Loan Operations Resume Samples

The Guide To Resume Tailoring

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

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

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

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

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DB
D Bartell
Donna
Bartell
1079 Reichel Ports
Houston
TX
1079 Reichel Ports
Houston
TX
Experience Experience
10/2014 – present
Houston, TX
Loan Operations Specialist
Houston, TX
Loan Operations Specialist
10/2014 – present
Houston, TX
Loan Operations Specialist
10/2014 – present
  • May perform other reconciliation/reporting duties and responsibilities that management may deem necessary from time to time
  • Review all work from previous day for accuracy
  • Maintain good punctuality and attendance at work
  • Recommends latest methods to improve departmental procedures
  • Providing answers to queries which arise relating to loans and marking limits
  • Perform review of incoming applications to ensure complete and accurate
  • Provides loan service to internal and external customers by
07/2008 – 04/2014
Chicago, IL
Loan Operations Analyst
Chicago, IL
Loan Operations Analyst
07/2008 – 04/2014
Chicago, IL
Loan Operations Analyst
07/2008 – 04/2014
  • To provide Trade Support / Loan Closing services to the London / European client base
  • To assist in the Trade Management / Cash Management process
  • Asset Servicing – Rollovers, rate resets, facility set ups
  • Interact with clients (Hedge Funds / Asset Managers / Managed Accounts), Agent Banks, Counterparties and other Internal departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
  • Serve as informational resource for bank loan products to clients and internal departments
  • Management / Oversight of offshored processes
  • Potential to become involved in Client Facing roles acting as senior point of contact for client escalation issues
07/2002 – 02/2008
Phoenix, AZ
Analyst Loan Operations
Phoenix, AZ
Analyst Loan Operations
07/2002 – 02/2008
Phoenix, AZ
Analyst Loan Operations
07/2002 – 02/2008
  • Attend meetings relating to new trades
  • Prepare and effect payments
  • Prepare and distribute rate resets, invoices and drawdown advices
  • Perform cash reconciliation of relevant accounts, ZAR and non-zar cashbooks
  • Update comments and follow up on breaks
  • Liaise with the front office, trade capture, product control and other stakeholders on enquiries
  • Prepare balance confirmations for clients
Education Education
Bachelor’s Degree in Business Related Field
Bachelor’s Degree in Business Related Field
Cornell University
Bachelor’s Degree in Business Related Field
Skills Skills
  • Ability to learn new knowledge/skills quickly and work in a dynamic environment
  • Ability to handle confidential information professionally
  • Strong interpersonal skills and ability to think critically
  • Solid interpersonal skills including the ability to write reports and correspondence,
  • Able to work independently and assume responsibility for transactions and/or project deliverables with minimal supervision and handle multiple assignments
  • Ability to respond to requests and demands professionally and promptly
  • We are a financially strong and stable bank
  • Ability to work effectively with external customers to build strong relationships
  • The ability to build great business relationships in a very fast paced, changing environment
  • Ability to demonstrate developing and sustaining sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency
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1

Avp-loan Operations Resume Examples & Samples

  • Review complex Syndicated LIBOR Loan documentation covering all Operational aspects and negotiate with the business ensuring operational viability to servicing
  • Coordinate with client, internal and external senior stake holders, legal and various utility teams ensuring all prerequisites like credit limit, KYC, admin details are in place and the facility is set up in ACBS as servicing ready
  • Work very closely with the Loans Syndication desk for primaries and on a deal by deal basis find the most efficient way to onboard primary syndicate
  • Work with Clearpar, generate primary documents, engage with fund managers obtain allocations and execute primary loan documents
  • Work with Portfolio and Treasury to ensure funding is managed in the most economic efficient way
2

Loan Operations Resume Examples & Samples

  • Loans Operations experience preferred
  • Ability to work well under pressure and be able to meet strict deadlines as well as having strong organizational and interpersonal skills
  • Ability to drive change and improve daily processes in the work place, be self-motivated and willing to assume extended responsibility
3

Loan Operations Analyst Resume Examples & Samples

  • Bachelor’s degree, preferably in Finance or Accounting
  • 3-6 years of work experience in buy-side loan operations
  • Solid knowledge of MS Excel, WSO Admin/Reporting, WSO Agent, ClearPar, WSO Data
  • Experience with primary/secondary par loan closing and agency operations a plus
  • Bank Debt experience
  • Highly motivated, self-starter who can "run with" a variety of new tasks
  • Attention to detail is a must
  • General interest in structured market and awareness of activity
4

Bank Loan Operations Specialist Resume Examples & Samples

  • Bachelor's Degree in a relevant field with a GPA greater than 3.0
  • At least three years of experience in bank loan market
  • Extensive experience with bank loan credit agreements and other legal documents typical to bank loan transactions
  • Strong written and verbal communication skills with the ability to gather, organize, and illustrate ideas clearly and concisely
  • Strong knowledge of common financial products such as equities, bonds and derivatives
  • Excellent command of Microsoft Office, especially Excel
  • High comfort level with systems and technology: working knowledge of Sungard VPM a plus
5

Special Situations Group & Loan Operations Resume Examples & Samples

  • Confirm the correct booking of transactions
  • In charge of documents related to bookings and reports to regulators
  • Cooperate with the finance department for proper controls and reconciliations of exceptions
  • Analysis of requirements arising from new regulation in liaison with the legal and compliance department
  • Skills regarding the use of technology platforms as well as an understanding of necessary improvements
  • Track record in leadership roles that require strong communication abilities
  • Working ability is not impaired by time pressure or stress
  • Candidate is experienced in the field of banking and settlements
  • Candidate has knowledge about distressed products
6

Loan Services Loan Operations Specialist Resume Examples & Samples

  • Keys and verifies loan information including new loans, loan modifications, deferrals and maintenance
  • Keys and balances monetary transactions such as payment reversals, payoff checks, accrual adjustments and fee waivers
  • Researches and clears rejected items, unposted items and branch proof corrections in a timely manner in order to mitigate risk of loss
  • Researches credit disputes responding to credit bureaus and banking network within Fair Credit Reporting Act and Federal Trade Commission compliance regulations
  • Provides support to Business Lending personnel by processing and researching participated and syndicated business loans
  • Works departmental reports with varying frequencies to ensure compliance and mitigate risk
  • Researches and resolves complex issues escalated by client support
  • Assists staff with complex research as needed, such as payment analysis
  • Accurately sorts and distributes incoming mail in a timely manner
  • Follows documented procedures on all work processes
  • Demonstrates a working knowledge of the loan accounting system and be able to reconcile debit/credit transactions as they apply to business and retail loans
  • Demonstrates an understanding and takes ownership of all risks associated with all processes performed
  • Maintains a thorough understanding of the Loan Operations process from start to finish
  • Cross trains on multiple functions within the unit
  • Assists with training new team members and serves as a resource for less experienced associates
  • Recommends improvements for written procedures on work processes
  • Assists with the implementation of system changes and enhancements
  • Researches and resolves complex problems related to operational issues
  • Identifies efficiencies through suggested process improvements
  • Associate's degree in Business or equivalent education and related training
  • Minimum of two years of client service experience
  • Ability to work independently and also interact as part of a team
  • Capable of managing multiple tasks
  • Flexibility regarding scheduling and job expectations
  • Ability to identify, analyze, and resolve accounting related problems independently
  • Technical skills to include Windows systems and Microsoft Office products (Outlook, Excel and Word)
  • Works well under pressure of deadlines
  • Proficiency with calculator
  • Proficiency with 10-key
  • Previous retail or business loan experience or related experience
  • Related accounting experience helpful
7

Section Manager CRE Loan Operations Resume Examples & Samples

  • Minimum of six years proven, progressive and broad-based commercial mortgage and construction loan servicing experience or equivalent
  • Strong managerial, communications, planning, analytical, organizational, customer service and decision-making skills
  • Strong knowledge of commercial real estate products, services and policies and regulations impacting responsibilities
8

Transaction Processing Specialist Wholesale Loan Operations Chicago Resume Examples & Samples

  • Researching tax, insurance and escrow issues, communicating payment status and reviewing payment histories, responding to Loan Status Requests, and other requests from outside companies and departments within the Bank
  • Set up, update and close accounts for clients on JPMorganChase systems, and maintain related records; prepare or assist in preparing any necessary documents
  • Coordinate the receipt and transfer of assets with various internal and external parties
  • Managing files or preparing files for imaging
  • Bachelors degree plus 1-3 years of loan servicing and customer servicer experience or equivalent is required
  • Demonstrates strong verbal and written communication skills and an ability to work quickly and accurately in a high-pressure environment
  • Strong client focus mind-set with proficiency in consulting/advising clients, answering inquiries and providing information, and effectively managing difficult conversations
  • Demonstrated focus on ownership, follow-up, and relationship management
  • Ability to multitask: type while listening, view multiple screens and systems while conversing with the caller
  • Strong PC navigation skills; proficient in Microsoft Office suite
  • Basic mathematics/accounting understanding
9

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

  • Read and interpret complex credit documentation, determine its feasibility and provide feedback and recommendations as warranted
  • Provide feedback to deal structuring team on operational market trends and any preferred deal structure
  • Determine if any other groups need to review the documentation and ensure they are included, if necessary
  • Responsible for accurate and timely set up of all agency-related systems for all US, DNT and CAD system deal structures
  • Decide the most effective way to build the deal on the system and ensure all agency systems are in sync
  • Ensure the accounting team obtains all data necessary for proper accounting of the fees
  • Provide guidance to all parties involved, acting as a teacher for any group that may not be familiar with syndicated loans
  • Confirm all conditions to precedent have been met and compliance items are received
  • Ensuring all fundings and fees are accurately & timely wired to meet the established closing Service Level Agreements
  • Coordinating with the syndicate group/lenders on closing activity
  • Demonstrating accurate and timely completion of customer service and research
  • Minimizing credit and business risk through awareness of procedure, compliance, and bank policy
  • Excellent interpersonal and written/verbal communication skills
  • 2-4 1-2 years of experience servicing and booking loans on Loan IQ, ACBS or AFS
  • Ability to solve problems and make risk assessment decisions
  • Ability to effectively multi-task and prioritize workloads while working within tight service levels
  • Highly motivated self-starter
  • Basic knowledge of the JPMC standard system, Loan IQ/Exposure Now/Client Central/Intralinks/ARC applications preferred
  • Attention to detail and accuracy in processing work
  • Works with sense of urgency; seeks out and adapts to best practices; seeks constant improvement; motivated by personal and departmental goals
  • Candidates are comfortable on the phone; possess a desire to own and resolve items; pleasant and professional demeanor
  • Readily share information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals
  • Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adopt new systems
10

Loan Operations Specialist Resume Examples & Samples

  • Client Service & Reporting - Collateral analysis
  • Advance notice of upcoming interest & principal payments
  • Preparation and distribution of various metrics
  • Perform review of incoming applications to ensure complete and accurate
  • Covenant Monitoring - Review loan documents to ensure transaction adheres to CS policies
  • Assist in the monitoring of reporting deliverables
  • Analyze financial information to confirm compliance with loan covenants
  • May perform other reconciliation/reporting duties and responsibilities that management may deem necessary from time to time
11

Manager, Loan Operations Resume Examples & Samples

  • Excellent oral and written communication skills are required
  • Excellent influencing and negotiation skills are required
  • Working experience and knowledge of risk management and mitigation is required
  • Strategic in developing, implementing and administering programs within functional areas
12

Analyst, Loan Operations Resume Examples & Samples

  • Good oral and written communication skills are required
  • Knowledge of Banking procedures is preferred
  • Analytical and problem solving skills are required
  • Working towards becoming proficient in all areas of the job
13

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

  • Initiate loan activity (fundings, repricings, payments) as instructed by the client in accordance with credit agreements
  • Calculation and tracking of complex interest and fee accruals at various rate levels across changing lender distributions
  • Reconcile daily funding and payment activity to account for all daily cash transactions
  • Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
  • Initiate and reconcile automated funds movement in accordance with client/lender instructions
  • Monitor and escalate past due principal, interest, and fees to ensure that the loan accounting system is accurate and provide clients timely and accurate invoices
  • Maintenance of margin changes and proper communication to bank group
  • Provide information as requested by Clients, Business Partners, Middle Office, or Lenders
  • Monitor control reports updating applicable comments
  • Participate in system testing, as needed, which may occur during non-business hours
  • Assist with any administrative tasks associated with the terms of a Credit Agreement
  • Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
  • Back up co-workers, work with various special projects or other tasks as assigned
14

Loan Operations Analyst Resume Examples & Samples

  • To provide Trade Support / Loan Closing services to the London / European client base
  • To assist in the Trade Management / Cash Management process
  • Interact with clients (Hedge Funds / Asset Managers / Managed Accounts), Agent Banks, Counterparties and other Internal departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
  • Management / Oversight of offshored processes
  • Potential to become involved in Client Facing roles acting as senior point of contact for client escalation issues
  • Extensive relevant Loan Market experience
  • Excellent knowledge of loan closing process and detailed knowledge of LMA / LSTA documents (Par/Distressed)
  • Ability to understand and interpret complex financing arrangements
  • Thorough knowledge of loans administration process
  • Appreciation of controls and ability to contribute to process / workflow improvements
  • Knowledge of WSO Administrator desirable but not essential
  • Knowledge of Fund Services and fund accounting desirable
15

Wholesale Loan Operations Resume Examples & Samples

  • Qualifications Currently enrolled in an accredited Chicago area high school
  • Proficient reading, communication and spreadsheet skills required
  • Willingness to learn, and ability to be flexible with assignments
16

Loan Operations Specialist Resume Examples & Samples

  • Two-year certificate from college or technical school beneficial
  • Solid interpersonal skills including the ability to write reports and correspondence,
  • Ability to speak effectively with customers or employees of the organization
  • Attention to detail required
  • Solid skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook
  • Fiserv experience preferred
17

Mortgage Lending Loan Operations Manager Resume Examples & Samples

  • Responsible for management of all assigned MLA cross-functional operations and the results of those operations, maintenance of MLA's cross-functional policies and ensuring that the policies are appropriately incorporated into the supporting team procedures, controls and control validation processes
  • Review, analyze and recommend management organizational policies and procedures for MLA cross-functional operational processes. Participate in development of, and in some instances, develop new or revised programs, systems, accounting, procedures, and methods of cross-functional operational processes. Consult with and advise MLA senior management. Make recommendations and review and evaluate the implementation of changes
  • Assist in the management of MLA by evaluating existing and proposed organizational policies and procedures impacting cross-functional operational processes
  • Plan, organize and conduct operational studies, including improvement projects for cross-functional activities with MLA-wide significance or when a project involves a cross-functional operation within MLA
  • Build and expand the appropriate reporting, fiscal, and operational controls and procedures to ensure that regulatory, financial, operational, and reputational risks are properly mitigated and a controlled growth environment is always maintained
  • Build effective capacity models utilizing a combination of internal staffing and external outsourcing strategies to ensure that financial and operational performance metrics/service level agreements (SLAs) are seamlessly executed within budget and within regulatory and internal standards
  • Leverage and develop best practices within the industry to ensure that the company remains competitive on a cost per loan basis while delivering service levels which meet or exceed the needs of the customer, client and investor
  • Conduct, direct or participate in studies of newly defined cross-functional operations in MLA and existing cross-functional operations to determine feasibility. Resolve problems, including organizational, technical and fiscal research and analysis. Consult with MLA staff and staff of other impacted groups and agencies. Develop recommendations, prepare proposed changes and implement and monitor changes
  • Review existing and proposed State and Federal legislation for impact on MLA cross-functional operational processes. Consult with MLA staff, Risk and Control team and Compliance. Develop recommendations and prepare proposed changes. Prepare analyses and monitor the effectiveness and results of new initiatives addressing regulatory change to include SCRA and FDCPA
  • Represent MLA on committees and task forces for the development, scheduling, implementation and monitoring of programs and projects that impact MLA's cross-functional operations or that require coordination between MLA and other operational entities in BB&T
  • Prepare, monitor, research, analyze and make recommendations on administrative, management and procedural practices
  • Write logical, comprehensive, concise reports and correspondences. Prepare effective presentations of conclusions and recommendations
  • Establish and maintain effective and cooperative working relationships
  • Acquire subject matter expertise in the functions and activities of the division or other assigned work units that support MLA cross-functional operations, including applicable laws, rules, regulations, accounting, procedures and technical operations
  • Prioritize work efficiently; provide lead direction to subordinate administrative staff
  • Prepare and distribute monthly reporting on performance of cross-functional processes
  • Manage the internal/external loan servicing transfer program, report on progress, escalate issues and concerns with the transfer, ensure compliance with all Federal and State regulatory requirements of the transfer, and validate that all testing occurred in transfer of loan files
  • Responsible for FDCPA, SCRA and Payoff Statement operations. Manage compliance across all teams within MLA and ensure compliance of shared services supporting MLA
  • As other cross-functional operations are assigned, manage compliance across all teams within MLA and ensure compliance of shared services supporting MLA
  • Manage servicing transfers/loan sales and oversee custodial inventory and shipment. Coordinate property inspections, manage due diligence, and ensure compliance of CFPB requirements around servicing transfers. Oversee financial reconciliation and ensure compliance with representatives and warrants from contract (e.g. title policies, original documents). Work with Legal to ensure sale documents are properly executed on. Provide reporting as requested and ensure interim servicing compliance. Oversee Mortgage Electronic Registration Systems (MERS)/assignment reporting/order and coordinate repurchase demands and servicing re-transfer. Order Real Estate Settlement Procedures Act (RESPA) Goodbye and/or Notice of Creditor letters as needed and provide on-going support of loan-level details to resolve post- transfer issues
  • Bachelor’s degree in Finance, Accounting or business-related field, or equivalent education and related training
  • Ten years of experience with project management or program management
  • Ten years of relevant work experience in the financial industry
  • Five years of mortgage operational experience
  • Experience with leading large cross-functional teams to delivery of large cross-functional deliverables
  • Detailed knowledge of CFPB, Fannie Mae, Freddie Mac, FDIC and other various mortgage and banking regulatory knowledge
  • Management analysis, project/program management, excellent analytical, problem-solving and negotiation skills
  • Outstanding and proven interpersonal and communication skills, both written and verbal
  • Flexibility to adapt to the needs of various projects and cultures
  • Certified Project Manager
18

Loan Operations Associate Resume Examples & Samples

  • Trade capture and checkout
  • Ensure transactions are properly booked in risk management system
  • Retain transaction related documents & regulatory reporting
  • Monitor and process trade lifecycle events & cash flow settlements
  • Implement new processing platforms and system enhancements
  • Experience in middle office or operations
  • Able to engage with Client service requirements
  • Work experience with Banking and Settlement functions preferred
  • Work experience and product knowledge about Distressed Debts & Loans desired
19

Manager, Home Loan Operations Resume Examples & Samples

  • Oversee day to day productivity of Operations, including Processing Assistants, Loan Processors and Loan Closers
  • Monitor and manage overall pipeline to daily, weekly and monthly productivity and quality metrics
  • Ensure loans are actively processed in accordance with the established workflows and turn times
  • Constructs workflow to meet changing demands; works to maximize efficiency and provides team support
  • May assist with processing or funding loans when volumes require additional resources
  • Act as a liaison between sales, underwriting, title company and settlement agent to ensure a timely closing of loans
  • Provides and promotes exceptional customer service, internally and externally. Responds promptly to requests for information and other inquiries
  • Resolve and respond to escalation issues related to loan processing
  • Train and update staff on all operational procedures and investor guidelines and procedures
  • Engages employees through the use of regular feedback and coaching; Builds positive relationships by acting with consistent and appropriate authority
  • 6 – 8 years home loan processing experience
  • 3 – 5 years recent management experience with an emphasis on coaching and development
  • Must be able to analyze and calculate salaried and self-employed income including schedules C and E
  • Must be well versed in pipeline management and load balancing
  • Strong decision making skills and the ability to work well under pressure
  • Thorough knowledge of conventional underwriting guidelines and regulatory statutes concerning residential real estate lending
  • Knowledge of Fannie Mae’s Selling Guide
  • Experience dealing directly with borrowers demonstrating both excellent written and verbal skills
  • Proficient in MS applications, including Word and Outlook
20

Avp-loan Operations Resume Examples & Samples

  • Review and opine on Operational aspects of the credit and security agreements; communicate, discuss and negotiate operational changes to loan documentation with lawyers and structuring teams; analyze and extract relevant credit and operational terms and populate those in the bank loan system (LoanIQ)
  • Accurately set up deal economics to enable accurate regulatory capital calculation; correct risk exposure, mitigation and transfer; precise credit availability to borrower, allocations to lenders (on CS managed deals), and other parameter, like frequency of interest, fee and principal repayments
  • Work closely with Front Office, Lawyers, KYC Onboarding, product control to coordinate deal closing mechanics
21

Wholesale Loan Operations Manager Agency Services VP Resume Examples & Samples

  • Direct interaction with Clients as well as Business and Finance partners
  • Work with senior management and other managers in creating an efficient and risk controlled work environment
  • Ensure all delegated transactions are completed and approved in a timely manner adhering to required guidelines
  • Responsible for planning and implementation of the department’s objectives
  • New processes and enhancements: identify, develop, document, communicate and train
  • Ensure proper controls are in place and updated accordingly minimizing operating risk
  • Backup and assist other team leads and managers
  • Responsible for resolving escalation items received from the Account Managers and Supervisors
  • Manage and monitor all exception reporting; escalating appropriately
  • Client, Lender, and Banker relationship management
  • Manage the professional development of staff through effective leadership by providing coaching and feedback, performance appraisals, training, promotion and compensation recommendation
  • Actively participate in WLO initiatives working with other managers to identify system enhancements and other processes improvements
22

Consumer Loan Operations Manager Resume Examples & Samples

  • At least 10 years of banking operations experience; with at least 3-4 years in a department manager’s position
  • Good understanding of the mortgage lending and lien registration process, and company account lending process in China would be a great advantage
  • Demonstrated ability to lead and manage a team comprising of 8-15 staff members
  • Able to lead by example to be change agent with good planning skill and ability to coach
  • Good interpersonal skill and strong team player
  • Ability to work under pressure and tight datelines
23

Loan Operations Manager Resume Examples & Samples

  • 4+ years of Loan experience
  • Knowledge of Credit agreements
  • Previous experience with Credit and Syndication process
  • Working knowledge of Wall Street Office
24

CTL Operations Manager Wholesale Loan Operations Resume Examples & Samples

  • Manage a processing area in Commercial Term Lending operations (WLO CTL Loan Servicing). This position is under development and may include responsibilities over loan boarding, billing, payoffs and account research. This position also may include supporting Chase Bangalore India operations on the same processes
  • Coach, mentor, and lead the team to achieve the highest level of performance they are capable of
  • Evaluate, design, and employ controls to mitigate risks in the assigned area
  • Ensure that the team provides timely, consistent, professional and accurate service with emphasis on a high quality customer experience for both internal and external customers
  • Prepare and deliver semi-annual performance reviews, monthly 1:1 reviews, monthly quality monitors and one-off coaching/performance improvement opportunities
  • Manage team adherence to performance productivity standards including quality standards and service levels
  • Make appropriate adjustments to staffing to ensure acceptable performance is maintained
  • Coordinate and conduct team meetings, and department presentations to senior management as required
  • Take escalated calls/requests and prepare appropriate responses as assigned, perform in depth root cause analysis to improve service delivery
  • Ensure procedures are accurate, complied with, and up to date with attestations
  • Accept and perform special projects as assigned
  • Actively participate in monthly Manager meetings
  • Responsible for day to day operation of the assigned area to include all personnel (onshore and offshore), workflows, compliance and controls, forecasting, expense management, and both internal and external client experience
  • Management experience required, prefer 5+ years
  • Strong interpersonal, coaching, and employee development skills
  • Experience with operational controls
  • Bachelors degree preferred, but commensurate job experience considered
  • Mortgage Servicing preferred, but financial services operations a plus
  • Strong Commercial/MFL Loan Document Knowledge preferred
25

Consumer Loan Operations Specialist Team Leader M-F Resume Examples & Samples

  • Demonstrated supervisory experience in an production operations environment
  • Proficient Excel application skills
  • Report Analysis
  • Previous consumer lending operations experience
26

Assistant VP-loan Operations Fulfillment Resume Examples & Samples

  • Capable of managing and supporting the Default Execution needs to include, but not limited to: Exception and Reject resolution, Accounting resolution, and Default production goals
  • Interacting with the client to solve exceptions and provide clarity
  • Interact with internal servicing partners to enhance process
  • Build additional control mechanisms to ensure a qualitative product
  • Develop production benchmarks for entire OFDE department
  • Continually monitor and develop process improvements to positively enhance OFDE department, as well as Seterus
  • Effectively deliver timely and efficient internal and external products
  • Constantly seek to enhance processes utilizing MSP and its ability to support OFDE departmental processes
  • Oversees staff training and assists in career development
  • Develops internal operating procedures and organizational functions that promote sound internal controls to mitigate regulatory, financial, and operational risks related to system data
  • Assists in presentation of departmental overview for investors and rating agencies
  • Resolves complex data problems
  • Special written and research projects as requested by Management
  • Maintains system and develops programming enhancements to meet business needs and solve problems at the root of their cause
  • Achieves consensus and develops procedures that maximize operational efficiencies while maintaining sound internal controls
  • Accountability:Ability to take responsibility for all work activities and personal actions
  • Fostering Teamwork: The ability and desire to work cooperatively with others on a team; demonstrate interest, skill and success in getting groups to learn to work together
  • Managing Performance: The ability to take responsibility for one’s own performance, by setting clear goals and expectations, tracking progress against the goals, and ensuring feedback
  • Results orientation:The ability to focus on the desired results of one’s own or one’s team work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
  • Stress Management: The ability to keep functioning effectively when under pressure and maintain self-control in the face of hostility or provocation
  • Technical Expertise:The ability to demonstrate depth of knowledge and skill in a technical area required for this position
27

Loan Operations Accountant Resume Examples & Samples

  • Process, reconcile, and book GL entries
  • Reconcile daily bank cash activity
  • Manage accounting system records and file physical records
  • Meet service level commitments to clientele and management
  • Prepare management reports and portfolio-level information
  • Provide operational support to managers, analysts, and fund accountants
  • Implement special client/business projects as directed
  • Bachelor’s Degree in Accounting and Finance preferred
  • Minimum 1 to 5 years of experience
  • Strong account reconciliation skills and general ledger experience in banking or lending
  • High level of proficiency in Excel a must
  • Proficiency in Wall Street Office, Solomon, FRX or similar applications is a strong plus
  • Relevant experience in private equity, leveraged finance, hedge fund or similar
  • Must be a self-starter, detail-focused, and results-oriented
28

Wholesale Loan Operations Asset Based Lending Manager Executive Director Resume Examples & Samples

  • At least 15 years of experience managing operations or highly structured/controlled processes in wholesale financial services
  • Sound understanding of ABL products and business practices
  • Successful track record of meeting the requirements of internal and external constituencies, enhancing operational efficiency, and rigorously controlling risk in a dynamic operations environment
  • Success attracting and developing talent and creating a positive and energizing work environment
  • Ability to effectively collaborate with senior members of the CBC management teams
  • Self-starter, motivated to manage dynamic, best-in-class operations team
  • Knowledge of ABLE system helpful although not required
  • Location is Chicago, Illinois
29

Loan Operations Business Specialist Resume Examples & Samples

  • Manages metrics reporting pertaining to business drivers, labor drivers, service levels and risk indicators. Responsible for communications to business units and internal firm-wide stakeholders on costs, efficiencies and metrics
  • Supports target operating models through financial, headcount and training management. Supports and interfaces with a variety of partners and affiliates
  • Engages in talent development initiatives. Engages with management to provide feedback and input on various initiatives. Supports the businesses management initiatives to create common standards of tools and reporting
  • Promotes and develops best practices
  • Develops and leads business continuity planning, training and testing. Identifies areas of business process improvement for the division
  • Responsible to work with the senior management team to provide information and analysis used for management decisions. Delivers financial information and analysis to management team and support groups on business strategies
  • Requires a college degree and 4+ years experience in a variety of lending business operations, management reporting, project and process management, financial and metric reporting and analysis or other directly related experience. A combination of education and experience may meet requirements
  • Advanced knowledge of metrics, management reporting, financial analysis and business operations
  • Must have excellent analytical and problem solving skills. Ability to set and maintain high quality work standards
  • Ability to build relationships. Ability to deal effectively with people in various job capacities
  • Strong project, modeling and presentation skills. Ability to think beyond the task at hand and anticipate results and effects of actions relating to a variety of business areas
  • Complete working knowledge of MS Office, Visio is assumed, and Excel
30

Business Engineer, Loan Operations Resume Examples & Samples

  • At least 5 years Loan/Project management experience
  • Ability to prioritize and adapt quickly to shifting priorities, demands and timelines
  • Demonstrated analytical mindset and innovative problem-solving capabilities
  • Excellent written and interpersonal communications skills
  • Proven stakeholder management skills in the interactions with various internal business partners across different seniority levels and locations (global)
  • Good understanding of banking operations processes and products
31

Assistant to VP of Loan Operations Resume Examples & Samples

  • Strong attention to detail, with the ability to prioritize workloads
  • Familiarity with regulatory and compliance guidelines(Freddie)
  • Residentiallending experience in banking or loan operations (preferred) Commercial lending (bonus)
  • Software savvy, proficient in Microsoft Office: Excel, Word & Outlook
32

Mortgage Loan Operations Manager Resume Examples & Samples

  • Review servicing complaints to assess whether addressed appropriately by the vendor based on established vendor process
  • Perform assessments (testing) related to key functions/areas within servicing, including Loan Administration (cash management, escrow administration, etc.), Default Management (Collections, Loss Mitigation, etc.), and Investor Accounting
  • Manage servicing issues identified by business assessments, in addition to issues identified by business partners (Operational Risk, Compliance, Credit/QC)
  • Participate on calls with business partners and vendor and prepare reporting as required based on information gathered on calls
  • Oversee the accuracy and timeliness of all required vendor reporting, in addition to ensuring that reports are maintained within SharePoint site
  • 5 to 8 years’ experience within escrow, special loans, investor accounting, system administration, collections/loss mitigation, foreclosure, real estate and bankruptcy
33

Senior Manager UK Loan Operations Resume Examples & Samples

  • Oversee the management of all U.K syndicated and non-syndicated corporate loan facilities including disbursing and collecting funds, monitoring terms and conditions, providing effective and efficient procedures for handling notifications from Agents, collection, vetting and disbursement of documentation, and supporting the marketing, and relationship management functions of GBM
  • Ensure the integrity of the financial and non-financial reporting as required by the Bank, through proper accounting & reporting to customers and various departments of the Bank: this would include providing direction and guidance to staff on the Management Control Package and ensuring they are compliant with requirements. Providing management oversight and guidance on staff productivity, KPI, reconciliation, problem solving, performance coaching and processes. Collaborate with support teams on improvement initiatives
  • Assist in the recruitment and development of qualified personnel and provide strong leadership to motivate both individual and team performance. Leadership requirements include; communicating objectives and goals, recognizing training and development needs, listening and sharing knowledge with subordinates and reporting officers and ensuring the Bank’s objectives with respect to employment equity are understood and met
  • Assist in the execution of strategic initiatives that relate to the Scotiabank group’s wholesale loans servicing operations by effectively managing resources under their control
  • Provide direct support to Scotiabank corporate relationship management functions in respect of new facilities including reviewing documentation and providing guidance in connection with special closing requirements. Work effectively with other departments in coordinating closing of new transactions
34

Manager, Loan Operations Resume Examples & Samples

  • Manage and oversee the daily functions and responsibilities of the department
  • Research the workflow to achieve maximum productivity and compliance with Investor deadlines
  • Work directly with Department VP in establishing departmental goals to meet company objectives
  • Continuously evaluate department progress in the attainment of the goals
  • Prepare monthly progress and status reports
  • Collaborate with the Department VP in determining staffing needs and space
  • Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases
  • Manage, review and approve/reject Master Consent waivers as they relate to Insurance coverage
  • Manage process for Assumption reviews as they relate to Insurance coverage
  • Manage and oversee processes and procedures to ensure data contained in the servicing system is updated to reflect the current status regarding insurance policy effective dates, coverage amounts and compliance review documentation
  • Oversee the insurance policy reviews and provide expertise concerning adherence to investor requirements
  • Actively monitor status reports and follow-up with Supervisors to ensure their respective team insurance reviews are completed timely and policy exceptions have a well-defined resolution plan
  • Conduct periodic audits of the insurance loan-servicing file looking for special conditions, non-compliant items and requirements that may be problematic
  • Provide oversight for Supervisors to follow up to ensure the insurance specialist has resolved all non-compliant findings
  • Provide oversight support to the Insurance Supervisors in the organizing and gathering of data needed for the preparation of insurance waivers
  • Review, recommend and/or approve certain temporary forbearance to the Loan Documents
  • Adhere to waiver/forbearance guidelines
  • Oversight of the Department’s forced placement program
  • Perform due diligence for review of force placement rates and coverages as they relate to the insurance industry
  • Perform final reviews of force placement monthly submissions to vendor
  • Interact with borrowers and staff to resolve escalated and /or unusual circumstances or exception items, as they relate to commercial real estate insurance
  • Interact with other departments within the company to facilitate the timely resolution of insurance related issues
  • Authorize routine escrow disbursements following clearly established guidelines which includes the force place premiums
  • Review various queries to determine and resolve insurance and other loan-related issues
  • Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow
  • Provide oversight in training of new and current staff members to ensure all procedures are implemented and followed appropriately
  • Assist Department VP with special projects, as assigned
  • Actively participate in Industry related events and conferences as it relates to Insurance and Real Estate Capital
  • Bachelor’s degree in finance, economics or other business related discipline
  • 7+ years commercial insurance experience
  • 3-5 years of supervisory experience
  • Proven experience leading process improvement initiatives
  • High degree of analytical and problem solving skills
  • Ability to multi-task on a daily basis
  • Proficient in Legal document review and interpretation
  • Experience in commercial mortgage loan servicing
  • Insurance industry certifications and/or designations
  • Strong commitment to quality customer service
  • Creative and critical thinking in problem solving
  • Proactive leadership and initiative on complex and critical projects
  • Ability to multi-task effectively and assist other in prioritization of tasks
  • Leadership skills that inspire and motivate others
  • Strong interpersonal skills and professional conduct
  • Ability to manage change and foster teamwork
35

Wholesale Loan Operations Manager Construction Administrator Resume Examples & Samples

  • Prefer Bachelor’s degree in architecture, engineering or building construction
  • Minimum 2 plus years experience construction project management, project engineering, or cost estimating
  • Prefer minimum 1 year additional experience in development management and cost accounting or engineering
  • Possess significant experience with construction practices, contractor pay applications, project scheduling and monitoring commercial and multifamily real estate
  • Experience in giving presentations on findings for projects
  • Knowledge of real estate construction loans for a national lending organization to include solid understanding of loan structures or lending methods is strongly preferred
  • Excellent problem solving, oral and written communication skills
  • The ability to be a highly motivated productive team player
  • High level of dependability and intelligence
  • Strong customer service skills a must
  • Excellent reviews and referrals from your current manager and peers
36

Loan Operations Analyst Resume Examples & Samples

  • Two years of experience with the management of loan products
  • Experience with loan operating systems: ACBS, G-Base
  • Experience with specialized lending products (e.g. Asset Securitization, Leasing, Collateralized Loan Obligations, Project Finance, Loan Trading, and or Credit Derivatives, as necessary)
37

Loan Operations Specialist Resume Examples & Samples

  • Support reporting, remitting, and reconciling activities related to funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Compile data, research issues and exceptions, resolve discrepancies within guidelines and coordinate appropriate escalations and approvals
  • Serve as a liaison to customers regarding operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Report results and concerns to senior team members or management. Collect data regarding customer performance
  • Build internal and external customer relationships. Respond to inquiries
  • Assist in updating workflow processes
  • May perform projects of low to moderate complexity or participate as a team member on more complex products
  • 1+ years of related experience
  • Strong problem solving and analysis skills required
  • Excellent time management skills required
  • Ability to work effectively with external customers to build strong relationships
  • Working knowledge of Microsoft Office and strong Excel spreadsheet skills required
  • Experience with Excel macros is a plus
  • Ability to influence, drive execution, and work efficiently required
  • Strong oral/written communication skills required
38

Loan Operations Specialist Resume Examples & Samples

  • Loan Post Closing experience desired
  • Loan Shipping Process exerience desired
  • Ability to communicate professionally at all levels with internal and external partners,
  • Solid business writing acumen – will need the ability to communicate effectively via writing, document and record project progress, analysis results and findings, key issues, etc
39

Loan Operations Spec Resume Examples & Samples

  • Perform reporting, remitting, and reconciling activities related to the funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Analyze data, research issues and exceptions, and resolve discrepancies. Ensure adherence to internal controls and regulatory standards
  • Provide assistance to customers regarding operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Report results and concerns to management. Collect and analyze data regarding customer performance
  • Able to work independently and assume responsibility for transactions and/or project deliverables with minimal supervision and handle multiple assignments
  • Strong verbal and written communication skills are essential to the position. Excellent interpersonal skills and a demonstrated ability to work effectively in a team environment are required
  • Proficiency in MS Excel, Word and PowerPoint expected and experience in MS Access and SQL is preferred
40

Loan Operations Specialist Resume Examples & Samples

  • Conduct in-depth root cause analyses of customer problems and issues. Propose solutions. Facilitate implementation
  • Manage special and negotiated deals, high volume deals, and new lender deliveries for assigned lenders. Recommend effective solutions for consideration by management
  • Monitor, and update workflow processes. Ensure processes respond to operational risk and control objectives, process improvement goals, and achievement of business goals
  • Support the technology group by testing system enhancements prior to release
  • May perform complex projects or participate as a team member on highly complex products
  • Able to complete tasks under general supervision in a timely and positive manner
  • Able to manage daily production processes
  • Collaborate with peers, internal partners and customers
  • Demonstrate experience ensuring data accuracy to assist the company in operating in a safe and sound environment
  • Adhere to guidelines / best practices
  • Question uncertainties and inconsistencies to minimize risk
41

Loan Operations Spec Resume Examples & Samples

  • Business acumen - working knowledge of the Multifamily business environment i.e, loan life cycle and real estate underwriting
  • Analytical/problem solving skills demonstrating the ability to identify and resolve issues associated with customer transactions, data integrity, operational and financial risk
  • Ability to handle multiple assignments in a deadline driven environment exercising discretion and independent judgement
  • Strong communications skills - ability to convey clear and concise correspondences as well as the ability to influence and drive executions
  • Customer service focus - develop and sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency
  • Flexibility/adaptability - effectively response to change in job requirements, schedules or work environments
  • Proficient technology skills - Excel/Word/Power Point; Access is a plus
42

Wholesale Loan Operations Resume Examples & Samples

  • Understands legal documentation supporting these products
  • In depth knowledge of market initiatives to streamline and automate the settlement and servicing for Loans
  • Management of all products currently handled by Wholesale CLO Operations including syndicated lending, securitization, supply chain and receivables finance, trade settlement
  • Management of all loan servicing activities including but not limited to: New Loans, Advances, rollovers, repayments of Principal, interest and fees, pricing and fee changes
  • Ensures all daily, monthly and periodic controls are being followed
  • Ensure all operational Service Level Agreements are being met
  • Have the ability to assess risk and the exercise judgment concerning complex problems relating to loans and letters of credit
  • Knowledge and experience working in a Loan Operations team
  • Good working knowledge of various Lending systems (ACBS,AFS,OVS )
  • Minimum 1-2 years of experience in a commercial banking environment or related industry
43

Loan Operations Associate With TRS Experience Resume Examples & Samples

  • Working with a variety of investment products with a focus on the trading of primary and secondary bank loans and Total Return Swaps (TRS)
  • Full loan maintenance; including funding, paydowns, borrows and rollovers
  • Interacting with SS&C GlobeOp’s hedge fund clients, agent banks and other SS&C GlobeOp departments
  • Development of workflows and procedures relating to bank loans to support existent and prospective client’s servicing needs
  • Performing financing/swap reset reconciliations against TRS counterparty
  • 3+ years financial services/ securities industry experience working for either a prime broker, administrator or Hedge fund
  • Understanding of derivative/OTC products a plus
  • Prior experience with Advent Geneva a plus
44

Loan Operations, Service Agent Resume Examples & Samples

  • Researches and investigates each situation thoroughly to ensure information provided to the customer is accurate, complete and timely. Resolves routine problems and takes the necessary action to satisfy customers and internal departments
  • Takes ownership of customer concerns and strives to be the primary connection between the customer and our organization. Responds to customer questions, inquiries, requests and problems accurately, concisely and appropriately
  • Continually portrays and projects a positive and professional image of TCF. Consistently achieves the established standards of the position
  • Has a thorough knowledge of TCF policy and procedure. Keeps informed of changes in policy, procedure and services in order to provide accurate information to customers. Promotes interest in TCF products and services
  • Answers all incoming calls in a courteous, friendly and professional manner. Conveys expected turnaround times to customers when additional research or information is necessary
  • May be asked to assist customers who are unable to communicate with a representative due to a language barrier
  • 9 months experience providing customer service or in a customer contact position
  • Demonstrated communication and organizational skills
  • PC Keyboarding and Office Calculator experience needed
  • May require fluency in a foreign language
  • Working toward 2 or 4 year college degree
  • 12+ months customer service experience
  • Fluent in a foreign language such as Spanish
45

Loan Operations Spec Resume Examples & Samples

  • Thorough knowledge of Multifamily loan documents and the overall certification and document custody process
  • Experience in a high-volume production environment and the ability to work independently
  • Provide assistance and training to internal/external customers
  • Collect and analyze data regarding customer performance
  • Participate in projects as assigned by management
  • Strong interpersonal skills and ability to think critically are highly valued
46

AVP Wholesale Loan Operations Resume Examples & Samples

  • Understands market conventions for managing these products
  • Knowledge of industry standards and best practices for Syndicated and Commercial loans and ensure all transactions within Corporate Loan Operations (CLO) are handled properly in order to minimize bank’s exposure to operational risks and to protect the bank from losses by ensuring compliance with the Bank’s policies and procedures concerning loans, letters of credit
  • Knowledge of wire transfer systems
  • Ensure we provide our customers with “best in class” service
  • Expertise in continuously reviewing workflow and recommended organizational changes
  • Minimum 4-7 years of experience in a commercial banking environment or related industry
  • 4 year college degree required or equivalent experience
47

Loan Operations, Associate Manager Resume Examples & Samples

  • Asset Servicing – Rollovers, rate resets, facility set ups
  • Interact with clients (Hedge Funds/ Closed ended funds), agent banks and other departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
  • Proven relevant Loan Market experience
  • Ability to read and interpret loan facility documentation
  • An understanding of Loan P&L and Loan accounting
  • Ability to work on own initiative and prioritise workload
  • Ability to contribute to process / workflow improvements
  • Knowledge of the mechanics of CLO’s and LTRS desirable but not essential
  • Knowledge of DTCC LoanServ desirable but not essential
48

Loan Operations Specialist Resume Examples & Samples

  • Experience and working knowledge of the Multifamily business environment i.e., loan life cycle and real estate underwriting
  • Strong analytical/problem solving skills demonstrating the ability to identify and resolve issues associated with customer transactions, data integrity, operational and financial risk
  • Work independently with limited supervision and/or direction
  • Strong communication skills (oral/written) ability to convey clear and concise correspondences as well as the ability to influence and drive execution (influencing and negotiation skills)
  • Ability to demonstrate developing and sustaining sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency
49

Associate Director Bank Loan Operations Resume Examples & Samples

  • Managing and overseeing Bank Loan Operations staff supporting Administrative Agency, Loan Closing and Loan Administrative servicing
  • Working with a variety of credit investment products with a focus on the trading of primary and secondary bank loans, direct lending and or total return swaps
  • Interacting with SS&C’s hedge fund and or CLO clients, agent banks and other internal departments (Fund Accounting, Operations, OTC Operations, Pricing)
  • Serving as an informational resource for bank loan products to the firm’s clients and internal SS&C departments
  • Coordinating overall work plan for US client service group operations staff, which includes managing and monitoring work in progress
  • Working closely with India operations managers to ensure that both locations are aligned at all times
  • Providing coaching, training and leadership as necessary to the client service team
  • Overall client satisfaction including acting as the senior client relationship manager, measuring client satisfaction and ensure initiatives are project managed effectively
  • Bachelors Degree in Business Administration
  • 10 + years financial services/ securities industry experience working for either a prime broker, administrator or Hedge fund
  • Understanding of syndicated bank loans; including Loan Servicing, Admin. Agency, Primary and Secondary Loan closings, working knowledge of corporate actions
  • Prior experience with Equities, Fixed Income, Futures, FX, and Options desired
50

Team Head Singapore Loan Operations Resume Examples & Samples

  • Strong understanding of applicable regulations and compliance with same
  • Effective Communication for both internal and external stakeholders providing regular updates on the Operations
  • 8-10 years of which 2-4 years in Operational process management in Retail Banking Operations
  • Very good understanding of Leveraged Loan Operations/Wealth Management Investment Products
51

Manager, Loan Operations Resume Examples & Samples

  • Management: Effectively manage department functions including recruitment, training, performance reviews and other issues as they may arise. Manage multiple teams and business processes to ensure timely, efficient, and high quality results. Set goals and monitor team performance to ensure that Policy and Procedure requirements including quality, quantity, and timeliness of work product are met. Evaluate and plan for processing and servicing requirements or controls and their effect on other areas within the Bank and make changes as needed in response to internal or legal requirements. Manage the daily activities of all consumer loans processing and servicing
  • Product and Service Expertise: Stay current on all mortgage products, services, and processes. Equip staff with tools and expertise on Retail Loan products (e.g. Home Equity, Mortgage, Installment, and Overdraft Protection), services (e.g. Escrow, Command Protection) and processes (e.g. payment allocation, statement content, variable rate features). Translate product and service matters into “common sense” terms that can be translated into simple terms to ensure transparency to team members and key stakeholders (e.g. consumers, external and internal business partners, title companies
  • Research, Analysis, and Problem Solving: Resolve complex issues that may require in-depth research and procedural/policy interpretation. Provide technical guidance to supervisory staff as needed to support resolution of mortgage servicing issues (e.g. payment allocations, escrow shortage/analysis, variable rate payment re-amortizations, loan term modification, clouded title) using self-service tools such as online policy and procedure manuals
  • Policy and Regulatory Expertise: Oversee policy and procedural changes. Communicate and provide staff training to ensure compliance with all applicable internal policies and procedures as well as Local, State, and Federal (e.g. CFPB, OCC) regulatory requirements to achieve 100% compliance. Actively seek out information related to industry trends and regulatory developments, utilizes internal and external resources (such as industry web sites and trade publications) to stay current, and relay key messages to senior management team. Provide policy interpretation on all matters escalated to management
  • Goal orientation and teamwork: Communicate metrics and overall business objectives to supervisory staff. Lead by example and demonstrate customer-focused behaviors that influence positive team dynamics
  • Continuous improvement: Proactively identify systemic issues and process/quality improvement opportunities to enhance key stakeholder experience. Participate in the identification, testing, and implementation of process improvement projects. Proactively identify issues and update senior management on status in a timely manner
  • Technical Expert Department Operating Systems. Investigate and resolve all processing related system problems, including working with vendors to make recommendations for system enhancements, changes, and product satisfaction
  • Bachelor’s degree Business, Accounting, Engineering, Mathematics or equivalent combination of education and experience
  • 7+ years of experience in consumer loan processing or operations
  • Minimum 3 years of supervisory experience or demonstrated ability to effectively manage people/teams
  • Previous experience managing a loan processing or servicing function
  • Ability to plan, organize and maintain accurate records and reports for management controls
  • Ability to communicate effectively, both orally and in writing with all levels of staff and management
  • Demonstrated managerial and leadership skills, with proven ability to interact effectively with all levels of staff
  • Thorough understanding of interface and accounting programs as it relates to consumer loans
52

Loan Operations Spec Resume Examples & Samples

  • Follow up with customers on outstanding problems and issues. Propose solutions. Support implementation
  • May serve as a liaison to the technology group for relevant system enhancements prior to release
  • Ability to learn new knowledge/skills quickly and work in a dynamic environment
53

Manager Central Loan Operations Resume Examples & Samples

  • Develop and implement best practices in Loan Operations related process and procedures including assessment of loan servicing systems and technologies
  • Proactively lead and influence to establish positive working relationships across the organization as well as with auditors and examiners
  • Develop and implement strategic plans to meet the Bank’s short and long-term loan support objectives including managing the department operational budget
  • Accountable for adherence to and monitoring compliance with state and federal regulations and laws as they pertain to this function
  • Participate on committees and special projects for the Bank or Loan Operations ensuring appropriate prioritization, implementation and education to support new initiatives
  • LI-KW1
54

Division Manager, Loan Operations Resume Examples & Samples

  • Identifies and implements strategic projects to close gaps, improve efficiency and effectiveness or deliver more robust offering
  • Supports both the business and location strategic initiatives
  • Manages all migration successfully
  • Makes staffing decisions, manages expenses and salary review process for the division
  • Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met
55

Analyst Loan Operations Resume Examples & Samples

  • Attend meetings relating to new trades
  • Prepare and effect payments
  • Prepare and distribute rate resets, invoices and drawdown advices
  • Perform cash reconciliation of relevant accounts, ZAR and non-zar cashbooks
  • Update comments and follow up on breaks
  • Liaise with the front office, trade capture, product control and other stakeholders on enquiries
  • Prepare balance confirmations for clients
  • Participate in change initiatives to automate processes
  • Ensure that all payments are effected within the required time frames
  • Investigate and resolve queries; escalating where needed
  • Prioritise workflow for the day
  • Ensure that all notices and invoices are sent to the client within the required time frames
  • Actively participate in current projects to enhance the systems and continually look for ways to implement efficiencies and enhance systems with the view to achieving a high level of automation
  • Engage with internal and external clients to resolve any issues and escalations
  • Receive and resolve client queries in a professional and timely manner, escalating queries that cannot be resolved
  • Follow up daily on outstanding queries, problem transactions with relevant parties to ensure timeous response to stakeholders, regulators and clients
  • Preparation of monthly Reporting and KRIs
  • Active participation in the maintenance of the Business Continuity Plan including the requirements of the team and any testing required
  • Escalation and reporting of any operational incidents or losses. Highlighting the issues and identifying processes and procedures that can be improved to avoid future incidents
  • Strong communication skills, both written and verbal. Fluent in English
  • Strong understanding of relevant and up-to-date technical knowledge, applications and techniques
  • Strong understanding of the changing CIB Operational environment
  • Ability to liaise effectively with internal and external clients
  • Strong Risk and Control focus
  • A high level of focus on strategic vision
  • Highly numerate with analytical problem solving ability
  • Self Starter / Ambitious
  • Ability to prioritise work depending on urgency, calculating risk impacts and knock-on effects
  • Ability to multi-task and work in a fast-paced environment with competing deadlines
56

Loan Operations Manager Resume Examples & Samples

  • 5 years of related experience with the skills necessary to pursue required tasks
  • Bachelor Degree in engineering, business or finance
  • Understanding of New Jersey’s solar energy market, Solar Renewable Energy Credits and familiarity with local utility solar financing programs
  • General knowledge of operations, credit, accounting, and insurance aspects of renewable energy projects
  • Knowledge of business controls and SOX compliance
  • Excellent presentation, oral and written communication skills and an ability to explain complicated financial and technical points clearly to all levels, including clients and senior management
  • Ability to achieve results by building partnerships
  • Comfortable interacting and managing relationships with clients’ senior management, with an ability to proactively resolve borrower issues
  • Self-initiator and self-directed relative to responsibilities and undertaking projects with good planning and organizing skills
  • Committed to fostering an inclusive work environment and respect all aspects of diversity
  • MBA/other relevant advanced degree
  • High level of familiarity with SAP
  • Understanding and familiarity with project finance documentation, related commercial agreements and project finance modeling
57

Loan Operations Specialist Resume Examples & Samples

  • General loan file maintenance, coupon requests and code changes
  • Book Secondary Market, New Start, CRA and Personal Loans
  • Set up payments via ACH and check by phone
  • Process requests for charge offs, repossessions and late fee waivers
  • Process loan loss/bankruptcy payments
  • Loan payoff quotes
  • Post incoming wires
  • File and/or scan documents
  • Support Loan Officers, Loan Assistance and other front line staff
  • Post loan payments by mail
  • Process credit verification requests
  • Process returned mail
  • Process returned checks
  • Review all work from previous day for accuracy
  • Maintain good punctuality and attendance at work
  • Computer skills including Microsoft Office Suite
  • Ability to handle confidential information professionally
  • Ability to learn and perform in a fast paced environment
  • Ability to calculate figures such as percentages, fractions and interest
  • Ability to multi task and adapt to change
  • Ability to work without close supervision
  • Excellent internal and external customer service skills
  • Ability to work well under pressure and with deadlines
  • Ability to adapt to repeated interruptions
  • Ability to respond to requests and demands professionally and promptly
  • Ability to learn and follow Bank policies and procedures
  • High attention to detail with exceptional organizational and time management skills
  • Moderate noise level
  • Ability to work under deadlines
  • 1 year experience with computer skills, including Microsoft Word and Excel
  • Ability to work extended hours as needed
58

Manager, Loan Operations Resume Examples & Samples

  • Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work within the Loan Ops team
  • Responsible to set up and monitor the most effective processes are in place with a focus on quality control
  • Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff
  • Carries out activities that are large in scope, cross-functional and technically difficult
59

Loan Operations Specialist Resume Examples & Samples

  • Ability to handle multiple tasks and work under tight deadlines with competing priorities
  • Ability to manage daily production processes and goals independently
  • Ability to support the departmental service agreements and metrics
  • Strong analytical and problem solving skills, including root cause analysis
  • Strong interpersonal skills and ability to think critically
  • Proficiency in Microsoft Office, Excel and Power Point
60

Loan Operations Specialist Resume Examples & Samples

  • Perform loan accounting functions using the Automated Financial System (AFS)
  • Interpret requests for boarding new and renewed loans and determine the structural hierarchy
  • Ensure modifications to codes are processed accurately to maintain optimum data integrity
  • Train less experienced staff on new products and procedures
  • Continuously exercise sound judgment to minimize the Bank's risk exposure
  • Ensure tasks performed meet regulatory requirements issued for Sarbanes-Oxley, FDICIA, Auditing and Bank policy
  • Participate in new loan product/facility discussions with the loan officer and Bank liaisons
  • Make recommendations for additional AFS codes for new products and to easily identify them for regulatory reporting
  • Adhere to sensitive deadlines and time constraints for loan closings
  • Determine if applicable the cause of deficient payments for interest, fees, and principal
  • Assist the supervisor with administrative and operational support
  • Perform steps to maintain and determine the borrowers collateral and borrowing base position upon receipt of appropriate documentation
  • Perform steps to certify the Bank's general ledger to the loan accounting system
  • Analyze and monitor exception reports to avoid unnecessary bank exposure
  • Excellent PC skills required especially Microsoft office and Excel
  • Well-developed written and communication skills
  • Familiar with complex loan documentation and Bank policy
  • Must be capable of performing multiple tasks on a regular basis
61

Loan Operations Specialist Resume Examples & Samples

  • Basic understanding of banking processes such as data input, especially keying into a banking platform
  • General understanding of lending products such as loans, overdrafts and credit card from mark up and drawdown for the life of the loan
  • Experience of reconciliation work on fee or other accounts, including movement of funds from account to account
62

VP Loan Operations Resume Examples & Samples

  • Provides guidance to all employees on Jack Henry Silverlake, Teslar, software systems including oversite for training of all new hires
  • Review and monitor all department production reports
  • Responsible for hiring, development, and leading associates in the department (currently 50+)
  • Responsible for the preparation and adherence of the department budget
  • Responsible for compiling data, preparing responses, and executing recommendations from audits and reviews
  • Work with the regulatory examiners and other agencies during exams and reviews
  • Hold the position of Regulation O officer and the duties that it requires
  • Serve as a member of the bank conversion team for targeted acquisitions
  • BS/BA Degree in Business, Finance or a related field is preferred
  • 5+ years of experience in a leadership role in the loan operations area of a large financial institution preferred. (Over 5 billion in Assets)
  • Working experience in Jack Henry Silverlake (system administrative experience preferred)
  • Work Experience with D& H Decision Pro preferred
  • Experience performing diverse analysis and preparation of supporting documentation for senior management
  • Ability to read, analyze and interpret documents such as financial reports, legal documents, procedures manuals, general business correspondence and/or journals or government regulations
  • Ability to effectively present information in one-on-one and small group situations, to customers, clients, management, board of directors, other employees in the organization, and the general public
63

Loan Operations Specialist Resume Examples & Samples

  • Insures compliance South State Holdings, Inc. Code of Business Conduct and Ethics and other operating policies and procedures
  • Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements
  • Primary function is problem resolution of loans, technical or customer service nature
  • Responds to inquiries regarding loans received from lenders and other bank personnel on behalf of external customers
  • Able to perform all functions of the department by cross training in roles and functions outside primary role
  • Follows departmental policies and procedures pertaining to problem resolution to ensure the area is in compliance with bank guidelines including Federal and State regulations
  • Keep abreast of industry trends and regulations
  • Responsible for organizational integrity and business ethics as it relates to this position
  • Perform other related job duties and special projects as assigned
  • Education: High school graduate required. College graduate is preferred
  • Experience: 2 years experience in a banking operations role is preferred. Experience with FiServ systems software and knowledge in all loan servicing functions including consumer, commercial and mortgage loans is preferred
  • Knowledge: Good interpersonal skills. Good computer skills including working knowledge of Microsoft Word and Excel preferred
  • This position does not include supervisory responsibility
64

Consumer Loan Operations Specialist Resume Examples & Samples

  • Strong communication and interpersonal skills, as well as proficient mathematical skills
  • A high school diploma or equivalent
  • Two (2) years of directly related experience within a Consumer Banking industry is preferred
  • Coordinating the assignment of loan applications and closings
  • Preparation of Loan Estimates and Closing Disclosures
  • Employment verifications of real estate loan applicants
  • Preparation of loan documents within a timely manner
  • Ordering appraisals
  • Extensive communication with the branch network
65

Mortgage Loan Operations Specialist Resume Examples & Samples

  • Supplies telephone support to branch lending personnel concerning loan policies and procedures,
  • Loan origination system software, regulatory compliance, loan manuals and loan documents
  •  May provides in branch training for the lending personnel in Washington
  •  May provide conference call training on a variety of lending topics on a revolving basis
  •  Occasional optional participation in presentation of Mortgage Loan Operations meetings in all divisions of Washington Federal
  •  Works with MFlex and Docuprep members to provide document and system support and accuracy
  •  Performs Quality Control Audits of Loan Origination processes
  •  Provides administrative support for the work area by answering telephones and responding to emails
  •  Updates Consumer Lending Manual, Loan Product Guide, MFlex system manuals, etc
  •  Updates to workflows and changes in policies/ procedures occur
  •  Updates the Loan Rate Schedule as changes in lending interest rates occur
  •  Prepares Pre-Qual, Modifications, Additional Advance, other loan documentation, as required
  •  Validate custom construction loans before draws begin
  •  Participate in Funding from MFlex thru to DNA
  •  Review for accuracy and timing of disclosures on initial application for RESPA/TIL/REGZ
  •  Review initial disclosures, re-disclosures and final disclosures for accuracy on all loan applications accepted within the division (RESPA/REG Z/TIL)
  •  Review accuracy of HMDA data
  •  Ensure ECOA standards are met
  •  Document the results of reviews in the loan file to ensure compliance with the regulations
  •  Review closing documents to ensure consistency and completeness of the CD and loan estimates for compliance with RESPA
  •  Communicate guidelines on loan quality and special programs to association lending personnel
  • Assist in-branch lending audits for the Divisions, as needed
66

Loan Operations Specialist Resume Examples & Samples

  • Researches and resolves loan related issues which may include missing payments
  • Disputed accounts history request and general loan related questions
  • Ability to work in a fast paced
  • Deadline-oriented environment and a team player
67

Loan Operations Resume Examples & Samples

  • Prepare loan Documents Using LaserPro software. Ensure that all documents meet the stated terms of the Approval and all requirements are properly reflected in the loan documents. Ensure compliance with all internal and regulatory guidelines. Ensure that all due diligence requirements as outlined in Corporate Procedure are met
  • Create loan Documents Using LaserPro software and assist in reviewing Attorney and LaserPro prepared documentation. Ensure that all documents meet the stated terms of the Approval and all requirements are properly reflected in the loan documents. Ensure compliance with all internal and regulatory guidelines. Ensure that all due diligence requirements as outlined in Corporate Procedure are met
  • Review Unsecured Consumer, HELOC and Micro Business Loans for Booking/Funding and exception creation. Review select original loan packages for exception clearing
  • Review all loan products for booking and/or funding, exception creation, and subsequently review original loan packages to be forwarded for exception clearing
  • Proficient working knowledge in Letter of Credit processing
  • Proficient working knowledge of general loan concepts including but not limited to interest rates, maturity dates, loan amounts and collateral types
  • Proficient working knowledge of core processing system and functionality
  • 3+ years experience in financial services, preferably in a loan function
68

Loan Operations Resume Examples & Samples

  • Process lien perfection tasks for Commercial and Consumer Loans, including recording collateral instruments, placing holds on cash collateral accounts, filing UCC financing statements, etc
  • Review all incoming loan documentation for completeness and confirm exceptions have been cleared accordingly
  • Process Collateral Releasing for paid loans within the defined time requirements. This process includes a thorough review of the loan documents and loan system, preparation of all release documentation needed and correspondence with the customer along with all final system updates needed to collateral tracking in place
  • Process ongoing collateral monitoring functions including follow-up on property insurance, flood insurance, investment account statements, property tax status, etc
  • Complete review of files eligible for pledging to the FRB program
69

Loan Operations Specialist Resume Examples & Samples

  • Answers all incoming calls from internal/external customers
  • Processes loan maintenance requests by keying and posting loan transactions for special handling
  • Responsible for Records Administration
  • Performs Other Duties and Responsibilities as assigned
  • Ability to read and comprehend simple instructions, short correspondence and memorandums
  • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
  • Ability to read, analyze and interpret financial reports and/or legal documents
  • High school diploma or its equivalents is required
70

Loan Operations Business Manager Resume Examples & Samples

  • Requires a college degree and 4+ years experience in a variety of lending business operations, management reporting, project and process management, financial and metric reporting and analysis or other directly related experience
  • Must have excellent analytical and problem solving skills
  • Excellent organizational, problem solving and communication skills, both verbal and written
  • Strong project, modeling and presentation skills
  • Ability to think beyond the task at hand and anticipate results and effects of actions relating to a variety of business areas
  • Ability to reconcile data, ability to understand and confirm work of others
71

Loan Operations Specialist Resume Examples & Samples

  • Detailed/organized with a strong dedication to accuracy/efficiency
  • MS Word, Excel
  • Knowledge of IBS and ACBS loan system or other comparable loan applications
  • 3+ years of loan operations experience
72

Mortgage Loan Operations Specialist Resume Examples & Samples

  • Supplies telephone support to branch lending personnel concerning loan policies and procedures, loan origination system software, regulatory compliance, loan manuals and loan documents
  • May provides in branch training for the lending personnel in Washington
  • May provide conference call training on a variety of lending topics on a revolving basis
  • Occasional optional participation in presentation of Mortgage Loan Operations meetings in all divisions of Washington Federal
  • Works with MFlex and Docuprep members to provide document and system support and accuracy
  • Performs Quality Control Audits of Loan Origination processes
  • Provides administrative support for the work area by answering telephones and responding to emails
  • Updates Consumer Lending Manual, Loan Product Guide, MFlex system manuals, etc
  • Updates to workflows and changes in policies/ procedures occur
  • Updates the Loan Rate Schedule as changes in lending interest rates occur
  • Prepares Pre-Qual, Modifications, Additional Advance, other loan documentation, as required
  • Validate custom construction loans before draws begin
  • Participate in Funding from MFlex thru to DNA
  • Review for accuracy and timing of disclosures on initial application for RESPA/TIL/REGZ
  • Review initial disclosures, re-disclosures and final disclosures for accuracy on all loan applications accepted within the division (RESPA/REG Z/TIL)
  • Review accuracy of HMDA data
  • Ensure ECOA standards are met
  • Document the results of reviews in the loan file to ensure compliance with the regulations
  • Review closing documents to ensure consistency and completeness of the CD and loan estimates for compliance with RESPA
  • Communicate guidelines on loan quality and special programs to association lending personnel
  • Complete any other job related duties as assigned by manager or supervisor
73

Loan Operations Specialist Resume Examples & Samples

  • Equipment Used in Job Performance/Working Environment
  • Computer
  • Scanner
  • 10-Key Calculator
  • Multi-Function Device
74

Loan Operations Manager Resume Examples & Samples

  • Manages the daily operations of the loan team assigned to Commercial Lending Operations by
  • Collaborates with Credit Administration, commercial lenders, and bank department managers to promote communication, and to ensure quality service delivery throughout the bank, as well as with external customers
  • Maintain expert knowledge in commercial loan quality control items: reviewing quality control reports; identifying the need for new quality control reports and providing data criteria and filters to capture full scope for review
  • Participates in special projects and assignments and performs other duties as assigned
  • Bachelor’s degree in accounting or finance with at least five (5) years banking experience managing a Commercial loan operation department within a bank or equivalent combination of education and training
  • Proficient understanding of the following computer systems: Microsoft Office,loan software applications (Laser Pro, Applink/BanktoBusiness (B2B), Loan Proposal Tracking System (LPTS) and SilverLake)
  • Ability to appropriately handle sensitive and confidential information
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with business unit management and staff, state and federal regulators and officials and significant business partners
  • Strong ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals; strong project management skills desired
75

Loan Operations Manager Resume Examples & Samples

  • Experience in the retail lending, mortgages, commercial and corporate banking sectors
  • An understanding of customer-facing and support functions and how they operate, so the Loan Operations team can continue creating FANS for life
  • Lots of experience of lending products such as loans, overdrafts and credit cards, from mark up and drawdown for the life of the loan
  • You will have experience of leading a team of lending experts, ideally at another high street Bank or lender
76

Loan Operations Specialist Resume Examples & Samples

  • Assists in workflow processes of department as directed by manager. Gather basic information and/or related files to determine appropriate documents according to bank, regulatory and investor guidelines in order to process the loan fulfillment package
  • Prepare, deliver and complete non-complex loan fulfillment packages and/or loan maintenance requests according to Bank, regulatory, and investor guidelines
  • Review closing files of non-complex loans received from settlement agents and Account Officers to ensure that the loan is closed with the proper signatures and in compliance with the firm’s/bank’s instructions
  • Provide exceptional customer service by responding to business partners, account officer and external customer inquiries, requests and problems in a timely manner
  • Maintain the set standards and performance goals for Productivity and Error Ratios
  • Adhere to corporate wide policies and procedures
77

Loan Operations Specialist Resume Examples & Samples

  • Gather information and/or related files to ensure loan fulfillment packages are prepared according to bank, regulatory and investor guidelines. Documents reviewed may include loan approval forms, appraisals, title work, insurance, and all other requirements necessary to properly perfect our collateral position
  • Process boarding and requested loan maintenance in compliance to Bank, regulatory and investor guidelines
  • Prepare, deliver and complete loan fulfillment packages in compliance to Bank, regulatory and investor guidelines. Prepare instructions and engage attorneys or other third parties as necessary in order to complete closing
  • Review closed loan files received from settlement agents and account officers to ensure loans were closed with proper signatures/authorization and in accordance to the Bank’s instructions. Cite exceptions and clear when cured
  • Provide exceptional customer service by responding to requests and issues in an accurate and timely manner
  • Meet performance standards of established production and quality metrics
78

Manager, Loan Operations Resume Examples & Samples

  • To provide Trade Support / Loan Closing services to GlobeOps London client base
  • Serve as informational resource for bank loan products to clients and internal departments
  • Project Work – defining reporting requirements, working on systems and process migrations, etc
  • Knowledge of Clearpar essential
  • Knowledge of Geneva accounting system desirable but not essential
79

Senior Loan Operations Servicer Resume Examples & Samples

  • 2-4 years banking experience is required
  • Knowledge of eOscar is required
  • Proficiency with business machines (i.e. adding machines, PC skills)
  • Proficiency with PC software (i.e. Microsoft Word, Excel, Internet)
  • Loan knowledge including, but not limited to, billing receivables, accruals, modifications, must be able to interpret and follow loan notes, bills/statements and bank policies and procedures
  • Average to strong interpersonal skills
80

Rmbs Whole Loan Operations Analyst Resume Examples & Samples

  • You review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
  • You process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
  • You correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
  • Settle or arrange for the settlement of, fund transfers related to fundings, paydowns, interest payments, fee payments, and related collateral activity
  • You produce interest and fee invoicing for client positions
  • You prepare or assist in the preparation of client margin calls
  • You perform periodic servicing updates on the client positions
  • You perform audit and Sarbanes Oxley tests as required
  • You prepare or assist in the preparation of Daily Activity Reporting which provides P/L information to the business unit and senior management
  • You prepare or assist in the preparation of client account reconciliations
  • You update procedures when necessary
  • Other tasks as needed. You will cross train within the team to provide support to other related disciplines as necessary
  • A preference for a dynamic environment within a global investment bank, with frequent interaction with clients, traders and other functional areas within and outside the firm
81

Wholesale Loan Operations Resume Examples & Samples

  • Continuously review workflow and recommended organizational changes
  • Ensures adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, Regulations Q& X, Customer identification Program, Know Your Customer, Suspicious Activity Reports
  • Periodically reviews the relevant procedures to ensure appropriate control and consistency with Head Office guidelines and bank regulations
  • Actively participate in and direct all CLO sponsored initiatives as required
  • Ensures all departmental structural and procedural changes are implemented where necessary
  • Bachelor’s Degree in either Finance, Banking, Business Administration or related industry field
  • 2 to 4 years of experience in a commercial banking environment or industry
  • Computer literacy in MS Office suite and software
82

Loan Operations Analyst Resume Examples & Samples

  • Compiles and analyzes data. Make recommendations that will improve operating efficiencies and costs
  • Performs ad-hoc reviews as a result of events, issues or areas of concern. Applies discovery analytics to evaluate potential risks
  • Develops and maintains Credit Services database used by Loan Documentation and Loan Servicing. Create reports from data captured to leverage management reporting
  • Assists with the development of scorecards, metrics, and other line of business-level reporting
  • Works with Management to establish project timelines and milestones/deliverables using the appropriate tools
  • Provides status reports and analyzes results to identify problem areas that affect the completion of the projects as assigned
  • Cross-trains on new functionality and processes within the department
  • Manages tracking and resolution of data quality, technical and other issues
  • Work on mergers and system integration teams for Credit Services areas
  • Team member on CustomLender upgrade and enhancement project to modify and streamline workflow from start to finish including frontline and backroom functions
  • Creates information data flow diagrams for existing and new processes
  • 20170508
83

Private Loan Operations Specialist Resume Examples & Samples

  • Financial aid processes
  • Financial aid regulations
  • Financial aid systems
  • CampusNexus
  • Schooldocs
  • Broadleaf
  • Lender/Servicing
  • Business planning – how to organize legal documents and financial package data; develop and follow a systematic approach; and organize time
  • Effective communication skills, both verbal and written
  • Proficient in MS Office (Microsoft Word, Excel and Outlook)
  • Goal setting
  • Communication – discuss and convey financial concepts, laws, and policies with campus level counterparts and provide resources and actionable guidance based on needs
  • Financial Aid Services
  • Financial Services/Lending
  • Quality Control Coordination
  • Finance and accounting
84

Loan Operations Servicing Manager Resume Examples & Samples

  • Manages the Loan Operations department: a team of 2-3 exempt direct reports and an overall staff of 15-25 non-exempt employees
  • Manages loan servicing to ensure all servicing related functions are completed within specified SLAs, manage suspense posting, pay off process, and the accuracy of loan maintenance, payment processing and insurance/escrow processing
  • Prepares management reports which communicate the effectiveness of the department in terms of volumes processed, deadlines met, and FTE utilization
  • Sets departmental goals that are measurable in terms of improved productivity, expense control, and operating efficiency
  • Responds timely to all inquiries from customers, lenders, and other bank personnel
  • Develops and implement policies and procedures to improve operational efficiencies and to ensure compliance with Federal and State compliance regulations and bank guidelines
  • Recruit, train, develop and retain a highly proficient, adequately staffed servicing team
  • Resolve more complex work problems and fill in or assist as necessary
  • Participate and lead loan servicing team through any conversion related activities. This will include data collection, process discussions, data mapping, testing phases, production conversion, and post-conversion monitoring, etc
  • Keep abreast of industry trends and regulations, identifies changes affecting the department and takes appropriate action, notifies staff of internal operations changes
  • Responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment staff as applicable
  • GALLUP 12 / Culture / Leadership - Effectively coaches and develops employees to perform at the highest level. Has direct, frequent and ongoing communication through one on one meetings and regular department meetings. Delivers performance reviews in a timely manner. Creates an engaged workforce by fostering collaboration within their team and their internal and external customers/partners. Creates an enjoyable work environment by being approachable, rational, and objective while building relationships with employees and consistently celebrating success. Takes ownership and accountability by supporting the Bank’s goals through goal assignment and attainment that is challenging and realistic for their team. Leaders will live and lead with the Gallup 12 as well as serve as a role model for change
  • Actively engages in personal development by identifying and pursuing resources needed to improve supervisory/management performance
  • Ensures compliance South State Holdings, Inc. Code of Business Conduct and Ethics and other operating policies and procedures. Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements
  • Education: Bachelor’s Degree in Business Administration or Organizational Management a plus
  • Experience: A minimum of 5 years’ experience in a Bank Operations/Servicing Management role is required. (Loan Operations background is preferred.) Must be knowledgeable in all loan operations servicing functions including consumer, commercial and mortgage loans. Knowledge of Federal and State regulatory items is required. Experience with FiServ systems software is preferred
  • Knowledge: Proficiencies in Excel, PowerPoint, Word, Visio
85

Loan Operations Specialist Resume Examples & Samples

  • Manage and/or perform highly complex reporting, remitting, and reconciling activities related to the funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Analyze data, research issues and exceptions, and make appropriate changes. Ensure adherence to internal controls and regulatory standards
  • Monitor operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Support customers in complying with guidelines and servicing requirements
  • Direct special and highly complex negotiated deals, high volume deals, and new lender deliveries for assigned lenders. Devise effective solutions on highly significant matters
  • Build internal and external customer relationships. May develop customer training and provide training in partnership with internal partners
  • Design, develop, monitor, and update workflow processes. Ensure processes respond to operational risk and control objectives, process improvement goals, and achievement of business goals
  • Assume a lead role in reviewing systems to enhance controls and simplify operations. Support the technology group by testing system enhancements prior to release
  • Implement quality control measures. Conduct in-depth root cause analyses of customer problems and issues. Propose solutions. Facilitate implementation
  • May perform highly complex projects or participate as a team member on projects at the highest level of complexity
  • Knowledge of multifamily servicing or investor reporting processes, secondary mortgage accounting/financial services experience is highly preferred
  • Ability to identify operational and process issues, document and record escalated matters and collaborate to provide solutions
  • Strong verbal and written communication skills are essential to the position
  • Excellent interpersonal skills and a demonstrated ability to work effectively in a team environment are required
  • Experienced in preparing data using tableau and excel workbooks and have the ability to manipulate data/run queries
  • Understanding of accounting or risk would be preferred
86

Loan Operations Specialist Resume Examples & Samples

  • Provides loan service to internal and external customers by
  • Answer questions from branch personnel via the CST Operations Helpline
  • Cross trains on all functions within the CST department
  • Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory coursed by assigned due date(s)
  • High School Diploma and or GED with at least 1-2 years prior banking experience or equivalent combination of education and training
  • Beginning knowledge of Microsoft Windows operating system & Microsoft Word and Outlook; knowledge of banking software systems preferred
  • Ability to perform simple mathematic calculations
87

Loan Operations Servicing Administrator Resume Examples & Samples

  • Review of complex commercial transactions to determine process necessary for funding and on-boarding; process all levels of monetary and maintenance transactions in ACBS
  • Daily reconciliation of outstanding items in general ledger
  • Communicate and respond to inquiries from Lenders, Credit Reporting, Accounting, and Quality Control Group
  • Assist client groups and lenders by providing research and feedback on requests
88

Loan Operations Specialist Resume Examples & Samples

  • Clears loan control and loans in process in general ledger accounts
  • Oversees quality control of note input
  • Processes ACH and NSF payments
  • Works the posting rejects and makes correcting entries
  • Responsible for research on loans as requested
  • Clears ARCS requests
  • Approves batches in PeopleSoft
  • Setup and maintains Guarantor records on the loan system based on process requirements
  • Provides quality service to internal and external customers by telephone and by assisting loan department in solving customer questions/problems
  • Assists the Note Department in the documentation, standardization and measurement of key business processes to promote a total quality management environment and to allow for the continual improvement and efficiency of key departmental processes
  • Performs certain duties related to the overall function of the Note Department. These duties will vary depending upon overall team needs and individual ability and experience
  • Updates knowledge and develops professionally on a continual basis through various training resources
  • On-going mentoring and training of department staff on IBS and new functions
  • Assists department with special projects as requested
89

Loan Operations Expert Resume Examples & Samples

  • Creates written processes for the loan back-office
  • University degree (preferably
  • Excellence in planning and
90

Business Banking Loan Operations Document Review Specialist Resume Examples & Samples

  • Ensures loan documentation is complete and accurate according to State and Federal regulation and Regions Credit and Loan Documentation Policies. Exceptions for documentation/policy errors are entered in the exception tracking system
  • Provides clear and concise written communication on missing or incorrect document exceptions
  • Completes system validation to executed loan documents
91

Transaction Loan Operations Specialist Resume Examples & Samples

  • Recommends latest methods to improve departmental procedures
  • 10-key skills
  • Excel spreadsheet experience
92

Loan Operations Booking Spec-comm Resume Examples & Samples

  • Ensures accurate and timely data entry of commercial loans and loan servicing
  • Maintains the Commercial Booking Log to ensure all submitted loans are booked and post-booking tasks are completed
  • Performs loan maintenance tasks such as code changes, auto draft set up, payment reversals, payment schedule maintenance, interest rate changes, and adds collateral and loan covenants
  • Responds to customer inquiriers; researches questions and loans to identify customer issues, determines the best corrective action according to established guidelines and implements changes
  • Reviews and corrects data entry keying errors timely
  • Corresponds with processors and lenders to resolve questions
  • Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s)
  • High School Diploma and or GED with (6 months to 1) or year related banking experience in a loan operations setting or equivalent combination of education and experience
  • Beginning knowledge of Microsoft Windows operating system & Microsoft Word and Outlook; knowledge of commercial operations software applications, including lending software banking software systems preferred
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing
  • Ability to perform simple mathematic calculations, comprehend loan servicing processes and logically resolve issues
93

Loan Operations Specialist Resume Examples & Samples

  • You need to have a basic understanding of banking back office processes
  • A general understanding of lending products would be useful for this role, you will probably have worked in a customer facing role in a bank or building society
  • The ability to build great business relationships in a very fast paced, changing environment
  • You will be great at taking initiative to find areas that need improvement and attending to every detail along the way
94

Loan Operations Analyst Resume Examples & Samples

  • Act as a liaison between UCBI and the Federal Home Loan Bank of Atlanta and coordinate with other areas throughout the bank: Loan Officers, Loan Officer Assistants, Treasury, Accounting, etc
  • Stay up to date on eligibility requirements and general processes associated with the FHLB as it relates to the pledged portfolio
  • Develop, recommend and maintain internal policies and procedures designed to maximize the bank’s potential utilization of FHLB funding
  • Ensure bank’s compliance to FHLB’s eligibility requirements and guidelines, performing periodic audits of pledged and unpledged accounts to identify potential issues with methods and systems used for reporting eligibility requirements along with ensuring the bank is capturing all available eligibility in the portfolio
  • Coordinate internal and external audits for collateral compliance and credit risk review
  • Assist department management in communication with all areas of the bank
95

Manager Mortgage Loan Operations Resume Examples & Samples

  • Manages, plans, and coordinates the functions and operations of the Production Center from application through funding
  • Establishes and ensures that objectives, production goals, standards, and strategies are met and correlate to corporate goals and strategies
  • Monitors and analyzes work quality, work methods, procedures, processes, and production standards to ensure business goals and standards of member service are met; implements changes/improvements
  • Ensures compliance with established policies and procedures of Navy Federal, NCUA its private and institutional investors and laws and regulations applicable to mortgage lending (e.g., RESPA, MDIA, TIL, ECOA)
  • Investigates and responds to member complaints and suggestions for improvements regarding mortgage lending services
  • Works daily with Partners, e.g., Field Mortgage, Underwriting, Appraisal Underwriting, Compliance, Mortgage Training and the Contact Center and Branch Operations to ensure quality member experience
  • Provides recommendations to the VP, Mortgage Products for the improvement of policies & procedures, staffing needs, etc
  • Recommends changes to local operation procedures to ensure compliance and/or improve efficiency and member service
  • Analyzes production statistics to identify/analyze trends and measure section achievement and individual employee productivity/performance, provides feedback and coaching on performance
  • Implements solutions to improve results and support section goals
  • Evaluates, requests, and determines training needs of staff
  • Directs others toward achieving branch objectives
  • Promotes a work environment which maintains sensitivity and respect for the needs and requirements of employees and members
  • Monitors mortgage lending control and quality control reports to ensure timeliness and compliance of work produced
  • Identifies discrepancies, errors and areas of concern and directs appropriate staff to take investigative and/or corrective actions
  • Monitors changes in production volume and directly correlates appropriate staffing
  • Determines causes of production decreases and recommends actions or solutions, such as home buyer seminars, direct advertising mailings, and visits and presentations to real estate professionals
  • Determines the impact of changes/new legislation/regulations and formulates action plans
  • Maintains a thorough knowledge of Federal/state laws, NCUA regulations, industry practices, and Navy Federal policies and procedures that govern the functions of the managed area
  • Performs management duties
  • Selects employees; ensures adequate staffing including the designation of essential personnel; conducts and approves performance appraisals; recommends disciplinary actions; counsels, trains, and develops employees
  • Monitors and evaluates workflow/productivity and implements methods/procedures for improvement
  • Oversees employee training and development by determining training requirements and evaluating training programs and techniques for effectiveness; develops and supervises training and support programs for staff
  • Organizes and promotes a work environment that emphasizes member service, accuracy, productivity, creativity, and partnership
  • Oversees the development and revision of procedures and processes
  • Serves on various committees, attends meeting, and may act as executive/VP during his/her absence
  • Bachelor’s Degree in a related field or the equivalent combination of education, training, and/or experience
  • Thorough knowledge of mortgage and equity loan products, services, processes and procedures
  • Extensive and progressively responsible experience involving leading, managing and controlling a multi-functional operation, preferably in a financial institution in mortgage processing/closing or underwriting with extensive knowledge of FHA, VA, FNMA, and GNMA requirements
  • Ability to produce desired results and achieve objectives within required timeframes
  • Strong analytical, problem solving, and decision making skills
  • Strong interpersonal, verbal, and written communication skills, including the ability to comprehend, apply, and communicate instructions, regulations, and procedures
  • PC experience to include proficiency in word processing and knowledge of database software
  • Knowledge of Navy Federal policies, procedures, products, and services
  • Knowledge and understanding of NFCU programs, services and organization, and their relationships
96

Loan Operations Specialist Resume Examples & Samples

  • Knowledge of the mortgage industry preferably an understanding of Delinquency Modifications Operational Processing
  • Knowledge of SOX and other operational controls for the business processes
  • Analytical & critical thinking skills focused on details
  • Team player possessing flexibility to perform across teams
97

Loan Operations Director Resume Examples & Samples

  • Develops, recommends, and implements plans to achieve strategic long- and short-term goals for both loan operations and specific lines of business by acquiring an in-depth understanding of the business, product and system needs, makes recommendations for system enhancements, process changes, improved operational performance, and vendor utilization; understands best in class loan operation performance and technologies and how they can be applied to the business needs
  • Maintains a thorough understanding of the industry, current trends, new developments and best practices in order to develop loan operation strategic plans, administrative procedures and processes; and provides information and input to the business units’ to shape and influence their strategies
  • Directs a multi-site professional staff which complete loan operations functions utilizing primarily systems for which Loan Operations Director owns; responsible for recruiting talent, retaining top performers, evaluating performance and eliminating low or under-performing personnel. Develops, trains and mentors new and performing personnel
  • Directs the design, development, implementation and operation of automated systems to measure, enhance and optimize loan operation performance including quality, productivity and service levels. Additionally, manage and mitigate risk in line with company methodology and strategic goals
  • Provides management and technology/system guidance, project management oversight, legal and compliance oversight, risk identification and tracking, plus various reports to all levels of management
  • Extensive knowledge of loan accounting systems and methodology
  • Extensive knowledge of loan documentation systems and methodology
  • Extensive knowledge of real estate, business and banking law
  • Extensive knowledge of collateral tracking and exception reporting systems and methodology
  • Extensive knowledge of image systems and methodology
  • Extensive knowledge of workflow systems and methodology
  • Advanced knowledge of risk management strategies and methodologies
  • Advanced knowledge of Federal and State compliance regulations
  • Advanced knowledge of GAAP Accounting requirements
  • Advanced management and project management skills
  • Advanced team building skills
  • Advanced experience with vendor management and contract negotiations
  • Ability to negotiate compromise and develop consensus
  • Excellent interpersonal skills, including oral and written communication skills
  • Good understanding of best in class operational performance and how they are applied in a business environment
98

Syndicated Loan Operations Manager Resume Examples & Samples

  • Providing daily oversight and operational support to SS&C GlobeOp clients engaged in a variety of investment products but with a focus on the trading of primary and secondary bank loans, private debt, total return swaps and CLO's
  • Processing loans on Advent Geneva and full loan maintenance, including settlements, paydowns, borrowings and rollovers
  • Significant Interaction with SS&C GlobeOp clients, agent banks and other internal departments (i.e.: fund accounting, operations, OTC operations and valuations) relative to loan processing
  • Serving as informational resource for loan products to SS&C GlobeOp clients and internal departments
  • Reviewing and reconciling P&L attributes as it relates to loan activity and positions
  • Hire/Train/Manage loan operations staff
  • Bachelors degree in finance or related discipline
  • 8+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
  • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks
  • Advent Geneva experience a plus
  • Knowledge of WSO, LoanSERV and Clearpar a plus