Lending Operations Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the lending operations job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

SK
S Kreiger
Summer
Kreiger
78963 Braxton Hollow
Detroit
MI
+1 (555) 152 7356
78963 Braxton Hollow
Detroit
MI
Phone
p +1 (555) 152 7356
Experience Experience
01/2014 present
Philadelphia, PA
Lending Operations Specialist
Philadelphia, PA
Lending Operations Specialist
01/2014 present
Philadelphia, PA
Lending Operations Specialist
01/2014 present
  • Prepare legal documents for Business Banking and Commercial Banking transactions using automated document prep system
  • Assist with the gathering, supplying and presenting of monthly work volumes and performance metrics to internal business partners
  • Review/update procedures according to protocols, guidelines and methods established by Lending Services
  • Create and maintain procedures documentation adhering to the protocols, guidelines and method established by Lending Services
  • Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Banking Services
  • Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Lending Services
  • Review/update procedures according to protocols, guidelines and methods established by Banking Services
07/2006 07/2013
Houston, TX
Manager, Lending Operations
Houston, TX
Manager, Lending Operations
07/2006 07/2013
Houston, TX
Manager, Lending Operations
07/2006 07/2013
  • Prepare and regularly review personal annual goals and career development plan with manager/supervisor
  • Prepare and regularly review annual goals and career development plan with manager/supervisor
  • Provide system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
  • Provide Tier 3 system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
  • Make decisions guided by common sense and sound business judgement
  • Provide Lending Operations subject matter expertise in defect meetings with external vendors
  • Design, develop and sign-off on new functionality, testing plans, system documentation and procedure manuals
08/2002 01/2006
Dallas, TX
MBD Digital Consumer Lending Operations
Dallas, TX
MBD Digital Consumer Lending Operations
08/2002 01/2006
Dallas, TX
MBD Digital Consumer Lending Operations
08/2002 01/2006
  • Create and manage regular dashboard reports for management review
  • Use workforce management software and contact volume data to manage staffing levels
  • Work in conjunction with Analytics team to develop and improve specific operational metrics
  • Assist in the identification and development of KPIs
  • Provide excellent customer service and provide answers to client questions within set standards
  • Provide report building expertise and support in the creation of performance monitoring mechanism
  • Communicate professionally and regularly with leadership and peers on status of accounts and escalations in accordance with established standards
Education Education
Bachelor’s Degree in Accuracy While Performing Repetitive Data Entry
Bachelor’s Degree in Accuracy While Performing Repetitive Data Entry
Clark Atlanta University
Bachelor’s Degree in Accuracy While Performing Repetitive Data Entry
Skills Skills
  • Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy
  • Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research
  • Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field
  • Ability to train and lead group class environments and present to large audiences
  • Possess strong organizational and analytical skills
  • Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines
  • Occasional travel
  • Office environment – no specific or unusual physical or environmental demands
  • Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences
  • Work involves sitting, occasional walking, and lifting up to 50 pounds
Create a Resume
1

Lending Operations Team Manager Resume Examples & Samples

  • Reviewing production risk reports to identify potential exceptions
  • Participate in various testing franchise enhancing initiatives and projects by assigning tasks to staff, oversee and report results
  • Updating and maintaining department metrics that is provided to senior management and product stakeholders
  • Periodic updates of departmental policies and procedures in accordance to best practices
  • Supervisory Loan review and approvals
  • Assist in field escalations to ensure timely resolution
  • Assisting in training of newly on boarded employees to ensure compliance to best practices
  • Participate in staff performance evaluations to provide feedback and drive career discussions
  • Ensure adherence to department policies and procedures
  • Participate in management team meetings to inform staff of any policy changes, procedural updates, etc
  • Strong writing skills
  • Series 99, Series 7 is a plus
  • Clear understanding of banking rules and regulations
  • Strong detail and results oriented
  • Strong independent judgment
  • Strong Verbal and written communication
  • Strong Analytic skills
  • Must be self-motivated and able to work independently
  • High-level of proficiency in organizing, prioritizing, escalating and managing issues
2

Regional Director, Lending Operations Resume Examples & Samples

  • Credit Approval - This job has the credit authority to exercise lending limits to recommend and approve quality deals with discretionary limits
  • Drawdown Requests - The job has the authority over drawdown requests in determining adherence to the terms and conditions of the authorized credit
  • Coordinating - The job has authority to coordinate work and/or call people together to discuss/clarify issues. Can persuade people to change course and/or act in concert with one another
  • Information Access - The job has authority to access and utilize customer and financial information
  • Pricing - The job has pricing authority where delegated
  • 2–5 years managerial leadership experience
  • 7-10 years banking experience
  • Expert knowledge of BHPB processes & procedures, and interrelationships
  • In-depth knowledge of risk management parameters
  • Demonstrated ability to design, implement and manage projects
  • In-depth planning and organizing skills and ability to manage multiple priorities
  • Champions of a consultative approach and the development of integrated financial solutions
  • Expert credit skills as assessed by P&C/PCG Risk or regional Credit departments
3

Securities Lending Operations Manager Resume Examples & Samples

  • As part of the management team, assume responsibility for the Securities Lending Operational functions, encompassing all activities required to support the lending business, transaction processing & collateral management in accordance with the BlackRock approved credit schedule, as well as team performance measurement and transparency
  • Maintain appropriate procedures, controls & transparency of risk reporting to manage & mitigate risk i.e. reconciliations, recalls, fails management, corporate action event processing & restrictions
  • Become a subject matter expert and uphold a tight risk framework to protect Blackrock and its Clients by advocating and delivering an error-free working environment
  • Responsible for production resource management; ensuring sufficient trained resources are available, following best practice management, team building & coaching, holiday cover, recruitment & succession planning
  • Pro-actively utilize global resource analysis to contribute to the successful and timely delivery of all business initiatives while controlling and minimizing operational costs
  • Motivate & influence individuals to perform at the highest expected level, regular team & individual meetings, KTO setting & assessment, delegation of duties, recognition & reward for good performance, coaching & guidance where improvements identified. Provide, document & support clear training plans for team members
  • Inspire ownership amongst the team, drive initiatives to completion, empowering and delegating to best utilize resources and motivate people
  • Responsible for the day-to-day management of relationships with service providers i.e. Custodians, Borrowers & internal functional groups. Ensure appropriate structure & reporting exists to manage/monitor expected service levels, identify & partner to deliver optimum solutions for business growth & efficiency
  • As part of the management team, contribute & build effective working relationships with all parties (internal and external), including the Securities Lending product through regular communication & information sharing
  • Champion industry, global and local strategic initiatives, specifically ensuring optimum automation & connectivity between BlackRock & its partners
  • Champion the establishment and nurturing of a globally aligned product operations team
  • Develop a detailed understanding of global process & nuances
  • Develop expertise in local market practices through training, classes & outside reading and engagement, to ensure best of class service
  • Business maturity, seasoned leader
  • Strong evidence of thought-leadership
  • Demonstrable experience leading high performing teams & cultures
  • Experienced people manager – good with the “what” and “how”
  • Change management experience, not afraid to challenge the status quo
  • Ability to lead strong subject matter experts and strong personalities
  • Adept at developing credibility, trust and productive partnerships with team and key stakeholders, peers and partners
  • Experience setting objectives and creating accountability
  • Confident facing off with senior business leaders and global peers
  • Confident in unfamiliar environments & situations
  • Demonstrated ability to influence others, with or without technical knowledge
  • Strong team advocacy skills and disposition
  • Global (or at least remote) team experience
  • Risk aware and responsive
  • Service provider management & oversight experience
  • Exceptional written & verbal communication skills
4

Consumer Lending Operations Undewriter Resume Examples & Samples

  • Bachelors or equivalent work experience with a Mortgage Lender or Financial Institution
  • 5+ years of underwriting experience required in retail loan products
  • Expert knowledge of lending/compliance regulations, underwriting guidelines and credit qualifications
  • Well-organized, energetic, self-starter with strong research and analytical skills
  • Excellent customer and customer service (written and oral) skills
  • Solid PC navigation skills including MS Office application such as Office, Excel, Word, etc
5

ML Correspondent Lending Operations Specialist Resume Examples & Samples

  • Key and verify the accuracy of individual loan data entered on the UniFi System. 4%
  • Prepare loan funding disbursement sheets completely and accurately. 2%
  • Perform the final detailed, accurate reverification of HMDA data input. 2%
  • Complete stage updating steps to ensure loans board the Servicing System timely. 2%
  • Prepare Broker loan closing packages for attorneys, including the Aggregate Escrow Disclosures and the final Truth-in-Lending Disclosures. 2%
  • Other duties as assigned. 2%
  • Perform the final detailed, accurate reverification of HMDA data input. 4%
  • Key and verify the accuracy of individual loan data entered on the UniFi System. 25%
  • Prepare loan funding disbursement sheets completely and accurately. 3%
  • Perform the final detailed, accurate reverification of HMDA data input. 6%
  • Complete stage updating steps to ensure loans board the Servicing System timely. 3%
  • Prepare Broker loan closing packages for attorneys, including the Aggregate Escrow Disclosures and the final Truth-in-Lending Disclosures. 5%
  • Key all escrow deposits on the Servicing System and set up escrow details. 5%
  • Other duties as assigned. 3%
  • High school graduate or equivalent education and related training
  • Accuracy
  • Six months mortgage loan processing or review experience
6

Lending Operations Specialist, Cyh Resume Examples & Samples

  • Handle complex customer inquiries and correspondence
  • Review/update procedures according to protocols, guidelines and methods established by Lending Services
  • The incumbent works under minimum to moderate supervision
7

Loan Administrator Business Lending Operations Resume Examples & Samples

  • Manage and monitor a complex portfolio of work representing a significant amount of risk
  • Ensure authorizations and approvals are obtained in accordance with policies and controls
  • Escalate all unresolved processing issues to the appropriate level, as per guidelines
8

Lending Operations, Analyst Resume Examples & Samples

  • Reviewing client collateral to provide loan recommendations to MS Bank
  • Data entry of client information into various loan systems
  • Excellent communication, organization and interpersonal skills
  • Knowledge of internal MS systems
9

Lending Operations Specialist, D Ok Resume Examples & Samples

  • Interpret legal and bank documents, analyze circumstances and document for action steps
  • Participate in special projects to include systems, acquisition or account research
  • Familiar with business terms
  • Associates’ degree
10

Loan Administrator Business Lending Operations Resume Examples & Samples

  • 5 to 7 years of business purpose/commercial documentation experience handling complex transactions
  • Solid 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
  • Accurate data entry skills
  • Strong prioritization and organization skills
11

Business Lending Operations Manager Resume Examples & Samples

  • Advanced knowledge of the business unit’s transaction fulfillment procedures
  • Solid understanding of internal business partners’ business, services and organization
  • Strong problem-solving skills
  • Strong managerial leadership skills
  • Strong planning skills (finance, resource, tactical, input on strategy)
  • Strong influence management skills
  • Advanced written and oral communication skills
12

Lending Operations Specialist Resume Examples & Samples

  • Complete exception processing and research; resolve complex issues
  • Participate in process improvement initiatives
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, automobile and recreational finance dealers and vendors/outside agencies
  • Proficiency with personal computers as well as pertinent spreadsheet and word processing software
  • Good customer service skills with the ability to use tact and diplomacy with internal and external contacts
  • Associates’ Degree
13

Lending Operations Specialist Resume Examples & Samples

  • Prepare legal documents for Business Banking and Commercial Banking transactions using automated document prep system
  • Order, track, and review due diligence reports including flood certifications, appraisals, environmental reports, UCC searches, property searches and business entity verifications
  • Meet turn time service level requirements
  • Minimum of 3 years’ proven bank, financial services and/or professional office operations experience
  • Previous experience with bank systems, including AFS, Hogan and Shaw
  • Knowledge of commercial loan documentation
14

Private Banking Lending Operations Analyst Resume Examples & Samples

  • Review client collateral accounts and confirm eligibility of the account and securities
  • Quality control review of loan documentation
  • Work in tandem with our partners in Compliance/AML to satisfy bank regulations and uphold the MS reputation
  • Safeguarding of pledged client assets and margin remediation (if necessary)
  • Loan Booking
  • Monitor and respond to servicing requests from Wealth Management branch offices
  • Participate in various testing initiatives and projects
  • Updating and maintaining department metrics
15

Lending Operations Specialist Resume Examples & Samples

  • Analyze and review all loan documentation for content and legal sufficiency to insure both collateral perfection and desired lien position is obtained, and is in compliance with the Bank’s credit policy, department and regulatory requirements
  • Setup document sets and collateral records for documentation received; and review open tasks to insure the applicable exceptions have been cited for missing or incomplete documentation in STOC (Systematic Tracking of Collateral)
  • Research document exceptions and identify exceptions to be cleared. Prepare responses to inquiries concerning the Document Exception report and exception status
  • Review legal searches such as UCC, real estate and Department of State to determine if the Borrowers status and bank security interest/position is appropriate
  • The position has internal interaction within the Center of Expertise (COE) or other Bank and departments/external attorneys
  • High School or equivalent (GED)
16

Lending Operations Closing Manager Resume Examples & Samples

  • 7 to 10 years of related experience
  • 4 to 6 years of management experience
  • Solid knowledge of standard desktop applications used by the business unit
  • Advanced understanding of internal business partners’ business, services and organization
  • Advanced managerial leadership skills
  • Advanced planning skills (re finance, resource, input on strategy)
  • Advanced influence management skills
  • Advanced conflict management/ resolution skills
  • Advanced change leadership skills
17

MBD Digital Consumer Lending Operations Policies & Procedures Analyst Resume Examples & Samples

  • Write, navigate approval, and deliver policies
  • Participate in weekly change approval board for the line of business to ensure high standards of change management
  • Provide change management services to the business, coordinating and communicating in order to speed change delivery
  • Three plus years working in technical writing for customer facing functions
  • Experience writing documentation for deposits and credit operations
18

MBD Digital Consumer Lending Operations Policies & Procedures VP Salt Lake City Resume Examples & Samples

  • Determine what Policies are required for lending governance environment
  • Work with process engineers to determine what Procedures and work-steps need to be written for customer-facing operations
  • Write, navigate approval, and deliver procedures for Sales, Fraud Prevention, Credit Operations, Service, Collections, and Recoveries
  • Design and lead weekly change approval board for the line of business to ensure high standards of change management
  • Provide version control and authorship of customer correspondence
  • Eight plus years working technical writing design and delivery for customer facing functions
  • Results and delivery orientation, as indicated by progressively larger documentation responsibilities
  • Experience in program management for Policies and Procedures standards
  • Two plus years managing other individual contributors in technical writing
  • Experience managing documentation for deposits and credit operations
  • Experience designing, developing, and delivering an online help tool
19

MBD Digital Consumer Lending Operations Service VP Salt Lake City Resume Examples & Samples

  • Set a strategy for enabling digital channels of choice with full online and mobile capability
  • Work with process engineers and product designers to develop an industry-leading service model
  • Work with leader of quality team to develop governance and control for all associate-delivered maintenance and monetary transactions
  • Work with broader operational leadership team to set team standards for talent and career path
  • Lead the business-as-usual delivery of service for existing customers
  • Establish systems to measure and improve customer satisfaction
  • Establish systems to measure and improve associate engagement
  • Lead complex problem resolution for customers, including managing the complaint program with trending and root cause analysis
  • Eight plus years leading customer operations
  • Experiencing driving development of online tools and adoption plans
  • Four plus years as a second level manager or higher with a team larger than 60 people
  • Four plus years call center operations management experience
  • Experience designing service models and measurement systems
20

ML Correspondent Lending Operations Specialist Resume Examples & Samples

  • Make decisions regarding pending/funding issues and provide support to other team members. 2%
  • Make decisions regarding pending/funding issues and provide support to other team members 2%
  • Make decisions regarding pending/funding issues and provide support to other team members. 4%
  • Other duties as assigned. 4%
  • Working knowledge of mortgage loan procedures and documents
  • Two years mortgage loan processing or review experience
21

MBD Digital Consumer Lending Operations Credit Resume Examples & Samples

  • Bachelor’s degree or equivalent military experience
  • Ability to adapt to and be flexible with constant change and wear multiple hats
  • Experience in a start-up environment
22

MBD Digital Consumer Lending Operations Collections Resume Examples & Samples

  • Bachelor’s degree or equivalent military experience with 12+ years customer service or sales experience, 6+ years experience in collections and/or recoveries
  • Proven interpersonal skills with a high level of energy/high sense of urgency
  • Strong commitment to providing excellent service to customers
  • Communicate information and ideas clearly, accurately, and on a professional level to management, customers and account services department employees – both in written and verbal format
  • Results oriented, organized, highly motivated and detail oriented
  • Exercises sound judgment at all times
  • Experience managing collections teams in a consumer lending environment
  • Experience in start-ups or new business initiatives
  • Experience designing and building digital user experiences
  • Experience designing workflows, organizations to support those workflow, and the incentive systems to get the most out of them
23

Correspondent Lending Operations Manager Resume Examples & Samples

  • Establish and maintain policies, procedures and methodology for due diligence activity associated with supporting the acquisition of mortgage loans in a correspondent channel
  • Implement efficient processes that adhere to best practices and maintain tight controls while conforming with all regulatory and compliance requirements
  • Provide exceptional customer experience to correspondent clients
  • Develop and maintain correspondent operations policies, procedures, and standards
  • Prepares analysis and reporting of key business processes, results and plans for senior management as needed
  • Responsible for overall staff performance which may include assigning and scheduling work, training, appraising performance, promotions/transfers, salary recommendations, and interviewing and hiring
  • Areas of responsibilities include
  • Minimum of 10 years general mortgage industry experience
  • Minimum of 5 year experience in an Operations role with managerial responsibilities
  • Preferably with a background in Correspondent Operations
  • Thorough knowledge of Mortgage origination practices, regulatory compliance requirements, and overall due diligence process associated with the purchase and transfer of mortgage loan assets
  • Ability to effectively manage a team of operational analysts
  • Excellent interpersonal skills, including verbal and written communication skills
  • Requires exceptional organizational skills and attention to detail
  • Proficient in the management of priorities and workflow
  • Adaptability to changing environment and business
  • Detailed orientated showing work commitment
  • Proficient with Microsoft Office (Excel, Word, PowerPoint and Access)
  • Ability to extract and work with large amounts of data and/or work with data warehouse tools preferred
24

Lending Operations Specialist Resume Examples & Samples

  • Responsible for the training of new and current team members
  • The incumbent works under minimal supervision
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments and business partners
  • Minimum five years’ work experience
  • Excellent PC skills with a solid knowledge of Microsoft Office
  • Decisiveness and good organizational skills
  • Strong interpersonal skills and demonstrated oral and written communication skills
  • Capable of interpreting legal, and policy guidelines
  • Ability to interact with both internal and external personnel using tact and diplomacy
  • Real Estate and Title Insurance experience
  • Familiarity with SBA products
25

Consumer Lending Operations Documentation Specialist Resume Examples & Samples

  • 2 to 4 years previous banking experience required with Consumer Lending experience preferred-Loan documentation preparation knowledge is preferred
  • Working knowledge and ease of usage of standard office equipment (i.e. computers, phone systems, fax machines, copy machines, printers, etc.)
  • Time management, organization, attention to detail and multi -tasking skills
26

Head of Consumer Lending Operations Resume Examples & Samples

  • 7-10 years’ experience in leading Consumer Lending teams
  • Bachelor’s Degree required with preferred discipline being business or finance
  • Excellent written and verbal communication skills including presentation skills
  • In-depth knowledge in consumer lending processes, practices and policies
  • Strong interpersonal skills and ability to deal effectively with all business partners – internal and external
  • Solid proven leadership and managerial capabilities
  • Effective Change Leader- demonstrated ability to proactively manage opportunities and act as advocate for the business
  • Energetic team player to interact constructively with regulatory agencies at all levels of the organization
  • Solid planning and organizational skills- ability to manage multiple priorities
  • Knowledge of and ability to execute Risk Management practices and strategies
27

Lending Operations Specialist Resume Examples & Samples

  • Minimum of 5 years’ proven bank, financial services and/or professional office operations experience
  • Strong problem-solving and mathematical skills
  • Proven interpersonal and verbal and written communication skills
  • Proven decision-making and organizational skills
  • Good customer service skills with ability to use tact and diplomacy with internal and external contacts
  • Capable of interpreting legal, investor and policy guidelines
  • Proficiency with pertinent database software
28

MBD Digital Consumer Lending Operations Process Resume Examples & Samples

  • 10+ years of Consulting or Operations leadership experience
  • Proven skills as a change agent, building and leading teams that deliver for revenue operations
  • Working knowledge of process engineering, risk monitoring and WFM
  • Excellent writing, communication and leadership skills
  • 15+ years change management experience with a proven track record of managing teams in successful and large-scale change management initiatives at a financial services company Experience in a consumer lending environment
  • Experience at a top financial services or management consulting firm leading change management initiatives
  • Six Sigma black belt certification
  • Project Management industry certification such as PMP, RMA, LEAN/Six Sigma
29

MBD Digital Consumer Lending Operations Service Manager Resume Examples & Samples

  • Two plus years sales, service or collections experience
  • Customer service management experience
  • Experience in a consumer lending environment
30

MBD Digital Consumer Lending Operations Collections Manager Resume Examples & Samples

  • Bachelor's degree or equivalent military experience
  • Strong understanding of customer service experience
  • Five plus years of experience in the financial services industry, three plus years in collections
31

MBD Digital Consumer Lending Operations Collections VP Salt Lake City Resume Examples & Samples

  • Set a strategy for enabling digital channels of choice with full online and mobile capability for collections and recoveries
  • Work with process engineers and product designers to develop an industry-leading collections model
  • Own the processes for dialer, manual, first party, third party, and special situations collections
  • Own the processes for bankruptcy stay, proof of claim, cease and desist, attorney representation, settlement, hardship, debt management, deceased, charge-offs, recoveries, etc
  • Develop job descriptions, sourcing/recruiting/screening/hiring/training strategy
  • Hire the initial team and get a business-as-usual flow of talent established
  • Work with leader of quality team to develop governance and control for all associate-delivered transactions
  • Lead the business-as-usual delivery of loss mitigation services for existing customers
  • Twelve plus years professional experience
  • Six plus years leading collections strategy, analytics, or teams
  • Experience driving development of online tools and adoption plans
  • Experience in managing a network of vendors to provide customer services
  • Experience designing collections processes/or technologies
  • Experience in a regulated and audited service environment
32

MBD Digital Consumer Lending Operations Service Manager Resume Examples & Samples

  • Bachelor?s degree in accounting, related field or equivalent military experience
  • Two-plus years? relevant experience
  • Knowledge of payments, financial accounting, and information systems
  • Four-plus years financial services experience
33

Lending Operations Specialist Resume Examples & Samples

  • Perform quality control reviews and audits of work performed by the Escrow Analysis and Tax unit and related vendors
  • Assist with the gathering, supplying and presenting of monthly work volumes and performance metrics to internal business partners
  • Assist with the annual procedure and flow chart review. Work to update according to the protocols, guidelines and methods established by Retail Lending Services
  • Perform exception processing and research, resolution of complex issues. Handle complex customer inquiries and escalations
  • Interpret loan origination documents, analyze circumstances and document for action items necessary to resolve
  • Participate in process improvement initiatives (LEAP)
  • Understand and adhere to the Company's regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management
  • The incumbent works under minimum supervision
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, investors, customers and vendors/outside agencies
  • High School or equivalent (GED) and a minimum of 3 years’ proven bank, financial services
  • And/or professional office operations experience
  • Advanced skills with Microsoft Excel and Word applications
  • Proven problem-solving, organizational and mathematical skills
  • Excellent customer service skills with the ability to use tact and diplomacy with both internal and external contacts
  • Experience with Black Knight mortgage servicing system
  • Origination or residential mortgage experience
  • Escrow Analysis and/or Tax experience
34

Lending Operations Specialist Resume Examples & Samples

  • Associates Degree or in lieu of degree, 2 years of professional work experience
  • A minimum of 3 years of experience in operations, banking or office experience
  • Strong computer skills for accessing bank systems
  • Proficiency in Windows and MS Word
  • Bachelor Degree or Paralegal Degree
  • 2 years experience with commercial loan documentation
  • Working knowledge of commercial loan products
35

Agency Securities Lending, Operations Analyst Resume Examples & Samples

  • Responsible for ensuring the timeliness and completeness of the team’s daily, weekly, monthly processes and deliverables
  • Provides transaction settlement for our Agency Securities Lending Clients
  • Ability to work in fast paced environment, keep pace with technical innovation and maintain a broad understanding of the GTO offering
  • Open minded, able to share information, transfer knowledge and expertise to others
36

Senior Manager, Lending Operations Resume Examples & Samples

  • 2 – 5 years managerial leadership experience
  • Undergraduate University Degree or equivalent
  • 7 - 10 years banking experience
  • Expert knowledge of BPB processes & procedures, and interrelationships
  • In-depth knowledge of technical aspects of BMO products and services
  • Working knowledge of personal and commercial non-credit products
  • Ability to manage risk in a complex cross-functional environment
  • Expert communication and relationship development skills
  • Expert impact and influence skills
  • Personal and commercial discretionary limits (commercial in-depth qualification)
37

Lending Operations Specialist Resume Examples & Samples

  • Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Lending Services
  • Responsible for technical training of less experienced team members
  • Complete special projects as assigned by management
  • Interpret legal and bank documents for internal processing through analysis of circumstances and documents; recommend action steps to management
  • Recommend action regarding specialized functions based upon Bank or Investor guidelines
  • High School or equivalent (GED) and a minimum of 5 years’ proven bank, financial services and/or professional office operations experience
38

Lending Operations Specialist Resume Examples & Samples

  • Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Banking Services
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments, external financial institutions, and offshore resources
  • Previous mortgage experience highly preferred
  • Previous ARM experience highly preferred
  • Proficiency with MSP and/or Passport
39

MBD Digital Consumer Lending Operations Resume Examples & Samples

  • Sales, service or collections experience
  • Strong understanding of customer service delivery
  • Must be self-directed, detail oriented, driven, able to work independently in a team-oriented and fast paced environment
40

Lending Operations Specialit Resume Examples & Samples

  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, and vendors/outside agencies
  • Proven problem-solving and mathematical skills
  • Proven organizational skills
  • Proven strong customer service skills in a call-center environment
41

MBD Digital Consumer Lending Operations Resume Examples & Samples

  • Two-plus years of experience in a QA / QC role at a financial institution
  • Results and delivery orientation, as indicated by progressively larger management responsibilities
  • Excellent interpersonal, organizational, verbal and written communication skills
  • Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
42

MBD Digital Consumer Lending Operations Resume Examples & Samples

  • Seven-plus years of experience in a QA / QC role at a financial institution
  • Two-plus years of management experience
  • Bachelor’s degree in finance or a related field or equivalent military experience
  • Experience driving organizational change in a dynamic environment
  • Knowledge of consumer banking including regulations, compliance, policies, process and procedures
  • Experience in ORM and executing compliance methods
43

MBD Digital Consumer Lending Operations Resume Examples & Samples

  • One to two years of contact center experience
  • Computer efficiency: strong PC skills with basic knowledge of Microsoft Office applications
  • Excellent interpersonal, communication, organizational and problem solving skills are required
44

MBD Digital Consumer Lending Operations Resume Examples & Samples

  • Demonstrated financial and analytical skills
  • Ability to interpret data to develop action plans to improve business processes
  • Strong PC skills required (Excel, Access, PowerPoint, Word) – ability to learn new tools
  • Experience in a with metrics and reporting at a financial services company
45

Lending Operations Closing Manager Resume Examples & Samples

  • Establish and maintain managerial practices (e.g., creating a collaborative environment) that build a high performance
  • Develop, implement, review and recommend revisions to the business unit’s twelve- to eighteen-month business plan,
  • Manage costs to a favourable trend with no adverse impact on quality, customers or employees, utilizing strong working
  • Ensure business unit procedures/ standards are documented, reviewed regularly and updated as needed to prevent
46

Lending Operations Specialist Resume Examples & Samples

  • The position has internal interaction within the Center of Excellence (COE), other Bank departments, and external vendors/financial institutions
  • Proficiency with Microsoft Excel and Microsoft Word
  • Previous Mortgage experience highly preferred
47

Lending Operations Specialist Resume Examples & Samples

  • Handle complex customer inquiries and correspondence. Resolve complex issues
  • Review/update procedures according to protocols, guidelines and methods established by Banking Services
  • Excellent customer service skills with the ability to use tact and diplomacy with internal and external contacts
  • 3-5 years proven customer service excellence
  • Notary public
48

Lending Operations Specialist Resume Examples & Samples

  • Create and maintain procedures documentation adhering to the protocols, guidelines and method established by Lending Services
  • Responsible for the technical training of new and current team members
  • Complete special projects as assigned by Lending Services Management team
  • Participate in project, process improvement initiatives
  • Recommend action regarding specialized functions based upon M&T Bank
  • Works under minimal supervision and exercises reasonable judgment in performing duties
  • Works with internal contacts within department or other M&T departments
  • External contacts attorneys, vendors and tax agencies
  • Research and resolve complex issues
  • Interact with vendors in support of procedural questions and issues
  • Acts as a backup during high volume, vacations, absences, etc
  • Perform other duties as assigned by management
  • A minimum of five years proven bank, financial services and/or professional office operations experience
  • Familiar with Real Estate and Escrow Processing
  • Escrow processing including tax payments, tax monitoring and escrow analysis
  • Real Estate processing including collateral and appraisals
  • AFS knowledge
49

Loan Services Lending Operations Specialist Resume Examples & Samples

  • Demonstrate a working knowledge of the loan accounting system
  • Key and verify credit account information including new loans, loan modifications, deferrals and maintenance
  • Key and balance monetary transactions such as payment reversals, payoff checks, accrual adjustments and fee waivers
  • Mitigate risk of financial loss by researching and resolving rejected items in a timely manner
  • Research credit disputes by responding to credit bureaus and Community Bank within Fair Credit Reporting Act and Federal Trade Commission compliance regulations
  • Provide support to lending personnel and work directly with other financial institutions to process and research participated and syndicated commercial loans
  • Work on departmental reports with varying frequencies to ensure compliance and mitigate risk
  • Research and resolve escalated client issues
  • Perform account research and analysis (e.g. account payment analysis) and prepare loan amortization schedules
  • Reconcile debit/credit transactions as they apply to commercial and retail credits
  • Possess an understanding of the global lending process from start to finish, including loan terms, attributes and system functionality for the supported lending products
  • Reconcile or balance general ledger information daily account transactions
  • Read and interpret credit documents and translate data into loan accounting system
  • Perform complicated credit disbursement requests by reviewing and validating funding stipulations
  • Mitigate risk associated with securities lending by ensuring that securities are pledged as collateral before disbursing loan proceeds
  • Mitigate risk associated with government guaranteed credits by reconciling and preparing monthly reports for Colson
  • Associate’s degree in Business or related field, or equivalent education and related training
  • Two years of banking or operations experience
  • Working knowledge of banking regulations, policies, compliance and procedures
  • Ability to communicate effectively across multiple levels of lending personnel, including strong written and verbal communication skills
  • Detail-oriented with excellent follow-up skills
  • Strong time management skills, problem solving and organization skills
  • Aptitude to read and interpret complex loan documents, including attorney prepared legal documents
  • Ability to grasp general accounting and financial concepts
  • Self-starter with the ability to work independently
  • Sound decision making skills that demonstrate flexibility and resourcefulness
  • Ability to work non-standard hours, including overtime as needed
  • Three years of loan-specific operations experience
  • Ability to identify, analyze, and organize information logically and draw sound conclusions
  • Working knowledge of the Shaw Retail Loan Systems (SHAW), Commercial Loan System, Automated Financial Systems (AFS), Construction Loan Control System (CLCS), Advanced Commercial Banking System (ACBS), Workflow Tools, Client Information File (CIF), and General Ledger (GL) Ticketing
  • Experience with Fair Credit Reporting and Service-members Civil Relief Act
50

MBD Digital Consumer Lending Operations Credit Manager Resume Examples & Samples

  • Bachelor?s degree or equivalent military experience
  • Competitive spirit and ability to lead and motivate teams
  • 5+ years of experience in a consumer lending environment
  • Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet. � The Goldman Sachs Group, Inc., 2015. All rights reserved
51

Credit Card Lending Operations Resume Examples & Samples

  • Answer customer phone calls, resolving questions and processing credit requests on new applications
  • Customer contact center experience preferred
  • Minimum of 3 years of lending experience required, consumer and business credit card lending preferred
  • Highly skilled in underwriting with a solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending
  • Strong analytical skills and the ability to efficiently make sound decisions based on analysis
  • Takes initiative, adjusts quickly to change, and takes responsibility for results
  • Motivated to deliver great customer experiences, maintaining a positive attitude in challenging situations by offering customers alternative solutions and enhanced products
  • Effective verbal and written communication with customers and colleagues
  • Engages in interactive dialogue with customers using active listening
  • Comfortable with conducting research when needed to ensure sound decisions
  • Careful compliance with all regulatory and department practices and procedures
  • Familiar with navigating multiple browsers, tabs, and windows, and instant messenger tools
52

Manager, Wholesale Lending Operations Resume Examples & Samples

  • Control lending fees collection
  • Act as a key reference and escalation point for all team matters impacting the business
  • Identify key stakeholders, build, develop and manage the relationships
  • Drive initiatives across the business to improve process and enhance customer experience
  • Take responsibility for keeping the team informed on policy, procedural, operational, and training issues
  • Lead a team of people and ensure that they are motivated towards achieving overall team and business objectives
  • Provide team members with individual performance feedback, ensure development plans are in place for team, and provide career guidance, coaching and mentoring
  • Adhere to risk and compliance framework & policy
  • Ensure minimisation of department risk and exposures
  • Drive action plans to remedy any issues arising from internal control, audit or compliance/regulatory reviews
  • Accountable for some regulatory and management reports
  • Manage budget and cost saving initiatives
  • Very good knowledge of credit admin functions (loan and security documentation & lending system processing) including business product knowledge
  • Strong understanding of risk management and practices in operations
  • High level of communication skills
  • Strong people leadership/management skills
  • Strong customer focus and stakeholder engagement & management
  • Strong understanding of regulatory and management reporting
53

Credit Card Lending Operations Resume Examples & Samples

  • Make sound judgmental credit decisions based on departmental procedures/guidelines, using our lending philosophy, and within your lending authority
  • Meet or exceed all departmental productivity and quality standards
  • Provide customers and Chase colleagues with a great experience by anticipating their needs, showing empathy, and ensuring their concerns are quickly resolved
  • Provide feedback to your manager and by using internal feedback tools about issues, policies, and feedback you hear from customers
  • Minimum of 3 years consumer and/or business lending experience required, credit card lending preferred
  • Solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending
  • Superior oral and written communication skills required
  • Must be comfortable working in an environment with 100% phone-based customer interaction; prior customer contact center experience preferred
  • Open to change, ability to quickly learn new processes
  • Self-motivated, takes initiative and responsibility for results
  • Passionate about delivering great customer experiences, maintaining a positive attitude in challenging situations by offering customers alternative solutions
  • Tech savvy, comfortable with working with Microsoft Office applications
  • Bachelor's degree preferred (Business, Finance, or Accounting majors are a plus)
  • Approach customer situations logically and with good judgment to ensure appropriate outcomes for customers and the company
54

Mortgage Lending Correspondent Lending Operations Specialist Resume Examples & Samples

  • Pull Sentinel Report to validate annual percentage rate (APR) disclosed by the Correspondent and clear items of concern that display “red ink” (indicate loan did not pass APR test)
  • Cross-train to help with preliminary file review as volume dictates
  • Perform manual checks of all Debarment Lists (e.g. Freddie Mac, HUD Limited Denials of Participation, BB&T (suspicious activity))
  • Notate files to be pended before forwarding file to pender
  • Cross-train as back-up support for data entry function as volume dictates
  • Continue to re-pend files for QM/Compliance group and Credit group if items received are not sufficient to clear pended items
  • Cross-train as back-up support for preliminary file review function as volume dictates
  • Communicate to Correspondent prior to funding of escrow items due and payable by them prior to funding
  • Determine loan’s ability to be bought down, calculate payment, due date, principal balance and escrow balance to be purchased
  • Complete the HMDA Checklist and save for audit purposes
  • Determine if loan is pended over seven days, calculate pended loan penalty and adjust loan price
  • Perform final check to ensure data verify report was pulled and cleared, Sentinel Report was pulled and cleared, QM tests were performed and indicated as passed in UNIFI, and Debarment Lists were checked and cleared
  • Initialize fees and ensure Sentinel Report is correct and interest due to/from Correspondent calculated correctly
  • Wire funds to Correspondent for loan purchase in the WPI wire system and upload supporting documentation into wire system portal
  • Cross-train as back-up support for preliminary file review and data entry functions as volume dictates
  • Demonstrated accuracy in work performed
  • Ability to work overtime as needed
  • Six months of mortgage loan processing or review experience
55

Home Lending Operations Specialist Resume Examples & Samples

  • Responsible for providing operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives
  • Responsible for delivering excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance
  • Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience
  • Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities. Keep up to date on regulation and policy changes. Follow all Bank policies and procedures, compliance regulations, and complete and stay up to date on all required annual or job-specific training
  • Assist with coaching, mentoring, or training others; teach coursework as a Subject Matter Expert or acting as a resource for other Home Lending associates as needed. Research and respond to questions and issues
  • Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed
  • Identify opportunities for continuous improvement
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Follows all Bank policies and procedures and 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."
56

Director, Lending Operations Resume Examples & Samples

  • Strong interpersonal and demonstrated team-building and coaching skills, proven teamwork and collaboration
  • Demonstrated analytical and problem solving skills; ability to apply sound judgment and make effective decisions
  • Proven ability to organize and prioritize; demonstrated success in multitasking and managing multiple, competing priorities
  • Experience with project management methodology
  • Strong ability to communicate at all levels with clarity and precision, both written and verbal
  • Ability to adapt in a changing work environment
  • Demonstrated team leadership skills; including the ability to lead, coach and develop others
  • Advanced technical/computer skills, including MS Word, Excel, PowerPoint, SharePoint, etc
  • Manage operational activities directed at B2B and B2B customers that achieve cost, quality and customer experience targets
  • Sponsor and provides oversight to projects designed to improve organization effectiveness and business outcomes
  • Analyzes key process and business reports to identify, implement or recommend process improvements and operations projects
  • Manages the following critical success metrics for the teams, as appropriate
57

Home Lending Operations Specialist Resume Examples & Samples

  • High School Diploma or GED, required
  • 3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience
  • Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field
  • Basic understanding of regulatory requirements or ability to understand and comply with regulatory requirements
  • Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research
  • Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences
  • Possess strong organizational and analytical skills
  • Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines
  • Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy
58

Head of Lending Operations Resume Examples & Samples

  • Accountable for the end to end process of Lending Operations unit both onshore and offshore
  • Set strategy, direction and objective for the teams, aligned to current business themes and drivers
  • Responsible to provide senior leadership across India and UK and right level of representation at global decision making forums
  • Drive the change agenda which includes moving 150+ roles to India that will cover the complex Libor and Base rate Lending business
  • Libor Lending
  • Responsilble for £43BN balance sheet that supports a £1Bn revenue line for the Bank
  • This role will further strengthen Services support for multiple divisions (C&IB, C&PB, Ulster)
  • Base Lending
  • Responsible for £14BN balance sheet that supports a £300m revenue line for the Bank
  • Responsible for the transition of work from the front office
  • Demonstrate Deep technical subject matter expertise of lending systems, platforms, processes that are critical in meeting the external regulations and delivering the income targets for the different functions
  • Create an environment where people are developed to achieve their highest potential
  • Maintaining appropriate Risk management through robust control governance and frameworks
  • Drive disciplined cost management and a culture of cost consciousness and operational excellence
  • Motivate and performance drive teams to deliver against business objectives. Focus teams around appropriate service levels that demonstrate delivering value for customers
  • Set the tone from the top by promoting client focus throughout the strategy , communications and client engagement
  • Masters Degree in Management and / or 15+ years of experience
  • Strong knowledge of the Global Banking and Financial Services Industry, and deep domain expertise in Lending Operations
  • Have excellent leadership qualities with the proven ability to lead, manage coach and build a high performing Operations teams
  • Knowledge of the Bank’s Vision, Strategy, Organisational Structure
  • Deep understanding of operational processes and settlements including Operational risk management , control environments, banking regfulatory and legal requirements
  • Reasonably good understanding of the global economy, policies, trends etc
  • Proven ability to build , maintain and enhance relationships at all levels. Excellent communicator at all levels with good presentation and negotiation skills
59

Mortgage Lending Correspondent Lending Operations Specialist Resume Examples & Samples

  • Pull a Sentinel Report to validate annual percentage rate (APR) disclosed by the Correspondent and clear any items of concern that display “red ink” (indicate loan did not pass APR test)
  • Cross-train to help with the preliminary file review as volume dictates
  • Make decisions regarding pending issues and provide support to other team members
  • Determine loan’s ability to be bought down and calculate payment, due date, principal balance and escrow balance to be purchased
  • Complete the HMDA checklist and save for audit purposes
  • Determine if loan is pended over seven days and calculate pended loan penalty and adjust loan price
  • Provide back-up support for wire approvals
  • Make decisions regarding pending/funding issues and provide support to other team members
  • Two years of mortgage loan processing experience
  • Working knowledge of mortgage loan procedures and documents
  • Four years of mortgage loan processing or review experience
60

Securities Lending Operations Analyst Resume Examples & Samples

  • Ensure appropriate collateral is agreed and transacted with counterparties on a daily basis. Calculate haircuts, concentration levels, ensure compliance with internal and client guidelines, and provide reporting to auditors, management and clients
  • Oversee and manage internal and external service provider relationships – ensure successful delivery of contracted services, proactively address and resolve issues, create and adapt service level standards and agreements to meet the evolving needs of the business
  • Develop and maintain close relationships and partnerships with Securities Lending and other BlackRock colleagues (traders, product managers, technology teams, etc.), as well as with external service providers, partners and counterparties
  • Support the continued evolution of the Securities Lending technology platform and global process model. Participate in projects as they relate to broader business product and system development, as well as process re-design and improvement
  • Bachelor’s degree required or relevant work experience. Master’s degree or other certifications/achievements desirable
  • Strong demonstrated aptitude and interest in finance required. Demonstrable experience in the financial industry a plus
  • Self-motivated, confident and proactive problem solver
61

Lending Operations Specialsit Resume Examples & Samples

  • Prepare legal documents for Business Banking, Commercial Banking, and Private Banking transactions using automated document prep system, and outside counsel’s documents
  • Analyze loan approvals and ensure all documentation adheres to credit policy and regulatory requirements
  • Prepare instructional memos to assist Relationship Managers in successfully closing loans
  • High School or equivalent (GED) and a minimum of 3 years’ proven bank, financial services and/or professional office operations experience
  • Demonstrated verbal and written communication skills
62

Global Securities Lending Operations Resume Examples & Samples

  • Ensuring all new borrows and loans have been collateralized in a timely manner to expedite stock settlements
  • Liaise with clients to reduce collateral exposure on settled returns
  • Work with the repo team to manage street facing non-cash exposure
  • Balancing Global1�DTC EOD activity
  • Processing any fed wires and related journal entries
  • 3 month contract
63

Manager, Lending Operations Resume Examples & Samples

  • Strong knowledge of FATCA/CRS and KYC compliance
  • Delivers strong results
  • Has sound judgement
  • Highly motivated and committed
64

GS Bank Digital Consumer Lending Operations Credit Manager Resume Examples & Samples

  • Five plus years in an operational role with increasing management responsibility and ownership to drive customer satisfaction
  • Passion for delivering a great customer experience at scale
  • Strong communication skills and ability to empathize with customers
  • Impeccable judgment and comfort with ambiguity
65

Consumer Lending Operations Documentation Resume Examples & Samples

  • University or undergraduate degree, or equivalent work experience
  • 3 to 5 years previous banking experience required with Consumer Lending experience preferred
  • Intermediate knowledge of required loan documentation i.e. Appraisals, title products, flood certifications, trusts, car titles, bills of sale, etc
  • Working knowledge of MS Word and Excel required
  • Time management, organization, attention to detail and multi-tasking skills
66

Analyst Securities Lending Operations Analyst Resume Examples & Samples

  • Approval of daily LAMS marks in DTC
  • Daily return processing across platforms
  • Review borrow /loan excess report
  • Process dividend , corporate action adjustments
  • Coordinate funding with Cashiering
  • Daily Monitoring DTC activity
  • Daily monitoring of Loaned for DK’s, exceptions and unmatched items
  • Process rate changes per the desk instructions
  • Communicate with the desk on Tri party balances
  • Confirm and send bond prices to the external counterparties
  • Daily balancing of DTCC to Loanet for multiple PBI platforms
  • Daily monitoring and resolution of contract compare breaks
  • Confirm and send MTM’s with external counterparties
  • Monitor and complete daily Contract consolidation, pair offs and reversal of free drops
  • Monitor non 204 buy ins and potential buy ins ( process returns when necessary )
  • Ensure all deficits are being addressed and resolved
  • Process and monitor all incoming recalls and report back to sales desk
  • Process and Monitor AQS for recalled items
  • Process daily returns across platforms
  • At least 2 to 3 years of experience in stock loan operations or a similar settlement or funding operations environment
  • Ability to work as part of a team in a fast paced operations environment
  • Knowledge of DTC settlements and balancing
  • Detailed knowledge of Loanet
  • Experience using Broadridge BPS
67

Lending Operations Specialist Resume Examples & Samples

  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
  • The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, automobile and recreational finance dealers and vendors/outside agencies. BASIC QUALIFICATIONS REQUIRED
  • Good customer service skills with the ability to use tact and diplomacy with internal and external contacts IDEAL QUALIFICATIONS PREFERRED
  • Notary public (as required by department needs) About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today at www.mtb.com/careers!
68

Securities Lending Operations Analyst Resume Examples & Samples

  • Possess strong analytical and problem solving skills, excellent relationship management skills, ability to work independently, and strong attention to detail
  • Undergraduate degree (accounting, finance or economics preferred), or equivalent combination of training and experience
  • Minimum two years of relevant business experience (accounting or finance related experience preferred)
  • Ability to multi-task and to work in a fast-paced environment
  • Demonstrated financial, security market and fund operations knowledge
  • Strong PC skills, proficiency in MS Excel and MS Access
  • Ability to work independently and manage time effectively
  • A commitment to strengthening communities by donating time, talent, and treasure
69

Home Lending Operations Analyst Resume Examples & Samples

  • Required: Vocation or Technical Training
  • 3 years relevant mortgage lending and/or operations experience
  • Knowledge of Mortgage Lending and various Mortgage Lending related software
  • Experience in operations, policy or procedure development and working with various loan origination systems
  • Possess Good communication skills, verbal and written
  • Proficient in the use of office software applications such as Word, Excel, Adobe, Power Point, etc
  • Possess Strong business operational abilities including analytical and problem solving skills
  • Ability to work effectively in a team environment and with individuals at various levels across company lines
70

Lending Operations Specialist Resume Examples & Samples

  • Minimum five year’s work experience
  • Paralegal experience preferred
  • Real Estate and Title Insurance experience preferred
  • Familiarity with SBA products preferred
71

Home Lending Operations Specialist Resume Examples & Samples

  • Provide operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives. Assist with coaching, mentoring, or training others; teach coursework as a Subject Matter Expert or act as a resource for other Home Lending associates as needed. Research and respond to questions and issues. Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed. Identify opportunities for continuous improvement. Deliver excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance. Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience. Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities
  • Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keep up to date on regulation changes. Follow all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words. Take personal initiative and is a positive example for others to emulate. Embrace our vision to become "The World's Greatest Bank." May perform other duties as assigned
  • High School Diploma or GED, required. Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences. 3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience. Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field. Basic understanding of regulatory requirements or ability to understand and comply with regulatory requirements. Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research. Possess strong organizational and analytical skills. Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines. Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy
72

Manager, Lending Operations Resume Examples & Samples

  • Minimum four years Financial Institution experience with at least two years in a lending role such as commercial lender, credit officer or loan administrator
  • Strong understanding of lending, including lending policy and procedures
  • Intermediate level knowledge of banking systems, products and services; prior experience with a loan origination system would be an asset
  • Basic working knowledge of Microsoft Office applications
  • Working within deadline requirements
  • Working under time pressure
  • Completing tasks with minimal supervision
  • Prioritizing and effectively handling multiple tasks
  • Working remotely with Branch lending staff to troubleshoot problems
  • Exhibiting a sense of urgency when dealing with client partner or system issues
  • A collaborative work style
  • Strong analytical skills and problem solving capabilities
  • Ability to build strong working relationships with client partners
  • Expert attention to detail
  • Maintain a strong line of communication with Lending Operations’ stakeholders
  • Demonstrate and expert level of understanding and working knowledge of programs, policies and processes
  • Provide system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
  • Design, develop and sign-off on new functionality, testing plans, system documentation and procedure manuals
  • Participate in future phases of WAVE project including but not limited to reporting, service pack and version upgrades of the software, system enhancements, etc
  • Act as the Snr Mgr, Lending Operations in their absence
  • Strive to ensure a high level of engagement and commitment exists within the team
  • Support team members through encouragement and coaching; provide coaching and training to new team members
  • Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
  • Ensure CWB’s Strategic Plan is effectively communicated to the team and new team members
  • Represent the Operations department by actively participating in branch/department/bank meetings and supported events
  • Prepare and regularly review personal annual goals and career development plan with manager/supervisor
  • Prepare and regularly review annual goals and career development plan with direct reports
73

Securities Lending Operations Resume Examples & Samples

  • Manage and ensure timely loan and return settlement in all markets, and resolve related issues daily
  • Ensure appropriate collateral is agreed and transacted with counterparties on a daily basis. Calculate margin requirements to ensure compliance with internal and client guidelines, and provide reporting to auditors, management and clients
  • Ensure sufficiency management is reviewed with appropriate actions taken to mitigate securities lending risks to client investment portfolios
  • Follow established procedures and perform appropriate controls (including cash, security and collateral reconciliations), while exercising good judgment in managing risk and following escalation procedures
  • Develop and maintain close relationships and partnerships with Securities Lending and other BlackRock colleagues (traders, product managers, technology teams, etc.), as well as with external service providers, custodians and counterparties
  • Develop expertise in local market practices through experience, training, classes and outside research, to ensure best of class service
  • Bachelor’s degree required. Masters degree or other certifications/achievements desirable
  • Strong demonstrated aptitude and interest in finance required. 3-5 years experience in the financial industry a plus
  • Highly risk aware and demonstrated ability to multi-task and make appropriate decisions under rigid deadlines, while adhering to established procedures and escalation/risk mitigation measures
  • Self-motivated, confident and proactive problem solver. Positive, “can-do” attitude and willingness to stretch self outside comfort zone and grow
74

Home Lending Operations Specialist Resume Examples & Samples

  • Provide operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives
  • Research and respond to questions and issues. Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed. Identify opportunities for continuous improvement. Deliver excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance. Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience. Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities
  • Assist with coaching, mentoring, or training others; teaching coursework in hourly and multiple day long sessions as a Subject Matter Expert, may give presentations to large audiences. Act as a resource for other Home Lending associates as needed
  • Strong verbal, written communication and personal interaction skills is essential, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
  • Ability to train and lead group class environments and present to large audiences
  • 3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience such as Post Closing etc
  • Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines. Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy
75

Lending Operations Specialist Resume Examples & Samples

  • Provide quality customer service to customers. This includes responding to customer inquiries, troubleshooting and resolving issues, follow-up both by telephone and email, and internal service events
  • Must possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high volume environment
  • Cross train within multiple areas of operations
  • 1-3 years of banking experience or experience with banking or accounting systems preferred
  • Need to maintain a high degree of accuracy while performing repetitive data entry/transaction processing
76

Head of Lending Operations Resume Examples & Samples

  • Commercial acumen – the ability to assimilate and analyse complex information from disparate sourcing and provide sound, well-reasoned decisions and business plans that contribute to departments strategies and tactics
  • Manages performance – the ability to translate strategic priorities into operational reality through managing team performance, aligning communication, accountabilities, resource capabilities, internal processes, and ongoing measurement system to ensure that the priorities yield measurable and sustainable results
  • Extensive experience (>10 years) working in a leadership position, preferably in Banking, or within a customer-focused industry, e.g. Banking and Finance, Insurance, Retail
  • Understanding of competitors’ propositions and industry trends, as they relate to the banking environment
  • Relevant tertiary and/or industry experience
77

Home Lending Operations Specialist Resume Examples & Samples

  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
  • Takes personal initiative and is a positive example for others to emulate
  • 1-3 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience
78

Assistant VP-domestic Securities Lending Operations Resume Examples & Samples

  • Perform all daily settlement tasks
  • This includes, but is not limited to settlement of stock loan and borrows transactions, mark to the markets, contract compare, corporate action adjustments, end of day balancing BONY, DTC and OCC related to Borrow/Loans and daily reconciliations
  • Monitoring & resolution of breaks and suspense items
  • Internal reporting of transaction breaks, funding requirements and KPI’s
  • Daily balancing of DTCC to LoaNet for multiple PBI platforms
  • Process and escalation of 204 buy in by open of the market
  • Send daily CNS hard to borrow needs to 2154 to sales desk and recall in Falcon
  • Process daily reconciliation of recalls across all platforms
  • Responsibilities Cont’d
  • Customer support
  • Systems input and processing
  • At least 5 years’ experience in Domestic Securities Lending or Settlements Operations
  • Bachelors from accredited university
  • Adequate understanding of operational processes and risks and the ability to escalate concerns
  • Fundamental understanding of securities industry as it relates to the following
  • Domestic settlement and securities lending practices
  • LoaNet
  • DTC
  • Equilend
  • Pirum
  • Broadridge BPS
  • Detailed knowledge of Domestic Securities Lending
  • Experience using Equilend or Pirum
  • Experiences in both cash and non-cash securities lending settlements and mark to market
  • Not Applicable
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Securities Lending Operations Resume Examples & Samples

  • Coordination and oversight of Business Operations Securities Lending accounting and billing to ensure timely settlement of billing within established policies and market convention Prepare rebate and fee statements and settle with counter-parties
  • College degree (BS/BA) preferably in Finance/Accounting/Business
  • Systematic thinking, efficiency, attention to detail, quality control, and striving for constant improvement
  • Strong time management skills with the ability to multi-task and prioritize own work
  • Knowledge of the financial services industry preferred
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Manager, Lending Operations Resume Examples & Samples

  • Understand Lending Operation’s stakeholders’ process requirements by obtaining feedback, identifying common challenges and process gaps
  • Provide direction/guidance to ensure that stakeholder requirements are being met by taking full advantage of existing and future lending system (WAVE) capabilities
  • Drive Corporate departments to document/prepare their roadmaps and determine their impact on the Lending process and the Lending Operations team
  • Provide Tier 3 system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
  • Actively participate in the lending focused inter-departmental committees
  • Provide direction/guidance to Information Services Release Management team to ensure release processes are followed and communicated, documentation is completed and change management practices are adhered to
  • Ensure the defect and enhancement processes are being properly administered and managed from a Lending Operations point of view, and that all parties are being engaged at the correct time
  • Provide Lending Operations subject matter expertise in defect meetings with external vendors
  • Supervise Management Associates (when assigned to Lending Operations) and oversee/update the training portion of their program as required
  • Assist Human Resources with the development of role specific Lending Training for new and existing hires to the bank. Assist with presenting training seminars as required
  • Six years Financial Institution experience with at least four years in a lending role such as loan administrator, credit officer or retail lending
  • Previous management experience would be beneficial
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Lending Operations Resume Examples & Samples

  • Transaction funding and management of deal cash flow
  • Preparing, processing and maintaining legal and transaction documents
  • Identifying and mitigating interest rate and foreign exchange risks
  • Identifying and addressing operational risks in the management of transactions
  • Operational analysis of new/proposed transactions and implementation of appropriate procedures for effective day to day management
  • Provide timely and accurate advice to senior management on key facility events and processes
  • Submitting Know Your Customer (KYC) requests to the Onboarding Team
  • Liaising with external stakeholders
  • Strong numerical skills with Intermediate to Advanced Excel skills
  • Attention to detail and the ability to remain organised in a dynamic environment
  • Ability to work effectively to meet tight deadlines as well as the commitment to follow tasks through to completion
  • 3-5 years in a similar role within banking and finance
  • Experience with Commercial loans systems (Misys Loan IQ) would be an advantage
  • GD *LI