Loan Coordinator Resume Samples

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SK
S Kreiger
Stephany
Kreiger
596 Cartwright Trail
San Francisco
CA
+1 (555) 322 6208
596 Cartwright Trail
San Francisco
CA
Phone
p +1 (555) 322 6208
Experience Experience
Detroit, MI
Student Loan Coordinator
Detroit, MI
Conn LLC
Detroit, MI
Student Loan Coordinator
  • Providing financial aid counseling to prospective and continuing undergraduate and graduate students
  • Assisting the processing staff with documents, files, projects and phone calls
  • Conducts entrance/exit counseling sessions for the Federal Perkins/VSSL Programs
  • Working with Admission and the Graduate Division to ensure that prospective students have accurate information
  • Conducting financial aid presentations on campus
  • Provides collection and counseling services to loan borrowers to maintain low COHORT default rate
  • Assist with processing of summer financial aid awards
Philadelphia, PA
Loan Coordinator
Philadelphia, PA
Christiansen, Champlin and Boyer
Philadelphia, PA
Loan Coordinator
  • Establishes accurate closing date and monitors promised closing dates to meet those established. Meets standards for closing percentages of loans processed
  • As assigned, consult with Client Specialists, Client Managers, Operations Managers and Credit Executives on regional differences
  • Assists in the development and training of other coordinators
  • Assists management with tracking and reporting of key data along with inputting of figures and statistics via spreadsheets and power point
  • Assist banker with loan Payoffs (work with collateral department for releases and research, requesting formal payoff letters)
  • Use state of the art technology to manage your loan pipeline as well as conduct credit and underwriting analysis
  • Works directly with internal or external counsel, vendors and Commercial Loan Officers with some supervision from their Team Lead. The documentation process includes all new loans, leases, letters of credit, amended and restated, renewals, modifications and amendments to ensure legal documents conform to CRM/WAM. Compares the CRM/WAM to the loan documentation and provides recommendations to the Commercial Loan Officers and counsel regarding any discrepancies
present
Phoenix, AZ
Interlibrary Loan Coordinator
Phoenix, AZ
Leuschke Inc
present
Phoenix, AZ
Interlibrary Loan Coordinator
present
  • Assist with hiring, training, and provides lead work direction to one to two staff members and two to four part-time student assistants
  • Evaluates and plans daily unit work-flow and workload of the ILL team
  • Attends meetings, workshops, webinars, etc. to continue to develop professionally as an ILL professional
  • Creates, maintains, and updates policies, procedures, and work-flow documents
  • Processes incoming borrowing and lending requests via ILLiad (or other ILL management software)
  • Provides excellent customer service at any of Access Services' public service desks
  • Compiles and analyzes statistics for outward reporting obligations and internal improvement efforts
Education Education
Bachelor’s Degree in Skill
Bachelor’s Degree in Skill
The University of Texas at Austin
Bachelor’s Degree in Skill
Skills Skills
  • Normal office physical environment; ability to lift up to 25 pounds
  • Extensive knowledge of all applicable Financial Aid regulations
  • Microsoft Office/Suite proficient
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
  • Able to multitask efficiently and effectively
  • Ability to work some evenings and weekends
  • Ensure accuracy and thoroughness of data entry into appropriate Chase tracking systems. Perform audit of Sales file and Underwriting file for submission to the Closing/Delivery Group. Provide feedback to Management on operational improvements to processes/workflows. Perform accurate audit of files prior to submission to Underwriting and prior to submission to Closing
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15 Loan Coordinator resume templates

1

Mtg Loan Coordinator Resume Examples & Samples

  • Incumbent would typically have 3-5 years of operations, systems, or customer service experience in mortgage lending with increasing responsibility
  • Works independently on routine duties/ responsibilities assigned by supervisor/manager
  • 1year of mortgage or bank related experience
2

Mortgage Loan Coordinator Resume Examples & Samples

  • Incumbent would typically have 3-5 years of operations, systems, or customer service experience in mortgage lending with increasing responsibility
  • Works independently on routine duties/ responsibilities assigned by supervisor/manager
  • 1year of mortgage or bank related experience
3

Business Loan Coordinator Resume Examples & Samples

  • TheBusiness LoanCoordinator is a member of the Business Banking Team within the BusinessLoan Center.Responsibilities include reviewing Commercial Credit application packages for adherence to credit policy. Determine appropriate research necessary to ensure collateral position. Orders and reviews, title work, surveys, flood checks as well as other reports information. Prepares the loan and compliance documentation necessary to protect the bank's interest
  • Must have experience with Commercial loan documentation, includingexperience with due diligence related to commercial loans: i.e. UCC searches and filings, real estate due diligence including title work, flood determinations, etc. and different entity types
  • Must have Legal, Paralegal or Legal Assistant experience, certification and/or training along with related loan documentation experience
  • Thorough knowledge of business loans, includingsales and underwriting process preferred
  • 1 years experience in Commercial real estate documentation, title work and surveys, construction plans and specs preferred
  • 1-2 years compliance training preferred
  • Close attention to detail and accuracy
  • High level of proficiency in organizing, priority setting, and issues management
  • Demonstrated PC aptitude and understanding of the Credit Process
4

SBA Loan Coordinator Resume Examples & Samples

  • Requires 1 years SBA experience and compliance
  • Excellent knowledge of loan documentation, SBA requirements & perfection of collateral, laws and regulations affecting appropriate due diligence, and excellent knowledge of real estate lending
  • Thorough knowledge of SBA processes, loan products, business loan sales and underwriting process
  • Prefer 5 years experience with real estate, title work, surveys, construction lending & loan documentation
  • Able to communicate well and work independently
5

SBA Loan Coordinator Resume Examples & Samples

  • Requires experience preparing SBA 7A or Express loan documents, including experience with due diligence related to loans
  • Prefer 5+ years experience with commercial real estate, title work, surveys, construction lending & loan documentation
  • 1+ years compliance experience preferred
  • Excellent knowledge of laws and regulations affecting appropriate due diligence, excellent knowledge of real estate lending, loan documentation & perfection of collateral
6

Mortgage Loan Coordinator Resume Examples & Samples

  • Schedules customer application appointments for Mortgage Loan Originators
  • Submits all reports and correspondence to appropriate parties as required
  • Creates, manages and distributes all management reports
  • Handles routine customer questions and assists with problem resolution
  • Communicates with customers as needed for additional documentation
  • Ensures the Empower System is updated with all information received in the loan file
7

Consumer Loan Coordinator Resume Examples & Samples

  • Demonstrates understanding of RESPA & Regulation Z compliance
  • Demonstrates understanding of loan documentation and regulatory compliance
  • Demonstrates general knowledge and ability in Microsoft Office Products (Word, Excel)
  • Familiar with banking core accounting systems
  • Experience with Laser Pro Documents a plus
  • Demonstrates a good understanding of all of UMB's retail loan products
8

Business Loan Coordinator Business Banking Loan Documentation Resume Examples & Samples

  • Prefer experience with commercial real estate, title work, surveys, construction lending & loan documentation and the laws and regulations affecting documentation and perfection of collateral
  • Excellent attention to detail, communication skills and PC skills
  • Able to communicate well and work independently in a high volume environment
  • College degree, paralegal, or equivalent work experience
9

Loan Coordinator, Green Bay Resume Examples & Samples

  • Review application from originating lender for completeness and accuracy to registration program and price. Review compliance documentation as required. Insure file is properly entered into MLS, including appraisal, pricing, borrower information and automated underwriting findings. Request, review, and log the receipt of any other documents pertinent to the loan file (affidavits, offers to purchase, tax returns, recorded documents, certificates of eligibility, etc.) not provided by the lender
  • Complete closing documentation for Associated Bank Wholesale Clients including all correct mortgage, note, riders, closing statements, disclosure documentation, affidavits and other documentation required to complete transaction. Maintain exception or return ration of less than 5%. All closings to be completed within the timelines set based on market conditions and customer requirements
  • Provide back up to TPO Client Relationship Coordinator as needed. Work cooperatively with other Correspondent Coordinators to complete all department work on a timeliness basis. Perform other assignments as required
10

Business Loan Coordinator Resume Examples & Samples

  • Manage the ARC Letter of Credit queue, which includes Letter of Credit issuances, amendments and renewals in a paperless environment
  • Managing the LC renewal process; notification to the Market and initiating ARC credit approvals
  • Monitor credit lines to verify and validate line availability for Letter of Credit issuance, amendments and renewal of Letters of Credit
  • Monitor collateral holds and verify/authorize collateral hold releases
  • Managing and responding to requests received in the Business Banking Letter of Credit Delivery Team shared email box
  • Monitor and delegate letter of credit transactions received in the Business Banking Letter of Credit Delivery Team queue
  • Processing credit data linkage
  • Providing assistance to the cross-Line of Business transfers
  • Support in the credit facility management process
  • Prefer Letter of Credit experience
  • Requires 1+ years of commercial loan documentation experience
  • Prefer Loan Closing, cash and unsecured loan experience
  • Excellent communications skills and be self confident to interact with all levels within the organization
  • You should be a self starter, independent thinker, able to work with minimal supervision, multi-task, be solution oriented, and drive to results
  • A solid understanding and command of, or the ability to learn the Credit Risk Infrastructure tools and applications, including but not limited to ARC, Exposure Now, FSD, VLS, Customer Assist, Client Central and iVault, GTS
  • Understanding of the Product Due Diligence/KYC process and requirements as it relates to Credit helpful
  • Requires Outlook and Microsoft Office expertise
  • Prefer Bachelor Degree in Business, Accounting or Finance
11

Loan Coordinator Resume Examples & Samples

  • Manage the Federal Direct Loan and Perkins Loan Programs
  • Conduct entrance/exit interview sessions
  • Update FAM systems upon completion of Stafford & Perkins entrance / exit interview
  • Update third party servicer and system of demographic changes
  • Update FAM systems regarding default and exit holds
  • Reconcile the Federal Direct Loan Program
  • Act as a liaison to lenders and servicers
  • Assist in reviewing and resolving NSLDS error reports
  • Initiate all correspondence to students regarding the signing of promissory notes, entrance and exit interviews
  • Assist in collection phone calls and letter series on delinquent loan borrowers as required by federal due diligence regulations
  • Prepare mailings correspondence to students, lenders and servicers
  • Counsel default preventions to students
  • Travel to meeting, training sessions and conferences as required
  • Work evening hours as necessary
  • Participate in College events
  • Bachelor Degree preferred or 5 years financial aid experience
  • Excellent organizational, interpersonal and computer skills
  • Familiarity with the Datatel software preferred
  • Ability to crunch numbers and troubleshoot
  • Extensive knowledge of all applicable financial aid regulations
  • Knowledge of Microsoft applications
12

Loan Coordinator Resume Examples & Samples

  • 5+ years of Financial Aid experience
  • Extensive knowledge of all applicable Financial Aid regulations
  • Familiarity with the Datatel software
13

Loan Coordinator Resume Examples & Samples

  • Proactively resolves post-closing issues and/or documentation deficiencies with Attorney, Loan Officer, or Leasing CBA’s (if necessary). Loads non-resolved issues as exceptions onto Custom Lender
  • Proactively follows up on all exceptions, and provides recommendations and updates to Commercial Loan Officer. Suggests alternative solutions for outstanding documentation items based on certain variables
  • Reviews collateral and Nautilus while renewing or amending existing loans to ensure proper documentation is obtained. Prepares and submits all collateral documentation for scanning according to current Imaging procedures
  • Works directly with internal or external counsel, vendors and Commercial Loan Officers with some supervision from their Team Lead. The documentation process includes all new loans, leases, amended and restated, renewals, modifications and amendments to ensure legal documents conform to CRM/WAM. Compares the CRM/WAM to the loan documentation and provides recommendations to the Commercial Loan Officers and counsel regarding any discrepancies
  • Coordinates various aspects of direct loans and leases
  • Coordinates with counsel the ordering of due diligence items in order not to duplicate any orders
  • Assists Management (as needed) with the closing process, new documentation requirements and any other best practice
  • 20150727
14

Mortgage Loan Coordinator Resume Examples & Samples

  • Achieve results
  • Learns and Adapt
  • Demonstrates thoroughness and accuracy
  • Must have a highly proactive mindset
  • Must be a strong verbal and written communicator to a wide variety of audiences, including Customers, Sales and Fulfillment associates, and leaders
15

Mortgage Loan Coordinator Resume Examples & Samples

  • Serves as MLO liaison for operational tasks, reporting and processes
  • Serve as a liaison between the loan center and the customer
  • Monitor appraisal/values, title forms, certifications, and other mortgage documents on loans in pipeline
  • Provide customer service in various scenarios, from in person customer branch visits to drop off paperwork to aiding with Laser leads
  • Leverage the Customer Commit Tool to log customer complaints
16

Senior Loan Coordinator Resume Examples & Samples

  • Works directly with Loan Officer and Attorney from the beginning of documentation process for all new loans, amended and restated, renewals, modifications and amendments to ensure legal documents conform to CRM/WAM
  • Depending on the deal, determines whether the Attorney will order due diligence searches so as not to duplicate orders and minimize expenses. Ensures all regulatory requirements are met and satisfied. The incumbent will review final documentation presented and upon satisfaction of the requirements will authorize boarding/funding of loan
  • Proactively resolves post-closing issues and/or documentation deficiencies via tickler tracking system in Custom Lender, while also making periodic updates to Loan Officers. Suggests alternative solutions for outstanding documentation items based on certain variables
  • Responsible for the testing of enhancements and/or fixes to Custom Lender in different work environments, along with tracking and reporting the status of these updates and results to Management
  • Reviews and submits all collateral documentation for imaging to Nautilus along with resolving or confirming questions made by other areas of the bank
  • Trains/Educates Commercial Loan Officers and Analysts when appropriate on review, closing and Custom Lender procedures
  • Assists with and coordinates the training of Loan Coordinators and provides quality review results to manager
  • As needed, performs post-closing quality reviews to ensure consistency
  • Provides manager with feedback and suggestions related to departmental improvements resulting in reduction of expenses while creating more efficient workflow
  • Complies with all applicable federal and state laws and regulations
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Other duties will be assigned
  • 20151021
17

Loan Coordinator Resume Examples & Samples

  • Conduct a thorough review of the electronic loan file to ensure it includes all relevant requirements, within designated turn-times and in accordance with departmental and regulatory requirements. As assigned, work with Operations Manager, Client Specialist, Appraisal, Flood, Insurance, Legal and Closing business partners; along with outside Escrow and Title partners to ensure all documents are reviewed for accuracy and completeness. Compliance with all Reg B, HMDA, application and rate lock deposits, along with accurate data input into Bank’s loan system
  • This position is the point of contact person for the Sales Teams, Underwriters, and Loan Closers throughout the due-diligence process to answer any questions that may arise. Work independently through complex transactions in a multi-state environment, coordinate specialized documentation with third parties as needed; identify issues/concerns and coordinate timely communication of request(s) with appropriate business partner(s) or Manager to expedite resolution
  • Effectively manage expectations of Sales Teams in terms of timelines and completion of loan documentation checklist throughout the due-diligence process. Review Borrower's loan application package, prepare an additional information letter, if required, and convey any issues discovered to the appropriate person. Validate the Borrower’s/Principal's entity structure, credit and financial liquidity. Obtain and review preliminary title report, underlying title documents and title proforma for acceptability and required endorsements to meet Bank guidelines
  • Review Borrower request(s) for changes and/or waivers of certain forms or loan documents and conditions, identify issues and concerns, coordinate timely communication of request(s) with Client Specialist, Regional Field Operations Manager and/or Client Manager. Provide limited one-on-one training and technical assistance for Co-Workers (including new hires), as needed
  • Ensure accuracy and thoroughness of data entry into appropriate Chase tracking systems. Perform audit of Sales file and Underwriting file for submission to the Closing/Delivery Group. Provide feedback to Management on operational improvements to processes/workflows. Perform accurate audit of files prior to submission to Underwriting and prior to submission to Closing
  • Thorough review of preliminary title reports, underlying title documents, legal description and plat map for acceptability. Work directly with Title/Escrow partners to obtain additional information, as needed
  • As assigned, consult with Client Specialists, Client Managers, Operations Managers and Credit Executives on regional differences
  • Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external business partners. Balance the test of reasonableness vs. compliance risks when stopping a file from moving forward in the process
  • Develop and maintain knowledge of moderately complex MFL and CML loans and comply with Bank policy and regulations, industry standards, conveyance/settlement procedures, current real estate laws and terminology, and appraisal requirements
  • Manage or demonstrate capacity to manage a pipeline averaging 20-25 loans at various stages (initial file review, submit to Underwriting and submit to Closing) and averaging 20 loans funded per month
  • Maintain a constant balance of producing quality with a high-volume workload
  • Performs related work, as required
  • Bachelor’s Degree preferred or 3-5 years related job experience with knowledge of residential or commercial real estate loan processing concepts and related government regulations to independently prioritize, organize and execute loan processing functions to meet time sensitive and mandatory delivery deadlines in a high volume, regulatory environment
  • Knowledge of banking, mortgages, title insurance review, appraisal process and residential or commercial real estate lending
  • Knowledge of accounting standards and practices and their application to loan processing and reporting activities
  • Knowledge of commercial real estate collateral requirements with exposure to multi-family, commercial, industrial, income property and real estate loan documentation, policies, practices and regulatory requirements
  • Understanding of moderately-tiered borrowing entities, including, but not limited to, trusts, corporations, limited liability companies, partnerships and tenants in common
  • Demonstrated ability to communicate effectively with internal and external clients; must be able to clearly convey and articulate information, both written and verbally
  • Demonstrated ability to Research and classify data using systematic procedure, interpret data, compile results using known formula, study a situation or problem to determine resolution, merge multiple sets of data, identify alternative course of action, interpret meaning of information, formulate conclusions, decide course of action based on analysis and within scope of authority
18

Senior Consumer Loan Coordinator Resume Examples & Samples

  • Understanding of Article 9
  • Understanding of RESPA & Regulation Z compliance
  • Understanding of Corporate Organizational documentation
  • Understanding of loan documentation and loan structure
  • Demonstrated ability to train others
  • Ability to read and interpret the loan approval memorandum
  • Strong team work skills
  • General Knowledge of Microsoft Office Products
  • Efficient use of bank core systems
  • Experience with Laser Pro Documents
19

Business Loan Coordinator Resume Examples & Samples

  • 2+ years of experience preparing commercial loan, SBA, or mortgage loan documents required
  • Experience with due diligence related to loans is preferred
  • Experience with commercial real estate, title work, surveys, construction lending & loan documentation and the laws and regulations affecting documentation and perfection of collateral is preferred
  • Thorough knowledge of commercial loan products, business loan sales and underwriting processes is preferred
  • Able to communicate well and work independently in a high volume, production-oriented environment
20

Comml Loan Coordinator Resume Examples & Samples

  • Demonstrates understanding of Article 9
  • Demonstrates understanding of Corporate Organizational documentation
  • Demonstrates good analytical skills
  • Demonstrates general knowledge of Microsoft Office Products
  • Demonstrates strong attention to detail
  • Demonstrates good verbal and written communication skills
  • Familiarity with banking core accounting systems
21

CTL Loan Coordinator Resume Examples & Samples

  • Point of contact for sales team, underwriters, and loan closers throughout the due diligence process to answer any questions that may arise. Work independently through complex transactions and identify issues and concerns, coordinate the communication of requests with appropriate lending officer and/or manager to expedite resolution
  • Effectively manage expectations of sales teams in terms of timelines and completion of loan documentation checklist throughout the due diligence process. Review borrower's loan application package, prepare additional information, and convey any issues discovered to the underwriting team. Validate the borrowers/principal's/entity structures and financial liquidity
  • Obtain and review preliminary title report, underlying title documents and title proforma for acceptability and required endorsements to meet bank guidelines. Review file for proper documentation to confirm right types of third party reports are ordered and obtain clearances
  • Review title reports and insurance. Confirm escrow has been opened. Determine accurate signatures on loan documentation, and assemble underwriting and legal documentation files. Reviews all plotted easements
  • Develop and maintain knowledge of guidelines and comply with Bank policy and requirements, industry standards, conveyance/settlement procedures, current real estate laws and appraisal requirements
  • Develop and maintain contact with sales teams, closing teams, outside agencies (e.g. title, brokers, designated law firms and their staff, insurance and escrow companies) in order to obtain a complete application package and/or documentation for Commercial Term Lending (CTL) transactions
  • Ensure accuracy and thoroughness of data entry into Chase systems. Perform audit of sales file and underwriting file for submission to the closing/delivery group
  • Strong Partnership Skills/Team Player
  • Strong Interpersonal Skills
  • Ability to work and communicate within all levels of management
  • 3 to 5 years mortgage or commercial loan processing experience required
22

SBA Loan Coordinator Resume Examples & Samples

  • Requires 1+ years SBA experience or related loan document experience and compliance
  • Prefer excellent knowledge of loan documentation, SBA requirements & perfection of collateral, laws and regulations affecting appropriate due diligence, and excellent knowledge of real estate lending
  • Prefer thorough knowledge of SBA processes, loan products, business loan sales and underwriting process
23

Funding / Loan Coordinator Resume Examples & Samples

  • Bachelor’s Degree or Associate’s Degree with 1-2 years of prior business/office experience
  • Proficiency in Salesforce, Outlook, Excel and Word
  • Exceptional analytical and problem solving abilities
  • Timely follow-through
  • At least one to two years in Business, Finance, Insurance or Customer Service position/industry
24

Mortgage Loan Coordinator Resume Examples & Samples

  • Highly polished interpersonal skills, including verbal and written communications, suitable for assisting high net worth clients navigate the mortgage origination process. Ability to manage client expectations (especially when sensitive situations arise) and communicate in a sophisticated manner with clients and internal partners alike in regards to loan inquiries and transactions in process
  • Clear understanding of residential mortgage transactions and how to keep a loan transaction flowing from application through to funding and recording
  • Fluent in the regulatory requirements for residential mortgage originations and related deadlines for disclosures, credit decisions, required notices, etc
  • An understanding of the interplay between SVB Private Bank as the lender and the title companies used in real estate transactions
  • Keen organizational skills in order to keep a large number of transactions moving at the same time, minimizing the days in process for refinance transactions, ensuring all purchase transaction deadlines are met, and maintaining a clean pipeline in regards to timely dispositions of files as needed
  • Daily responsibilities include, but are not limited to
  • Assist Mortgage Lenders in submitting clear, complete and timely applications to the Mortgage Operations team for initial disclosures and processing. This includes the ability to work effectively with the Senior Mortgage Lender to become well versed in a specific transaction request. In addition, a candidate should understand how a Rate Lock works, be able to register a loan in the Loan Origination System, and be willing to perform some process functions, if needed, such as credit report requests, appraisal orders, etc
  • Work as a team with the Senior Mortgage Lender and Relationship Manager to proactively communicate with clients in a timely manner regarding the status of their loans. Client communication may be required on evenings and/or weekends. Communication will also include sending clients documents via Docusign
  • Ability to act independently and proactively in order to clear all loan conditions and expedite a transaction to closing. This includes following up with the client on any outstanding items needed, working with title companies on any title issues that arise, and exercising appropriate judgment and problem solving skills to minimize exception and extension requests and thereby ensuring a complete loan file for future audit purposes
  • Manage the scheduling of signing appointments for clients, while keeping all parties aware of the sequence and timing of the steps to close the loans. Assist clients with wire requests from SVB accounts when needed for borrowers’ funds to close
  • Provide suggestions on where we can improve in the mortgage process and client experience
25

Business Loan Coordinator Resume Examples & Samples

  • 2 years of experience in a related analytical role is required
  • Basic understanding of financial statement analysis is required
  • College degree in related field of study preferred (Finance/Accounting) preferred
  • Experience in a credit analysis or underwriting environment is preferred
  • Ability to work in a fast paced, high production environment performing multiple tasks is required
  • Working knowledge of the following preferred:APSTAR, B1B, VLS, AFS, and Choicepoint
  • PC skills to include ability to work in Word, Excel and Access databases
  • Accuracy with attention to detail
  • Analytical/problem solving skills
26

BB Loan Coordinator Resume Examples & Samples

  • Create finance request and uploads incoming loan applications and related loan documents to Capital Stream
  • Assure applications are complete. For incomplete applications, communicate with UMB sales associate to collect missing loan application checklist items. Forward complete applications to underwriting
  • Prepare and mail adverse action (denial) letters to customers on behalf of UMB sales associates within regulatory requirements
  • Create application processing & production reports using excel/insight (idashboard)
  • Initiate request and create ideas for adjustments and improvements in efficiency in Capital Stream workflow to Capital Stream Administrator
  • Follow up on Group Mailbox inquiries
  • Answer/assist with calls from service center and route customer/prospect inquiries
  • Complete all assigned Skill Port training
  • Backup for incoming and outgoing Group Mailbox emails
  • Assist manager to set up training classes, arrange room reservations, lunches, training materials, and instructional support
  • Assist manager in ordering office supplies, scheduling appointments, organizing/planning meetings, and maintaining follow up systems. Screen incoming phone calls and correspondence and responds independently as instructed by executive
  • Research and/or compile information for department reports from insight (idashboard)
  • Process monthly business expense reports and payments of credit card statements
  • Attend group/staff meetings as assigned by the manager
  • Demonstrates advanced PC skills, including Word, Excel, Access and PowerPoint
  • Demonstrates strong organizational and project management skills with attention to detail
  • Demonstrates exceptional written communication skills with sound knowledge of grammar and punctuation
  • Demonstrates excellent verbal communication skills
  • Demonstrates outstanding interpersonal skills with a strong team orientation
  • Demonstrates advanced time management skills to prioritize assignments
  • Demonstrates ability to work independently and solve conflicts/problems
  • Demonstrates ability to handle highly confidential information
  • Knowledge of Capital Stream system
27

Loan Coordinator / Priv Wealth Resume Examples & Samples

  • Manage the pipeline (tracking, monitoring, follow-up, and coordinating with multiple departments) to keep the processing of new loan requests, renewals and refinances of Consumer, Real Estate or Commercial loans on track
  • Communicate effectively with all parties involved, with the client experience the highest priority
  • Demonstrates understanding of Regulation Z compliance
  • Demonstrates understanding of Regulation B compliance
  • Demonstrates understanding of Fair Credit Reporting Act
  • Demonstrates understanding of TRID compliance
  • Demonstrates ability to monitor compliance against regulations
  • Demonstrates strong analytical skills
  • Demonstrates general knowledge of Microsoft Office Products (Outlook, Word, Excel)
  • Demonstrates familiarity with banking core accounting systems
28

Loan Coordinator Resume Examples & Samples

  • Gathers and reviews all income, asset, credit, title, property information and disclosures in a residential loan transaction for all loans including: Validates the information on the loan application and findings of the respective underwriting engine, pursuant to the bank and secondary requirements. Reviews all loan information, including, but not limited to credit reports, appraisal reports, tax returns, financial statements, income and asset documentation. Calculates all income being used to qualify
  • Processes documents pursuant to investor, bank and regulatory guidelines. Ensures the integrity and consistency of data in the loan file and on the loan origination/processing system
  • Maintains productivity and quality of service standards, as established by Management, with respect to the approval of loans, including but not limited to submission of loan to underwriter for approval within specified timeframes, from the receipt of Intent to Proceed signed by the borrower for initial credit approval to final approval, pursuant to standards set forth by Management. Validates all point of sale income and asset documents with the information on 1003 and automated underwriting findings. Ability to process and manage a pipeline of 50 files. Ability to meet processing turn times for closing dates on Purchase transaction as set forth by the Deposit Receipt Offer and Acceptance (DROA) and specified lock expiration dates for all loans
  • Maintains a high level of customer service by being proactive and communicating effectively with borrowers, Loan Officers, Underwriters, external and internal customers, which includes other division employees, including Management. Completes Welcome calls and Follow-up calls with borrowers throughout the process of the loan
  • Develops and maintains effective pipeline management to meet processing turn times and transaction deadlines. Reviews and utilizes processor daily pipeline report to prioritize workload
  • Obtains and maintains thorough product knowledge with respect to the Bank and Secondary marketing guidelines and compliance regulations. This includes, however, is not limited to Fair Lending, Reg B (ECOA), Reg C (HMDA), Reg Z (TIL), Reg X and RESPA, Fair Credit Reporting Act, and the USA Patriot Act. Performs all other miscellaneous responsibilities and duties as assigned
29

Loan Coordinator Resume Examples & Samples

  • Initiates and maintains contact with customers throughout the processing period, assisting them with any questions and notifying them of any additional information needed
  • Satisfies conditions and ensures documentation meets requirements
  • Monitors loans in process to determine any deviation from standard processing time and to take appropriate actions including notifying the manager for alternatives to ensure timely service
  • Sets and maintains proper expectations to all parties
  • Establishes accurate closing date and monitors promised closing dates to meet those established. Meets standards for closing percentages of loans processed
  • Be able to work in a fast paced environment
  • Notifies the customer of the underwriting decision
  • Researches problems and files documents as required
30

Smu-student Loan Coordinator Resume Examples & Samples

  • A combination of two to three years of education and related experience / training that provides the knowledge, skills, and abilities needed for successful performance of the job duties will be considered
  • Baccalaureate Degree in Business Administration or a related field from an accredited college or university preferred
  • Two years in increasingly responsible accounts receivable work (may be in combination with other accounting duties)
  • Previous experience in a higher education environment highly desirable
  • Ability to use personal computers within a network environment as well as knowledge of and experience with the Windows environment
  • Extensive knowledge of Excel and word processing software
  • Possess thorough knowledge of fundamental accounting principles, theories and terminologies, plus skills to perform tasks with accuracy and competence
  • Ability to perform reconciliations and analyze reconciliation data for meaningful conclusions and reasonableness
  • Ability to organize and complete large-scale projects independently while participating as a team player
  • Demonstrate consistent levels of accuracy and motivation
  • Ability to interface with large, diverse user groups and vendors
  • Ability to handle stress and deadlines
  • Occasional overtime may be required
31

Mortgage Loan Coordinator Resume Examples & Samples

  • Order credit reports, tax service contracts, appraisals and additional documents to complete the loan file
  • Coordinate funding of mortgage loans, closing and booking
  • Handle in timely fashion the refinance,first and second mortgage applications
  • Schedule funding, closing and booking of loans
  • 2+ years' of consistent mortgage loan processing experience
  • Must meet NMLS registry requirements which will occur prior to starting
  • Proficient in Emcompass
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Consumer Loan Coordinator Resume Examples & Samples

  • Perform daily proactive pipeline management
  • Communicate with clients and PC RM’s consistently and effectively, while providing excellent service
  • Maintain contact schedule with clients and PC RM’s, updating loan record on all communication
  • Communicate effectively and build relationships internally between the PC RM’s, CLC, and Lender Live
  • Set expectations, provide timely status updates, and establish deadlines for customers on returning conditions
  • Build a strong working relationship with the PC RM’s based on mutual trust
  • Coordinate all client activity in order to meet desired closing dates
  • Manage a pipeline of loans driving activities to meet the clients expectations and to meet an on time closing
  • Effectively manage and own your work queue ensuring queues and activity timelines are met
  • Restructure, re-price transactions with the PC RM’s that do not meet underwriting guidelines
  • Audit conditions prior to file submission to underwriting to confirm the meet requirements
  • Assist clients with loan level questions and concerns
  • Review reporting to target loans in the pipeline that need special attention
  • Deliver clean, complete and accurate files
  • Communicate effectively with clients, customers, and other stakeholders
  • While performing the duties of this position, the employee will view, have access to, and work with confidential financial data. The employee in this position must adhere to strict confidentiality policies and procedures
  • Perform related duties as requested
  • 5+ years of mortgage processing and/or operations experience
  • 2+ years of customer service customer support experience required
  • Knowledge of federal and state fair lending requirements
  • Working with unique and complex program guidelines
  • Coach and train others and share best practices
  • Prioritize workload and meet deadlines
  • Organizational skills with attention to detail – advanced
  • Interact effectively with all levels of staff and management
  • Meet licensing requirements (S A F E Act)
  • Microsoft Office skills – intermediate
  • Proficient in third party systems usage
  • Proven experience working in a fast paced, high volume, customer focused environment
  • Time management and problem solving skills – advanced
  • Understanding, interpretation and qualification of mortgage documents and products and investor guidelines with the ability to clear conditions – advanced
  • Verbal and written communication skills – advanced
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Interlibrary Loan Coordinator Resume Examples & Samples

  • Thorough knowledge of interlibrary loan borrowing and lending policies and procedures and applicable work methods
  • Thorough knowledge of online databases and systems and the ability to perform complex searches
  • Demonstrated problem solving and research skills, including the investigation of complex problems requiring the analysis and interpretation of information
  • Thorough knowledge of all aspects of lead work direction, including assisting in employee selection, training employees, assigning work, organizing work-flows, establishing priorities, reviewing work, providing input on performance evaluations, and promoting teamwork to optimize effectiveness
  • In-depth knowledge of library operations, materials, services, policies, and procedures
  • Knowledge of copyright law as it applies to ILL
  • Ability to provide excellent customer service, communicating with patrons, colleagues, and supervisors in a clear, friendly, and helpful manner
  • Strong interpersonal, written and oral communication, and organizational skills
  • Ability to apply rules in accordance with policy, regulations, and procedures in varying circumstances
  • Ability to provide information on library policies, procedures, and services to library users
  • Ability to efficiently use standard office applications (Word, Excel, PowerPoint, etc.)
  • 45% Oversees Daily ILL Operations
  • Evaluates and plans daily unit work-flow and workload of the ILL team
  • Assist with hiring, training, and provides lead work direction to one to two staff members and two to four part-time student assistants
  • Oversees the performance, productivity, and efficiency of team members and re-prioritizes assignments or reorganizes work-flows in order to meet the daily operational demands of the department
  • Trains ILL team members as needed (staff and students)
  • Creates, maintains, and updates policies, procedures, and work-flow documents
  • Compiles and analyzes statistics for outward reporting obligations and internal improvement efforts
  • Investigates new ILL products and technologies, more efficient work-flows, and better data collection practices and makes recommendations to Library Administration in an ongoing effort to continuously improve the ILL user experience
  • Attends meetings, workshops, webinars, etc. to continue to develop professionally as an ILL professional
  • Implements new ILL applications, upgrades, or projects
  • 45% Processes ILL Borrowing and Lending Requests
  • Processes incoming borrowing and lending requests via ILLiad (or other ILL management software)
  • Verifies bibliographic citations using appropriate reference and Internet tools
  • Oversees the shipping of library materials to and from other libraries
  • Communicates effectively with ILL personnel at other libraries as needed
  • Communicates effectively with ILL patrons, answering questions and trouble-shooting problems as needed
  • Issues overdue notifications and coordinates invoicing and processing of lost materials with the Circulation unit
  • Maintains ILL billing system on ILLiad and prepares invoices for payment and checks for deposit
  • Troubleshoots ILLiad (or other ILL applications) and problem requests as needed
  • 10% Provides operational support to the Access Services Department and the library as needed
  • Provides excellent customer service at any of Access Services' public service desks
  • Checks materials in and out
  • Cross-trains with other Access Services positions
  • Participates in library-wide meetings, committees, programming, etc. as assigned
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Mortgage Loan Coordinator Resume Examples & Samples

  • Handles routine and complexed customer questions and assists with problem resolution via phone or email
  • Acts as the main point of contact for customers and collects additional documentation as needed
  • Obtains corrections for any audit or post-closing exceptions required from the Mortgage Loan Originator (MLO)
  • Handles basic administrative tasks as needed
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Loan Coordinator Resume Examples & Samples

  • Work closely with our Loan Officers to ensure a timely and accurate experience for our clients—from first time home buyers to refinancers—throughout the entire mortgage process
  • Scheduling and tracking of closing dates, contingency dates and loan lock expirations
  • Review loan approvals and address all conditions required for underwriting and closing
  • Receive on-going, comprehensive training and become an expert on home loan products and the mortgage process
  • Prepare and submit timely and accurate loan files to the Closing Department
  • Use state of the art technology to manage your loan pipeline as well as conduct credit and underwriting analysis
  • 3+ years of recent experience in an operational role preferred in the residential mortgage industry – Conventional, FHA and VA
  • Experience using Fannie Mae’s Desktop Underwriter and Freddie Mac’s Loan Prospector
  • Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
  • Strong listening, problem solving skills and out of box thinking
  • An inherent love of and desire to serve clients and create something unique and fantastic
  • A commitment to integrity and customer service
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Credit Union Loan Coordinator Resume Examples & Samples

  • Develop and demonstrate a comprehensive understanding of APCI FCU consumer, credit card and real estate loan products and services with ability to clearly explain to current or potential members
  • Represent APCI FCU in a courteous and professional manner which supports APCI FCU’s mission and reputation
  • Preparation of consumer, credit card and real estate applications and assign to a loan officer for underwriting. Application preparation includes data entry, ordering credit reports, ordering property appraisals and reviewing loan application packet for accuracy and completeness
  • Track and produce reports summarizing all applications assigned to a loan officer
  • Explain loan terms and conditions to borrower(s) while tracking outgoing loan disclosures
  • Maintain confidentiality of member(s) sensitive information
  • Create and present recommendations which create APCI FCU member value while supporting the APCI FCU’s reputation, goals and mission
  • Perform other duties and complete projects as assigned by the APCI FCU President/CEO, CFO, CLO or Board of Directors
  • Incumbent will have demonstrated strong organizational skills as-well-as attention to-detail and time management
  • Incumbent will have the demonstrated ability to deliver friendly, prompt and knowledgeable service while ensuring member confidentiality
  • Incumbent will have strong written and verbal communication skills as-well-as intermediate proficiency with Word and Excel
  • Incumbent must have the ability to multi-task and work independently as-well-as part of the loan services team
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SBA Loan Coordinator Resume Examples & Samples

  • Verify the accuracy of documents received (i.e., title report, insurance, legal documentation, etc.)
  • Prepares closing documents using LaserPro and coordinates signing with escrow and title officers
  • Ensures all pre and post closing document issues are resolved and completed
  • Ensures all loan conditions have been met and prepares loan file along with closing documents for funding
  • Broad understanding of all facets of commercial real estate loans, SBA loans or equivalent combination of experience, education and/or training as a Loan Assistant and/or Loan Processor
  • Thorough knowledge and understanding of methods, practices, procedures and terminology used in banking and/or lending (i.e., processing, underwriting, documentation, compliance, title, escrow, appraisal, funding, loan service and audit) in addition to a proven track record
  • Ability to coordinate diverse tasks simultaneously within stringent timeframes
  • Strong computer skills with special emphasis in Word and Excel
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Wholesale Loan Coordinator Resume Examples & Samples

  • Receive, review and input incoming loan packages
  • Identify and collect necessary documentation from the Broker
  • Establish and maintain good working relationship with Loan Processing Center
  • Prepare loan file for submission to Loan Processing Center
  • Assist Loan Processing Center with loan file requirements and client conditions
  • Coordinate client, Broker and title company communication throughout loan transaction
  • Communicate status of loan files and timeframes with Brokers
  • Review all rate locks and loan disclosures, including Loan Estimates and Closing Disclosure, for accuracy prior sending to Brokers
  • Manage rate lock expirations and closing timelines
  • Answer questions regarding loan programs, policies and procedures
  • Schedule client, realtor and Broker appointments as directed by Wholesale Manager or Account Executive
  • Coordinate and schedule loan closings with title companies and Brokers
  • Manage the Approved Broker List
  • Maintain current licensing requirements for Brokers
  • Perform Quarterly Broker audits
  • Manage Branch Custom Construction assignments
  • Assist with Broker meetings/Open Houses: invitations, reminders, set-up, catering, etc
  • Monitor and track Wholesale loan volume. Generate monthly activity report
  • Provide clerical functions for the department including filing, distributing incoming mail, etc
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Student Loan Coordinator Resume Examples & Samples

  • Serves as coordinator of the Federal Perkins/Virginia State Student Loan Program
  • Ensures all documentation related to the program complies with Federal regulations, and ensure that the University remains updated on regulator changes/matters as it relates to the program
  • Reviews for accuracy reports received from Heartland ECSI and other outside agencies
  • Serves as the University’s liaison for ECSI and other agencies as it relates to the student loan program
  • Ensures all borrower files include the proper documentation for fund disbursed by the program
  • Conducts entrance/exit counseling sessions for the Federal Perkins/VSSL Programs
  • Provides collection and counseling services to loan borrowers to maintain low COHORT default rate
  • Maintains student loan borrower accounts, and ensures all documents and files are in compliance with Federal, State and University guidelines
  • Considerable knowledge of federal and state student aid and loan programs
  • Demonstrated ability to accurately perform mathematical computations
  • Demonstrated ability to interpret regulations pertaining general accounting practices
  • Demonstrated ability to communicate effectively, both verbally and in writing
  • Demonstrated ability to analyze and interpret financial standards and regulations, and prepare financial reports
  • Ability to work independently and as a member of a team with emphasis on providing excellent customer service
  • Previous experience working with student loan programs
  • Experience in higher education financial or accounting environment, or federal, state, or local municipality
  • A complete application, including all previous employment, salary history, and education, for full consideration, must be received online by 11:59PM of the “Job Close Date.”
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Student Loan Coordinator Resume Examples & Samples

  • Assist in the ongoing evaluation and revision of established default management procedures for all respective CEC schools SBU
  • Contact students at least twice during their grace period to remind students of upcoming student loan payments
  • Contact students who become delinquent on their student loans, regarding options to resolve delinquency
  • Work in conjunction with designated lenders and guarantors to resolve student loan delinquencies
  • Work with designated CEC/SBU Division Schools to coordinate and minimize overall division student loan delinquencies
  • Accurately track, reconcile and report on projected cohort default rates on a weekly & monthly basis
  • Positively impact the annual cohort default rate by applying proven strategies and providing borrower assistance to minimize the number of borrowers who default on their student loans
  • Utilize all available skip tracing techniques available to locate and resolve student loan delinquencies
  • Contact a minimum of 50 students weekly, for delinquency resolution, and must resolve minimum 10 delinquencies weekly
  • Maintain or reduce overall CEC Cohort Default Rates
  • Perform the daily functions of the position in compliance with school policy and federal policy as well as the recommended guidelines in the Fair Debt Collection Practices Act
  • Assist students in understanding and successfully managing their loan obligations
  • The primary function of this position is to lower the total student loan defaults by reducing the number of delinquent student loan borrowers and promote student loan financial literacy
  • Bachelor’s Degree from an institution accredited by an agency recognized by the U.S. Department of Education (or international equivalent) or equivalent Default Management experience/Collection experience
  • Strong orientation towards high-volume, fast-paced, time sensitive business operations
  • Successful in maintaining exemplary customer service levels during high growth
  • Knowledge of College environment, financial aid office, College retention, and Graduate placement procedures, preferable
  • Knowledge of Fair Debt Collection laws, both Federal and State
  • Knowledge of Federal Default Management, regulatory requirements preferable
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Student Loan Coordinator Resume Examples & Samples

  • Originate & disburse federal and institutional aid
  • Coordinate federally mandated entrance and exit interviews for all Federal Direct Loan borrowers. Facilitate electronic/web and/or group entrance and exit presentations each semester for first-time borrowers and to graduated, less than half-time, and non-enrolled students
  • Assist with production and delivery of exit counseling letters
  • Facilitate in the coordination of financial literacy/debt management workshops for students
  • Assist with processing of summer financial aid awards
  • In addition to the management of student loans, the Loan Coordinator will support the counseling and graduate financial aid units as needed by
  • Providing financial aid counseling to prospective and continuing undergraduate and graduate students
  • Calculating financial aid eligibility, making awards and corresponding with students and families and revising data as needed
  • Conducting financial aid presentations on campus
  • Working with Admission and the Graduate Division to ensure that prospective students have accurate information
  • Working with the Controller’s Office and Student Accounts to ensure understanding of student charges and credits and provide budget counseling
  • Assisting the processing staff with documents, files, projects and phone calls
  • Generate and review daily or weekly reports and ad-hoc reports as needed
  • Daily certification of all federal and private loans
  • Complete process for handling paper loan checks in a timely manner per federal regulations – as needed
  • Process loan changes
  • Reversals of federal loan funds from students accounts
  • Notify Bursars office of disbursements, returns and reversals
  • Place holds on loan disbursements for SAP, enrollment less than half-time, and
  • Exhibit behavior that supports the mission, vision, and values of the University. Communicate and employ interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct. Demonstrate a commitment to outstanding customer service
  • Minimum of one year experience working in a Financial Aid and/or in a post-secondary institution preferred
  • Demonstrated knowledge in the areas of: the federal financial aid programs, specifically the DL program and alternative educational loan programs preferred. Knowledge or willingness to learn SCT Banner and/or COD systems or other financial aid databases preferred. Knowledge of common personal computer applications, including but not limited to MS Outlook and MS Office: Excel, ARGOS, Word, and PowerPoint
  • Accurately process a high volume of loan applications; manage a variety of tasks; understand electronic data transfer used in uploading and downloading of data
  • Can effectively communicate (both written and oral) as evidenced by experience in preparing comprehensive documentation related to business processes and other technical information. Accurate data entry. Strong interpersonal, organizational, analytical, and oral and written communication skills are required. Excellent customer service skills
  • Works well in a technical and functional team environment
  • Demonstrated computer competency
  • Typically a Bachelor Degree and/or relevant work experience
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Loan Coordinator Resume Examples & Samples

  • Processes student loan applications and disbursements verifying that students and parents complete the loan application, entrance counseling, exit counseling, and master promissory notes where applicable
  • Assists students and parents with the loan application process, entrance counseling, exit counseling, and master promissory note forms
  • Sends each borrower disbursement notifications each week which includes the loan type, date of disbursement, when the disbursement will be delivered and by what method, and the method and date by which the student or parent must notify the school that he or she wishes to cancel all or a portion of the loan
  • Each semester, notifies graduating students and students that have stopped attending of their exit loan counseling requirements
  • Acts as the university liaison with private lenders for students with alternative funding needs to ensure eligibility, certify, and disburse funds in a timely, accurate and efficient manner
  • Coordinates the disbursing and repayment of student loans with the Bursar's Office, Accounting Office, and the Department of Education, and verifies that loans are disbursed or returned within the timelines mandated by the Department of Education
  • Monitors over need reports twice weekly, and takes necessary action to correct. Examples of actions can include: reallocating from subsidized to unsubsidized, cancelling all or a portion of a loan, and/or reducing other unaccepted aid
  • Monitors over award reports twice weekly and take necessary action to correct. Examples of actions can include cancelling all or a portion of a loan and or reducing or cancelling unaccepted aid
  • Processes Return of Title IV funds calculations and returns loans funds according to mandates of Federal Guidelines
  • Reconciles loan funds with the Accounting Office and the Department of Education on a monthly and annual basis
  • Assists with monitoring the Student Queue; an internal system for tracking and serving students
  • Pro-rates Direct Subsidized Loans for students whose remaining period of study is shorter than an academic year
  • Monitors 150% Direct Subsidized Loan Limit
  • Updates policies & procedures of Direct Loans according to guidelines mandated by the Department of Education and the university
  • Serves as a member of the Default Prevention Task Force
  • Advises students of smart borrowing to minimize student loan debt by providing financial literacy knowledge and counseling
  • Performs other duties assigned by the Director of Financial Aid & Scholarships
  • Associate Degree from an accredited college or university required
  • Evidences a history of demonstrating ethical and professional behavior
  • Minimum of two years background working with Department of Education and State of Oklahoma financial aid programs
  • Two years’ experience utilizing student loans delivery systems including ElmNET, National Student Loan Data System (NSLDS), SCT+ and Banner
  • Knowledge of Department of Education Federal financial aid regulations and loan policies and procedures
  • Must be able to interact comfortably and effectively with a diverse client population
  • Must be able to relate effectively with members of student support units and contribute in a dynamic team environment that adheres to process-oriented, results driven strategies
  • A positive "can-do" attitude along with a professional appearance and demeanor should be modeled at all times
  • Must have a willingness to continually self-initiate learning to remain proficient
  • Should be able to quickly grasp and apply new skills and methods
  • Must be customer service motivated with ability to work and respond effectively to varied audiences of internal and external clients
  • Must possess strong organizational skills as well as a demonstrated ability to multi-task and work in a deadline-driven environment
  • Proficiency in operating computer applications including Microsoft Office, Excel & Word, SCT+ and Banner
  • Ability to organize, prioritize and coordinate workload and work within deadlines
  • Excellent written communication and listening skills and customer responsiveness are essential
  • Normal office physical environment; ability to lift up to 25 pounds
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Loan Coordinator Resume Examples & Samples

  • Works directly with internal or external counsel, vendors and Commercial Loan Officer or Leasing Associates. The documentation process includes all new loans, amended and restated, renewals, modifications and amendments to ensure legal documents conform to CRM/WAM. Compares the CRM/WAM to the loan documentation and provides recommendations to the Commercial Loan Officers and counsel regarding any discrepancies
  • Coordinates various aspects of direct loans, syndications, participations and leases
  • Performs thorough inspections of the Bank’s collateral, which includes the perfecting of MB’s position by following up with counsel on the submitting of UCC’s, mortgages, and other documents for recordation
  • Assists management with tracking and reporting of key data along with inputting of figures and statistics via spreadsheets and power point
  • Regularly takes on Departmental projects and initiatives under instruction from Management
  • Develops efficiencies that will add value to the closing process and the Loan processing system
  • Assists in the development and training of other coordinators
  • 20150513
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Loan Coordinator Resume Examples & Samples

  • Support front line through timely and accurate client day to day requests and research
  • Assist in completing new credit requests through operational support such as: (CDOF, Set up autopay, place collateral holds on deposit products pledged, collect loan fees and update CRM system – prospect to client for new clients, scan and send loan documents to closer post-closing)
  • Assist bankers in managing portfolio reports (eg: clearing loan doc exceptions, expired insurance)
  • Assist banker with loan Payoffs (work with collateral department for releases and research, requesting formal payoff letters)
  • Assists Underwriting team as needed
  • Preparing and distributing reports as assigned (eg: Portfolio review reports, pipeline reports, past due reports)
  • Understanding of the high net worth and ultra-high net worth client profile and typical product offerings
  • Prefer a minimum of 2 - 3 years of loan coordinator experience
  • Strong organizational skills, with the ability to manage multiple assignments and priorities is essential while delivering desired results
  • Strong teamwork and partnering skills with ability to effectively manage the expectations of multiple internal/external constituents
  • Effective written and verbal communication/presentation skills
  • Intermediate user of MSWord and MS Excel
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Interlibrary Loan Coordinator Resume Examples & Samples

  • Ability to communicate effectively oral and written
  • Supervision of student assistants or other personnel
  • Advanced computer skills including Internet, word processing, and spreadsheets
  • Ability to work independently and collaboratively in an academic environment
  • Knowledge of traditional and electronic academic library research practices
  • Interlibrary loan services including ILLiad and Worldcat
  • Library Databases and Integrated Library System (Sirsi)
  • Google Apps
  • Careful attention to details