Commercial Loan Servicing Resume Samples

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E Kassulke

Esteban

Kassulke

3141 Gerald Ramp

San Francisco

+1 (555) 274 0161

3141 Gerald Ramp

San Francisco

Phone

p +1 (555) 274 0161

Experience Experience

Los Angeles, CA

Commercial Loan Servicing Representative

Los Angeles, CA

Von-Labadie

Los Angeles, CA

Commercial Loan Servicing Representative

Providing internal and external customer support
Creates and maintains Automatic Charge Controls/Auto Debit for new and renewed loans and obtains daily reports to monitor activity
Responsible for the vendor management
Prepares and updates monthly reports for Senior Management
Upon notification from Senior Management places loans on non-accrual and handles manually monthly billing for non-accrual as well as charged off loans
Performs system maintenance such as officer, branch and address changes, loan grading
Confirming flood determination review is complete on real estate transactions

Houston, TX

Commercial Loan Servicing Associate

Houston, TX

Bradtke, Hoppe and Gerlach

Houston, TX

Commercial Loan Servicing Associate

Credit reporting adjustments
Performs other duties as may be assigned
Work out Loan Issues -- Cert of Amts Due, payoff calculations, etc
Collateral Escrow Accounts (Set up, Fund, & Releases) & Monthly Audit Report
Branch Payments (Payments, NSF, rejects)
Escrow Analysis (Dec -- March)
Delinquencies at month end

present

New York, NY

Commercial Loan Servicing Specialist

New York, NY

Rolfson-Bins

present

New York, NY

Commercial Loan Servicing Specialist

present

Develops and maintains clear, well written work process procedures to provide documentation for cross training and auditing purposes
Assists in year-end reporting
Performs other duties and projects as assigned
Assist with staff training relating to regulatory procedural or process changes
Research related to audit or regulatory findings; Assist with planning and implementing of corrective measures, as necessary
Monitoring existing processes for regulatory compliance; Identify deficiencies and report finding to department management
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Education Education

Bachelor’s Degree in Accuracy

Florida International University

Bachelor’s Degree in Accuracy

Skills Skills

Knowledgeable in the operation s of office equipment, elementary accounting procedures, and basic computer operations, including MS Windows
Basic level of work experience, knowledge and training in loan servicing activities and terminology
Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
Knowledge of federal and state laws and regulations relating to commercial lending
Ability to understand, remember, and apply oral and/or written instructions or other information
Assist in monitoring the tickler system for outstanding loan documentation, such as UCC filings, insurance, title policies, vehicle titles and recorded documentation
Basic math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Strong interpersonal skills
Perform a variety of clerical duties requiring knowledge of loan center departmental procedures
Basic knowledge of related state and federal banking compliance regulations, and other Bank lending policies governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services

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9 Commercial Loan Servicing resume templates

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Commercial Loan Servicing Representative Accounting Resume Examples & Samples

Proficient at 10-key
Multi-task oriented
Previous loan or banking experience

Commercial Loan Servicing Representative Resume Examples & Samples

Good overall PC skills
Excellent analytical and research skills
Account reconciliation experience

Coml Loan Spec-risk Sens-commercial Loan Servicing Resume Examples & Samples

Contacts relevant parties to collect necessary documentation and may act as a liaison between Bank personnel, and customers
Maintains an in depth understanding of loan portfolios to ensure quality customer service while protecting the Bank
Complete knowledge of the products, policies and processes that relate to unit assigned
Complete knowledge of banking operations

Commercial Loan Servicing Representative Resume Examples & Samples

Commercial lending or banking experience preferred
Knowledge of Commercial loan or legal documentation preferred
Must work well within a team setting - experience in a cross-functional team preferred
A desire to work in a task oriented and deadline driven environment
Highly organized and self-motivated in a team environment or independently
Flexible, adaptable and able to handle fast-paced and changing environment
Identify and drive process improvements
Working knowledge of Microsoft Office

Commercial Loan Servicing Representative Resume Examples & Samples

Log, file and monitor all collateral documents. File appropriate documents with county, state, and federal offices to post liens. Record and monitor ongoing documentation requirements
Manage incoming documentation proving legal compliance and execution, insurance, lien position and borrowing authority
Communicate with lending offices on required documentation, exception and release processing
Research files for Loan Review, Credit, Compliance, and Legal Departments as needed
Release collateral and process paid notes on instruction from lender
Insure 100% compliance with federal flood regulations on all real estate collateral

Commercial Loan Servicing Rep Resume Examples & Samples

Tasks are performed independently with limited supervision and review. Tasks may include research, processing incoming mail, Customer service and contact, and external agency contact. Provides information and procedural knowledge for less experienced staff
Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
Makes entries in general ledger related to paperwork and information processed
Approves and reviews general ledger entries and/or invoices for accuracy and completeness
Provides input and assistance to management in developing and maintaining budget
Identifies, audits, investigates, and rectifies departmental discrepancies
Reviews work and provides information and procedural knowledge to less experienced staff
Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members
Responds to the most complex inquiries and issues from Customers and internal units. Researches information to provide responses and resolution
Contacts Customers to explain items affecting their accounts
Follows up with branches and other units to resolve discrepancies and Customer issues

Commercial Loan Servicing Specialist Resume Examples & Samples

Strong/demonstrated decision making, analytical and problem solving skills, as well as technical aptitude
Strong verbal, written and interpersonal communication skills
Ability to write reports, business correspondence, and procedures
Ability to interpret a variety of instructions furnished in written, diagram or schedule form

Commercial Loan Servicing Supervisor Resume Examples & Samples

3+ years Commercial Loan Servicing experience with thorough knowledge of Flood, UCC, Tax Tracking and Collateral Processing
Supervisor experience highly preferred – Coaching/Mentoring experience will be considered
Loan operations, and/or project management experience in a financial institution
Strong/demonstrated leadership, decision making, analytical and problem solving skills, as well as technical aptitude
Demonstrated organizational and planning capabilities and ability to handle multiple tasks, projects, and priorities in a fast paced environment
Intermediate experience using software applications such as Word, Excel, PowerPoint, and Visio
Detail oriented and proven ability to adapt to changes quickly
A comprehensive understanding of the interrelationships among the internal bank departments
Ability to read, analyze and interpret manuals and government regulations
Intermediate ability to effectively present information and respond to questions from managers and peers
Ability to interpret a variety of instructions furnished in written, diagram or schedule for

Commercial Loan Servicing Specialist Resume Examples & Samples

3+ years loan servicing experience
2+ years Insurance experience, collateral protection
Knowledgeable in security agreements and collateral documentation
High school plus additional specialized business courses
Knowledgeable in the operation s of office equipment, elementary accounting procedures, and basic computer operations, including MS Windows
Knowledge of federal and state laws and regulations relating to commercial lending
Primary job function will include tracking and updating collateral insurance
Assist in monitoring the tickler system for outstanding loan documentation, such as UCC filings, insurance, title policies, vehicle titles and recorded documentation
Responsible for servicing the loan portfolio by obtaining insurance renewals, filing UCC continuations and collateral releases
Assist in the preparation of lending reports
Perform a variety of clerical duties requiring knowledge of loan center departmental procedures
Serve as customer support for loan center; answering phones, researching and resolving loan issues
Comply with policies, procedures, security requirements, and government regulations

Commercial Loan Servicing Representative Resume Examples & Samples

Upon receipt of new and renewed loan packages, reviews loan documents and data in accordance with the established policies and procedures and enters in the loan servicing system customer, commitment and loan information including but not limited to guarantors, collateral, insurance and exception items
Reviews loan files and system data for completeness and accuracy
Prepares files and maintains custody over all original loan documents and possessory collateral under appropriate controls including dual control where necessary
Creates and maintains Automatic Charge Controls/Auto Debit for new and renewed loans and obtains daily reports to monitor activity
Prints, reviews and mails to customers the monthly loan billing statements as well as year-end tax information. Notifies officer of all returned mail and updates system when current information is received
Handles monetary transactions. When payments and advances are processed each individual transaction has to be analyzed in order to decide how to apply funds, availability, maturity, and if loan is current. Processes transactions to charge off loans
Gathers information from various sources and determines which interest rate parameters in the loan servicing system need to be updated. At maturity of Libor rates loan data is changed accordingly
Reviews various general ledger account reconciliations and clears outstanding exceptions. Handles escrow accounts for insurance. Analyzes report to determine which policies are expiring and contacts agents to request invoices, reviews same and requests/mails check to agents
Handles escrow accounts for taxes. Determines which loans should be set up and maintained with the tax service provider, transmits information and remits funds upon receipt of bill. When information from the tax servicer is received on taxes due for each customer, balances report against escrow funds and identifies any shortages to request higher authority approval. Prepares checks/wire transfers requests and remit funds to different Tax Collectors offices
Prepares and mails escrow analysis to customers and lenders, requests refund checks, if applicable and modifies on-line data with new escrow payment information
Reviews tickler report for outstanding items (i.e. insurance, taxes, original documents, CD maturity, UCC expiration, payment and interest rate changes). Files UCC3 continuations with appropriate authorities to maintain the perfection of the loan collateral. Reviews CD maturities to verify that appropriate holds are on place and if interest rate change is necessary
Monitors insurance on non-escrow accounts and when unable to obtain renewal information, force places flood and fire insurance. Updates loan system with new escrow payment information and requests check for amount due to our Servicer
Responsible for the vendor management
Upon request of payoff figures, reviews loan file and determines which fees need to be collected at payoff and prepares payoff letter
Reviews paid off loans and identifies which documents can be released to the customer by preparing satisfaction of mortgage, UCC terminations, release of life insurance polices, etc
Upon notification from Senior Management places loans on non-accrual and handles manually monthly billing for non-accrual as well as charged off loans
Performs system maintenance such as officer, branch and address changes, loan grading
Gathers, bundles, logs and forward various documents to outside storage
Obtains reports from cold storage to track newly book loans, credit availability, escrow payments, paid off loans, interest rate changes, general ledger histories, posted and non-posted transactions, past due loans, auto debit
Prepares and updates monthly reports for Senior Management
Responds to customer requests and questions regarding technical, large or complex loan accounts. Analyzes and rectifies customer concerns using established procedures
Other duties as assigned by the CLSRIII, CLSM and CLSS

Commercial Loan Servicing Specialist Resume Examples & Samples

Board and service commercial, complex commercial, Letters of Credit, floor plans, SBA, participation/syndicated, and Revolving credit loans to the FIS Loan and CIS systems with a very high degree of accuracy
Enter payment and payoff transactions to the FIS Loan System with a very high degree of accuracy
Complete tax and insurance payments from escrow accounts as dictated by loan terms and provisions
Complete routine/miscellaneous maintenance transactions as appropriate
Prepare general ledger ticket entries to coincide with transactions entered to FIS
Complete daily “check-back” and administer the necessary corrections to resolve exceptions noted
Track daily volumes for monthly recap and statistical reporting
Administer IRS Corrections as required
Complete Charge Off transactions for impaired loans
Monitor and maintain Interest Reserve Accounts
Serve as a mentor for training new team members
Assist in Special Projects such as system conversions and/or bank acquisitions
Maintain outstanding quality service by meeting and/or exceeding established service level agreements
Maintain adequate controls to ensure compliance with consumer protection statues/regulations in the Loan Accounting department

Commercial Loan Servicing Associate Resume Examples & Samples

Set up & Fund New Loans
Set up tax and insurance data on new loans
Loan maintenance updates (i.e. address changes, risk ratings, etc.)
Respond to Customers, Loan Officer & Branch & 360 calls/emails/incidents
Responds to customers, branches and client care center
Credit reporting adjustments
Process return checks
Quality control of loans files
Tax Issues
Assists in other areas of general servicing as needed
Performs other duties as may be assigned
Branch Payments (Payments, NSF, rejects)
SBO Payments
Delinquencies at month end
Collateral Escrow Accounts (Set up, Fund, & Releases) & Monthly Audit Report
Process Loan Modifications
CLS Reports (Weekly Recap/Payoff Recap/etc)
Mail Statements Daily
Follow up & Set up/Fund Auto Debit, Operating & Tenant Security Accounts
Maturities/Welcome Letters
Default Letters
Work out Loan Issues -- Cert of Amts Due, payoff calculations, etc
Payoffs (Payoff statement, process loan payoffs, send out recorded docs, Assignment of Mortgages)
Escrow Analysis (Dec -- March)
1098 & Year End Summary (Jan-Feb)

Commercial Loan Servicing Supervisor Resume Examples & Samples

Assigns work and determines workflow
Manages nonexempt staff
Supervises team to ensure that all quality standards are met
Has the responsibility for hiring, discipline, coaching and counseling of associates
Ensures staff is properly trained and adheres to policy and procedures

Commercial Loan Servicing Supervisor Resume Examples & Samples

Ensuring regulatory compliance within assigned team and department
Ensuring employee development and engagement
Delivering accurate results; meeting or exceeding customer expectations
Managing operational risk within assigned team and department
Excellent inter-personnel, analytical, organizational, customer service, and communication skills
Knowledge of loan or legal documents preferred, but not required
Experience in supervising an operations/deadline-driven environment preferred

Commercial Loan Servicing Representative Senior Resume Examples & Samples

Identifying potential problems and any special handling requirements necessary to improve Doc Prep’s ability to quickly and efficiently meet market deadlines
Validating CIP, HMDA and CRA data is complete
Confirming flood determination reviews is complete on real estate transactions
Providing internal and external customer support

Commercial Loan Servicing Representative Resume Examples & Samples

Validating CIP, HMDA , and CRA data is complete
Confirming flood determination review is complete on real estate transactions
Preparing and quality reviewing loan documentation

Commercial Loan Servicing Resume Examples & Samples

Assist Commercial Loan Servicing – Manager with day to day operations, provide training to staff, update department policies and procedures
Assist Tax Escrow and Commercial Loan Servicing teams with complex files and resolve issues related to loans, insurance and taxes
Ensure London Interbank Offered Rate (LIBOR) loans and Participation loans are monitored appropriately
Examine commercial loan terms and ensure loan is funded within established time frames; provide updates and resolve issues with Senior Lenders, Private Client Groups, and Loan Operations Team
Review loan documentation following underwriting guidelines and policies; review Resolutions and Account Agreements ensuring documentation is signed appropriately
Prepare monthly and quarterly unused commitment fee letters for clients
Perform loan maintenance and month end reconciliation for designated GL accounts
Prepare input forms to book loans, process requests for advances and payments; perform quality control of prior day loan activity
Update and track loan portfolio; update loan maturity, interest rate settings, and billings in system
5+ years of commercial loan servicing experience required preferably in medium to large commercial bank
Experience with Commercial Real Estate Loans, London Interbank Offered Rate (LIBOR) Loans, Participation Loans, Escrow, and Insurance strongly preferred
Thorough knowledge of commercial loan documentation and systems
Prior supervisory experience or team lead experience a plus; able to direct, coach, and motivate staff
Excellent communication skills both verbal and written required
Good interpersonal skills and able to maintain positive relationships with Lenders, Private Client Groups, and Loan Administration Team
Excellent problem solving skills; must work well in a high volume environment, managing multiple priorities and meeting deadlines
Proficient in Microsoft Excel, Access and Word
High school diploma or GED required, College degree a plus

Commercial Loan-servicing Associate Resume Examples & Samples

Review commercial loan documentation following underwriting guidelines and policies; research and retrieve documents such as Resolutions and Account Agreements, ensure documentation is signed appropriately
Ensure collateral is in place prior to funding loans; review requests for drawdowns prior to funding, ensure loan is in compliance and request is from an authorized signor
Review and monitor London Interbank Offered Rate (LIBOR) Loans and Participation Loans for rollovers, renewals, repricing, and rate changes
Prepare input forms to book loans, process requests for advances and payments; review prior day loan activity for accuracy
Prepare monthly and quarterly unused commitment fee letters for clients; perform loan maintenance
Examine commercial loan terms and ensure loan is funded within established time frames
Provide updates to Senior Lenders, Private Client Groups, and Loan Operations Team
2+ years of Commercial Loan processing experience required preferably in medium to large commercial bank
Thorough knowledge of commercial loan documentation, collateral tracking, and loan processing systems
Knowledge of Commercial Real Estate Loans, London Interbank Offered Rate (LIBOR) Loans or Participation Loans strongly preferred
Must work well in a high volume environment, managing multiple priorities and meeting deadlines
Attention to details and commitment to quality
Good communication skills both verbal and written required
Proficient in Microsoft Excel, Word, Outlook, and Access

Commercial Loan Servicing Specialist Resume Examples & Samples

High School Diploma or GED
Minimum of 3 years loan servicing experience preferably as a loan boarder, payment processor or other position that requires system processing experience
Knowledge of banking requirements and regulations
Must possess excellent organizational and customer service skills
Working knowledge of Metavante, AFS and Leasepak
Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
LI-MC1

Commercial Loan Servicing Specialist Resume Examples & Samples

Monitors the application of loan payments between the sub-servicer’s loan servicing platform and Banc of California’s loan servicing platform/general ledger system
Interacts with customers and business partners and answers technical questions about the status and handling of customer accounts while maintaining a high degree of courtesy and professionalism
Researches and maintains loan account historical and transaction data
Researches, understands, and explains tax and insurance escrow account histories and documentation and is able to resolve loan servicing problems related thereto
Compares loan origination documentation to electronic loan data to confirm that loans have been boarded correctly and makes corrections as needed with a high degree of precision
Reads, prepares and understands commercial documentation
Continually provides and receives cross-training in multiple functional areas within loan servicing in order to provide support wherever and whenever needed in a dynamic, energetic and demanding environment
Develops and maintains clear, well written work process procedures to provide documentation for cross training and auditing purposes
Organizes, maintains and protects physical loan files and electronic data. Strictly observes data security protocols at all times
Assists in year-end reporting
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
Basic level of work experience, knowledge and training in loan servicing activities and terminology
Effective organizational and time management skills
Basic knowledge of related state and federal banking compliance regulations, and other Bank lending policies governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services
Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
Intermediate typing skills to meet production needs of the position
Basic math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Ability to understand, remember, and apply oral and/or written instructions or other information
Ability to work with general supervision while performing duties
High School Diploma required; Bachelor’s Degree preferred
A minimum of 3 years of related experience/training in loan servicing within the financial services industry

Commercial Loan Servicing Specialist Resume Examples & Samples

Research related to audit or regulatory findings; Assist with planning and implementing of corrective measures, as necessary
Research related to new compliance requirements, including assessment of rule making impact on CLS processes
Updating procedures related to Compliance or Legal changes
Maintaining existing regulatory procedures and ensure procedures are necessary and appropriate
Monitoring existing processes for regulatory compliance; Identify deficiencies and report finding to department management
Assist with staff training relating to regulatory procedural or process changes
Research related to legal changes
Project support related to new systems or other similar changes
Back up coverage for the CLS Resources team

Senior Commercial Loan Servicing Resume Examples & Samples

Train and coach other team members as needed in the nuances of commercial loan servicing
Board/Book and service complex commercial loans, commercial real estate, renewals/amendments and syndications and participations to the FIS Loan and CIS systems accurately and specialty loan servicing system
Enter payment and payoff transactions to the FIS Loan System or specialty loan servicing system. Ensure participations are balanced and payments are posted in a timely and accurate manner
Analyze commercial loan presentations to complete client/loan input into the syndicated loan system for the complex commercial loans, participations and syndications accurately and timely
Complete daily “Edit” and administer the necessary corrections to resolve exceptions as noted
Track daily tracking of volumes for monthly recap and statistical reporting
Provide outstanding customer service and display a positive demeanor at all times
Demonstrate best in class service by meeting and/or exceeding established Service Level Agreements
Complete all required training sessions and assigned regulatory compliance courses in a timely and accurate manner
College degree preferred, Business Administration
Prior leadership of 1-2 years’ experience preferred
Minimum of 7-10 years commercial loan servicing/booking experience
Minimum of 2-4 years of large complex syndication and participation servicing/booking
Self-starter with ability to work independently
Communicates effectively and writes clearly and concisely
Thorough understanding of accounting principles
Thorough understanding of Bank compliance regulations regarding loans
Proficient in various software programs (i.e.: FIS, Word, Excel, LaserPro, CRIF ACTion, OnBase, ACBS, Loan IQ)
Position requires the need to work varied hours/days including occasional overtime and possible weekends as the work load dictates

Assistant Manager Commercial Loan Servicing Resume Examples & Samples

Responds to inquiries from external and internal customers, resolves discrepancies and handles complex problems
Must create, maintain and update department's procedures as needed during the course of the year to ensure compliance with the Bank and department standards and regulations
Perform Quality Control reviews on new loan fundings, modifications and extensions
Clearly and effectively provide training and guidance to team on processes, products and services. Review Non Performing Loans (Non Accruals/Charge Offs) transactions to ensure compliance for management reporting
Works with auditors on various regulatory and compliance issues as well as variety of special projects as assigned; gathers information and researches issues
Engage in several projects during the course of the year that would require attention to meet Bank or Department objectives

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