Loan Funder Resume Samples

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WH
W Hackett
Wilfrid
Hackett
1604 Murphy Ports
Philadelphia
PA
+1 (555) 631 5596
1604 Murphy Ports
Philadelphia
PA
Phone
p +1 (555) 631 5596
Experience Experience
New York, NY
Loan Funder
New York, NY
McLaughlin, Schmeler and Effertz
New York, NY
Loan Funder
  • Assists in the training and development of the staff
  • Meets with the Closing Manager on a bi-weekly basis to review the performance & status of the department
  • Assists with escalated/exception loans
  • Resolves Monthly Exception Response report. Works with Closers and Funders on the Wires outstanding report, and Funded not Received report
  • Assists with Post Closing deficiencies as well as involving Closer or Funder as a training opportunity
  • Uploads funding request documents into XDOC
  • Direct escrow officer’s on breaking down borrower’s closing costs and seller credits
Chicago, IL
Comml Loan Funder Closer
Chicago, IL
Pagac Inc
Chicago, IL
Comml Loan Funder Closer
  • Accurately funding advance requests utilizing AFS, CLCS, and Loan Administration
  • Prepares electronic booking package to ensure accurate on-boarding to the system
  • Properly document any policy and/or due diligence exceptions throughout the closing/funding process
  • Reviewing/balancing the project budget to include loan funds and equity
  • Funding the loan according to the bank approval and the loan documents
  • Working with business partners in the Loan HUB to ensure accurate servicing of the loan to include: rate changes, payment schedules, SWAP information, etc
  • Reviewing all due diligence items as they come in for accuracy and sufficiency, according to Bank policy
present
Boston, MA
Comml Loan Funder / Closer
Boston, MA
Ziemann-Kirlin
present
Boston, MA
Comml Loan Funder / Closer
present
  • Prepare electronic booking work package and perform post close review to ensure loan boarded onto the system accurately
  • Assist Manager/Team Lead with out of balance reports to reconcile any errors/issues
  • Perform post close review to ensure loan payment/advance boarded onto the system accurately
  • Review all documents after booking to create Advance Templates for ongoing disbursement instructions according to loan approval and signed documentation
  • Timely follow up and management of incoming items from the borrower, RM, General Contractor, and Inspection Firm
  • Reviews AIA documents, invoices, lien waivers to ensure loan stays in balance
  • Fund the loan according to the bank approval and the loan documents
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Loyola Marymount University
Bachelor’s Degree in Business Administration
Skills Skills
  • Maintains a professional image and adheres to standards consistent with company policies and procedures
  • Attends new product code webinars
  • Assists with escalated/exception loans
  • Assists with Post Closing deficiencies as well as involving Closer or Funder as a training opportunity
  • Reviews POA’s, Trust Agreements and closing scenarios thru ClosingSupport@SupremeLending.com email box
  • Assists in the training and development of the staff
  • Resolves Monthly Exception Response report. Works with Closers and Funders on the Wires outstanding report, and Funded not Received report
  • Meets with the Closing Manager on a bi-weekly basis to review the performance & status of the department
  • Manages Production Pipeline reviewing at 9, 11, 1 and 3pm preventing loans being outside of SLA in addition to ensuring team members do not have to large of a workload or not enough
  • Meets customer service standards in always posing a positive demeanor and treating Branches with service equal to that of an external customer
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3 Loan Funder resume templates

1

Comml Loan Funder Closer Resume Examples & Samples

  • Support the Large Middle Market loans & Line of Business, which are typically syndicated in nature
  • Act as liaison between the Large Middle Market LD&FC and the Line of Business including both relationship managers/ client managers and underwriting, the Loan HUB, and other Operational areas within the bank
  • Process Loan Closings, Advances, Payments, and Maintenance Items – including Rollovers, Conversion, Margin Changes and Other Operational Transactions – as well as, Loan Closings, Renewals and Loan Modification on an on-going basis
  • 1 – 3 years of experience for a Grade 14
  • 3 – 5 years of experience for a Grade 16
  • 5 + years of experience for a Grade 18
2

Comml Loan Funder Closer Resume Examples & Samples

  • Review the loan approval for accuracy and compliance with policy
  • Order, review, and coordinate loan documents from attorney or internal documentation team
  • Review and negotiate loan documents to ensure loan is documented as approved
  • Gather and review all due diligence items required according to collateral type and loan policy
  • Properly document any policy and/or due diligence exceptions throughout the closing/funding process
  • Compare documents and discuss discrepancies with underwriter and loan officer for resolution. Prepare and review loan closing package and coordinate signatures to ensure all documentation was properly executed
  • Fund loan according to approved terms and conditions to include verification of signors, advance rates, and compliance with all loan agreement requirements
3

Comml Loan Funder / Closer Resume Examples & Samples

  • One to Three years commercial loan closing experience.- Grade 14
  • Three to Five years commercial loan closing experience. - Grade 16
  • Five or more years commercial loan closing experience - Grade 18
4

Consumer Loan Funder Resume Examples & Samples

  • Review loan applications for completeness and accuracy of information and documentation
  • Process loans generated through a variety of sources
  • Advise loan applicants of loan decisions and requests any additional information or documentation necessary for account establishment
  • Coordinate loan documents and signing and disburses approved loans, both direct and indirect
5

Comml Loan Funder / Closer Resume Examples & Samples

  • Review all documents to ensure compliance with federal, state, and BBVA Compass’ credit policy before loans are closed
  • Carefully review and approve any documents provided by Third Party Vendors, if applicable
  • Prepare electronic booking work package and perform post close review to ensure loan boarded onto the system accurately
6

Comml Loan Funder Closer Resume Examples & Samples

  • Reviewing/balancing the project budget to include loan funds and equity
  • Reviewing loan advance requests for accuracy and completion, to include borrower budget, AIA G702/G703, lien waivers, and numerous industry standard construction documents
  • Funding the loan according to the bank approval and the loan documents
  • Ordering third party reports as needed
  • Timely follow up and management of incoming items from the borrower, attorney, and relationship manager
  • Reviewing title policies, surveys, environmental reports, appraisals, and any third party report that relates to the transaction
  • Review and balance the loan on AFS Level III
  • 2 years in Commercial Real Estateloan funding
  • 2 years within a financia institution and/or law firm with extensive experience funding large Commercial Real Estate credits
7

Comml Loan Funder Closer Resume Examples & Samples

  • Review all documents to ensure compliance with federal/state regulatory requirements, and BBVA Compass’ credit policy before loans are closed
  • Compare documents and discuss discrepancies with underwriter and loan officer for resolution or escalate for assistance
  • Prepare and review loan closing package and coordinate signatures to ensure all documentation was properly executed
  • Ensure all ‘subject to conditions’ are met or proper approval to waive is obtained
  • 2 years in Commercial and Industrial loan documentation and closing
  • 2 years within a financial institution and/or law firm with experience working with large Commercial and Industrial credits, specifically documentation and funding
  • Paralegal experience is a plus
  • A combination of experience in two or more of these areas is highly desired–legal, loan closing, loan administration, loan documentation, loan review, audit or compliance
  • Knowledge of all types of commercial loan documentation, along with extensive knowledge/experience in perfection of liens in accounts receivable, inventory, equipment, vehicles, negotiable securities, aircraft, ship mortgages, etc
  • Knowledge of Letters of Credit, financial covenants, government entities, utilities, transportation, manufacturing, and agricultural
  • Familiar with owner occupied Real Estate transactions helpful
  • Must be able to identify loan documents and lien perfection issues and escalate for issue resolution
  • Focus on meeting strict deadlines while maintaining an acceptable level of accuracy
  • Must be able to communicate effectively and professionally with management, peers, and customers both within the organization and externally with vendors
8

Comml Loan Funder Closer Resume Examples & Samples

  • Support the Large Corporate and Corporate & Investment Banking (CIB) syndicated loans in which BBVA Compass is the lead bank
  • Process Loan Closings (including Renewals and Modifications), Advances, Payments, and Maintenance Items – including Rollovers, Conversion, Margin Changes and Other Operational Transactions – on an on-going basis
  • Review draft loan documents and address issues/concerns with attorneys, lenders and customers as needed. Compare documents and discuss discrepancies with underwriter and loan officer for resolution
  • Identify any loan documentation and lien perfection issues and resolve appropriately
  • Offer alternative solutions for problem resolution making appropriate decisions or escalating when necessary
  • Ensure funding requests are in compliance with loan documentation and according to the Bank’s required policies and procedures
  • Provide accurate and timely notices to bank group regarding rate changes, fundings and payments
  • Ensure all bank group loans remain in balance within the syndicated loan facility
  • Act as liaison between the Agency Services LD&FC and the Line of Business including both relationship managers/ client managers and underwriting, the Loan HUB, and other Operational areas within the bank
  • Research and reconcile credit facility to agent bank’s records – include review of transaction and accrual history and recommend remediation/ reconciliation action to the manager
9

Comml Loan Funder Closer Resume Examples & Samples

  • Bachelor degree in Business Administration, Accounting or Legal Studies or an equivalent of 4 years of professional experience
  • 3 years in Large Middle Market/ syndicated loan documentation and closing
  • 3 years within a financial institution with extensive commercial experience in servicing Large Middle Market/ syndicated credits
  • Proficient knowledge for closing and servicing both syndicated and participated credit facilities including credit (underwriting) documentation, legal documentation, and internal policies/ external regulations
  • A combination of experience in two or more of these areas is highly desired – legal, loan closing, loan administration, loan documentation, loan review, audit or compliance
  • Proven track record of in-depth review of all types of commercial and syndicated loan documentation
  • Must be efficient with a high attention to detail and accuracy
  • Must be able to work well with others
10

Comml Loan Funder / Closer Resume Examples & Samples

  • One to Three years commercial loan closing experience for Comml Loan Funder/Closer I
  • Three to Five years commercial loan closing experience for Comml Loan Funder/Closer II
  • Five or more years commercial loan closing experience for Comml Loan Funder Closer III
11

Loan Funder Resume Examples & Samples

  • Prepare all loan documents and escrow instructions on all loans as required
  • Review the file for conditions and/or instructions from the Processor, review and accurately detail all loan charges and prepare any documents required by the loan for funding
  • Verifiy pricing of loan – Rate, Points, Fees, APR state restrictions
  • Review returning closing docs from title company
  • Balance loans against estimate and final HUD-1/Closing Disclosure statements
  • Review title report for liens and judgments to be paid at closing
  • Verify and balance funding figures in order to wire final loan proceeds to Title
  • Fund loans and wire monies according to company standards and within the timeframes as expected by our customers
  • Ensure timely delivery of funded loan file for purchase
  • Clear outstanding conditions given by shipping, collateral or servicing department
  • Direct escrow officer’s on breaking down borrower’s closing costs and seller credits
  • Review and sign off closing conditions including insurance information
  • Minimum of 2+ years residential mortgage loan or accounting experience
  • Demonstrated ability to perform financial diagnosis along with creative problem solving
  • Ability to work in paperless system environment
  • Attention to detail and strong organizational skills
  • Ability to handle multiple tasks under tight time constraints with high volumeAbility to understand HUD-1 settlement statements
  • Demonstrate the ability to work in a high stress environment
  • Must be proactive, work with a sense of urgency, thrives in a very fast paced environment
  • Proficient in Microsoft office as well as ability to learn and utilize other information systems
12

Comml Loan Funder Closer Resume Examples & Samples

  • Proven track record of in-depth review of all types of commercial loans
  • For bilateral credit facilities, knowledge/experience in perfection of liens on real estate collateral
  • Ensures that all loans and funding documentation are in compliance with the SBA SOP
  • Demonstrates strong knowledge of SBA 7(a), SBA Express, and SBA 504 loan programs
  • Reviews loan approval documentation and generate a comprehensive due diligence needs list according to credit policy and SBA requirements
  • Reviews third party reports (to include Phase I Environmental, Appraisals, Plan & Cost Reviews, Property Condition Reports)
  • Prepares electronic booking package to ensure accurate on-boarding to the system
  • Engages bank approved attorneys to facilitate the documentation and loan closing throughout the transaction
  • Timely follow up and management of incoming items from the borrower, RM, and attorney
  • Handles complex closings to include construction loans
  • Able to access risk and make decisions based on experience and transaction detail
13

Comml Loan Funder / Closer Resume Examples & Samples

  • 1 year in Commercial and/or RRE loan documentation and closing, or
  • 1 year within a financial institution and/or law firm with some experience working with Commercial and Industrial credits
  • General Banking experience in one or more of these areas is highly desired- loan closing, loan administration, loan funding and/or booking, loan documentation, or loan/collateral review
  • Knowledge/experience in processing deposits, payments, general ledger/account entries
  • Balancing of account entries
  • Must be able to identify loan documents and lien perfection documents
  • Ability to handle stress and prioritize multiple tasks while meeting time-sensitive deadlines
  • Must be able to communicate effectively and professionally with management, peers, and customers
14

Comml Loan Funder Closer Resume Examples & Samples

  • Properly document any policy and/or due diligence exceptions throughout the funding process
  • Compare documents and discuss discrepancies with loan officer for resolution
  • Obtain repetitive large wire notification forms when applicable
  • Maintain and respond to balance and control reports and adhere to all reporting requirements
  • Process invoices in accordance with policies and procedures and reconcile past due invoices
15

Comml Loan Funder / Closer Resume Examples & Samples

  • 1 year in Commercial and Industrial loan documentation and closing
  • Review all documents after booking to create Advance Templates for ongoing disbursement instructions according to loan approval and signed documentation
  • Ensure request is in compliance with policy, documentation, and LMS requirements
  • Assist closers in gathering and reviewing all due diligence items required according to collateral type and loan policy
  • Prepare funding of loan according to approved terms and conditions to include verification of signors, advance rates, and compliance with all loan agreement requirements
  • Perform post close review to ensure loan payment/advance boarded onto the system accurately
  • Handle all loan maintenance to include collateral releases, payoffs, payments, etc
16

Comml Loan Funder / Closer Resume Examples & Samples

  • Supports primarily syndicated loan transactions
  • Maintain current knowledge of all internal policies, procedures and training as well as external legislature and regulations
  • Act as liaison between LD&FC and the Line of Business including both relationship managers/ client managers and underwriting, the Loan HUB, and other Operational areas within the bank
17

Mortgage Loan Funder Resume Examples & Samples

  • Pursue all missing or inaccurate documentation from internal departments, title companies and the originators within one business day of receiving the Post Closing Audit from the Offshore Support Team
  • Establish and maintain working relationships with all customers
  • Internal customers include other departments, Originators, and Processors
  • External customers include our Title Companies and Offshore Support Team
  • Respond to all tickets in our Phaseware Tracking System within two hours to ensure our Service Level is being met
  • Minimizing error related cost associated with individual performance as it relates to the proper satisfaction of documentation for missing or inaccurate closing documents
  • Production minimum of at least 8 loan files reviewed daily
  • Answer the Funding Hotline by the third ring with a 95% pick up percentage
  • Always project a warm friendly and professional attitude when dealing with all customers
  • Speak with compassion and be a relationship builder
  • Have a thorough knowledge of the department workings to be able to respond to incoming calls concerning status of files and requests for assistance
  • Five (5) years in the mortgage industry with related experience as a closer, funder, document drawer, HUD reviewer or equivalent
  • Thorough working knowledge of the closing documents and how to satisfy the conditions listed on the Underwriter’s Loan Approval
  • Thorough working knowledge of Escrow State and Non-Escrow State funding processes
  • Proficient with mortgage loan origination systems, MS Outlook and Excel
  • Commitment to excellence and high standards
  • Strong organizational, problem-solving, multi-tasking and analytical skills
  • Ability to manage priorities and workflow
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
  • Proven ability to handle multiple loans and meet funding deadlines
  • Good judgment with the ability to make timely and sound decisions
  • Ability to effectively communicate with people at all levels and from various backgrounds
  • Must be able to speak, read, write, and understand the primary language(s) used in the workplace
  • Should have good computer handling skills
  • Flexible schedule during high volume time periods
18

Comml Loan Funder / Closer Resume Examples & Samples

  • Review and understand loan documents and funding requirements
  • Monitor incoming email for advance, payoff, and maintenance requests
  • Fund the loan according to the bank approval and the loan documents
  • Process payments and payoffs according to the bank approval and loan documents
  • Process third party vendor invoices through Accounts Payable, as needed
  • Review all advance requests as they come in for accuracy, sufficiency, and compliance with Bank policy
  • Timely follow up on missing documents to ensure advance requests are processed within stated Service Level Agreements
  • Assist Manager/Team Lead with out of balance reports to reconcile any errors/issues
  • Accurately post advance requests and disbursed loan proceeds utilizing Loan Administrator and AFS Level III
  • Assist department with administrative duties, as needed
  • 1 year in Commercial lending, or
  • 1 year in banking industry to include accounts receivable/ accounts payable, journal entry transactions, loan funding/servicing
19

Loan Funder Resume Examples & Samples

  • Prepare all assigned conventional and basic FHA/VA loan documents and escrow instructions. Review the file for conditions and/or instructions from the Processor, review and accurately detail all loan charges and prepare any documents required by the loan for funding
  • Prepare and deliver all files within 24 hours from receipt from processing to escrow. Insure that escrow receives files with sufficient time to allow customer signing
  • Review all signed documents immediately upon receipt from Escrow. Correct any errors or obtain any missing items to allow the loan to fund
  • Complete the Funder’s portion of the Funding checklist and the TIL checklist
  • Ensure that all fundings meet the requirements of HomeStreet Bank
  • Coordinate any follow-up conditions as necessary to insure completion within required timeframes. Communicate any delays in satisfying post-funding conditions to management
  • Maintain excellent communication between customers, Loan Officers, Processors, and all other parties involved in each loan transaction. Provide a superior level of customer service to all parties
  • Take the responsibility to insure that all files are funded within the requirements and expectations of our customers and that all files are complete and accurate
  • Maintain at least a 90% file accuracy rate
  • Demonstrate ongoing Partnership with all co-workers. Help to create a positive team environment. Work to minimize any negative situations or interpersonal conflicts
  • Understand and maintain an awareness of HomeStreet’s operations and organization, communicating this information to others when appropriate and referring inquiries and correspondence to the proper department or individual. Be familiar with HomeStreet Conventional, FHA and VA permanent loan programs and other products
  • Refer all HomeStreet products and services at every opportunity
  • All other duties as assigned by the Funding Center Manager
20

Mortgage Loan Funder Resume Examples & Samples

  • Prepare all loan documents and escrow instructions on all loans as required
  • Review the file for conditions and/or instructions from the Processor, review and accurately detail all loan charges and prepare any documents required by the loan for funding
  • Verifiy pricing of loan – Rate, Points, Fees, APR state restrictions
  • Review returning closing docs from title company
  • Balance loans against estimate and final HUD-1/Closing Disclosure statements
  • Review title report for liens and judgments to be paid at closing
  • Verify and balance funding figures in order to wire final loan proceeds to Title
  • Fund loans and wire monies according to company standards and within the timeframes as expected by our customers
  • Ensure timely delivery of funded loan file for purchase
  • Clear outstanding conditions given by shipping, collateral or servicing department
  • Direct escrow officer’s on breaking down borrower’s closing costs and seller credits
  • Review and sign off closing conditions including insurance information
  • Minimum of 2+ years residential mortgage loan or accounting experience
  • Demonstrated ability to perform financial diagnosis along with creative problem solving
  • Ability to handle multiple tasks under tight time constraints with high volumeAbility to understand HUD-1 settlement statements
  • Demonstrate the ability to work in a high stress environment
  • Must be proactive, work with a sense of urgency, thrives in a very fast paced environment
  • Proficient in Microsoft office as well as ability to learn and utilize other information systems
21

Loan Funder Closer Resume Examples & Samples

  • Reviews and balances complex construction budgets to ensure compliance with approval and SBA construction guidelines
  • Review title policies, surveys, and related construction due diligence to ensure compliance with bank policies
  • 4 years of Commercial Real Estate or Commercial Lending experience
  • 1+ years of leadership experience (team lead or management)
  • Proven experience with SBA loans
  • Efficiency, attention to detail, accuracy, ability to work well with others and being a team player are crucial requirements for this position
  • Focus on meeting strict deadlines while maintaining a high level of accuracy
22

Loan Funder Resume Examples & Samples

  • Draw closing documents, issue closing funds and review closed loan packages to ensure completeness of loan documentation
  • Review preliminary title report to identify items to be excluded, and any necessary endorsements
  • Interface with processors and/or loan officers regarding loan program requirements and preparation necessary for closing; provide appropriate parties with closing status
  • Ensure adherence to, and compliance with insuring/guaranty requirements and documentation
  • Obtain all outstanding conditions of loan approval
  • Review estimated HUD-1 for company, investor, and FHA/VA compliance
  • Obtain Closing Protection Letters and wiring instructions
  • Re-verify employment at closing
  • Submit Banking Package to Finance within established company timeframes
  • Scan file into company archive within established company timeframes, to ensure timely delivery of loan files to investors
  • Obtain recording information and input same into system
  • Promptly obtain any documentation requested by investors or insuring/guaranty post-closing
  • Solve problems quickly, communicate effectively with internal and external customers, provide excellent customer service and work well under pressure
  • Verify and ensure compliance with Company policies and procedures, as well as all applicable federal, state laws, regulatory and government standards, guidelines, rules, and/or local ordinances
  • High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred
  • Total recent work experience includes two or more years experience as a Funder for Conventional, FHA and VA loans, with at least one year experience funding FHA loans. Prior work experience may also include positions closing loans for an Escrow Company
  • Ability to build strong relationships with Loan Officers, production, processing, underwriting, and other internal and external partners
  • General knowledge of overall mortgage lending internal processes and controls, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for Conventional loans
  • Thorough knowledge of Conventional loans, including various product/program guidelines, valid documentation requirements, necessary conditions and investor specific guidelines for closing
  • Thorough knowledge of valid documentation and processes required to fund and close consumer mortgages (e.g., verification of employment, HUD-1, CD, settlement statement etc.)
  • Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness
23

Loan Funder Resume Examples & Samples

  • Review preliminary title reports to identify excluded items and necessary endorsements
  • Communicate loan program requirements to Processors and/or Loan Officers necessary at closing, and provide status updates
  • Verify loan closing package complies with insurer and/or guarantor requirements and documentation
  • Obtain all outstanding conditions to ensure timely funding and closing of the loan
  • Review and verify the accuracy of the final closing statements prior to closing to ensure compliance with Company, Investor, and Conventional regulations and requirements. Reconcile final figures to calculate wire amount and balance with settlement agent
  • Submit Banking Package to Finance in accordance with required timelines
  • Scan and archive file within Company timeframes, to ensure timely delivery of loan files to investors
  • Obtain recording information and ensure the information is entered into the system
  • Promptly obtain documentation requested by investors or insuring/guaranty post-closing
  • Prepare and send collateral package within Company timeframes to warehouse bank
  • Total recent work experience includes at least one year of experience in a support role related to mortgage banking for Conventional loans. Prior work experience may also include positions closing loans for an Escrow Company
  • General knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for Conventional loans
  • Thorough knowledge of Conventional loans, including various product/program guidelines, necessary conditions and investor specific guidelines for closing
  • General knowledge of valid documentation and processes required to fund and close consumer mortgages (e.g., verification of employment, CD, settlement statement etc.)
  • 1 year: One or more years recent experience closing Conventional loans
24

Loan Funder Resume Examples & Samples

  • Draw closing documents, issue closing funds and review closed loan packages to ensure completeness of loan documentation for Conventional, FHA, VA, USDA, Bond and Jumbo loans
  • Ensure all outstanding conditions to ensure timely funding and closing of the loan
  • Total recent work experience includes five or more years’ experience closing and funding Conventional, FHA, VA, USDA, and preferably Bond, Jumbo, and new construction loans, with at least three years experience closing FHA, VA, USDA, new construction documentation. Prior work experience may also include positions closing loans for an Escrow Company
  • Expert level knowledge of overall mortgage lending internal processes and control, as well as federal, state, and regulatory requirements/guidelines related to consumer mortgage lending for Conventional, FHA, VA, USDA, Bond, Jumbo, new construction loans
  • Expert level knowledge of Conventional, FHA, VA, USDA, Bond, Jumbo, new construction loans, including various product/program guidelines, necessary conditions and investor specific guidelines for closing
  • 3 years: mortgage industry
25

CRE Loan Funder / Closer Resume Examples & Samples

  • Reviewing the loan approval and loan documents
  • Reviewing loan advance requests for accuracy and completion
  • Ordering date down endorsements from title
  • Reviewing all due diligence items as they come in for accuracy and sufficiency, according to Bank policy
  • Accurately funding advance requests utilizing AFS, CLCS, and Loan Administration
  • Working with business partners in the Loan HUB to ensure accurate servicing of the loan to include: rate changes, payment schedules, SWAP information, etc
  • Managing welcome calls with the borrower, contractors, lender, and attorney
  • A combination of experience in two or more of these areas is highly desired – legal, loan closing, loan administration, loan documentation, loan review, audit or compliance, construction administration, construction management
  • Proven track record of in-depth review of all types of commercial loan documentation, along with extensive knowledge/experience in commercial real estate funds administration
  • Detail Oriented. Must be able to balance loan budgets and identify budget issues
  • Ability to handle stress and prioritize multiple tasks while meeting Service Level Agreements
  • Focus on accomplishing work assigned within a frame time
  • Must be able to communicate effectively and professionally to all levels within the organization to include peers, executive management, attorneys, and third party vendors
26

Loan Funder Resume Examples & Samples

  • Manages Production Pipeline reviewing at 9, 11, 1 and 3pm preventing loans being outside of SLA in addition to ensuring team members do not have to large of a workload or not enough
  • Assists in the training and development of the staff
  • Assists with escalated/exception loans
  • Assists with Post Closing deficiencies as well as involving Closer or Funder as a training opportunity
  • Reviews POA’s, Trust Agreements and closing scenarios thru ClosingSupport@SupremeLending.com email box
  • Attends new product code webinars
  • Resolves Monthly Exception Response report. Works with Closers and Funders on the Wires outstanding report, and Funded not Received report
  • Assists the Closing Manager with special projects as needed
  • Meets with the Closing Manager on a bi-weekly basis to review the performance & status of the department
  • Maintains a professional image and adheres to standards consistent with company policies and procedures
  • Meets customer service standards in always posing a positive demeanor and treating Branches with service equal to that of an external customer
27

Loan Funder Resume Examples & Samples

  • Reviews funding documents within the specified timeframe of 1 hour for purchase transactions
  • Uploads funding request documents into XDOC
  • Promptly responds to general funding questions from branches, Post Closing, Title Agents and or
  • Accounting
  • Works with title companies on the return of refinance packages, as required
  • Reviews closing/funding packages on refinance transactions prior to funding to insure all underwriting/collateral requirement conditions are met by signing off in Encompass
  • Accurately records all required information into Encompass
  • Assists in training new employees within the Closing Department, if needed
  • Adheres to minimum production standard