicant profile sheet, ordering of files through documentation, and completion of 4506-t verification
Serves as the primary liaison between branch personnel and SBB Lenders
Provides excellent customer service to our internal Business Partners, as well as external customers
Analyzes loan requests that are in the Auto Decline/Auto Approval range
Approves or denies the auto decision based on credit policy
Declines loan requests as incomplete for missing supporting documentation and assists in meeting team and corporate initiatives
Researches inquires and provides timely resolution to our Business Partners
Ensures compliance to management policies, Santander procedures and government regulations
Ensures the accuracy of critical data (i.e. risk ratings, non-accruals, pricing, etc.) to effect timely processing and minimize negative impact on the customer or bank
Monitors portfolio risk for delinquencies, maturities and overdrafts and the accuracy of critical data (i.e. risk ratings, non-accruals, pricing, etc.) to ensure timely processing and minimize any negative impact on the customer or bank
Reviews legal documentation & loan system accounting records at set-up, initial funding & subsequent loan activity, including advances, paydowns & repricings to ensure compliance & conformity with legal, regulatory & credit policies for loan document
Updates bank systems to properly reflect loan status and ensure system is accurate and complete prior to transfer to Quality Control Unit
Assists in meeting team and corporate initiatives
Researches inquiries and provides timely resolution for Business Partners
Analyzes loan requests and approves or denies decision based on credit policy
Bachelors Degree or Equivalent Experience;1 - 3 years of experience in a commercial lending environment and/or experience with loan documents or loan processing
Knowledge of the Commercial Line of Business; training will be provided to gain Level 1 lending authority and familiarity with all applicable credit policies and procedures
Ability to deal effectively with others and function as part of a team in a fast paced, frequently changing environment
Strong attention to detail in order to maintain high level of data integrity
Customer service orientation and good telephone skills
Proficient in Microsoft Word and Excel; knowledge of banking computer systems
Excellent verbal and written skills
Strong organizational skills and ability to handle multiple tasks

Commercial Loan Administrator Resume Examples & Samples

Reviews pre-closing documentation for content to ensure that conditions are specified as approved
Proofs all applicable documents for errors and omissions to ensure that the loan is closed as agreed
Prepares Laser-Pro documentation for commercial lines of credit of $1MM or less
Reviews Title Commitments and Insurance requirements according to loan structure, appraisal and collateral
Verifies pre-closing conditions have been met prior to closing
Processes initial closing disbursement according to Closing Statement instructions
Responsible for BSA/OFAC clearance prior to closing for borrower, affiliates, officers, stock holders, guarantors and/or any beneficiary of loan proceeds
Responsible for opening new accounts customer identification compliance
Documents post-closing items that need to be completed prior to advancing additional funds
Ensures that the terms and conditions of loans managed in assigned portfolio are properly monitored during the construction process as well as during the permanent phase of the loan term
Reviews construction draws for completeness and accuracy and maintains excel spreadsheets with approved construction budgets, records and requirements for units under construction, spec and sold. Arranges for Plan & Cost Reports prior to closing and reviews inspection reports before processing monthly draw advances. Ensures that the loans remain in balance during the construction period. Must have extensive experience with allocating line item budgets as it pertains to the New York State Lien Law
Responsible for issuing estoppel letters for individual sold units according to loan documentation, processing payments and preparing Partial Releases when funds are received
Process advances and payments on commercial revolving lines of credit. Works with other Agent Banks on national credit syndications/participations arranging funding, payments and setting LIBOR rates on a daily basis for loans sold or purchase. Monitors foreign currency exchange advances and payments on syndicated loans
Ensures loans remain in compliance with Bank policy and procedure requirements
Advises management of loans or customer needs regarding changes that would deviate from approval/ procedure
Coordinates request with officer/borrower to properly document the file
Maintains commercial loan system data to ensure accuracy of loan input
Sets up ticklers for future loan follow up on all loans assigned, regardless of loan type (i.e. construction, permanent line of credit)
Ensures all documentation is filed according to file set
Maintains file information in a consistent and orderly manner for the duration the loan or until payoff
Follows up and meets with Relation manager regarding closing, disbursement and/or other loan issues
Processes incoming and outgoing correspondence

Commercial Loan Administrator Resume Examples & Samples

Processes and approves transaction requests under credit lines 50%
Supports the Commercial Loan Credit Analyst with underwriting smaller straight forward loan requests. 25%
Provides support to the Credit department for various tasks related to the department workflow, including but not limited to: data entry and data validation, searches, regulatory compliance, updating various systems, and scanning. 15%
Provides support by reviewing credit applications for accuracy prior to delivery to the credit underwriters. Identifies inaccuracies and provides input to the credit underwriters. 10%
Upholds data input quality in all Company systems to affect timely underwriting, contract structuring and documentation, and contract processing and booking, and to minimize negative impact on the applicants/borrowers or the Company. Continuously monitors work to ensure quality and looks for ways to improve and promote quality
Ensures compliance with all banking laws, rules regulations and prescribed polices/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
1-2+ years’ credit loan administration experience preferred
Proficiency in Microsoft Office programs (Word, Excel, Access)
Strong verbal/written communication skills
Customer Service and detail-oriented
Salesforce, Bank2Buiness a plus

Commercial Loan Administrator Resume Examples & Samples

Assist in preparing documentation for Loan Committee approval, which includes loan reports, declinations, credit memos, cash flow analysis, spread sheets, and obtaining credit reports
Assist in preparing new loan appraisal requests, pre-commitment attorney memorandums, commitment letters, and maintenance of the new loan log
Act as loan officer/customer/attorney liaison throughout closing process to ensure timely closings with all appropriate documentation as required
Receive and inspect loan closing packages for accuracy and completeness from attorneys, and process and book loans within set time frames
Follow up with insurance companies and attorneys for collateral documentation not obtained at closing
Verify receipt of appraisals, and pay appraiser through loan closing, or directly from customer
Maintain a good working relationship with other departments and lend assistance when needed
Provide secretarial, clerical, and administrative functions
Overall, help Commercial Lending run and operate effectively with all other Fidelity departments, customers, and outside relationships
Practice the Golden Rule philosophy every day

Commercial Loan Administrator Resume Examples & Samples

Oversee the day-to-day activities
Overdraft resolution
Answer client inquiries
Complete loan/collateral worksheets and process loan supporting documentation
Create worksheets to order loan documents and review these documents for accuracy
Create customer billings for third party vendors, process G-L payments and disbursements appropriately
Open commercial checking and provide basic treasury management customer service
Participate in coaching sessions and the review process

Commercial Loan Administrator Resume Examples & Samples

Bachelor Degree in Finance or Accounting preferred or equivalent experience
5 years of experience as a Loan Administrator or Loan Closer
Commercial Real Estate and C&I loan servicing experience
FIS loan accounting experience preferred
Knowledgeable with Title Work required
Ability to provide excellent customer service
Ability to multi-task and work effectively in a fast-paced environment
Must be a self-starter and possess positive attitude with good organizational skills

Commercial Loan Administrator Resume Examples & Samples

Between 1-3 years experience in a commercial lending environment and/or experience with loan documents or loan processing
Knowledge of the Commercial Line of Business
Ability to deal effectively with others
Ability to function as part of a team in a fast paced, frequently changing environment
Attention to detail in order to maintain high level of data integrity
Experience with Microsoft Word and Excel
Good verbal and written skills
Knowledge of banking computer systems

Commercial Loan Administrator Resume Examples & Samples

Routinely interact with bank employees, and greet and handle phone calls for vendors and clients
Assist in the client relationship management process via handling client inquiries in a timely fashion
Efficiently and accurately complete loan / collateral worksheets and process loan supporting documentation for all types of commercial loans
Schedule and facilitate loan closings. This includes working with relationship managers, customers, appraisers, attorneys, title company personnel and various other and specialists/vendors, in order to close every type of commercial loan in a timely manner
Process line of credit advances, pay downs, P&I payments and wire transfers
Create and maintain credit files, prepare correspondence, copy and file documents
Assist all relationship managers and credit analysts in basic administrative duties or special projects
Train, teach and mentor other commercial loan administrators
Prepare, copy and distribute daily overdraft reports, memo’s correspondence and other reports as directed
Process incoming and outgoing mail

Senior Commercial Loan Administrator Resume Examples & Samples

Manage the work flow/process to achieve an efficient and productive result
Manage the Commercial/Ag Loan Administrators/Assistants for stability and growth within the guidelines of the bank, ensuring quality client service
Oversee the day-to-day activities of the support function to include, but not limited to
High School Diploma or equivalent GED required
Bachelors or Associates Degree preferred
5+ years loan processing experience
Excellent working knowledge of M&I systems
Working knowledge of loan documentation, FMB lending policies and procedures
Detail oriented with good organizational skills with ability to multi-task
Excellent communication and team building skills
Position requires the need to work varied hours/days including occasional overtime as business dictates. May need to travel to other branch locations

Senior Commercial Loan Administrator Resume Examples & Samples

Ensure high quality loan administration work, and timeliness within the guidelines of the bank, ensuring quality client service
Process the day-to-day activities of the support function to include
Processing advances and pay downs
Review documents for accuracy
Coordinate loan closings and represent bank in absence of Relationship Manager
Follow up on paid loans to assure proper releases
Create and maintain new and existing credit files
Maintain awareness of and ensure compliance with all federal and state laws, including participation in all required training

Commercial Loan Administrator Resume Examples & Samples

Primary responsibilities will be running various departmental reports on a weekly basis and when required
Maintaining current procedures and or improving the procedure
Ad-hoc projects for external/internal audits and other projects that come along
Quarterly financial letter reports, financial receipts
New credit file assignments,retrieving credit files from file vault, ordering equipment for new hires
Working with other departments to rectify collateral issues
Backup of maturity manage
Bachelor's Degree or Equivalent Experience;1 - 3 years of experience in a commercial lending environment and/or experience with loan documents or loan processing

Senior Commercial Loan Administrator Resume Examples & Samples

Provides highest level of quality service to each customer, both internal and external while achieving departmental metrics. Responds to, takes ownership of, troubleshoots and resolves difficulties, technical issues and questions from Flagstar customers and customer support specialists, supervisors and management in and efficient, timely and professional manner via the phone, email, bank CRM systems, AFS and Baker Hill/One Point
Communicates with other business units so that all customer service issues are resolved expeditiously, service level expectations are achieved and issues are added and prioritized on business unit project lists. Works cohesively with department manager to assist and manage calendar, travel & expenses. Coordinates and manage department external and internal client events. Additionally support to the entire commercial lending team with their needs as well
Coordinates and assists the Lenders with loan closing activity with communications to outside legal support, clients, internal loan processors, post-closing assistants, portfolio managers, and other supporting departments involved with the loan closing process
Manage departmental team meetings by managing calendar invites, create, copy and provide material for team meetings weekly or bi-weekly. Follow up and manage action items discussed at meetings. Work with credit department to coordinate weekly deal screen packages. Print and distribute portfolio review copies to department and or other meeting material when needed
Gathers new account documents for opening checking accounts and coordinates this process with supporting treasury teams. Monitors the opening of loans and deposits. Makes outbound courtesy calls to all new account customers. Reviews and facilitates appropriate notifications of client overdrafts on a daily basis
Recognizes and identifies potential areas where existing policies and procedures require change or where new ones need to be developed. Works on projects or additional responsibilities as assigned by management. As well as additional duties as assigned

Commercial Loan Administrator, Eagle Lending Resume Examples & Samples

Bachelor’s Degree required
Must possess 2 or more years of experience in commercial lending; preferably in closing
Knowledge of CLO and/or AFS preferred
Must be able to successfully manage projects of a varied and complex nature
Must possess excellent oral and written communication skills
Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
Must possess demonstrated organizational skills and a strong attention to detail

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