Loan Resume Samples

The Guide To Resume Tailoring

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

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D Volkman

Doris

Volkman

2386 Jarvis Villages

Los Angeles

+1 (555) 634 4709

2386 Jarvis Villages

Los Angeles

Phone

p +1 (555) 634 4709

Experience Experience

San Francisco, CA

Loan Servicer

San Francisco, CA

Rau-Lebsack

San Francisco, CA

Loan Servicer

Answer telephone calls from mortgage customers. Respond to inquiries, investigate problems and work with other departments to have them resolved
Monitors securities collateral adequacy and notifies management if necessary
Assists customers with inquires or problems
Performs other duties and responsibilities as assigned
Assists with loan collections activity, foreclosure, and real estate owned administration or monitoring of subservicer activity, and reporting thereof
Establishes document tracking and reporting
Performs system audit of loan information

Los Angeles, CA

Assistant Manager, Loan Administration

Los Angeles, CA

Schroeder, Kertzmann and Blick

Los Angeles, CA

Assistant Manager, Loan Administration

This position has no direct reports although them may assist other branch staff with securities information/assistance
Leading, guiding, coaching and assisting the loan administration team
Maintaining a positive attitude and work effectively with management, support staff, and clients to enhance professionalism, productivity and team achievement
Assist to ensure the Branch’s Strategic Plan is effectively communicated to the loan administration team and their role within the plan
Assist with the identification, development and implementation of processes to enhance efficiencies in loan administration
Provide leadership to the loan administration team by adhering to the CWB Conduct Policy
Assist with the preparation and delivery of weekly meetings about branch goals and objectives

present

Phoenix, AZ

Loan Administration Specialist

Phoenix, AZ

Roob, Upton and Rice

present

Phoenix, AZ

Loan Administration Specialist

present

Perform other duties as assigned
Work well under time constraints
Previous work with AFS or Loan IQ
Works well under time constraints
Process incoming mail
System Knowledge: GFS, ACTION, AFS, Virtual Vault, Tradeline, QA PR Database (Access)
Collect and submit weekly time reports

Education Education

Bachelor’s Degree in Business Administration

Quinnipiac University

Bachelor’s Degree in Business Administration

Skills Skills

Self-directed, highly motivated, and able to work independently to deliver in a timely and accurate manner; strong attention to detail
Good written and strong presentation skills
Ability to work in a large organization with strong teamwork skills
Excellent verbal, written and interpersonal communication skills with an ability to present precise, concise and summarised analysis to senior executives
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
Highly organized, motivated and strong prioritisation
Strong decision making capabilities and the ability to identify problems and drive to resolution
Credit Administration / Credit Transaction Execution Management experience, demonstrating strong credit product knowledge
All round knowledge in trade products, including classical trade, document preparation, trade financing
Ability to problem solve and deliver solutions at root cause

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12 Loan resume templates

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Global Loan Services Team Leader Resume Examples & Samples

Manage team of 4 primary closers with demanding settlement responsibilities
Ensure accurate and efficient closing process for Primary business
Liaising with Sales and trading desk to handle execution of trade documents, and closing of trades with focus on balance sheet and trading economics
Ensure that documents are prepared and executed appropriately, trades are booked in Loan IQ according to information on executed trade documents, and preparation of circles booked in Loan IQ
Review of legal documentation where applicable (Trade confirmation, Assignment and Assumption Agreements and Funding Memos)
Liaise with relevant Operations teams to build or update deal and/or Counterparty information in Loan IQ
Work with Sales/Trading, Controllers, GCM and other internal teams on issues with P&L; etc
Preparation and monitoring of metrics pertaining to Primary Loan settlement Periodic updates of policies and procedures
Collaborate directly with Traders, Sales and Syndicate to drive timely process to match business dynamics
Responsible for analyzing data, recognizing trends, formalizing conclusions, and presenting synthesized data to management
Knowledge of loan markets, specifically Primary Loan markets desired
Experience with handling amendments, restructurings and other typical Par loans activities
Excellent organization and interpersonal skills
Can identify key control points within a process, and then provide assessment of the preventative and detective control

SBA Loan Closing Specialist Resume Examples & Samples

Strong organizational skills and the ability to handle multiple tasks under tight time constraints
Basic commercial credit knowledge
Prior experience or knowledge of loan closing and lending regulatory requirements
Associates degree or certificate in paralegal of related field preferred
Professional license/specialized training in escrow, title, real estate, government programs (SBA and EXIM), and specialized lending programs
Paralegal experience preferred
Experience in loan closing
Prior experience in commercial loan closing and real estate transactions

Consumer Loan Collector Resume Examples & Samples

High School Education or equivalent. 3 of customer service or call center experience
Significant experience dealing with non traditional situations
Knowledge of STI applications and products
Experience in training others

Loan Servicer Resume Examples & Samples

Establishes loans in servicing system according to pre-established procedures, if applicable
Performs system audit of loan information
Prepares annual loan review for home equity line of credit portfolio
Prepares standard legal documents required during life of loan, for review
Assists with reconciliation of interest payments, interest accrual, and loan terms as required
Assists with loan collections activity, foreclosure, and real estate owned administration or monitoring of subservicer activity, and reporting thereof
Multi-state Commercial and Retail loan servicing practices
Analyzing and adjusting basic transaction and account balance discrepancies
Identify and recommend solutions to routine loan accounting or loan servicing problems
Make routine decisions
Communicate effectively, both orally and in writing, with all organizational levels
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced, deadline driven, work environment

Loan Loss Reserve Resume Examples & Samples

Maintain an advanced level of understanding of the Global Risk Policy on the Loan Loss Reserve (LLR) computation, manage day-to-day execution of LLR models, data requirements and various ad-hoc analysis
Partner with Collections, Accounting Policy, Global Risk and Retail Services to ensure reserve methodologies are consistent and adequate process controls are adhered to
Represent Branded Cards Risk Management in regulatory and external audit meetings
Evaluate reserve methodologies, monitor portfolio performance metrics and synthesize analysis for presentation to management. Provide quarterly updates to senior management on forecast changes, such as: risks and opportunities, variance analysis
4+ years with financial models
Demonstrated aptitude/ preference for working in teams and building relationships
Must be able to present financial and accounting concepts and methodologies to external auditors and senior management
Attention to detail, experience in auditing, accounting or financial statement analysis
Advanced usage of Excel required, desire to learn or knowledge of SAS/SQL
Strong desire to proactively identify gaps and improve the status quo
Strong business and technical writing skills – ability to independently produce high-quality business memoranda and technical documents
Ability to work with senior managers to help build consensus to address difficult and complex business needs
Ability to manage complex processes and deliver results within compressed timelines

Mlo-senior Loan Services Specialist Resume Examples & Samples

Basic knowledge of iSeries, Outlook, MS Word and Excel
Mortgage Document experience
10-Key and Typing experience
Effective communication skills
Customer service experience
Must possess the ability to organize, multitask, and prioritize urgent issues
Lien release experience
Notary experience
Titleand County search experience

Market Leader Docmentation & Loan Administration Resume Examples & Samples

5- 8 years of operations experience - preferably in a client centric fulfillment or service operation
Demonstrated ability to manage a team in a work environment
Ability to lead and motivate a large team of professionals to achieve daily/monthly productivity, quality, and client satisfaction goals
Greenbelt Certified

Loan Negotiation Team, VP Resume Examples & Samples

Work with internal deal teams and in-house and outside counsel to structure, in some cases highly complex, transactions
Negotiate Term Sheets and Commitment Letters with sponsors and borrowers
Coordinate with all internal teams including Capital Markets on the structure, pricing and economics
Lead negotiation of final documentation with sponsor, borrower and other arranging banks
Participate in syndication process and conversations with investors on the structure and terms of documentation during syndication
Through various forums, including periodic trainings, initiate and participate in internal educational initiatives and programs designed to teach elements of transaction structuring
At least 5 years experience in either banking, credit, or leveraged finance at a bank or law firm
Transactional experience with sponsor leverage buyouts, corporate debt transactions, asset based revolvers and/or project finance
Experience in working across teams in high intensity environments, with demonstrated ability to play lead roles and make decisions
Sound credit analysis skills is a plus

IB TPE Build SP Loan Developer BA Resume Examples & Samples

Design, develop and test pricing and workflow components in Java. These components are shared with Client application and Loans website
Work with Loans trading desk to clarify the pricing and reporting requirements
Interact with Loan Operations to finalize workflow
Develop service components using Tomcat, Maven, Spring Framework etc
Work with QA team to test the components

Loan Loss Reserve Resume Examples & Samples

Maintain an advanced level of understanding of the GlobalRisk Policy on the Loan Loss Reserve (LLR) computation, manage day-to-dayexecution of LLR models, data requirements and various ad-hoc analysis
Partner with Collections, Accounting Policy, Global Riskand Retail Services to ensure reserve methodologies are consistent and adequateprocess controls are adhered to
Represent Branded Cards Risk Management in regulatory andexternal audit meetings
Evaluate reserve methodologies, monitor portfolioperformance metrics and synthesize analysis for presentation to management.Provide quarterly updates to senior management on forecast changes, such as:risks and opportunities, variance analysis
Ensure timeliness and quality of all inputs that feedsinto the LLR computations and process
Execute production processes related to the LLRcomputations including the production of the standard mid-quarter andend-quarter LLR recommendation decks
Articulate trends and variances in the reserve number overquarters to a range of stakeholders – senior management, external regulators,Global risk and Finance teams
Produce forecasts and sensitivities of the reserve numberbased on forecasted loss numbers
React quickly and accurately to emerging trends from lossforecasting / collections / finance accounting teams that may have a potentialimpact on LLR
Maintain and improve upon the control environment anddocumentation for the LLR processes; be the face of the LLR team duringinternal and external audits
Design and execute ad-hoc analytics on the LLR number asthe need arises
BS required in Mathematics, Engineering, Statistics,Physics or a relative quantitative discipline
Advanced Degree in Mathematics, Engineering, Statistics,Physics or MBA
6 to 8 years of experience in data analytics, a minimum of2+ years in the Credit Cards business
Experience in at least one corporate reporting functionsuch as loss forecasting, risk capital, CCAR, loan loss reserves
Proficient in SAS/SQL and advanced usage of Excel required
Strong desire to proactively identify gaps and improve thestatus quo
Strong business and technical writing skills – ability toindependently produce high-quality business memoranda and technical documents
Ability to work with senior managers to help buildconsensus to address difficult and complex business needs
Ability to manage complex processes and deliver resultswithin compressed timelines

Global Loan Services Director Resume Examples & Samples

Corporate Loans: Responsibilities consist of origination and syndication of primary loan facilities, servicing agency deals, and facilitation of secondary loan trading. The team is also responsible for supporting transactions for other loan products such as Collateralized Loan Obligations (CLOs), Total Return Swaps(TRS), and Letters of Credit (LCs)
Whole Loans: Responsibilities include providing front to back operational support to the Principal Transactions Group (PTG). Products include Warehouse lending, Residential and Commercial mortgages, consumer loans, and capital commitments
Perform day-to-day processing, such as principal and interest processing, servicing oversight, loan purchases/sales and collateral management
Maintain and abide by detailed and standardized procedures
Support special project tasks as required
3-5 years loan experience and/or managerial experience
Prior Residential Loan work experience is preferred
Analytical skills, evaluate information gathered from multiple sources and reconcile variances
Experienced with Microsoft Excel is required
College Graduate is highly preferred
Confident professional, self-motivated, problem solver, analytical, ability to multi-task and manage deadlines, organized and detail oriented

Mediation Loan Workout Spec Resume Examples & Samples

Two to three years of related experience
Well-developed reading, writing and verbal communication and grammatical skills
Basic understanding of policy/procedure for all departments involved in foreclosure and default resolution
Basic knowledge of federal, state and local laws and policies
Ability to identify and resolve exceptions and to analyze data involved with foreclosure and/or loss mitigation
Ability to organize and manage a large volume of detailed tasks

Senior Dir Agrifinance Mort Loan Prod Resume Examples & Samples

Lead a team of producers in a geographic territory to successfully attain department strategy and goals
Allow for efficient sourcing, underwriting and structuring of production goals, while ensuring a high quality portfolio
Keeps abreast of all relevant issues relating to their territory
Provides input to the SVP in setting strategic goals for the department
Effective leadership and management of reports
Delegate certain functions to fully develop staff
Member of the Executive Board, managing the overall portfolio
Delegated authority to approve transactions & servicing actions up to a certain level
Four year or graduate degree in relevant area, seasoned expert in underwriting and production, negotiation skills, presentation skills, effective verbal and written communication skills and effective leadership and management skills
Minimum 10 years’ experience within agricultural finance

Director, Agrifinance Mort Loan Production Resume Examples & Samples

Four year or higher degree in agricultural field with broad knowledge of agriculture in assigned market area
Strong underwriting and analytical skills; with a background in basic accounting
Knowledge of real estate markets and commodities produced in assigned territory
Appraisal experience is a plus but not required
Ability to negotiate and structure loan transactions secured by real estate
Must possess effective verbal and written communication skills
Technical skills required; Excel and Word are required with ability to learn mapping tools, valuation package and other software necessary to succeed in this position
In-depth knowledge and experience analyzing various California water districts and water rights
Must have valid driver's license and vehicle suitable for use in this territory

Loan Servicer Resume Examples & Samples

Answer telephone calls from mortgage customers. Respond to inquiries, investigate problems and work with other departments to have them resolved
Respond to written correspondence (mail, email & facsimile). Investigate problems and work with other departments to have them resolved
Generate and send periodic monthly mortgage statements and year end statements upon request or when necessary on a loan-by-loan basis
Setup ACH accounts onto the Servicing System
Setup Escrow Holdback and Pledge Accounts on Servicing System, track them for compliancy, and administer release/application of holdback funds when necessary
Verify prepayment conditions and terms on commercial loans
Administer insurance loss drafts: deposit and release insurance proceeds, order inspections, request documentation, correspond with borrowers/contractors/adjusters
Provide instructions to Cashiers Department how to apply unapplied funds or irregular payments
Track UCC-1 fixture filings, and file UCC-3 continuations when required
Track missing legal documents on commercial loans (security agreements, title policies, etc.)
Prepare and send notices to borrowers: PMI termination notices, Welcome Letters, Delinquent Tax Notices, Property Violation Notices, etc
Prepare and send payment histories and credit verification letters (VOM)
Obtain and provide copies of loan documents when requested (by borrowers or via subpoena)
Ensure maturity extensions and modifications on commercial loans are properly processed onto the Servicing System
Undertake projects when needed or requested by management

Wholesale Loan set up Resume Examples & Samples

Communicate well with brokers to collect missing submission documents
Board loans onto the loan origination system
Prepare files for underwriting - trouble shoot files identified by third party vendor that is preventing it from moving into underwriting
Other assigned duties as required

Director & Head of Loan Review Resume Examples & Samples

Maintain effective staffing of loan review team
Maintain Loan Review Procedures manual, including continuing interface with regulators on requirements for the Loan Review function to assure manual is kept up-to-date
Maintain Policy related to the Loan Review function and obtain appropriate approvals from Risk Oversight Committee; assure Policy is updated as appropriate over time in accordance with Bank governance procedures
Lead development of procedures for acquisition due diligence and loss estimation for commercial portfolios, including documentation of Risk Readiness manual
Manage portfolio review process (scope, coverage and frequency) that includes independent testing and credit sampling process throughout US Commercial lines of business
Attend material transaction approval meetings, loan portfolio review sessions and regularly schedule watch asset (SAMU) portfolio reviews
Establish appropriate committees or working groups as necessary to address potential governance gaps
Graduate degree in Finance, or Chartered Account or MBA or at least 20 years of relevant experience
Superior knowledge of all phases of effective credit administration policies and procedures, commercial lending processes, and analytical practices
Experience with loan workouts preferred, including identification of early warning signals and management of problem accounts
Extensive knowledge of, and experience with, Corporate Policies/Standards, Commercial Lending Process and Directives, the Bank’s credit culture and procedures, and general banking practices and regulations
Extensive knowledge of US regulatory requirements
Strongly developed business judgment
Must have exercised a substantial credit approval or concurrence limit in a completely satisfactory manner (i.e., must have above-average credit skills combined with extensive knowledge in commercial lending)
Must possess strong analytical skills and the ability to communicate in a professional and knowledgeable manner with Account Management
Strong, proven leadership ability/managerial skills and highly developed coaching skills
Strong Governance orientation; ability to effectively deliver mandate
Excellent relationship management skills

Cib-global Trade & Loan Product Resume Examples & Samples

Perform support functions related to Trade Finance client on-boarding and implementation. The support activities include obtaining the Know Your Customer (KYC) and client constitutional documents, execution of agreements, signature verification and scanning/ safe keeping of documents
Prepare Trade loan contracts and buyers credit offer letters for clients
Monitor FI limits for Trade transactions, obtain business approvals where applicable and maintain approval records
Prepare periodic deal implementation status reports and other management presentations for Asia TSD team
Coordinate and support various projects managed by TSD team
1-3 years experience of handling the middle or back office functions in trade finance
Strong desire to learn all aspects of traditional trade and supply chain products
Good communication skills and strong analytical abilities
Control focus, meticulousness with an eye for details
Ability to balance multiple tasks and responsibilities
Proficiency with Microsoft Office applications (PowerPoint, Word, Excel, Access)
Experience in handling projects and preparation of management reports will be added advantage

Re Loan Admin Resume Examples & Samples

Requires a Bachelor's degree and 2+ years of residential and commercial loan processing, documentation or other directly related experience
A combination of education and experience may meet qualification
Basic knowledge of lending procedures, documentation and systems
Limited use and/or application of basic Real Estate loan administration principles, theories, and concepts
Good interpersonal and communication skills, both verbal and written
Good organizational, problem solving and analysis skills
Ability to meet deadlines and multi-task
Requires good time management skills. Knowledge of compliance with federal and state regulations pertaining to the banking industry
Sound judgment and decision-making ability
Personal computer skills to include MS Office, including word processing, spreadsheets
2 years experience in a financial institution
Familiar with Mortgage Lending, Loan Documentation, Tittles and Escrow, NOD/foreclosure process, Appraisals and Environmental reports
Well organized and multi tasked
Familiar with virtual files

Cml Loan Post Closing Exception Spec Resume Examples & Samples

Assists with the management of daily, weekly & monthly reports related to the pro-active exceptions clearing process
Performs the necessary actions required to obtain missing, trailing or deficient documentation as deemed required during recent documentation of a commercial loan transaction
Has a full understanding of executed new and renewal loan packages, assisting with the assurance that all required loan documents (as required in the credit approval and in established policies and procedures) are received from third party vendors,recording offices, etc
Researches issues with any missing required documents, proactively communicates issues with RMs, PMs, U/W, BBOs, Branch Managers and LCOs, and maintenances exceptions to track for receipt of these items
Updates collateral records on the commercial accounting system to maintain the integrity of collateral data used for servicing and reporting
One (1) year experience with a focus on loan documentation, collateral perfection, or related work experience
Knowledge of filing requirements for real estate secured loans
Knowledge of filing requirements for unique collateral such as equine, airplane engines, assignments of contracts and assignments of membership interests
Good time management and organizational skills evidenced in previous assignments
Demonstrates an understanding of applicable bank policies and procedures
Basic knowledge of loan documents and requirements
Basic knowledge of commercial lending and loans
Understanding of all Business Banking and Commercial loan products
Knowledge of Business Banking and Commercial Lending Credit Policy/Guidelines
Knowledge of loan documentation, collateral evaluation, lien perfection, local, state and federal regulatory requirements
Basic knowledge of B2B, CCAS, AFS, Loan Doc Prep System, and other banking systems preferred
Good personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and email
Self-starter and works with minimal direction
Good interpersonal skills and team orientation
Ability to appropriately escalate issues requiring problem solving and decision making
Completion of Exception Processing certification program (future)

Loan Services Documentation Specialist Resume Examples & Samples

Mitigates risk by performing a compliance, legal, and policy review of loan documentation including new loans and lines of credit, modification agreements, corrected documents and adverse action documents
Ensures proper lien position on collateral pledged to retail and business loans
Ensures collateral pledged to retail and business loans has sufficient hazard insurance coverage
Maintains the documentation exception system to ensure accurate reporting of missing or incorrect loan documentation to the Banking Network through the setting and clearing of documentation exceptions
Ensures the accuracy of the Home Mortgage Disclosure Act Loan Application Register (HMDA LAR) and the Community Reinvestment Act Loan Application Register (CRA LAR) to mitigate compliance and regulatory risk
Updates and verifies the collateral record on the appropriate loan system
Monitors lien position by recording Uniform Commercial Code (UCC) and other pertinent expiration dates on the loan system
Communicates compliance, legal, and policy requirements and provides problem resolution through incoming and outbound contacts with the Banking Network and Loan Services associates while educating the caller to increase client productivity
Maintains a thorough knowledge of compliance, legal, and policy issues regarding loan documentation including state specific requirements
Assists with problem resolution
Supports Business Loan Administration, Small Business Loan Administration, Vine Street Financial, Direct Retail Lending, and Sales Finance by ensuring compliance with stated policies
Two to five years of banking or financial service experience
Thorough knowledge of loan systems and loan documentation processes
Proven client service skills
Effective written, verbal, and listening skills
Effective analytical and problem-solving skills
Ability to work independently and also interact as part of a team
Capable of managing multiple tasks
Ability to identify, analyze, and resolve documentation related problems independently
Technical skills to include Windows systems and Microsoft Office products (Outlook, Excel, Word)
Ability to work well under pressure of deadlines
Technical skills to include Microsoft PowerPoint and Access
Successful completion of required documentation training
Leadership skills and ability to initiate positive change

Loan Administration Spec Resume Examples & Samples

Reviews all supporting documentation to determine entity's ability to enter into loan agreement and pledge collateral, required authorized signers, appraisal and environmental results, and if the property is located in a flood plain. Addresses all items that must be addressed to ensure the collateral lien will be perfected
Reviews executed loan packages to verify all required documents have been received, have been correctly executed and there are no alterations. Compares loan package to loan approval to ensure the terms and conditions agree with the credit approval information. Works with Account Officer and/or Loan Service Center to resolve issues
Ensures lien perfection by working with title companies and other Banks to obtain releases. Verifies final title policies and UCC reports are correct and prove that the Bank has obtained its desired lien position
Reviews and interprets credit approval information to determine required supporting documentation including appraisals, environmental reports, organizational documentation, certificates of good standing, flood determinations, UCC reports, and preliminary title reports
Ensures all pre and post closing conditions are met
Determines loan documentation required to bind and protect the Bank in various business loan transactions. Orders loan documentation from loan service center in accordance with Bank policy and procedures, compliance and regulatory requirements
Compiles and communicates all loan related fees to the loan service center and/or title company to ensure properly prepared settlement statements are presented to customer and that the Bank collects all related fees. Prepares closing instructions for loans closing with a title company
Verifies adherence to compliance and regulatory requirements
3-5 years of functional/professional experience
Alternative: Combination of education and experience (years /description)
Commercial Loan experience required

Loan Administration Specialist Resume Examples & Samples

Submit invoices to corporate office for payment
Write checks and maintain check log and documentation
Input repossession information in repossession database
Update credit reports when necessary
Collect and submit weekly time reports
High school diploma or equivalent education and related training
One year office experience
Good analytical ability
Two year college or equivalent work experience

Cml Loan Post Closing Specialist Resume Examples & Samples

Performs the post close review of executed new and renewal loan packages, insuring that all required loan documents (as required in the credit approval and in established policies and procedures) are received from the loan closing and properly executed.* Identifies any missing required documents, proactively communicates issues with RMs, PMs, U/W, BBOs, Branch Managers and LCSs, and cites exceptions to track for receipt of these items
Clears original loan package exceptions per established procedures
Creates/updates collateral records on the commercial accounting system to maintain the integrity of collateral data used for servicing and reporting
Performs post closing activities in a timely and accurate manner
Coordinates with internal departments in facilitating the post closing process
Perfects all new collateral (e.g. files UCCs, records mortgages, processes insurance assignments, etc.)
Timely and effectively resolves any issues related to perfecting collateral (e.g. returns from county, etc.)
Initiates the collateral and guarantor release process in conjunction with appropriate credit approval
Works with internal departments during Credit Risk Reviews and Internal Audits regarding loan document questions, tickler monitoring and exceptions
Inputs, updates and deletes exceptions on the bank#s exception system
Performs research of exception errors and is able to resolve problems
Knowledge of Pre and Post Article 9 rules governing the perfection of UCC related collateral
Strong knowledge of loan documents and requirements
Strong knowledge of commercial lending and loans
Thorough understanding of all Business Banking and Commercial loan products
Thorough knowledge of Business Banking and Commercial Lending Credit Policy/Guidelines
Thorough knowledge of loan documentation, collateral evaluation, lien perfection, local, state and federal regulatory requirements
Strong knowledge of B2B, CCAS, AFS, Loan Doc Prep System, and other banking systems preferred
Strong personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and email
Strong interpersonal skills and team orientation
Ability to meet deadlines under pressure
Completion of Post Closing certification program (future)

Loan Market Specialist Resume Examples & Samples

Protecting the existing terminal base by influencing customer usage patterns, increasing product adoption, and helping the sales-force to generate and close new sales opportunities
Building and maintaining key relationships with decision-makers and senior financial professionals
Demonstrable expertise and success in the financial industry, with a broad and detailed theoretical knowledge and practical experience in loans and/or CLO market
Thorough knowledge and experience of the BLOOMBERG PROFESSIONAL� service, and familiarity with other relevant market information platforms
Exemplary communication and customer service skills, with the ability to initiate, develop and maintain relationships with senior market professionals
Strong organizational skills, with the ability to successfully prioritize multiple tasks

Loan Structuring Resume Examples & Samples

Conduct analysis of hedge fund and private equity holdings including but not be limited to review of strategy, liquidity, volatility, diversification, performance and CS view
Asses various types of lending proposals; analyze assets classes to serve as collateral, review financial and cash flow statements
Assess credit worthiness of borrower and collateral
Analyze and stress test portfolio of assets to serve as collateral
Reviewing loan documents and credit underwriting guidelines to ensure transactions adhere to CS policies
Underwrite risk of structured lending transactions
Make lending recommendations based upon underwriting guidelines

Wlo Bilateral Loan Ops Resume Examples & Samples

Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
Fresh graduates OR graduates with 1 year of experience preferably in banking industry
Ability to act on his / her own to solve problems and make decisions
Ability to interact effectively with various levels of bank personnel
Strong interpersonal and customer focus
Ability to work with limited supervision, receiving minimum instructions on new assignments
Ability to work in a team environment and flexible to work night shift

Loan Documentor Resume Examples & Samples

Minimum 5 years experience with documenting commercial and/or consumer loans in a commercial bank and/or other financial institution required
Minimum 1 year experience with financial software systems required
Knowledge of general banking operations sufficient to understand the loan function and knowledge of California and Federal loan documentation regulations
Excellent verbal and written communication, math, PC skills
Strong analytical skills and the ability to pay close attention to detail

Loan Administration Specialist Resume Examples & Samples

Conduct customer interviews
Load contracts in to CMSI system
Books deals into PARADATA and cut check to dealer after loan is approved
Post payments
Bankruptcies documentation
Prepare and submit invoices to corporate office for payment
Writes checks and maintain check log documentation
Answer telephones and handle accounts
Documents consumer disputes
Prepares monthly reports and send to appropriate departments
Update credit reports
Collect and submit time reports
Order and maintain office supplies inventory
One year general office experience
Excellent problem solving skills and analytical abilities
Ability to read credit bureau reports
Two year college degree

Specialist Iv Loan Origination Resume Examples & Samples

Performs job duties by successfully contributing to the total efforts of a highly performing work team
Prepare loan documentation through the automated documentation preparation system accurately and timely
Prepare loan documentation and book loans and lines of credit accurately and timely
Answer customer’s basic questions and inquiries
Research requests to a correct conclusion and effectively communicate the results
Facilitates in depth review and analysis of borrowing entity to include collateral ownership, and guarantors
Ensures customer satisfaction with regard to accurate and timely booking of new loans and lines of credit
Provides superior customer service and ensures service levels are adhered to
Consult with internal client and act as Trusted Advisor
Participates in evaluating workflow to maximize productivity
Perform and participate in process and product projects
Attend and participate in critical documentation and booking classes
Attain certification in the appropriate individual learning plan
Prioritize work for self and team
Displays and maintains a positive and motivating attitude taking a Leadership role in Loan Services
Empowered to bring other team members to success
Fully embraces the highly performing team concepts of empowerment, mutual success and accountability
Be proactive in identifying process improvements to continually improve customer relations and satisfaction
Development of self to better support team and future advancement
Make basic judgments and decisions
Work under pressure and meet deadlines
Team champion to assist team members
Bachelor degree or equivalent experience
Two or more years’ experience in the banking or banking related industry
Knowledge of commercial/consumer credit policies, products and compliance regulations
Demonstrated high quality customer service through efficient, effective and consistent delivery
Understand Legal Rules
Knowledge of complex documentation, i.e. multiple collateral loan agreements
Knowledge of the loan booking systems to include a thorough understand of the intricacies of hierarchy structure
Ability to identify and comprehend contradictions in very complex documentation package/request, and involve Service Officers, Relationship Managers and/or Credit Officer in correction action
Analytical, problem solving/decision making skills
Desire for excellence

Loan Reviewer Resume Examples & Samples

Identifying and monitoring risk profiles at the specific portfolio level, as well as across the US operations
Attesting risk rating accuracy on an on-going basis
Participating in standard credit reviews of portfolios, special target reviews and/or specific credit reviews, including leading selected reviews
Assessing compliance with credit policies, procedures, and financing guidelines
Regularly consulting with concurrence and lending staff to achieve appropriate, consistent, and transparent risk ratings
Acting as advisor in development and assessment of credit policies
Supporting the Senior Managers Loan Review and Head of US Loan Review in coordinating findings and reporting results to senior management and Risk Oversight Committee
Graduate business degree, or CPA, or CFA, or at least 10 years of relevant experience in risk management, lending, workouts, and/or capital markets
Superior knowledge of all phases of effective credit administrations, policies and procedures, commercial lending and/or real estate lending processes, and analytical practices
Essential to have ability to identify early warning signals and required practices for management of problem accounts. Experience with loan workouts preferred
Extensive knowledge of and experience with Corporate Policies/Standards, Commercial Lending Process and Directives, the enterprise’s credit culture and procedures, and general banking practices and regulations
Well developed business judgment
Superior credit analytics and risk evaluation skills
Strong finance and accounting practice skills
Excellent written and oral communication skills. Ability to constructively interact and communicate with all levels of staff
Advanced skills in Microsoft Office Suite
Strong relationship management skills and ability to work well with others
Independent work skills to enable appropriate research and investigation, conclusions, and delivery of high quality and transparent work product under time constraints

Loan Booking Specialist Resume Examples & Samples

Demonstrates knowledge of consumer and/and commercial loans
Demonstrates strong knowledge of Microsoft Office products
Demonstrates strong analytical and problem solving skills
Demonstrates strong ability to organize and prioritize work
Demonstrates strong ability to meet deadlines
Demonstrates strong teamwork skills
Demonstrates strong verbal and written communication skills
Demonstrates strong 10-key, alpha, numeric and visual comparison skills
Demonstrates accounting skills
Demonstrates ability to read and interpret loan documentation
Demonstartes ability to communicate clearly with coworkers, managers, business partners and customers
Knowledge of PeopleSoft GL Posting
Knowledge of Shaw Loan System
Ability to understand the bank's loan policy and regulatory compliance
Understanding of how loan operation's workflows and procedures impact business partners

Loan Reviewer Resume Examples & Samples

Identifying and monitoring risk profiles at the specific portfolio level,as well as across the US operations
Participating in standard credit reviews of portfolios,special target reviews and/or specific credit reviews, including leading selected reviews
Assessing compliance with credit policies,procedures,and financing guidelines
Regularly consulting with concurrence and lending staff to achieve appropriate,consistent,and transparent risk ratings
Graduate business degree,or CPA,or CFA,or at least 10 years of relevant experience in risk management,lending, workouts,and/or capital markets
Superior knowledge of all phases of effective credit administrations,policies and procedures,commercial lending and/or real estate lending processes,and analytical practices
Essential to have ability to identify early warning signals and required practices for management of problem accounts.Experience with loan workouts preferred
Extensive knowledge of and experience with Corporate Policies/Standards,Commercial Lending Process and Directives,the enterprise’s credit culture and procedures,and general banking practices and regulations
Excellent written and oral communication skills.Ability to constructively interact and communicate with all levels of staff
Independent work skills to enable appropriate research and investigation,conclusions,and delivery of high quality and transparent work product under time constraints

Loan Reviewer Resume Examples & Samples

Conduct Credit Reviews
Review and risk rate credits with primary objectives to assure timeliness and accuracy of risk ratings of the portfolio
Participate as a review team member in ongoing portfolio reviews, target examinations, portfolio deep dives, and special reviews of specific credits in accordance with Loan Review policies and procedures. Assist Lead Reviewer and Head of US Loan Review in conduct of reviews and reporting
In each case, provide an independent assessment of risk ratings and evaluation of the adherence to credit policies and procedures, as well as the effectiveness and accuracy of credit and collateral monitoring, underwriting quality, and identification and management of problem credits
Participate in assignment of grades for the quality and risk profile of the portfolios reviewed and the compliance of the related unit(s) with bank policies and procedures
Recommend action plans for resolving material issues noted in credit reviews
Contribute to Loan Review team efforts to provide training and support to Line of Business and Risk in areas such as risk rating accuracy and best practices in credit risk
Build relationships with lending areas and across risk management
Professionalism and Standard of Work
Assure consistent practices and applications of Loan Review policies and procedures
Complete assigned tasks and reports on timely and accurate basis
As review participant, complete investigations, compile results, and contribute to overall review assessments and grades with appropriate diligence
Group Representation
Represent Loan Review as requested in various cross enterprise working groups in order to provide credit risk oversight and perspectives
Work collaboratively with the Lines of Business to maximize risk return and improve the customer experience through the lending process
Participate in due diligence for portfolio or bank acquisitions via credit risk evaluations
Contribute to the development and implementation of loan policies and procedures, on an as-needed basis
Participate in special credit reviews, research, or other projects and initiatives, as may be assigned

Global Loan Services Resume Examples & Samples

Strong Leadership Skills
Strong Communication Skills (listening, verbal, written)
Strong Analytical/Research Skills
Strong Critical Thinking and Problem-Solving Skills
Risks Manager
Team Player
Ability to Multi-Task
Good Financial Service Industry Knowledge
Strong Project Management Skills
Must be Organized

Loan Administration Specialist La Mesa Resume Examples & Samples

Strong interpersonal communication, organizational and computer skills including intermediate Excel, Outlook and Word
Ability to develop working internal and external working relationships is essential
Ability to demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required, annual required or job-specific training

BC Loan Ops Processing Specialist Resume Examples & Samples

Sort and distribute incoming mail in a timely, efficient, and quality manner while maintaining the mailroom in a neat and organized manner and provide support to internal Bankcard & Merchant Services areas regarding mail distribution
Sort, prep, scan, index, and verify all documents received in Bankcard Operations for processing. Research and clear exceptions within the image workflow process
Perform appropriate quality control on scanned and keyed items
Maintain and compile daily statistics
Process new applications and perform non-monetary maintenance where required/requested on existing accounts. This process includes but is not limited to; documentation review, data entry of new accounts and non-monetary maintenance, queue management, verification, and audit
Provide quality customer service to branches and related departments using established communication guidelines and forms. Communicate with all functions of the Bankcard Operations Production unit, internal areas, and Banking Network to ensure timely, accurate, and efficient processing of all requests received
Participate and assist with cross training within the department. Maintain written procedures for work processes. Assist with training new employees. Develop and maintain a working knowledge of all areas of Bankcard Operations Production area
Interpret operating procedures applying to recurring problems and recommend changes as appropriate. Assist with implementation of new processes and procedures within the department. Assist with problems proving to be more complex
Complete special projects as assigned
High School diploma or equivalent education and related training
Two years experience as a Bankcard Operations Loan Processing Specialist I or equivalent experience
Customer Service experience
Ability to identify, analyze and resolve problems independently
Proficient with Microsoft Office software with emphasis on Outlook, Word, Excel, and Access
Strong typing skills with minimum of 55 words per minute
Ability to adapt to and function in a changing work environment
Possess strong written and verbal communication skills, including the ability to communicate professionally with team members and related departments
Demonstrated ability to read, comprehend, and follow instructions
Demonstrated ability to work in an area governed by production standards, heavy workloads, and critical deadlines
Must be able and willing to work overtime during peak times
Knowledge of all Bankcard products and services, account number structure, pricing structure/assignments
General understanding of the other areas within Bankcard & Merchant Services
Associate's degree
Previous Bankcard experience, preferably in the Bankcard Operations Production area
Demonstrated leadership qualities

Cml Loan Post Closing Specialist Resume Examples & Samples

Performs in-depth review of loan packages valued between $50k and $600mm, insuring that all required loan documents are received from the loan closing and properly executed per required credit approval. These documents will vary greatly from loantoloan, due to preparation by various external legal firms. This process review will include loan life-cycle reconstruction, perfection of all new collateral (e.g. file UCC, mortgage recordings, insurance assignments, etc) and the creation/updateofcollateral records
Identifies any missing required documents and inputs, updates and deletes exceptions on the banks exception system
Proactively communicates issues with RMs, PMs, U/W, BBOs, Branch Managers and Middle Office, External Council, Courthouses, and Federal and State Agencies
Partners with key line-of-business stakeholders to minimize risks in the end-to-end Commercial loan process
Proactive in identifying potential risks and concerns while consulting with management to resolve issues within the guidelines established
Initiates the collateral and guarantor release process in conjunction with appropriate credit
Associates degree or 2+ years experience of review and/or processing of legal documents
3 years experience with a focus on internally and externally prepared loan documentation, collateral perfection, or related work experience
Knowledge of filing requirements for unique collateral such as equine, airplane engines,

Cib-global Trade & Loan Products Resume Examples & Samples

Coordination of documentation across all lending categories: Delivery of best-in-class credit documentation processes including managing the execution of credit facility letters, deal closing process, ownership of sourcing and reviewing client constitutional documents, conditions precedent / subsequent
Preparation and coordination of deviations ( including approvals) during negotiations across all categories
Manage controls framework, reporting and escalation for transaction execution
Working across functional areas to ensure all operational, financial and technology risks have been addressed
Collaborating with business' and support functions to drive best practices both internally and in the external markets
Credit Administration / Credit Transaction Execution Management experience, demonstrating strong credit product knowledge
Strong credit and documentation knowledge across core lending products/agreements e.g. Loans, Trade, ISDA, specific local market knowledge where required
Strong relationship management and partnership with the Business and Corporate groups
Sound understanding of banking processes and products
Excellent verbal, written and interpersonal communication skills with an ability to present precise, concise and summarised analysis to senior executives
Strong partnership and coordination skills
History of success working in a team environment. Flexibility to handle multiple tasks and changing priorities
Strong decision making capabilities and the ability to identify problems and drive to resolution
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
Ability to problem solve and deliver solutions at root cause
Cross regional language skills would be a distinct advantage
Strong control mindset, focuses on continual improvement and capacity management
Highly organized, motivated and strong prioritisation

Ipld Senior Loan Closing Administrator Resume Examples & Samples

Analyze and review various third party documents and reports, including title insurance, escrow, personal credit, appraisals, environmental, property and liability insurance, and complex borrowing entity structures. In addition, analyze underlying title exception documents with emphasis on impact to lien priority and use of collateral. Identify and research all identified items and incorporate into loan document requirements and add any loan requirements needed to address specific items
Partner with underwriters to identify credit or property issues that require further investigation and resolution prior to approval. Collaborate with production officers and staff to acquire sufficient information for credit recommendations, to address credit concerns, and to document/close loans
Review and analyze property insurance, including flood insurance, documentation that complies with IPLD requirements and sufficiently protects the Bank’s collateral against insured losses
Prepare loan documents, escrow recording instructions and other ancillary documents in form and content that ensures a first lien priority for the Bank’s collateral. Add language as needed to address specifics of loan issues identified
Review completed documents to ensure all items completed and bank’s risk minimized
May supervise or act as lead for loan closing associates and support their training and other identified activities
May conduct peer review of others’ completed loan packages prior to submission for approval or coordination with Title/Escrow
Complete work according to Umpqua Bank’s documented procedures while identifying and documenting any exceptions to the IPLD manual and IPLD Loan Processing/closing Procedures
Associate, vocational or technical degree or work equivalent in Paralegal or real estate specialty. Bachelor’s degree in a related field preferred
Eight or more years of multi-family and commercial real estate experience. May be a combination of processing, underwriting, originating, or brokering sales of loans for commercial real estate but must include experience providing a strong knowledge of real loans, loan documentation requirements, and state real estate regulations and requirements
Previous supervisory or leadership experience preferred
Extensive knowledge of standard concepts, practices, and procedures within the multifamily and commercial real estate (investor owned income property) lending field
Extensive knowledge of real estate legal principles, including lien priority law and regulations, pertaining to multifamily and commercial real estate
Proven ability to analyze preliminary title reports, credit reports, flood maps, survey and other land development reports. Experience with large commercial properties is a plus
Demonstrate superior organizational and time management skills. Ability to take initiative with minimal direction, to work on multiple transactions simultaneously, and to meet deadlines
Possess strong analytical, negotiation, problem solving, and interpersonal skills, as well as, excellent written and verbal communications skills with ability to work well in a team environment
Demonstrate superior skills in database, spreadsheet and word processing software (Microsoft Office Suite preferred)

Wlo Bilateral Loan Ops Resume Examples & Samples

People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team
Maintain effective and standard operational processes
Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
Manage relationship with internal clients, anticipate needs, take feedback, run conference calls
Act as a point of contact for escalations and high priority requests from internal clients
Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters
Take responsibility for the quality of work submitted and ensure that the highest standards are maintained
Identify/ manage risk and control breakdowns
Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition
Conduct regular team meetings, 1:1s, and coaching sessions
Improve the departmental competency rating via use of staff training and the skills matrix
Develop and maintain written procedures and training materials as necessary
Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system
Graduates with a minimum of 7 years experience in a bank, financial services, compliance, risk management or other service sector environment
Strong Interpersonal skills. Should be able to communicate at all levels
Behavioral skills, Leadership, Problem solving and time management
Strong planning, negotiation and analytical skills
Excellent business writing and verbal English communication skills
Proficient use of PC software for document and worksheet preparation/presentation
Strong control and quality management skills; accuracy and attention to detail is vital
Assertive and self-confident
Previous experience of change management (e.g. new system implementation , business restructuring) within the organization
Excellent coaching skills
Good delegation skills
Well developed negotiation, persuasion and influencing skills

Senior Mtg Loan Proc Specialist Resume Examples & Samples

Collect, prepare and assemble closing packages including documentation and disbursement instructions for delivery to title companies. Reconcile the complete file after required information has been obtained and verify underwriting conditions have been satisfactorily cleared by the underwriting or investor. Prepare, verify, and disburse funds to title companies at loan disbursement
Review new loan application files for compliance, accuracy and completion. Initiate corrective action when needed. Submit credit documentation along with automated findings of borrower criteria to underwriting to obtain final approval
Primary point of contact during processing for applicants, realtors and/or attorneys, vendors, and other internal lenders and branch banking employees. Answer general customer inquiries and resolve customer issues
Interact with third party vendors to obtain credit reports, appraisals, title reports, flood certifications, and tax transcripts. May interact with government or insurance agencies as needed
Review and compile loan documents to comply with loan approval and secondary market guidelines and deadlines. Maintain current knowledge of internal and external regulation, changes to policy, and changes to procedure
Prepare and balance the Settlement Statement with the title company, verifying the final settlement statement is correct according to compliance regulations. Monitor loan closing dates to assure adherence to scheduled timelines
Take loan applications or speak with customers about terms of loan in excess of five times per year
Provide guidance and work direction to new loan processors and assist with training of new hires as applicable; review work of others
High-school education or equivalent
1-2 years post-secondary coursework in finance/accounting or equivalent experience
Required
Minimum of 4 years of experience in mortgage loan processing and closing activities with thorough knowledge of FHA/VA, USDA, Department of Housing and Urban Development (HUD), and Conventional Loan guidelines
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
Thorough knowledge of RESPA, TILA and all other mortgage regulations
Strong decision-making skills and the ability to move quickly between tasks
High level of analytical abilities, or math aptitude
Proficient at multi-tasking responsibilities and projects while maintaining deadlines and work quality
Excellent computer skills, which include Microsoft Office programs and a familiarity with automated vendor processing systems such as Desktop Underwriter (DU)
Strong verbal and written communication skills with employees internally and with customers and vendors externally
Work efficiently and independently under pressure in a fast-paced environment

VP, Whole Loan Asset Management Resume Examples & Samples

Develop and maintain complex financial models used for forecasting asset cash flows and supporting strategic planning and monetization decisions
Analyze monthly cash flows and reporting to assess collateral trends, portfolio risk, cash performance and portfolio execution
Formulate, support and update the credit view/methodology used for forecasting asset cash flows
Verify investment performance and asset management initiatives are in-line with projections
Strategize ways to accrete value to pools of primarily non-performing whole loans such as re-performing borrowers through modifications
Evaluation of the economic impact of trading pools of re-performing whole loans
Work closely with the Structured Finance Team to create the most beneficial securitization structures for whole loan investments
Execute ad hoc financial projects
Provide support to various asset management initiatives, including the development and maintenance of reporting tools used by senior management
Monitor industry news and leverage existing information to proactively inform leadership about market trends, operations analysis and overall business levels
Strong financial modeling and qualitative skills required
Ability to work with detailed financials and other data and to understand and communicate macro implications
Knowledge of financial statements, valuations and cash flows
Excellent oral, written and interpersonal communication skills including the ability to identify key stakeholders and ensure they are in the appropriate communications loop
Ability to work autonomously and as a member of a team
Ability to thrive in a fast-paced, rapidly changing work environment
Ability to think strategically and to creatively solve problems and anticipate issues before they arise
Demonstrated ability to prioritize work and manage time
5+ years of experience in investment banking, private equity or other finance related field
Residential Whole Loans and Mortgage Servicing Rights experience a plus
Proficiency and efficiency in Excel and PowerPoint a must
Advanced SQL, Collateral Analysis System (CAS), and VBA skills a must
Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

Wlo Bilateral Loan Ops Resume Examples & Samples

Accuracy in processing in line with Standard Operating Procedures with no errors
Identify & escalate all error/exceptions on identification
Respond to routine queries/complaints
Be audit focused in all BAU activities
Comply with the firm's policies & SOPs
Navigate systems quickly and accurately
Identify opportunities for process efficiency & implement in a controlled manner
Exhibit effective communication with key stakeholders
Thorough knowledge of SOPs/related check points
Perform all work in accordance to department procedures and within productivity processing and quality standards
Exercise good judgment and degree of confidentiality
Communicate with supervisor on problematic transactions or exceptions
Commerce graduates with good academic record
Good PC skills including Microsoft office products (Excel, Word, Power point, Access)
Good oral and written communications skills
Must be able to work under pressure & deadline driven environment
Able to grasp/learn concepts and procedures quickly
Must be very detailed oriented and analytical
Analytical with ability to quickly assess situations and resolve complex issues

Loan Workout Specialist Resume Examples & Samples

Possess a thorough understanding of Loan Workout functions
Review complex workout requests to determine borrower eligibility based on established guidelines; coordinates submission for all appropriate approval levels, and coordinates contacts with borrowers and other parties to finalize terms for approval
Underwrite borrower documentation to determine income and repayment ability, assess borrower hardship, analyze housing expenses, and determine proper loan resolution based on departmental underwriting policies and procedures
Manage REO and foreclosure related duties; including but not limited to listing and negotiating sales contracts; managing vendors providing property management, maintenance, and repair; reporting on properties, managing and communicating with third parties such as title, legal, and realtors, and reviewing/analyzing loss mitigation options and making recommendations to management
Responsible for Short Sale Asset portfolio; examines, reviews, and renegotiates shorts sale purchase offers/counter offers including sales terms, concessions and timing issues. Recommends approval/acceptance in accordance with established guidelines
Manages REO asset portfolio from foreclosure or Deed in Lieu to liquidation of the asset
May be responsible for monitoring REO portfolio for redemption/confirmation, property preservation, collateral review, occupancy inspections, relocation assistance, sales contract negotiations and following up as needed in order to maintain timelines
Ability to handle escalated member interactions and demonstrates advanced decision making skill
Assists manager with development of department process improvements or assigned projects
Ability to work with minimal supervision and make decisions within established guidelines
Consistently exceeds goals
2 year college degree, preferred
5+ years of experience in Loss Mitigation of real estate and consumer loans
3+ years of experience in REO/Short Sale
Have excellent computer skills MS Windows and MS Office (Word & Excel) and Summit
Proficient typist – 35 WPM
Must be well organized, team-player and motivated
Have outstanding verbal and written communication skills
Have excellent knowledge of Patelco products and services
Have excellent negotiating and communication skills
Multi-Lingual is a plus

Loan Agency Administrator, NY, NY Resume Examples & Samples

Calculate, invoice and disburse all deal related fees
Work with internal trade closing group on settlement of secondary trades of new issue syndications
Extremely detail oriented with a proven track record for accuracy
Team-oriented work ethic including willingness to assist others
Ability to handle multiple projects in a fast paced environment
Capable of effectively managing multiple and competing priorities

Loan Closing Specialist Senior Resume Examples & Samples

Minimum 5 years of general banking operations experience required
Minimum 5 years of loan documentation experience required, specifically commercial real estate loans and SBA
Prepare wire instructions, GL sheet and other funding documents
Good analytical skills and pay close attention to detail

Loan Closing Specialist Resume Examples & Samples

Minimum 3 years of general banking operations experience required
Minimum 3 years of loan documentation experience, specifically real estate documentation, required
Good analytical skills and close attention to detail

Integrated Circuit Loan & Netting Administrator Resume Examples & Samples

Responsible for both the Cat Inc and the LACD Multilateral Netting Processes
Provide total receivables due to Caterpillar Inc. and LACD from those Subsidiaries that are participating in the Netting Process.Through the netting process the netting entities receivables are cleared through the Netting Account or Intercompany Loan Account without actual cash flows
Responsible for the Cat Inc and LACD Intercompany Receivables Accounts
Additional responsibilities include: application of netting payments and funds received to clear receivables invoices, set up of new customer accounts, daily account maintenance and grief resolution, process monthly account statements and past due account resolution
Resolve I/C discrepancies for all entities
Provide Monthly Statements and run crystal reports
Accounting experience, financial accounting knowledge, and strong analytical skills
Personal computer skills and familiarity with various software packages
Bachelor Degree in Finance or Accounting
2 to 3 years of job related experience in Accounts Receivable
Strong communication and analytical skills, sound judgment, and innovation are necessary characteristics
A background in pricing, accounts payable, and/or controls

Expired Loan Agent Resume Examples & Samples

Drive customer communication on expired and pre-expired loans through various forms of communication and legal action where necessary
Managed the recovery process of outstanding balances on expired loans through 121 case management of loans on inbound and outbound calls
Write and respond to letters from customers ensuring a high standard of attention to detail
Maintain up to date, accurate and relevant information cases on computer systems, ensuring compliance with Collections Policy and Procedures and any relevant regulations
Produce detailed and accurate case histories for presentation to a SMT committee on a weekly basis
Assist the department by managing inbound / outbound calls from borrowers / authorized 3rd parties who have fallen behind on payments and advising on the next stage of the process on an ad hoc basis
Complete regular structured reviews of accounts held within pre-hearing litigation to identify corrective action that needs to be taken
Suggest and implement improvements to the expired account procedures and the department as a whole
Assist in the integration of new starters into the department
Excellent communication skills including telephone manner
Good IT and Keyboards skills
Knowledge of secured lending and awareness of financial services legislation
Good Time Management Skills
Ability to Learn and update knowledge
Driven to create solutions for efficient working
Strong Knowledge of GEMHL platforms i.e. Phoebus and Support Central
Experience of working under pressure in a high volume intensive call centre environment
Experience of working in the Financial Services industry and in particular of arrears collection

Assistant VP Loan Originations 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, Credit Risk Management "CRM", "Know Your Customer "KYC" Onboarding, Product Control to coordinate deal closing mechanics

Loan Services Documentation Specialist Resume Examples & Samples

Mitigates risk by performing a compliance, legal, and policy review of complex loan documentation including new loans and lines of credit, modification agreements, corrected documents and adverse action documents
Maintains the documentation exception system to ensure accurate reporting of exceptions to the Banking Network
Communicates compliance, legal, and policy requirements and provides problem resolution through incoming and outbound contacts while educating the caller to increase client productivity
Maintains expert knowledge of compliance, legal, and policy issues regarding loan documentation including state specific requirements
Provides support to the Banking Network, Business Loan Administration, Small Business Loan Administration, Vine Street Financial, Direct Retail Lending, Sales Finance and Loan Services personnel regarding documentation on retail and business loans
Provides guidance to less experienced associates through mentoring and assisting with escalated issues
Maintains expert knowledge of loan processing systems and utilize for specialized support within the business unit
Assists with internal/external audits, reports, and other special projects as assigned
Five to ten years of banking or financial service experience including three years of documentation experience
Technical skills to include Microsoft Office products (Word, Excel, Outlook) and Windows system
Previous client service experience
Ability to identify, analyze, resolve, and assist other associates with complex documentation related problems
Technical skills including Microsoft PowerPoint, Project, and Access

VP, Portfolio Loan Management Corporates Resume Examples & Samples

Acts as the point person when underwriting Institutional Bank credit transactions. Recommends capital structure and accumulate all data necessary to perform focused analysis
Review financial statements, projection models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision
Ensure underwriting and structuring decisions reflect commitment to strong asset quality
Provide value-added feedback to the approving Credit Officer through the use of risk/mitigant analysis
Review complex transactions and recommend structures that will accommodate the client and Key keeping risk/return in mind in a timely fashion
Negotiate credit documents, covenants, etc
Coach/mentor junior members of the team
Act as value added member of the team with loan syndication, origination, and distribution team for syndicated credits with the portfolio or for new prospects
Support business development activities for cross-sell opportunities with Relationship Management Team
Participate in client calling initiatives with RM, and Product Partners
Assist RM in development of marketing presentations and pitch books highlighting product solutions for client needs
Outstanding credit skills, analytical skills and financial acumen
Proven track record of efficiently and effectively identifying, executing and coordinating the delivery of comprehensive solutions for Institutional Bank transactions
Proven understanding of the importance of balancing business development and maintenance of asset quality
Possess strong knowledge of credit, non-credit and capital markets products capabilities
Experience with the loan syndications and capital markets
Bachelor’s Degree in accounting, finance or related field, MBA is a plus
Superior client relationship and internal partnering skills both internally and externally
Demonstrates ability to work in a “team” environment
Demonstrates clear leadership qualities and demonstrates ability to drive revenue opportunities
Excellent communication, presentation and listening skills
Strong Excel, PowerPoint and Word skills
Individuals in this position have worked in an Institutional Bank Group and/or in a relationship management and credit teams environment and have a proven understanding of the importance of balancing business development and asset quality (risk/return)
Minimum 8-10 years of Institutional Bank lending experience is preferred
Decision Quality Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment, most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions
Performs excellent risk analysis
Timely Decision Making Makes tough decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; has a bias for action
Customer Focus Is dedicated to meeting the expectations and requirements of internal and external customers; gets first hand customer information and uses it for improvements in products and services; talks and acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect
Integrity and Trust Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; doesn’t blame others for his/her own mistakes or misrepresent him/herself for personal gain or protection
Negotiating Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing
Team Work Shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team

CIB Global Trade & Loan Products Resume Examples & Samples

Handle MIS Reporting for senior management
Prepare presentations to senior stakeholders analysing transaction execution processes inorder to improve speed to market
Documentation & Onboarding Support
Work on projects & workstreams to improve efficiency and controls
Conducting UAT and testing for new and/or enhancement of existing systems
Supporting controls framework including RCSA
Tracking remediation are completed in a timely manner
Work jointly with business partners including GCB, Credit, Product, Legal and line of business operations to seamlessly deliver high quality service to clients and internal stakeholders
Excellent technical skills (Microsoft Excel, Powerpoint, Word, etc)
Exposure to project management
Highly organized & motivated
Effective team player who can also work independently
Ability to identify risks and issues and propose solutions
Have a flexible attitude and ability to adapt to changing requirements
Excellent presentation and stakeholder management skills
Ability to interact confidently with senior management stakeholders
Accept ownership and accountability for allocated tasks and workstreams
Knowledge of Credit Administration / Transaction Management / Credit Execution / Asia Regulatory environments could be an advantage

Loan Collector Resume Examples & Samples

Monitor queue of delinquent loans
Place direct calls to delinquent borrowers
Send delinquent notices to borrowers
Send requisite Demand and Acceleration letters in timely manner
Post payments and make adjustments/reversals to payments as needed
Prepare late charge and default rate waivers and payment plan requests
Develop payment plan to cure arrears
Gather pertinent information to determine loss mitigation options that might be suitable for individual borrowers
Review collateral loan documents
Prepare monthly delinquency reports to Fannie Mae, Freddie Mac, and PMI companies
Understand bankruptcy chapter 7, 11, & 13 filings (filing proof of claims, application of payments and basic comprehension of notices)
Understand credit reporting and credit corrections (knowledge of E-Oscar filings is a plus)
Possess basic knowledge of CFBP rules and regulations with regard to collections and loss mitigation options
Strong verbal and written communication skills, professional presentation, and organization skills
Proficiency with Microsoft Office

Shef Loan Verification Specialist Resume Examples & Samples

Verify paperwork to ensure that all necessary information is correct and complete
Notify dealers of missing or incorrect paperwork
Research addresses for returned verification letters and coupon books
One year of experience in the financial field
Excellent communications skills
Ability to operate office equipment such as a personal computer, printer, copier and fax machine

Misys Loan IQ Test Lead-charlotte, Chicago Resume Examples & Samples

Quality Assurance Testing professional with an ability to support parallel projects in a fast-paced environment
Waterfall software delivery environment
Proficient with UI mapping and requirements analysis
Responsible for development and execution of testing strategies
Able to assist in development of testing approach and strategy(ies)
Assist with developing and creating test plans, scripts and defect reports
Ability to coordinate testing activities across multiple lines of business
Work with Development and other internal QA teams to help report and resolve issues, identify risks, and ensure defects are retested
Ensures adherence to locally defined quality standards
MiSys Loan IQ application experience, preferably in a Development or Testing role, or ACBS and/or AFS
2-4 years of project delivery experience in a Waterfall software delivery model
Strong teamwork skills
Ability to organize and manage multiple competing tasks and priorities
Strong ability to analyze and convert business requirements into test conditions/scenarios, write test scripts, execute test scripts, log defects, and track defects to closure
Strong proficiency with MS suite of applications including Excel, Word, Powerpoint, and Outlook
Experience with Agile testing methodologies a plus; strong presentation skills preferred but not required
Bachelor's degree in Computer Science of relevant discipline or comparable work experience

Senior Loan Collector Resume Examples & Samples

Communicates with customers verbally and in writing to negotiate repayment of past due loans. Through understanding of customer’s delinquency, determines appropriate strategies to obtain payment and that is equitable for TCF and our customers. Handles difficult customers and unusual situations independently
Maintain concise records of all accounts. Keep well informed on the status of all delinquent accounts by setting up and maintaining an orderly and accurate tickler file, office filing, and record keeping system which facilitates the timely performance or collection responsibilities and prompt retrieval of information needed
Advises customers of their responsibility under the mortgage contract and counsels them regarding the budgeting of payments. Reviews and processes delinquent mortgage payments and insufficient funds checks
Prepares periodic reports on delinquent loans and collections activities as required
Skip trace to locate good contact information for customers
Ability to handle difficult customers and unusual situations independently
Ability to work independently; excellent organizational skills
Ability to type with accuracy and speed (35-40 wpm)
Post-secondary education at a business or vocational school

Loan Reviewer Resume Examples & Samples

Graduate business degree highly desirable or at least 10 years of relevant experience in risk management, lending, workouts, and/or capital markets
CPA or CFA highly desirable
Well-developed business judgment
Ability to constructively interact and communicate with all levels of staff
Knowledge of Microsoft Office Suite

VP Loan Review Manager Resume Examples & Samples

Evaluates and analyzes credit trends to provide management with an independent assessment of credit performance and early indications of change, or expected change, in the performance of the Bank’s loan portfolio
Determines the risk profile of lending divisions and provides recommendations to better monitor and control risk
Performs loan reviews to include
20151026

Credit Card & Unsecured Personal Loan Head Resume Examples & Samples

Bachelor’s degree in Business Administration, Finance, Economics or equivalent experience
An MBA or equivalent advanced degree desired
15+ years of experience, with relevant knowledge and experience in the financial industry including Retail Banking
Strong understanding of Citigroup’s policies (GCCFRP)
Strong understanding of both local and Citi compliance and regulations
Experience managing large group of people
Effective business planning and strategic skills
Local market experience is highly preferred
Proficient in reading, writing and speaking Mandarin is a plus
Ability to deal comfortably on a highly complex function, multiple aspects of business and matrix structure
Ability to translate business strategy to detail processes and high attention to details
Ability to balance and resolve multiple and quite often conflicting objectives
Flexibility and adaptability
Ability to work under pressure and solve problems in an expedite manner
Good communications and negotiation skills

Loan Ops Verification Specialist Resume Examples & Samples

Verify resolution of collateral tickler items are handled timely and accurately
Verify all collateral perfection is performed in a timely and accurate manner
Verify paid loan processing is completed timely and accurately
Verify the release of collateral not tied to a current paid off loan is completed timely and accurately
High School Degree or GED Required
Four (4) years loan operations experience required
Solid interpersonal skills including the ability to write reports and correspondence, ability to speak effectively with customers or employees of the organization
Proven ability to problem solves, prioritize tasks and meet required deadlines. Attention to detail required
Solid skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook. Fiserv/ITI experience preferred

Loan Agency Administrator Resume Examples & Samples

Review and negotiate administrative issues of Credit Agreements
Coordinate movement of funds related to initial funding and closing of deals
Manage closings for Lenders joining by Assignment
Understanding of credit and syndication processes and the governing documentation including Credit Agreements and ancillary documents
Critical thinker who can act with minimal supervision but seeks advise when appropriate

Home Loan Processing Assistant Resume Examples & Samples

Begins the process related to online application, such as fee collection
Provides initial disclosures on all loans identified on exception report
Reviews and distributes incoming residential appraisal reports, ensuring timely delivery within compliance requirements
Validate HMDA requirements are met for all withdrawn and denied applications
Manage and ensure timely delivery of Reg B notifications
FNMA – Run EarlyCheck to ensure data integrity
Assist Loan Closers with Post-Closing activities; including but not limited to, imagining documents, document follow up, and moving loan data to long-term storage
Maintain and enhance personal knowledge of Loan Origination System, products and services as well as the laws, regulation d and internal policies and procedures appropriate to the position
Displays a sense of urgency while ensuring proper steps have been taken to maintain data integrity
Communicates pertinent information to Home Loan Consultants, Loan Processors, Underwriters and management, in facilitating the processing of Home Loans
Use reports, pipelines and personal observations to accomplish tasks in a timely manner
High School diploma or General Education Degree (GED)
At least 2+ years’ work experience in a home loan related field
1 year experience as a processing assistant or loan set-up clerk
Knowledgeable in Microsoft applications and familiar with mortgage origination software

Loan Opener Resume Examples & Samples

Verify current status for compliance with submission requirements
Check loan files for required submission documentation/information
Complete HDMA scrub, USPS and check all exclusionary lists including LDP/GSA for all disclosed parties to the transaction
Conduct appropriate validations and verification of dataGenerate credit report
Initiate TRID disclosures
Proficient in Microsoft Office (Outlook, Excel and Word)

Svp-loan Agency Group Manager Resume Examples & Samples

Loan Administration for Administrative Agent role including: Client -facing activities, Disclosure, Letter of Credit tracking, Investor Relations, and Exception Management. Deal types include High Grade, Leveraged Finance, Asset-Backed and Multi-Currency/Multi Jurisdictional
Lending Operations administration including: Portfolio of Loans across Citi legal entities, in various currencies, client facing activities, exception management, internal stakeholder management. Deal types include syndicated, bilateral, multi-currency, multi-jurisdiction, commercial mortgage, commercial paper-backed, and liquidity backstops
Experience in managing split on/offshore operation
Effective management of key risk indicators and key performance indicators
Exceptional Leadership track record
Track record of being a trusted partner to supported stakeholders
Driver of process or procedural improvements
Adept at interacting/communicating with senior levels of the organization
Strong track record of effective management of an operation's control environment
Successful Experience in development, coordination, and executing technical improvements within various product processors including loan syndications and deposit systems, inquiry tracking systems, and/or other product processors
Ability to develop direct reports and team members in order to achieve best in class operation
Strong performance management and coaching track record
Leadership based on the fundamentals of responsible finance
Bachelor’s degree or equivalent job experience
Minimum of five years’ experience in capital markets operations management strongly preferred
Three years of experience within loan operations preferred
Knowledge of balance sheet accounting preferred
Effectively manage demands and expectations of highly demanding businesses
Proven track record of independently resolving operational issues
Strong leader and driver of results and change initiatives
Exceptional written and verbal communication
Intermediate knowledge of Microsoft Office with focus on Word and Excel required

Manager, Loan Set Up Resume Examples & Samples

Manage loan set-up process to ensure service levels are within define acceptable levels
Constantly evaluate the processes (LSU Checklist) for improvement opportunities
Ensure staff members are adequately trained on TRID policies and procedures and are following company and regulatory guidance in this area
Provide communication to sales staff on submission trends and training items that need to be addressed with brokers
Monitor pending submissions to ensure proper follow up on deficient loans
Develop and/or work with the training resources to develop training programs to ensure adequate growth and development of associates
Manages the selection and interview process for Loan Set-up candidates
Communicate with the Operations Manager and other appropriate positions when service levels are at risk
Monitor system updates, form changes and state specific requirements to ensure compliance
Serve as a role model for peers and associates by acting with integrity and in a positive manner at all times
Act as a role model of the company’s values, acting in an ethical and professional manner in all respects
Support the TPO Channel sales force and provide excellent customer service to clients externally and internally
Carry out management responsibilities in accordance with company funding policies and applicable state laws for team of associates including training, planning, assigning and directing work; monitoring performance and taking appropriate action when necessary
Perform other duties and special projects as required
Minimum of 5 years of mortgage experience, including 3 years of loan processing or credit experience
Minimum of 3 years previous management experience, including business channel support
Knowledge of 2015 TRID changes
Experienced with in FHA Connection is preferred
Excellent organizational and planning skills
Ability to maintain strict confidentiality and discretion
Ability to organize, prioritize and effectively manage workload
Ability to communicate and interact effectively with all levels of Associates and management, as well as with the customers and outside vendors as needed
Ability to perform multiple tasks and meet critical deadlines while maintaining accuracy and quality

Reg Loan Administration Exec Resume Examples & Samples

Responsible for managing the corporate lending risk management team supporting (1) a large geographic area of BBVA Compass, or (2) a significant lending/risk area that corresponds to a specific line of business in the Corporate Bank
Duties will be substantially managerial, but will include significant levels of direct credit approval, giving underwriting and structural input, monitoring portfolio quality etc
Monitors portfolio quality using available tools and maintains appropriate criticized asset levels through supervision of Loan Administrators
Oversees appropriate risk grade assignment and recognizing changes in customer situation (financial, industry, management, business environment, etc.) which would cause a change in risk grade
Recommend specific loans for transfer to Special Asset Group
Coordinates with Loan Review and/or outside examiners as assigned in all examinations
This position will supervise other Loan Administration staff, and will conduct performance reviews, recommends salary changes, and discharges duties consistent with BBVA Compass Human Resources Policy and guidance
Bachelor’s Degree in accounting, finance, economics, or business administration
15-20 years minimum financial institution lending
Experience in analyzing complex financial situations and devising appropriate loan structures
Experience in syndicated lending transactions needed. Strong knowledge of commercial loans legal documentation
General banking laws and regulations pertinent to commercial loans

Loan Collector Resume Examples & Samples

Requires High School diploma or equivalent and some experience in collections, customer service, preferably in banking or finance or other directly years related experience
Basic knowledge of consumer and small business loans, credit cards, overdrafts and collection processes
Basic knowledge of regulatory requirements
Solid math, reading and writing competencies, reasoning and PC skills (i.e. excel, word, etc)

Senior Loan Agency Administrator Resume Examples & Samples

Work closely with the Borrower and Bank Group as well as the Private Debt Group
Calculate, invoice and disburse ongoing interest and fee payments from a Borrower and/or Lender perspective including Agency and Amendment fees as well as all quarter end activity
See through each transaction through assignments, waivers, consents, extensions and amendments together with the Borrower, Participants, Legal Counsel and Credit Officers
Liaise between Borrowers and Investors ensuring compliance with the terms of the Credit Agreement
Strong organization and time management skills
Demonstrates initiative with regard to increasing their own knowledge base and assuming additional responsibility
4+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
Knowledge of Wall Street Office software (Not required but recommended)

Director, Loan Syndications Resume Examples & Samples

Assist with the origination, structuring and distribution of syndicated loan transactions within the ANZ Global Loan Syndications team focussing on European based clients and investors
Support European Loan Syndication and Export Finance origination colleagues in development of new business opportunities including liquidity and underwriting analysis, recommendation of pricing, terms and syndication strategy, client pitching for European as well as global loan opportunities
Structuring, executing and documenting syndicated loan transactions
Support Global Loan Syndication colleagues in development of new APAC business opportunities including liquidity and underwriting analysis, recommendation of pricing, terms and syndication strategy, client pitching (across corporate, project, infrastructure, export finance and trade assets)
Work closely with relevant business units to find, monitor and execute secondary market opportunities to accelerate the acquisition of target customers
Maintain investor information records in Debt domain
Preparation of transaction materials including

CBG Loan Middle Ofc Team Lead Resume Examples & Samples

Manage a team handling commercial loan due diligence, documentation and compliance activities for all loan types within the assigned Division. Make decisions on escalated matters
Supervise loan administration and documentation cycle times to ensure that customer and field office expectations are met
Implement and refine "deal team" staffing model to ensure familiarity and trust between administrative and field office staff
Manage routing / triage model for incoming loans with complex diligence or documentation needs based on administration staff expertise and capacity
Manage hiring, training, promotion and career path opportunities to optimize staff expertise and recruit / retain high-performing staff administrators
Report directly to Head of CBG Loan Operations (with dotted-line reporting to Heads of their respective Business Lines to ensure that field offices are appropriately serviced)
LI-EJ1
Master’s/Advanced Degree preferred
10 or more years of directly related experience
5 or more years of supervisory / managerial experience
Extensive knowledge of commercial real estate loan documentation and legal terms
Extensive knowledge of commercial real estate loan collateral and due diligence processes
Familiarity with commercial real estate loan compliance requirements
10+ Years experience in a commercial real estate lending operations
Management of commercial real estate loan administration and / or documentation functions

Cml Loan Post Closing Specialist Resume Examples & Samples

Performs comprehensive review of Fifth Third, internally prepared loan packages valued between $50k and $600mm, insuring that all required loan documents are received from the loan closing and properly executed per required credit approval
Proactively communicates issues with RMs, PMs, U/W, BBOs, Branch Managers and Middle Office
Perfects all new collateral (e.g. files UCCs, records mortgages, processes insurance assignments, etc.) and create/update collateral records
Associate degree or equivalent job experience
Two years of experience with a focus on internally prepared loan documentation, collateral perfection, or related work experience
Familiarity with Pre and Post Article 9 rules governing the perfection of UCC related collateral
Familiarity with filing requirements for unique collateral such as equine, airplane engines,

Collateral Loan Document Rep Resume Examples & Samples

Research files for cross-collateralization of commercial loans to aid business lines in paid processes
Review FIS core system to identify cross-collateralization relationships
Review UCC monitoring system for upcoming expirations
Work with commercial lenders as needed to determine paid or continuation processes
Prepares all documents relating to the release of loans, including mortgage deeds, bill of sale, paid contract, titles and Uniform Commercial Codes (UCC’s) as well as other types of collateral held for loans
Provides customer, lender or attorney with necessary paperwork for collateral that has been traded in and paid off, which includes preparing the titles and sending the proper documentation to the dealer
Conducts research to prepare mortgage discharges and lien releases on collateral that has been paid off in the past
Conducts the UCC continuation process for the northern New England region commercial loans, all of the consumer loan portfolio UCC secured loans, as well as, residential mortgage loans that are secured by a UCC filing. Reviews loan files to determine proper forms, procedures, and fees, appropriate routing for various documents from investors and filling out all release documents. Processes all documentation related to Commercial paid loans
Completes additional duties as assigned
1-2 years relevant experience
Effective PC skills, including word processing, spreadsheet, and internal software
Ability to learn to use specific programs as necessary
Knowledge of loan documents/loan files
Effective verbal and written skills are necessary to provide courteous and professional customer service and correspond effectively with team members, management, vendors and internal/external legal counsel
Strong Customer Service skills
Organizational skills and attention to detail are required to perform tasks in a highly efficient manner
Ability to lift file boxes weighing about 50 pounds

Loan Servicer Resume Examples & Samples

Monitors and manages assigned portfolio of most complex commercial loans
Establishes document tracking and reporting
Daily liaison with lead bank administrator in syndicated and participated transactions
Commercial loan structuring
Reviewing and interpreting commercial loan terms and documentation
Resolving unusual transaction and accounting discrepancies
Identifying unusual transaction activity, interest accrual discrepancies and regulatory discrepancies
Preparing spreadsheets and creating formulas
Solve moderate to complex system related loan and accrual issues
EOE/AA: F/M/D/V/LGBT

Consumer Loan Collector T Resume Examples & Samples

Familiar with a variety of the field's concepts, practices, regulations and procedures
Eligible to manage or perform loan origination or servicing functions under Mortgage Investor or government agency guideline requirements
College/Associate degree

Loan Service Resume Examples & Samples

Acts as an escalation point
May assist in identifying and recommending operational improvements
1 – 2 years in a similar function and/or environment
Good knowledge of the products, policies and processes that related to unit assigned. Good knowledge of banking operations

Loan Workout Specialist Resume Examples & Samples

Loan workouts
Restructures
Refinances
Overall management of bankrupt and legal accounts
Thorough knowledge of and advanced ability to apply math computation skills
Thorough knowledge of and advanced ability to analyze customer credit summaries and past due accounts
Thorough knowledge of and advanced ability to apply financing and taxation principles
Thorough knowledge of and advanced ability to calculate casualty values and amortization schedules
Thorough knowledge of Caterpillar products, their applications, and the markets
Thorough knowledge of and the advanced ability to apply customer services and collection concepts and techniques
Thorough knowledge of and the advanced ability to apply CFSC’s financing and leasing products
Thorough knowledge of and the advanced ability to apply billing, invoicing and dealer payment principles and concepts
Thorough knowledge of and the advanced ability to apply the UCC filing requirements and the applicability to bankruptcy laws and regulations
Ability to drive a car or adequately arrange for transportation to and from dealerships, customer sites, etc

Cib-global Trade & Loan Products Resume Examples & Samples

Functional implementation of web based applications: configuration based setup, access administration
Technical implementation of web based applications: analysis and documentation of interface requirements including custom setup/enhancements, template customization, solution design based on interaction with the Product Management /Technology/Operations teams, testing development and execution, and client training
Provide technical and procedural support to the Trade Solution Delivery team including system related input on complex deals
Support the Trade Advisory team by answering questions on application functionality and usage including client demos for complex deals
Responsible for obtaining client feedback on product functionality requests and/or deficiencies for ongoing application enhancements
Interactions with cross-LOBs implementation team(s) on the setup of single sign access for client users
Provide post-production support to clients in the resolution of functional issues related to the application(s); access management, application navigation, transaction status, usability and functional questions, software/hardware troubleshooting, identification of issues/bugs and interact with Global Trade Production Support on resolution
Excellent communication, written and interpersonal skills
Knowledge of Trade & Supply Chain products preferred
3 to 5 years implementation experience working with Front End, web based systems
Prior client access and customer service experience preferred
Bachelor degree or equivalent education/work experience
Candidate with less experience may be considered for the Analyst role

Loan Workout Administrative Specialist Resume Examples & Samples

Perform scheduled internal self assessment audits of primary department controls to mitigate compliance risks
Perform Risk and Control Self Assessment testing in the Governace Risk and Compliance (GRC) platform
Coordinate and assist in expense tracking and reporting. Provide Tymetrix Administrator support
Monitor and manage service requests submitted through the department ARG Compliance and 1099
Minimum five years of loan systems or loan servicing experience
Expertise utilizing Microsoft Office (Word, Excel, Power Point) operating systems
Ability to work well in a team as well as independently
Exhibit the Key Values
Ability and desire to assist in the mentoring and training of less experienced Specialists
Ability to manage due dates for both operational tasks and administrative duties as required

Manager, Transitional Loan Team Resume Examples & Samples

Manages loan originator sales performance, motivation, scheduling, training, and administration of policies/procedures
Originates and maintains transitional loan volume
Ensures originations team is presenting loans at appropriate rate, amounts, terms that comply with NPF program guidelines
Reviews sales pipeline on daily/monthly basis in order to achieve monthly sales goals
Advises and assists in resolution of customer complaints concerning any area of the company
Assists in training/development of loan officers to function in all aspects of the origination process
Teaches sales techniques in an environment with company provided leads
Works with the Call Center Unit Manager to achieve team/department goals
Maintains personal and team compliance with New Penn Financial Code of Conduct
Collaborates with the Operations Department to assist in the flow of production/sales
Recruits, interviews and selects loan originators
Must have three (3) to (5) years of experience in the retail or call center mortgage industry as a Loan Officer and/or a Manager
Experience with phone/internet lead solicitation sales

Loan Closing Specialist Resume Examples & Samples

Ensure loan files meet clear to close requirements, all prior to document draw conditions have been cleared, and file is fully complete and in compliance
Responsible for timely closing of loans requiring review of brokerage lender-issued Loan Commitment. Identify and coordinate changes to 3rd party reports and all closing documents to satisfy lender requirements. Create and verify loan closing checklist of requirements for a timely closing
Facilitate the direct handoff meetings with Loan Officers and Loan Analysts and setup initial meeting or call with Borrower and Lender, to ensure smooth transition from loan approval into closing process. Ensure timely completion of all 3rd party reports, estoppels/SNDA's, entity document certifications, etc
Maintain and coordinate effective communication with borrowers, lenders and their respective staff, legal counsel for both Borrower and Lender, third party consultants and vendors, property tenants and municipalities to ensure all loan closing checklist items are submitted in a timely manner
Identify critical requirements necessitating special attention or timing constraints. Includes issues, complications and disagreements between parties that may arise throughout the process
Responsible for providing Lender with accurate hazard and liability insurance certificates that meet various requirements
Coordinate with Title and Escrow to ensure proper title insurance policies are issued, accurate loan payoffs are obtained, and correct funds are disbursed. Calculate prepaid interest and funds to be escrowed as required by each lender. Assure that all loan fees and expense reimbursements are collected from escrow
Facilitate drafting, review and finalization of loan documents between Borrower and Lender and their respective legal counsel
Responsible for processing, logging and disbursing funds from closing proceeds to reconcile 3rd party deposits, loan fees and lender good faith deposits
Bachelor’s degree in accounting, finance, business, or a related field preferred
1 – 3 years of experience in income property mortgage lending with working knowledge of institutional loan closing practices/processes, including loan documentation and file maintenance requirements
Knowledge of title and survey matters with the ability to identify potential problems
Thorough knowledge of commercial real estate insurance requirements and terms, with the ability to review certificates against lender requirements
Thorough knowledge of income property loan servicing requirements
Proficient in MS Office Suite
Strong analytical, organizational and customer service skills to support a varied and fast-paced work environment

Global Loan Services, Assistant VP Resume Examples & Samples

Play an integral role on global working groups to drive and implement change
Working with MI, IT & GLS business lines to reduce exceptions volumes
Supervisory responsibility of a medium size team
Coordinating with respective business areas to correct/amend discrepancies when needed
Effectively working with other clients
Begins to build an understanding of the clients’ need from a technical or operational perspective
Working with front office, clients
Takes initiative and begins to exhibit supervisory expectations
Should any issues arise, they are handled with a sense of urgency and escalated as needed
Verify all necessary control checks are practiced and carried out as normal
A subject matter expert within the Loans product with 7+ years experience
Meeting deadlines and effective communicating is imperative
Able to work in a global work environment
Ability to influence as well as collaborate with others to achieve a common goal
Has a senior presence; effectively communicates, years of experience, relevant background
Operates at a high-level of excellence to senior management

Consumer Loan Operation 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

Head of Loan Documentation Sctf Resume Examples & Samples

Manage a team of professionals with a strong focus on people development and facilitating a high performance culture
Manage (internal) client relationships to ensure an ongoing dialogue around service level agreements, product development, service improvement and the timely resolution of issues by responding to queries from clients promptly
Monitor and measure the efficiency and effectiveness of end-to-end operational processes within own area of activity / responsibility and working effectively within a matrix organization
Highlight and escalate issues and agree strategies to ensure continuous process improvement
Identify change needs, assessing the impact of the change, capturing, documenting and agreeing requirements with most relevant stakeholders
Highlight and escalate operational, regulatory and other risks to management or risk functions
Strict adherence to GTO Operations Control environment and relevant policies
Master Degree
3-5 years of relevant product experience (including knowledge of LMA documentation)
Leadership experience
Fluent in Dutch and English
Good knowledge of Microsoft Office Products

Loan Documentaton Senior Specialist Resume Examples & Samples

Requires experience working with loan documents
Excellent knowledge of laws and regulations affecting appropriate due diligence, excellent knowledge of real estate lending, loan documentation & perfection of collateral
Able to act independently in a high volume environment
Able to communicate well and work independently in a high volume environment
College degree, paralegal, or equivalent work experience

MB Servicing Loan Transfer Specialist Resume Examples & Samples

Research and respond to daily email and Customer Care Workbench requests
Responding to escalated e-mails, quality control, auditing, and special projects
Perform system and process/procedural testing as needed
Work with management and additional loan transfers teams to establish communication and contacts to better assist research issues
1 to 3 years mortgage/or related servicing experience required
Bachelor's degree required or equivalent work experience
MSP and CCW systems experience is required
Passport, COLD (On-Demand) and VLS system experience preferred
Understanding of escrow, and corporate advances preferred
Strong analytical/problem solving experience, with the ability to successfully resolve complex problems and issues
Detail-oriented and hands-on self-starter with a strong sense of urgency
Ability to maintain flexibility and multi-task in a fast-paced environment with frequently changing priorities
Ability to meet deadlines, work independently and have strong organizational skills
Strong interpersonal skills, with the ability to effectively and professionally communicate with internal and external partners

Senior Loan Service Rep Resume Examples & Samples

Determines and implements loan system requirements for restructured and complex loans
Responds to request for specialized reports, and modifies existing system reports using personal computer system applications
Investigates and resolves internal and client inquiries and exceptions, examining source documents and related reports. Communicates resolutions to appropriate parties
Conducts audit reviews for loan set up accuracy. Communicates with loan operations and account manager regarding incomplete loan documentation
Reviews new extension of credit and loan renewals and inputs appropriate transaction in system
Prepares loan packages for committee review and various management reports
Monitors loan exception report, resolving complex issues
Prepares and processes paid notes, reviews collateral for release and distributes documentation to clients

Loan Administration Resume Examples & Samples

Deal Set Up in LoanIQ with reference to the loan documentation. This includes the initial set-up and on-going maintenance of the repayment schedules, cover information, covenants, shipping insurances and fees for a variety of syndicated and bilateral facilities
Preparation of the #104 Report which much be approved by Risk Management (prior to a deal closing) and the Front Office
Building effective and supportive working relationships with all clients. Specifically the Front Office, Syndications, Credit Risk Management, Finance, Agent Banks and WLO Amsterdam to ensure that all issues and questions are dealt with promptly
Preparing Operational Instruction Forms (OIFs) and sending them to WLO Amsterdam via loanflow. A controlled environment must be maintained to ensure that an accurate and high quality product is delivered
Drive excellence to ensure that standards and timelines are adhered to
Identify any potential capacity issues that may occur and ensure that all controls and procedures are strictly adhered to minimise error costs and operational lapses
Promptly escalate issues to management
Continually review day to day procedures to identify any process improvements
Internal and external reporting requirements

Loan Services Documentation Specialist Resume Examples & Samples

Mitigate risk by performing a compliance, legal, and policy review of credit documentation for the consumer, small commercial and commercial portfolios for new loans, lines of credit, modifications, subordinations, substitutions of collateral and corrected documents
Maintain the documentation exception system to ensure accurate reporting of missing or incorrect credit documentation to the Community Bank and banking regulators through the setting and clearing of documentation exceptions
Assist with problem resolution on complex credit documentation
Ensure the accuracy and integrity of Home Mortgage Disclosure Act (HMDA) data collected and reported to the government through the HMDA Loan Application Register (HMDA LAR) to mitigate compliance and regulatory risk and correct inaccuracies
Ensure the accuracy and integrity of the Community Reinvestment Act (CRA) data collected and reported to the government through the CRA Loan Application Register (CRA LAR) to mitigate compliance and regulatory risk and correct inaccuracies
Maintain the collateral record on the appropriate loan accounting system
Manage the cross collateralization process by reviewing collateral documentation and ensuring system data integrity to manage risk related to complex credit structures
Monitor and maintain lien position by recording, amending, and continuing Uniform Commercial Code (UCC) filings and titles
Communicate compliance, legal, and policy requirements and provide problem resolution through incoming and outbound contacts with other lines of business and Loan Services associates
Support Commercial Credit Administration/Asset Resolution Group, Small Commercial Administration, Direct Retail Lending, Dealer Finance, Legal, Corporate Governance, and Corporate Compliance by reviewing compliance, legal, lien perfection, policy, and regulatory requirements
Participate in the preparation of data and activities required for regulatory examinations and internal audits/tests
Test business unit systems
Contribute to the development and training of the Documentation Specialist I
Bachelor’s degree in Business, Finance or related field, or equivalent education and related training
Experience or knowledge in consumer and business lending compliance, regulations, and principles
Proven ability to provide excellent customer service to external/internal clients at various levels in accordance with BB&T’s Perfect Client Experience
Deadline-driven and highly organized with exceptional attention to detail
Ability to multi-task, prioritize tasks, manage deadlines, and quickly adjust to a rapidly changing environment
Ability to work non-standard hours, including overtime as needed, in order to complete tasks and meet deadlines
Two years of banking experience, including loan documentation or loan processing of complex commercial, small commercial, and consumer transactions
In-depth understanding of commercial and consumer lending processes
Working knowledge of the Shaw Retail Loan System (SHAW), Commercial Loan System, Automated Financial System (AFS), Construction Lending Control System (CLCS), Advanced Commercial Banking System (ACBS), Workflow Tools and Client Information File (CIF) LaserPro, CT Lien Solutions, Accurate, DataSearch, and/or CoreLogic

Senior Mort Loan Production Alyst Resume Examples & Samples

Assist in the mortgage loan underwriting process for new originations, utilizing a variety of valuation methods and income/expense models
Assist in the monitoring and evaluation of geographic markets, product types, income and expense trends, and economic indices and trends
Assist in the written preparation and oral presentation of transactions to the investment committee
Also assist in the negotiations involved in closing a mortgage loan investment
May have responsibility to autonomously source, quote and originate transactions as assigned by the Team Leader, which may also include a defined geographic territory
Will frequently prepare the initial draft of the Application/Commitment documents, and organize the paperwork necessary to order appraisal, environmental and engineering reports
Should have experience to function as the number 2 person on a transaction, and may be called upon to independently handle some client meetings on matters related to a transaction
Will assist in the training of interns as necessary
Four year degree in real estate, finance or business accompanied by 3 to 7 years direct work experience in the commercial real estate industry, ideally in a lending capacity
Demonstrate effective verbal and written communication skills, and be proficient in the use of spreadsheet analysis and word processing software

Consumer Loan Coord Resume Examples & Samples

Understanding of Article 9
Understanding of RESPA & Reg. Z, Reg. B compliance
Understanding of trust organizational documentation
Understanding of loan documentation and loan structure
Demonstrated ability to train others
Ability to read and interpret the loan approval memorandum
Strong team work skills
General Knowledge of Microsoft Office Products
Efficient use of bank core systems
Experience with Laser Pro Documents

Loan IQ Development Professional Resume Examples & Samples

Seeking strong candidates with Misys Loan IQ development experience
5-7 years of application programming experience
Must have excellent software design and documentation skills
Must be able to handle multiple tasks and adapt to a constantly changing environment
Must have excellent organization skills
Ability to debug applications
Experience with the development models and software development lifecycle (SDLC) model
Able to communicate effectively across varied areas including technology, business units and senior leadership
Ability to work on multiple projects concurrently
Bachelors degree in computer science or equivalent
Six Sigma experience

Cib-global Trade & Loan Product Resume Examples & Samples

Fluent oral and written communication skills in Spanish and English (Portuguese a plus)
Strong time management, organizational and planning skills
Strong creative solution and analytical skills
Ability to perform in a high pressure, team environment
Strong interpersonal skills; ability to partner with internal partners and leverage internal resources
Ability to use various PC and internet applications and tools to support the trade sales process

RJ Bank-loan Servicer Resume Examples & Samples

Performs prior to closing audits to ensure documentation is complete and terms meet approved policies and criteria
Communicates and resolves audit exceptions with the department manager and account officer
Analyzes the loan terms and regulatory reporting requirements; structures and maintains the loan set up in the system accordingly
Establishes parallel monitoring processes and controls to ensure regulatory requirements are met
Manages the approval of, and facilitates the daily or more frequent borrowing requests for syndications or construction loans
Performs monthly audit and reconciliation of interest payments, interest accrual and loan terms
Responds to internal/external auditor issues and problems
Provides training and guidance to less experienced staff
Fundamental accounting concepts, practices and procedures
Accrual based accounting practices
Reconciling bank and general ledger accounts
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
Identify and recommend changes to standard procedures when required by specific situations and circumstances
Make moderately complex decisions
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Loan Agency Senior Group Mgr Resume Examples & Samples

Excellent interpersonal and superior verbal & written communication skills. Able to communicate with internal and external business partners
Ability to effectively engage a wide-range of internal stakeholders (Global Business Heads, Technology, Controls, Country Heads, Legal, Compliance) and ICG Clients as required
Strong background in people management to effectively set and manage performance objectives, goals, target productivity and service quality expectations as well as lead annual compensation review process
Experience with identification of control deficiencies with strong illustration of implementing appropriate procedures to mitigate risk
Experience in change management across diverse geographic locations
Demonstrated success in Technology lifecycle management
Strong execution skills in a multi-tasking environment
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people. Identifying and retaining talent
Able to strive under pressure and convert opportunity from risk
Flexibility for global travel in furtherance of job responsibilities
10 or more years Corporate Bank Operations management experience required
10 or more years Loan Operations management experience preferred

Cib-global Trade & Loan Products Resume Examples & Samples

Support on discussions/marketing with/to German companies
Daily review of Asian companies to cover customer requirement
Daily review of Spanish companies contracts/transactions arriving to us
Customer weekly reports
Weekly / monthly pivot table for analysis on customer volumes of our business
Spanish companies discount reports for analysis
Support on companies enquiries
Monthly report to Senior team when needed
Fluent in Spanish, English and German - Mandatory -, other languages will be of high value
Strong knowledge of Microsoft Office and Microsoft Outlook
Logical and organized
Confidence
Strong team player and ability to work in a matrix organization
Good attention to detail
Pro-active person

Public Sector Loan Origination Manager Resume Examples & Samples

Internal and external reporting
Performance management, budgeting and forecasting capabilities
Cash flow optimization and the use of capital; and,
Maintenance and building of cost-effective controls

Performance Lead-loan Closing Resume Examples & Samples

Must have been with JPMC for at least 9 months
Must have Direct Auto Finance Loan Closing experience
Should pass IJP eligibility
Must have excellent attendance record
Must practice and promote JPMC's values, as well as the 5 Keys
Excellent spoken and written communication skills, with a strong customer service focus
Hightly motivated, self starter who can complete functions with little supervision
Strong organization/time management skills and ability to prioritize
Ability to function well in a high volume environment and multi task
Adapts well to change and is a team-player, has the ability to achieve both individual and group goals

100

Loan Documentation Assistant Resume Examples & Samples

Demonstrated proficiency in performing high quality work
High learning agility
Advanced math aptitude and proficiency
Previous experience in loan documentation

101

Loan Structure Specialist Resume Examples & Samples

Two to three years of experience in a loan origination experience
Self-motivated and highly organized
Ability to prioritize multiple competing task
Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences

102

Loan Boarding Lead Resume Examples & Samples

In depth knowledge with manual and systematic boarding automobile loans, Shaw Installment Loan experience preferred. Leadership/Supervisory experience in loan boarding department. In depth knowledge with manual and systematic boarding automobile loans, Shaw Installment Loan experience preferred. Expert knowledge of automobile loan documents Track record of process improvement Ability to manage multiple priorities Ability to interact with clients Monitor and measure team member performance
Verifies and audits documents to ensure accuracy. Checks numerical data against input or reports. Prepares document batches for data entry and imaging
Researches and reviews problems and follows up with clients regarding resolution. Interfaces with management, clients and customers to resolve issues. Responds to written inquiries such as correspondence
Photocopies and files reports and documents. Types forms or labels as necessary
Performs analyses and reports findings. Interprets, audits and reconciles reports for accuracy or completeness. Maintains log records of pertinent data and provides periodic status reports, as required, preparing and maintaining reports for management and clients
Processes and tracks a variety of forms, mail and or transactions
Accumulates and verifies data in order to process vouchers and produce billings or other forms and documents
Expedites in-house processing of checks, invoices and/or other transactions performing additional follow-up when necessary to meet client standards and service level agreements. Prepares deposits as necessary
Handles company confidential data according to policy and guidelines
Reviews, recommends and implements modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions
Four or more years of clerical, processing, or cashiering experience
Experience working with personal computers, ten key and typing skills
Experience working with office equipment such as photocopiers, printers and faxes
Experience working with business solutions software
Experience working with client company product and/or services
Good personal computer and business solutions software skills
Good interpersonal skills for answering telephones and employee interaction
Problem solving skills
Organization skills to balance and prioritize work
Ability to work independently and as part of a team

103

RJ Bank-loan Servicer Resume Examples & Samples

Monitors securities collateral adequacy and notifies management if necessary
Monitors insurance coverage and follows up on other tracked items
Prepares and compiles documents for outsourced servicing agents, auditors, external auditors and regulatory examination teams
Assists customers with inquires or problems
Entering transactions into an automated accounting system
Gathering and compiling information
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities

104

Regional Acceptance Loan Processing Manager Resume Examples & Samples

Review loan packages and make sound decisions based on company policies, procedures, and guidelines
Document all loan exceptions
Confirm that all appropriate underwriting and funding guidelines are being followed and give timely feedback to the responsible individuals
Facilitate the training certification of the Loan Processors and the hands-on training in the branch of these new associates
Prepare and conduct all personnel reviews for Loan Processors
Visit Area Sales Representatives and dealers in the various markets to build relationships with them and their dealers
Meet regularly with staff to monitor dealer packages and overall trends, and make recommendations to Regional Business Center Management with regard to these items
Ensure that Loan Processors are trained in various job functions, are properly managed, and scheduled effectively to satisfy all business needs
Hold regular meetings with staff to discuss branch progress and pro-actively involve them in the daily operations of the Regional Business Center
Actively be involved in the Regional Business Center’s strategic budget and planning process
Two years of indirect automotive lending experience
Three years of general office experience
Ability to build teams and delegate effectively
Effective time management and organizational skills
Knowledge of credit application verification process
Managerial/supervisory experience

105

Senior Loan Reviewer Resume Examples & Samples

Working with clients and other FIG staff to determine engagement/relationship objectives, develop appropriate budgets and assist in coordinating resources to meet the objectives
Coordinating the timely completion of fieldwork Reviewing and/or assisting in the preparation of credit/loan review reports
Assisting in the oversight and completion of other engagements/special projects or duties as assigned Assisting in establishing and maintaining relationships with key bank executives and directors
Periodically attending bank federation/association meetings
Working with CLA Directors and clients to address loan review issues that may arise
Keeping abreast of the latest banking industry, accounting, and loan review developments through ongoing formal and self-education
Providing ongoing technical assistance support to clients
Anticipating and addressing client issues

106

Assistant Director Student Loan Origination Resume Examples & Samples

Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in Accounting, Business Administration, Finance or related field; OR 2 years financial administration work experience; OR appropriate combination of education and experience
2 years financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience
Experience with student loan programs
Ability to use available information to make educated decisions

107

Loan Agency Assistant Manager Resume Examples & Samples

Ideally a University graduate
Meticulous and attentive to details
Open to team work
Common sense / Ability to learn from experience
Clear mindset for agency mission

108

Specialist Iv Loan Client Svcs Resume Examples & Samples

Provides world class customer service to internal and external customers through total adherence to the Key Values and Key Difference concepts
Identify major and minor issues/problems and communicate to appropriate management
Actively pursue development of self to better support team and future advancement
High School Dipolma or GED equivalent
Some college is preferred
Proficiency in the following KeyCorp systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, DocumentDirect, KeyView Deluxe
Must demonstrate proven, outstanding customer service skills

109

Loan Agency Administrator Resume Examples & Samples

To provide client servicing and loan agency support to all our syndicated loan deals
Loan administration
Client servicing to borrowers and lenders
Co-ordinate the closing of documentation (CPs) for new deals and amendments/waivers to existing loan deals
Set up new cases in Sharepoint / Debt Domain and to support on-going maintenance of records in Sharepoint / Debt Domain

110

CDO Loan / Asset Administrator Resume Examples & Samples

Associate's or Bachelor's degree in business administration, or equivalent work experience
Basic knowledge of SEI and CDO Suite, and applicable policies, procedures and regulatory requirements
Strong customer relation skills, interpersonal, and verbal and written communication skills
Proficient computer skills, including Microsoft Office applications

111

Loan Processing Team Lead Resume Examples & Samples

Manage number of loans in pipeline for each loan team member to ensure appropriate distribution of loan and the loan team's service levels are met
Manage any “issues” that may arise between team members and/or other depts. in the bank as well as any outside vendors (title companies, appraisers, etc.)
Responsible for managing the Loan Team schedules to ensure adequate loan production support
Track & distribute regularly scheduled loan pipeline reports for relationship managers and loan team support members
Lead regularly scheduled loan team meetings to keep abreast of any issues, relay new industry/bank policy changes, or to assess any training opportunities
Regularly meet with relationship managers and regional managing director to assess loan team support needs
Complete and conduct regularly scheduled performance review of loan team support staff
Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
Other responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Able to effectively manage several teams of varying functions to ensure that departmental SLAs are met
Ability to manage the Team’s pipeline and prioritize loans appropriately to ensure timely closings
Must be able to successfully prioritize and manage departmental projects
Ability to effectively manage several functional teams of individuals while successfully managing personal workload
Proactive individual who flourishes in fast-paced, fluid and strongly team-oriented environment
Strong organizational, creative and critical thinking skills
Knowledge of loan origination and related systems
Strong working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint/ MS Excel

112

Clsc Loan Client Specialist Resume Examples & Samples

High school degree and/or equivalent work experience
Knowledge of consumer lending products and underwriting process
2 years’ experience selling, approving or structuring consumer loans. Influencing, customer service, and problem solving skills
Satisfies regulatory requirements for holding the positions, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
College Degree in Finance or Business Administration

113

Senior Loan Closing Specialist Resume Examples & Samples

Minimum 5 years of loan documentation experience, specifically commercial real estate loans and SBA
High school diploma or GED
Initiate and prepare loan documentation packages including completion of Loan Documentation Checklist for CLC-Credit
Review credit approval documents for terms, structure, and approval authority
Follow up with Relationship Manager, Credit Officers, and other staff to resolve discrepancies or to obtain missing documents
Review entity documents for all parties
Perform a pre-boarding audit of pending loan file to identify and correct any errors and omissions in loan closing, documentation and boarding requirements
Audit executed loan documents to verify that the documents have been returned, signed, dated, and initiated properly. Ensure that any missing or altered documents are listed on the waiver report, and that proper approval for boarding with deficiencies has been obtained. Follow up on missing documents. Obtain necessary waivers before boarding a loan with exceptions. Ensure credit approval is current and not stale-dated greater than 90 days, otherwise obtains refreshed credit approval
Work closely with outside vendors including title companies, escrow, and outside legal counsel
Provide ongoing support for compliance with all applicable laws, regulations and administrative duties
Prepare wire instructions, GL sheet, and other funding documents as applicable
Follow up on monthly documentation exception reports in a timely manner
Maintain boarding review RightFax and Finance Center boarding review and boarding reject queues current and clear of any aged items
Ensures that all account numbers have been assigned for each borrower, co-borrower,guarantor and collateral owner involved in the loan transaction
Ensures CIS addendum is complete and all/any pending CIS#'s have been obtained
Prepares a boarding loan package and forwards to CLC-Loan Servicing for funding/booking
Submits a duplicate or abbreviated Loan package/documents to other banking departments as applicable (ABL , Treasury, Credit Card, CLC_ Documentation, FX, Trade Services and Central Ops- New Accounts
Submits all original documents directly to the Imaging Center for scanning and safekeeping

114

Senior Loan / Bond Administrator Resume Examples & Samples

Analyze mortgage loan and security documents to understand the terms and nuances of the deal to complete a timely closing. Direct internal and external parties to obtain required documentation, establish funding dates and amounts, direct release of funds, and coordinate and reconcile system reporting and initial system set up
Establish a network of internal and external parties and collaborate to resolve issues or eliminate any processing barriers. Recognize and communicate any regulatory, deal term, or processing issues to management proposing solutions fully implementing and documenting the resolution
Contribute to operational excellence through continuous improvement by taking a lead role on special projects. This includes proactively proposing, testing, and implementing less manual and more efficient processes that utilize system functionality when practical and eliminating redundancies in any work flow
Monitor and respond to portfolio activity and events in the structure of the financial condition of the property and or credit. Prepare periodic reports and keep necessary people within the division informed of status and development of potential issues or changes. Provide direction to private contractors, agents and others outside the company who perform tasks or jobs on behalf of the company. Develop and maintain a standard of excellence when dealing with customers to distinguish the company from its competitors
Receive and respond to correspondence affecting the portfolio. Take ownership of the issue. Research and resolve accounting and payment irregularities, legal issues, and document interpretations. Coordinate with other business units, ensuring that problems are resolved with a sense of urgency. Ensure compliance with laws and regulations affecting any of the division's portfolio activities
Establish and maintain appropriate documentation associated with all procedures, policies and activities training counterparts and establishing a good backup plan for coverage and business continuity
Minimum of one year of experience in the financial or real estate industry
Ability to utilize a personal computer applications to include but not limited to proficiency in Microsoft Excel, Word and Powerpoint
Demonstrates initiative, leads change and others in being creative and flexible. Demonstrates level of flexibility and creativity to meet the demand of the workplace
Excellent communication (written and verbal), interpersonal skills and consultative skills
Ability to work independently with minimal supervision, within a team or across multiple internal and external business areas
Ability to develop and maintain business relationships in a professional, equitable and fair manner
Thorough knowledge of and experience in working with commercial real estate terminology and coordinating contract settlements of asset funds
Thorough knowledge and the ability to interpret the regulations and laws affecting the purchase of mortgage loans and any other investment vehicle
Thorough and detailed knowledge of investments, asset administration's processes and practices and its business partners

115

Director of Loan Processing Resume Examples & Samples

Support operational excellence in Originations
Ensure the client (financial institution partner) experience is high and meets or exceeds client expectations
Responsible for the achievement of all service, quality and productivity MBOs
Bachelors and Masters degree(s) strongly preferred; relevant experience may be considered in lieu of education requirements
A minimum of 10 years of relevant experience with 5- 7 years of experience in managing the Processing function
A minimum of 5 years of supervisory experience required
Strong analytical, problem solving and planning ability
Ability to work collaboratively with all levels of management to ensure effective implementation of time-sensitive initiatives, identify deficiencies and opportunities for improvement
Excellent interpersonal, communication and presentation skills required in order to provide guidance and recommendations to Client Management, Directors and Managers
Proven experience creating dashboards and summarizing critical data points
Must be a forward strategic thinker constantly focused on shaping the company to meet and anticipate both near and long-term business issues
Strong and thorough understanding of PHH Mortgage’s operational procedures and processes
Ability to prioritize, manage multiple tasks, and work under tight deadlines
Advanced technical skills required, to include but not limited to Excel, Visio, Access, Word, PowerPoint

116

Loan Processing Senior Supv Resume Examples & Samples

College Degree (BA/BS) or equivalent experience
Management Skills: Leadership, Communication, Administrative, Interpersonal, Analytical, People Management and Development
Functional: Project Management, Systems and Technology, Workflow Processing
Technical: Microsoft Office including Excel, Word, Access and Outlook
Prefer prior operations management and supervision of staff
3 - 5 years mortgage or related experience
Experience and knowledge of MERS in the mortgage industry
Demonstrate ability to follow-through on tasks

117

Partners Loan Services Internship, Spring Resume Examples & Samples

Demonstrated computer skills in Microsoft Office
Ability to work independently, as well as in a team environment
Excellent oral/written communication and interpersonal skills
Ability to handle competing priorities in a fast-paced work environment
Previous experience in project management and/or process improvement
Previous experience in a financial institution
Rising senior or higher (or recently graduated with) a degree in Finance, Accounting, Mathematics, Law, or other business related field
GPA of 3.0 or higher

118

Wholesale Loan Setup Resume Examples & Samples

Primarily responsible for reviewing, ordering, uploading and tracking of 4506-T transcripts
Reviews 4506-T Form for accuracy and reads the AUS to determine the transcript order type
Acquires a working knowledge of all functions of NPF loan origination processes and requirements
Communicates effectively with Originations team, Brokers, internal AEs, Underwriters and Account managers throughout the 4506-T transcript ordering and tracking process
Maintains daily work log of loans received, 4506-T transcript orders, deficiencies and follow ups
Mortgage experience required - minimum one (1) year, such as processing or related mortgage experience
Basic MS Excel

119

SVP Loan Management Unit-special Credits Unit Resume Examples & Samples

Standard office environment. Significant overtime required during closing of deal transactions
The role requires proven problem-solving, persuasion, motivational, negotiating, analytical, planning, decision-making, communication and customer service skills
Ability to deal with problems quickly as they arise and travel on short notice
Approve facility renewal and impairment charges within delegated authority
Minimum of fifteen years proven and progressive commercial lending experience, including substantial experience restructuring complex commercial relationships and specialized loan portfolios
Minimum of a bachelors degree in accounting, business, finance, economics, related field or equivalent experience, including extensive credit training
Proven managerial, leadership, problem-solving, persuasion, motivational, negotiating, analytical, planning, decision-making, communication and customer service skills
Thorough knowledge of Company's credit and other relevant policies, including those at Group level
Ability to handle many types of credit, develop alternative strategies for complex credits, present recommended strategy to senior management and effectively implement approved strategies
Ability to manage and motivate others

120

Loan Collector Resume Examples & Samples

Initiates and pursues the prompt collection of direct and indirect installments loans, which may include real estate loans
Adheres to established guidelines when offering workout solutions that will be equitable for TCF and our customers
Keeps well informed on the status of all delinquent accounts by setting up and maintaining a record keeping system
Collects on specialized groups of accounts, requiring specific, individual attention
High school graduate or equivalent, business or vocational school preferred
Minimum of 12 months prior collections work experience
2+ years collections experience preferred
Familiarity with corporate, investor, insurance company and government collection regulations
Excellent negotiation skills
Ability to listen and work with customers to accomplish workable solutions to default problems
Ability to fulfill travel obligations
Working knowledge of Excel

121

Loan Port Mgmt & Struc Prf Resume Examples & Samples

Job Responsibilities
Support transaction leads and traders on various aspects of PC issuance, loan sale and securitization activities
Support reporting efforts on team activities for management and ad-hoc requests for transaction leads and traders
Support new business initiative activities and matters related to desk operations and governance
Manage relationships with internal and external counterparties including broker/dealers, investors and service providers
Typically has 5 years of related work experience
Good analytical and problem solving skills, and ability to think outside the box
Proficiency in programming languages (eg, SQL, SAS)
MBA, other graduate degree or advanced studies

122

Loan Port Mgmt & Struc Dir Resume Examples & Samples

Negotiate and facilitate execution of trade and settlement agreements with counterparties on loan sales and structured transactions
Support transaction leads and traders on various aspects of the transaction, including bidder qualification process, ensure investors have access to transaction documents, etc
Manage relationships with major external counterparties including broker/dealers, investors and service providers
Typically has 15 years of experience in contract negotiation

123

Loan Port Mgmt & Struc Mgr Resume Examples & Samples

Direct and coordinate with lead portfolio manager and legal team to finalize Offering Memorandums, transaction form agreements and bidder qualification documents
Track and ensure program standard and ensure consistency and completeness of business terms
Coordinate with servicing area in Freddie Mac to ensure all servicer related documentation is ready for loans related transactions
Manage execution of engagement letters and NDAs
Typically has 8 - 10 years of experience in contract negotiation
Knowledge of mortgage investing and/or trading business
Bachelor's degree in business or advanced legal degree (J.D, LL.M.)
Strong work ethic, positive attitude, team player with good people skills
Strong individual performer and self-motivated

124

Global Loan Services Specialist Resume Examples & Samples

Management of team completing day-to-day processing, such as custodian oversight, contract reviews, loan purchases/sales and collateral management
Manage special project tasks as required
Why the role is necessary - The role is necessary in order to be compliant with segregation of duties and provide execution and support on daily tasks for the business unit
Impact of not hiring - Support to the business unit is impacted. Resource needed to support segreation of duties and current day and projected business volumes. Potential Risk of loss in P/L due to not having the capacity to support the business line i.e Purchases and Sales of Loans along with Monthly Remittance processing. Risk of resource errrors on daily processes due to over capacity of current staff. Controls and checklists on manual processes impacted if a resource isn't hired to complete them
This is a Replacement role
5-10 years of management experience
Prior Mortgage Experience required
Must be able to Multi-task and work in a fast paced environment
Weekly/Monthly reporting and metrics analysis
Familiar with Custodial transactions and exception processing

125

Loan Port Mgmt & Struc Prf Resume Examples & Samples

Producing analytics to help improve understanding and design of liquidation strategies for distresses asset portfolio
Minimum of 2-4 years of professional experience including at least 1 year of experience in credit risk analytics
Handling large amount of mortgage and credit risk data
Strong knowledge of mortgage business, securitization and structuring

126

Loan Port Mgmt & Struc Assoc Resume Examples & Samples

Working closely with single-family, investment portfolio and modeling areas on all matters related to securitization and valuation of distressed whole loans; performing and non-performing
Minimum of 1-2 years of professional experience
Bachelor's degree in quantitative fields
Experience in SAS and SQL, and ability to learn to use other analytical software package
Possessing a high level of personal ownership or results, self-motivation, and attention to detail
Familiarity with mortgage loan data
Knowledge of mortgage credit risk analytics, mortgage securitization and structuring
Ability to think outside of the box

127

Assistant VP Loan Review St Louis, MO Resume Examples & Samples

Exercise overall supervision of the department, which includes conducting investigation and regular lending portfolio reviews based on risk and/or size of all credit types (commercial, consumer, residential, equipment, mortgage, HELCO, etc.)
Manage and oversee the independent loan review of all credit functions including underwriting, portfolio management, problem loan management, quality control programs, reporting, risk rating accuracy, ALLL methodology, and loan file documentation
Create a highly functional and effective process for loan review that fulfills company objectives, provides opportunity for discussion of disputes and risk grade recommendations, and promotes the credibility of the Loan Review function. Develop strategies to increase efficiencies and enhance the loan review process and report findings to senior leaders within Enterprise Risk and Scottrade Bank as appropriate
Understand the Risk Appetite and business objectives of the company and identify potential or existing systematic deficiencies; isolating the cause, and recommending corrective action
Develop and maintain the Independent Loan Review strategy including review schedule, portfolio scope and depth, and review cadence in order to effectively monitor all asset portfolios regularly
Attend and participate in regular loan committee, credit quality, and problem loan meetings with business unit staff
Audit and provide recommendations or changes to loan underwriting, monitoring, credit risk analysis, collateral, documentation, and loan covenant compliance weaknesses. Recommend corrective actions and preventative measures
Guide and manage the preparation of executive reports for each loan review and supporting analysis. Prepare and present Loan Review reports, dashboards, worksheets, issue tracking reports including comments and charts and other materials to specific Risk Committeesproject teams, management subcommittees, board meetings, financial regulators, and senior/executive leadership within the Firm
Guide, manage, and educate department team members and other leaders within the Firm on loan review standards to ensure conformity to bank loan policy and relevant State and Federal laws and regulations
Evaluate and provide recommended changes to the adequacy and effectiveness of tracking systems and report trends and/or makes suggestions for changes
Present finding to Enterprise Risk leadership teams of any potential fraud opportunities and/or detection
Provide guidance, coaching and development opportunities appropriate to each direct report’s individual needs. Perform all necessary management functions, including hiring, evaluations, merit allocations, and disciplinary action as required
Act as an escalation point and provide recommendations for team members in resolving personnel and project related issues
Communicate decisions, priorities and relevant project information to appropriate levels of staff
Lead, mentor and motivate team members to implement the department strategy
Use data and key performance indicators to identify trends and recommend corrective action plans as necessary
Support budget management, planning and expenditure
Strong knowledge of banking lending policies and procedures, underwriting guidelines, rate pricing and applicable lending regulations
Advanced knowledge of loan risk rating systems, regulatory guidance, and accounting principles required
Advanced knowledge of a variety of lending concepts, best practices, and procedures within multiple lending segments
Strong working knowledge of accounting principles and financial statements
Proven ability to continually evaluate internal controls and risk programs to strategize about efficiencies and regulatory adherence from the onset of new laws, regulations and emerging industry best practices
Expert in general management knowledge and skills such as departmental goal setting and planning, budgeting and personnel administration
Ability to create a high-performing team; successfully lead initiatives, projects and activities that support departmental and organizational goals
Strong organizational, people management, presentation, and leadership skills
Excellent interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
Ability to think critically, solve problems, make decisions and build trust across the organization
Ability to effectively judge talent and position/reposition people to be most effective
Advanced level proficiency with Microsoft Word, Excel, PowerPoint and Outlook
Bachelor’s degree in Accounting, Finance, Business or related field, or equivalent combination of education and experience required. Master’s degree preferred
8+ years of experience within a Banking or Financial Services firm required
7+ years of management/supervisory experience required
5+ years of prior work experience in a Loan Review function in a Banking or Financial Services firm required

128

Global Loan Services Resume Examples & Samples

Management of team completing day-to-day processing, such as review and reconciliation of monthly servicing files
Reconcile payments and cash on a monthly process and provide oversight to team
Manage a team of 5 resources
Review and Maintain and abide by detailed and standardized procedures
Support NY trade desk as needed
Manage special project tasks as required i.e provide business requirements, test cases etc
Manange risk and controls
Mentor Jr. Staff
Must be able to Multi-task and work in a fast paced environment under tight deadlines
Provide Weekly/Monthly reporting and metrics analysis
Write supervisory and desktop procedures as needed
Previous mortgage servicing experience preferred

129

Syndicated Bank Loan Trade Closer Resume Examples & Samples

Investigate and resolve closing and transactional issues in a timely manner
2+ years financial services/securities industry managerial experience in operations and or loan operations. Working for either a prime broker, banks, administrator or hedge fund
Understanding of syndicated loans; including trade closings - LSTA market settlement conventions
Credit Agreements and their operational mechanics, i.e. funds flows, ticking fees, paydown, drawdowns as well as their interrelationship with agent bank, trading counterparties, custodians and trustee
Knowledge of ClearPar, WSO, and Advent Geneva experience a plus
Proven ability to work under pressure and make deadlines

130

SBA Loan Closing Specialist Resume Examples & Samples

Identify and collect documentation in support of and as specified the loan approval
Responsible for obtaining SBA/USDA approval for all loans
Direct title and escrow officers to perfect collateral and close loans as instructed
Perform searches on individuals, entities and collateral
Plan tasks and workflow to meet closing deadlines
Responsible for ordering and execution of complete and accurate loan documentation, including adherence to naming convention and electronic storage thereof
Coordinate closings between borrowers, BDOs/Assistants and escrow needs and availability
Facilitate loan funding and follow for post-closing documentation
High School Diploma or GED, Bachelor's Degree preferred
1 - 3 years prior SBA closing experience preferred
Basic knowledge of SBA SOP and USDA requirements
Ability to comply with Bank policy and procedures
Experience working with production staff and underwriters
Ability to work independently and ask for assistance when appropriate
Proficient in use of Microsoft office software
Ability to work under pressure with shifting priorities

131

Asset Manager Multifamily Loan Portfolio Servicing Team Resume Examples & Samples

Quarterly and annual review and analysis of property level operating statements
Perform annual property inspections nationwide (requires up to 50% travel) and follow up on any deferred maintenance and other noted issues
Manage, lead, and mentor one or more assigned Asset Management Analysts and conduct annual performance reviews
Regularly assign risk ratings to properties using both an internal matrix and various agency guidelines
Draft action plans for properties that are performing below expectations making specific recommendations for improving property operations
Closely work with borrowers and management companies regarding any operating issues at the property including monetary delinquencies
Recommend transition to internal Special Asset Management when it is apparent that a property is headed towards default
Review and approve replacement reserve disbursement requests based on property condition and future capital needs
Process special requests such as easements, partial releases, management changes, condemnations, SNDAs, etc
Identify and evaluate troubled markets and sub-markets and make risk rating adjustments accordingly
Oral and written communication with JLL management, agencies, borrowers, management companies, and investors
Seek out new business opportunities and sell JLL to potential clients while out in the field
Assist in developing and writing internal policies and procedures
Other duties as deemed necessary
Undergraduate degree in a business related field (i.e. Finance, Accounting, Real Estate)
4+ years of experience in multifamily and/or commercial real estate finance or property management/asset management
Leadership skill
Strong math, verbal, writing, and organizational skills
Strong time management skills and ability to operate under demanding deadlines
Ability to multitask and work on several transactions simultaneously
Ability to recognize and mitigate risk
Ability to audit own work
Ability to work independently and in teams
Strong Microsoft Excel and Word proficiency

132

CIB Global Trade & Loan Product Resume Examples & Samples

Help advance and support the team through the cycle of deal prospecting to closure
Prepare informal or formal responses to client asks (including term sheets, and presentations)
Compare various financing alternatives and the pros and cons of each
Price and model deal scenarios using the Loan Return Calculator
Create deal write-ups to approach partners internally as well as support internal approval processes with deal proposal packages
Participate in client calls, when appropriate
Produce pipeline reporting and provide analytics to senior EF management
Manage the weekly Export Finance Engagement Committee (where we approve new deals) submissions and minutes
Provide support on new EF initiatives for senior EF management
Gain important business writing and verbal communication skills
Gain a better understanding of credit and how/why JPMorgan approves new exposure and manages our balance sheet
Understand interest rates and how varying financing structures employ different degrees of interest rate flexibility
Develop experience around financial modeling, loan pricing, and cash flow work
Be able to compare different financing structures through cost analyses
Gain experience with clients
Showcase and gain leadership acting as a go-to person for certain aspects of a deal
Power point and excel
Debt financing
Knowledge of export credit agencies and/or multilaterals

133

Managing Director, Loan Book & Credit Resume Examples & Samples

Proactively recommends adoption, modification and implementation of underwriting strategies, standards, analyses, relevant processes and procedures to maintain acceptable levels of Risk at all times
Responsible for the Senior Credit Analysis team and the Underwriting Functions. Structure the credit
Implement policies and procedures to comply with fundamental business and credit priorities of the Bank
Has authority to approve loans within delegated signing authority level; recommends to higher level of authority if appropriate and/or recommends loans for denial
Assists the Division Executive Manager with the leadership and management of the Division, including strategic and tactical planning and budgeting
Engage, up front, in the structuring of new deals with commercial banking clients in order to satisfy internal credit requirements and enhance timely approval (or denial)
Make recommendations regarding the Bank’s product and market coverage in collaboration with research, product development, marketing, pricing, and operational activities
Bachelor’s Degree in Business, Finance or business-related subject required
Master’s/Advanced Degree in Management or Business-related subject preferred but not required
CFA or CPA is a plus, but is not required
Management Experience; 5+ years of experience managing a credit function and staff. Direct reports will include Credit Products Officers, Portfolio Management Officer, and Credit Analysts
Able to travel occasionally for work (up to 20%)
Subject matter expert in Agribusiness Credit within Commercial / wholesale banking; Portfolio management
Must have senior credit / delegation holder responsibility. Will be responsible for Loan Book and Credit
Strong ability to analyze commercial credit, structure credit
Strong understanding of Commercial Banking’s Sales/Marketing aspects, as well as Credit/Risk/Lending components
Understands the link between coverage and risk

134

CDO Loan Agency Manager Resume Examples & Samples

Bachelor's degree in finance or business related field, or equivalent work experience in financial relationship management
At least five years of experience in corporate trust administration, product knowledge, sales and customer service
Advanced knowledge of account management, corporate trust operations, and legal regulations
In-depth knowledge of structured finance transaction documentation, negotiation, policies and procedures
Strong interpersonal, verbal and written communication
Excellent problem-solving, conflict management and negotiation skills
Ability to identify and mitigate potential risk

135

Mlo-senior Loan Svcs Specialist Resume Examples & Samples

1 year mortgage experience
Basic Microsoft Excel skills
Ability to work independently as well as part of a team
Ability to effectively and quickly learn processes and standard operating procedures
Hire will be required to sign Lein Release documents up to 8 hours a day

136

Loan Post Closing Assistant Resume Examples & Samples

2+ years of Loan Post-Closing and/or Mortgage Closing experience
Solid analytical and research skills
Great interpersonal skills
Associate's and/or Bachelor's Degree in a related field

137

Loan Port Mgmt & Struc Prf Resume Examples & Samples

Negotiate and facilitate execution of trade and settlement agreements with counterparties on structured transactions
Work with major external counterparties including broker/dealers, investors and service providers to facilitate transactions
Typically has 5 years’ experience in securitizations of single-family performing loans
Strong work ethic, positive attitude, team player and self-motivated
Strong individual performer

138

MLO Senior Loan Svcs Specialist Resume Examples & Samples

Demonstrated organizational skills
Ability to handle multiple tasks effectively
Hire will be required to sign Lien Release documents up to 8 hours a day
Ability to perform lien searches on County Websites
Web Portal System experience
Data Tree System experience
TS2 Title Search System experience
Experience reading and interpreting Title Searches
Experience processing Lien Reinstatement Documents
Processing lien release experience

139

Loan Port Mgmt & Struc Dir Resume Examples & Samples

Manage securitization transactions for FRE
Support settlement of securitization and deal tie outs and reporting, including Intex, Bloomberg, etc
Support market surveillance activities
Typically has 10+ years of experience in securitizations of single-family performing loans
Solid communication and people skills
Ability to work in a fast paced trading desk environment and ability to deal with some degree of ambiguity
Experience in the securitization of seasoned loans
Knowledge of Intex
Excellent Excel and PowerPoint presentation skills

140

Manager, Loan Syndications Resume Examples & Samples

Prior experience in research, analysis and or credit support duties within an institutional, corporate banking or structured finance environment
Keen interest in and understanding of financial and economic markets
A good understanding of accounting principles and credit risk assessment fundamentals
Good organiser including competent time management skills and ability to work across multiple transactions and deal teams concurrently
Strong computer literacy with proficiency in Microsoft Word, Excel and PowerPoint
Well-developed interpersonal written and oral communication skills, esp. good in business writing both in English and Chinese
Accounting or business related tertiary qualifications

141

Loan Collector Resume Examples & Samples

Handle extension and due date changes
Assists in the collection/recovery of accounts of other staff members during absences due to illness, vacation, etc
Two or more years of prior collections work experience
Current knowledge of corporate, investor, insurance company, foreclosure and government collection regulations
Demonstrated ability to listen and work with customers to accomplish workable solutions to default problems
Strong verbal and written communication skills; knowledge of and ability to use correct grammar, spelling and punctuation
3+ years experience working in a collections environment
Previous lending experience

142

Loan Port Mgmt & Struc Senior Resume Examples & Samples

Independently manage post sale and ad-hoc reporting for transaction leads and management
Manage and lead business direction of design and enhancements to the loan transaction technology platform and trading tools
As needed and with limited direction support transaction leads and traders on various aspects of the transaction, including data room management, trade documentation and settlements
Experienced in all MS Office products
Bachelor's degree in business or quantitative field
Superior oral and written communications skills

143

Loan Port Mgmt & Struc Assoc Resume Examples & Samples

Work with the lead portfolio managers on securitization transactions for FRE
Support transaction leads and traders on various aspects of the transaction, including data room management, trade documentation and settlements
Coordinate securitization due diligence and disclosures related items working with various stakeholders, within Freddie Mac and externally
Typically has 2-5 years’ experience in securitizations of single-family performing loans
Bachelor's degree in Finance, Accounting, Economics, Statistics, related degree or a quantitative field
Good communication and people skills
Ability to work in a fast pace trading desk environment and ability to deal with some degree of ambiguity
Knowledge of Intex Preferred

144

Loan Port Mgmt & Struc Senior Resume Examples & Samples

Minimum of 8 years of professional experience including at least 5 years of experience in credit risk analytics
Bachelor's degree in quantitative fields or equivalent experience
Highly proficient in using 1010data to perform mortgage credit risk analytics. Experience and understanding of public mortgage datasets like Corelogic PLS data, eMBS, Freddie Mac/Fannie Mae single family historical data
Highly proficient in SAS and SQL
Experience in the following areas
Handling large amount of mortgage and credit data
Quickly framing analytical questions, and working independently to produce final high quality deliverables and effectively communicating the results
Working in a dynamic and fast paced market environment
Advanced degree in quantitative fields
Experience in mortgage valuation models
Ability and willingness to learn and use new programming language, applications and data source to deliver analytical result with minimal coaching

145

Loan Modification Administrator Resume Examples & Samples

Responsible for underwriting, structuring and presenting consumer loan modifications, including matured HELOCs, HELOANS and first mortgages
Works directly with customers, and Default Loan Servicing staff to modify or refinance/renew existing loans to keep borrowers paying current and protect against credit losses
Attends weekly meetings with the Loss Mitigation Area to discuss progress on past due loans with a BRP in progress
Follows prescribed guidelines. Receives and underwrites BRP’s and associated documentation to ensure thoroughness, accuracy and compliance with internal and regulatory guidelines
Verifies loan-to-value ratios, calculates debt-to-income ratios and analyzes credit reports to qualify and classify loans according to department guidelines
Maintains a system of orderly and timely follow-up for any missing documentation
Recommends modification terms and prepares internal memos or adverse action notices in accordance with department policies and procedures
Ensures all inbound and outbound calls are handled with the highest degree of courtesy, respect, professionalism and accuracy
Prepares internal status and/or monitoring reports, as needed
Attends ongoing training through Freddie Mac and Fannie Mae to remain current on market conditions and changes to the program
03

146

Loan Admin Manager Resume Examples & Samples

This role will manage and run the team activities for administrating the loan-portfolio in mainland China. This spans from initiation of loans and extends into the processing during the whole life-cycle of the loan portfolio including company controls and regulatory reporting
You will also in charge of administration of existing and input of new syndicated or bilateral loan transactions in various portfolios and systems. Review and control of these transactions before bringing to the booking systems
Besides, you will have good communications skills to liaise with customers, the relationship managers and guide staff towards customer-focused solutions
Finally, you will have comprehensive understanding of the technicalities of bilateral and syndicated loan agreements according to prevailing market standard

147

Head of Credit Card & Personal Loan Resume Examples & Samples

Demonstrated strong knowledge of Consumer Finance business, including risk management and compliance
Ability to operate autonomously in a diverse and ambiguous environment with conflict parties
Strong leadership and people management skills

148

Cards & Loan Control Head-cborc Resume Examples & Samples

Minimum 10 years of years of working experience in banking or control/audit related functions
Able to work under pressure as a team or individual
Highly motivated individual and able to motivate a team

149

Loan Documentation Team Leader Resume Examples & Samples

Minimum 7 years of loan servicing experience required
Minimum 3 years of experience in a supervisory capacity required
Knowledge of general banking operations to include loan processing, collateral, indirect liability, insurance, etc
Knowledge of all aspects of loan documentation, SBA/CDC/CRA, production, participation/syndication loan and California and Federal loan documentation regulation requirements
Ability to present ideas, obtain concurrence and resolve conflicts within the supervised unit

150

Loan Documentation Spec-flood / Hazard Resume Examples & Samples

Four to five years of experience in loan/lease processing activities, or other relevant experience　
Ability to understand loan/funding terminology and documentation software　
Thorough knowledge of the productivity and accuracy standards of the assigned area　
Proficient computer skills, especially Microsoft Office applications

151

Leveraged Loan Management Resume Examples & Samples

Act as primary contact for borrowers (CFO/Treasurer) for loan exposure where DB serves as Administrative Agent
Work with and provide guidance to deal origination teams on preparation of loan capital allocation forum (LCAF) memoranda
Generate and review internal loan cost quotes utilizing internal exposure management tools for all new and current leveraged loans
Determine expected loan productivity utilizing risk/return metrics and incorporate into related approval documents
Work with Treasury and Hedge/CLO teams to identify and price exposures requiring protection
Coordinate with internal and external legal counsel on credit agreement documentation
Assist with loan closings ensuring completion of proper documentation
Analyze and monitor borrowers for performance and adherence to terms of the credit agreements
Formulate and recommend action plans to Credit and Client Service Teams as needed to address credit related issues arising within the portfolio
Identify opportunities with existing clients and relay ideas to relevant product areas
Interact with large bank syndicates to address investor questions/needs
Coordinate and work with Restructuring and Risk Management Advisory teams on restructurings/bankruptcies etc
Interact with and assist Leveraged Debt Capital Markets desk in managing exposure and addressing issues raised by investors
Ensure the portfolio’s compliance with reporting requirements
Track and follow-up on delinquent documentation
Credit training
Solid understanding of financial statements
Facile knowledge and comfort working with loan agreements and related documents
Strong IT skills (Excel, Word, Powerpoint)
Knowledge of MISYS is a plus

152

BCU Loan Processing Assoc Resume Examples & Samples

Comply with BCU Consumer loan and Real Estate loan policies and audit individual loans types to assure compliance to policy
Ability to analyze real estate title reports and appraisal reports
Follow up with members or BCU team members for missing information
Update all data with concise data to assure accuracy and compliance
Engage a closing call with member to clarify terms and conditions and closing stipulations
Create loan documentation and send to member
Fund loans
Assists with updating and developing policies and procedures
Review processes and make recommended process suggestions for improved efficiencies
Member and Quality focus
Must have the ability to prioritize multiple projects/workflow and manage time efficiently in order to meet established timelines
Ability to complete tasks with minimal direction from supervisor
Must have excellent written and verbal communication skills
Ability to remain organized and focused on the task at hand
Ability to maintain a positive attitude at all times to ensure a “team effort” and prompt member service
PC experience, including Excel, MS Word and Symitar

153

Interlibrary Loan Borrowing Specialist Resume Examples & Samples

Ability to communicate clearly and effectively, internally and externally to users and other lenders
Ability to interact collegially and professionally with users, colleagues, and stakeholders
Master's degree in Library and Information Science
Experience supervising students and staff
Familiarity with Innovative Sierra system
A current resume
A cover letter that specifically addresses how your background and experience align with the requirements, qualifications and responsibilities of the position

154

Global Subsidiary Group Loan Resume Examples & Samples

Bachelor degree or above
Have in-depth product knowledge of Cash, Trade and FX & strong credit & risk management skills
Minimum 5 years’ experience in handling GSG business in financial industry
Outstanding communication ability in Chinese and English
Able to work flexible/long hour, independent, enthusiastic, persistent, and an interested & fast learner
Able to work with many different types of people, including investment bankers, traders, CMO and senior management
Ability to represent the firm to senior client management

155

Loan Servicer Resume Examples & Samples

Job responsibilities will include
1st lien and 2nd lien audits
Payoff request fulfillment
Payoff processing
Complete release of lien requests
Prepare daily reports upon request
Insurance review
MERS reconciliation (Mortgage Electronic Registration System)
Payment processing
Credit Bureau reporting

156

Senior Loan Funding Specialist Resume Examples & Samples

Updates and maintains loan transactions on stand-alone loan system
Determine loan funding eligibility from loan data
Update loan record data after funding process
Provide customers service by answering questions and replying to requests
Orders inspections as needed
Good understanding of construction budgets and draw schedules
Familiarity with loan software such as AccuSystems, CLM, PayPlus, nCino, ILien, etc
5+ years loan operations funding experience including commercial and middle market transactions including participations and syndications
10+ years professional/business experience in financial services, or banking industry

157

Loan Processing Assistant Resume Examples & Samples

Fulfil submission of practice finance loan applications ensuring application completion including the follow-up and collation of all relevant documentation
Undertake loan pre-assessment calculations to ensure credit worthiness, and preparation of credit paper for submission to the credit team for approval
Manage the documentation and settlement processes ensuring co-ordination with Licensee and Distribution processes
2-4 years of relevant experience within commercial banking industry
Highly efficient and organised, with the ability to manage multiple transactions at the same time
Results focus with ability to set & pursue goals at an individual level, and coach others likewise
Demonstrated problem solving, facilitation and decision making skills
Strong ability to provide ongoing support to the customer manager and relationship manager with a focus on cross divisional team and a broad range of stakeholders
Excellent communication and interpersonal skills

158

BCU Outbound Consumer Loan Rep Resume Examples & Samples

Identify member needs and cross-sell of all BCU products and services
Apply current BCU lending fundamentals, policies and procedures
Maintain a working knowledge of credit reports to evaluate credit standing, perform needs assessment and to identify competitor buyout opportunities
Provide fundamental credit counseling to members where appropriate and necessary
Successfully complete all required registrations and certifications as needed
High School diploma or equivalent required, college degree a plus
Ability to collect and analyze data
Ability to perform multiple tasks simultaneously
Proficient in basic use of the Windows operating system, email, and the Internet
Excellent written and verbal interpersonal skills
Ability to effectively deliver a balanced sales approach of all BCU products and services
Demonstrated ability and experience in providing world-class customer service
Demonstrated experience working with teams
Bilingual a plus

159

Loan Resume Examples & Samples

Works individually or within a team on banking business consulting projects to meet specific client requirements
Expertly researches and documents client needs related to HORIZON specifications
Creates detailed functional specifications for special projects as needed
Analyzes marketplace, industry, company, technology trends and best practices, vendor products and services, etc
Analyzes HORIZON loan system impacts on other systems and procedures when providing recommendations
Devises and/or modifies processes and procedures to achieve greater efficiencies
Conducts a variety of tests to ensure recommendations will meet the needs of the client
Influences clients as to the best practice to implement for their institution
Consults directly with the client and may travel to the client site
May serve as pre-sales support specialist when needed
A Bachelor's or equivalent combination of education and experience is required for the specific job level
Minimum 3 years in-depth banking loan back office operations industry experience
Demonstrated experience partnering with mid and senior level management stakeholders in creating and recommending solutions
Candidate must have back office expertise in all facets and types of loans and mortgages
Mortgage Loan servicing experience is highly desired
In-depth knowledge of FIS' products and services is preferred, but not required
In-depth knowledge of HORIZON core functionality is preferred, but not required
In-depth knowledge of Best Practices in the financial services industry
Proficiency in quality management methods, tools and technologies
Project management experience is preferred, but not required
Willingly shares relevant knowledge and expertise to other resources
Excellent analytical, decision-making, problem-solving and time management skills
Ability to persuade and influence others on the best approach to take
Ability to estimate work effort for projects and ensure the project is successfully completed
Is resourceful and proactive in gathering information and sharing ideas
*Ability to travel a minimum of 50% is required for this position.****

160

TPO Loan Coord, Green Bay Resume Examples & Samples

Review application from originating lender for completeness and accuracy to registration program and price. Review compliance documentation as required. Insure file is properly entered into MLS, including appraisal, pricing, borrower information and automated underwriting findings. Request, review, and log the receipt of any other documents pertinent to the loan file (affidavits, offers to purchase, tax returns, recorded documents, certificates of eligibility, etc.) not provided by the lender
Monitor progress of loans through the underwriting department, working closely with underwriting to insure files are complete at the time of underwriting. Work with the Account Executives and Clients to obtain any conditions required by underwriting for approval or closing. Maintain a file rejection and pending ratio of less than 20%
Review loan approval for any contingencies and obtain compliance; review title evidence for completeness and any potential flaws or inconsistencies, making arrangements to the appropriate parties to the transaction for correction; properly prepare all notes, mortgages, riders, closing statements, and affidavits in connection with each closing
Complete closing documentation for Associated Bank Wholesale Clients including all correct mortgage, note, riders, closing statements, disclosure documentation, affidavits and other documentation required to complete transaction. Maintain exception or return ration of less than 5%. All closings to be completed within the timelines set based on market conditions and customer requirements
Direct complete, accurate, and in proper order, closed loan files to Post Closing within 3 business days. Keep all returns to a minimum. If there is a request for corrected documents, or additional information from Post Closing, it should be provided within 7 business days
Provide back up to TPO Client Relationship Coordinator as needed. Work cooperatively with other Correspondent Coordinators to complete all department work on a timeliness basis. Perform other assignments as required
Project a professional image with our clients before, during, and after the closing

161

Loan Processing Manager Resume Examples & Samples

Daily pipeline management to include monitoring the following reports
Fifth year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience
Individual must have a valid and current Mortgage Loan Originator License as required per state regulations

162

Mortgage & Loan Service Specialist Resume Examples & Samples

Welcoming customers to Huntington and establishing professional relationships with them
1 year experience working with customers
A Bachelor's Degree in a business related field is preferred, but not required
Cash handling skills preferred but not required
Comfort with technology such as mobile services and online banking services, a plus

163

Loan Professional Resume Examples & Samples

Bachelor’s degree from a four-year college or university; Master's degree or MBA preferred
Minimum five years mortgage banking experience
1+ years of affordable housing experience required
Previous Capital Markets real estate experience preferred
Freddie Mac / Fannie Mae experience preferred
Course work or commensurate experience with real estate finance, basic appraisal principals, market analysis and accounting preferred
Real Estate Salesperson license or willingness to obtain
Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information
Ability to respond effectively to sensitive issues
Requires advanced knowledge of financial terms and principles
Ability to calculate intermediate figures such as percentages, discounts, and commissions
Conducts advanced financial analysis
Ability to comprehend, analyze, and interpret complex documents
Ability to solve problems involving several options in situations
Requires advanced analytical and quantitative skills
Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint, Excel, etc
Experience originating and closing Fannie Mae and Freddie Mac multifamily affordable housing, including recent tax-exempt bond deals
Additional experience originating and closing FHA multifamily housing is a plus
Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines
Responsible for setting work unit and/or project deadlines
Errors in judgment may cause short-term impact to department

164

Loan Origination Resume Examples & Samples

3+ years of current experience in setup/processing of FHA Loans, Refinance and Purchase Programs
Excellent communication, teamwork, leadership and conflict management skills
Candidates must be highly analytical and effectively able to troubleshoot and prioritize needs, requirements and other issues
Must have strong sense of urgency when responding to the management team and user base
Extensive (usually 5+ years) experience in loan origination software management, third party vendor oversight and strategic planning

165

Mortgage Loan Advisors Resume Examples & Samples

Evaluate if a client is a good fit for a ReFi or non-TDR Modification
Promote and sell conventional loan programs by analyzing potential borrower's financial and credit data, determine financial goals, and discuss/sell personalized product/pricing options and guidelines
Take mortgage loan applications based on new TRID rules by phone and prepare effective loan proposals
Ability to accurately Pre-qualify borrowers based on their overall financial and credit data
Partner with Fulfillment and Underwriting teams for processing of customer loans through closing
Provide counter offers and declines to customers based on underwriting decisioning
Determine a consumer's needs and offer the appropriate product
Provide consumers with a superior level of customer service
Follow job-aid and call scripts per process maps & procedures
Maintain QC of 98% or better
Attend/assist with scheduled meetings, training sessions and courses
Maintain compliance with Ally Bank Code of Conduct
Meet monthly minimum personal production goals
SME for Loan Agent role
Must have current NMLS license
Formal Education and Other Knowledge
3+ years Industry experience required
Strong analytical, communication (written and oral), and interpersonal skills
Ability to prioritize workload and balance multiple duties
Ability to respond quickly to a changing environment
Extensive experience with MS Word, Excel, PowerPoint, and Vision

166

Loan Funding Specialist Resume Examples & Samples

Reviews funding requests for completeness and eligibility
Cross-checks funding requests to BankUnited’s warehouse loan management systems’ database and imaged closing documents
Confirms Closing Agent is eligible and approved
Prepares Closing Agent instruction letter
Prepares and delivers funding request for approval
Submits approved funding requests for wire execution. Verifies funding request is executed as scheduled
Records all executed funding related data into BankUnited’s warehouse loan management system
Coordinates with Loan Settlement Specialist the review, reconciliation and verification of all loan settlement requests for accuracy and data integrity
Confirms that take-out investor is eligible and approved
Approves loan settlements

167

Loan Closing Specialist Resume Examples & Samples

Secure Small Business Administration (SBA) loan packages with the required SBA forms and signatures
Verify SBA approval against bank loan approval; draft any amendments to SBA approval for credit officer review/approval
Keep credit officers, BDO's and managers updated on work flow / pipeline for weekly meetings and day-to-day as requested
Promote communication with internal customers by willingness to contribute assistant to promote their success in conjunction with department's success by sharing information and providing any and all assistance requested or referring the request to the appropriate department

168

Senior Loan Transfer Servicing Specialist Resume Examples & Samples

Monitor/oversee service transfer in or out tasks such as scheduling all transfer activities, tagging loans in MSP, holding meetings with transferee or transferor servicer, ordering transfer reports, maintaining or reviewing checklists to ensure all transfer activities are accomplished, provide required data to transferee or transferor servicer, participating in data mapping and data conversion sessions, facilitate timely issuance of goodbye or hello letters and hazard notices. Coordinate with new or current servicer and make decisions related to individual transfers such as deliverable dates for goodbye/hello letters, final transfer date, document image transfers and service transfer reports
Mentor, train and develop service transfer team members in all service transfer out and in activities. Monitor and review for quality and accuracy the work performed by team members to ensure timely and successful service transfer completion
Play a key role in development and implementation of process improvement initiatives for service transfers along with the team manager and business analyst. Provide SME knowledge, perform research assignments, investigate, confirm detail, and provide business requirements. Write or update procedures, user guides and other required process flow documentation. Review all current manual processes and recommend, take action on and actively participate in the execution of automation and process improvement solutions
Work with more complex problems associated with service transfers, identify root causes, determine appropriate resolutions, update change requirements, and educate other team members on the revised processes

169

Loan Processing Assistant Resume Examples & Samples

Work closely with Team to promote communication and to ensure quality service delivery throughout the lending channel, as well as with external customers
Chair periodic loan operation meetings to discuss improvements, provide feedback and resolve issues
Work with IT and external companies to ensure Encompass is working properly for all operational staff
Work with providers to utilize applications to the fullest capacity, streamlining processes and procedures and ensuring accuracy and compliance
Maintain work flows for all stages of the mortgage process including file input, processing, and closing. Work directly with Underwriting to ensure positive communication
Analyze, prepare and train for periodic updates to system software, and mentor operational staffing on training, implementation, etc
Work directly with the VP, Operations to monitor staffing, team performance and profitability and operations goals. Provide weekly, monthly and quarterly progress reports to the Department Manager and to the team network in terms of performance, compliance, and general effectiveness
Collaborate with internal and external compliance departments to verify that all loans are processed in compliance with established federal and state guidelines
Provide regular feedback, reports and training to branch managers on compliance related issues
Responsible for coaching, mentoring and evaluating staffing at the team levels which includes providing formalized methods for providing performance feedback to branch managers
Perform others duties as assigned and work as directed by Management
Excellent computer proficiency skills with MS Office, Excel and Mortgage Loan Applications/Software) Encompass 360 desired
A minimum of five (5) years’ work experience in mortgage processing required
Possesses a thorough understanding of various product/program guidelines, necessary conditions for approval, and lender/investor guidelines
Possesses a thorough understanding of various compliance and regulatory requirements
Encompass (banker’s edition) experience and be aware of the ATR/QM guideline is preferred
Must be well versed in pipeline management and load balancing
Must be reliable, detail oriented, and motivated. Ability to thrive in a fast-paced working environment
While performing the essential functions of this job, the employee is frequently required to stand, walk, sit, use hands to finger, speak and hear; read and write; keyboard; push, pull and/or lift up to 30 pounds; lift and/or move up to 30 pounds
Ability to obtain documents, files, and supplies of varying sizes, heights and weights by reaching, handling, stretching, lifting, bending, climbing, stooping, kneeling and feeling
Ability to apply common sense understanding in order to problem solve by analyzing, observing, and prioritizing
Ability to effectively interact with others, including but not limited to internal and/or external customers, members of management and vendors
Ability to work a regular, predictable schedule
Ability to establish and maintain effective positive good working relationships with fellow employees, branch management, corporate management, clients and the general public

170

Loan Admin Services Rep Resume Examples & Samples

Ability to clearly read, understand and interpret loan documents
Thorough knowledge of loan accounting/reconciliation of general ledger debits and credits, including research and clearing exceptions on processed transactions
Research and resolve differences on various systems (i.e. interest discrepancies, DDA, wire transfer discrepancies, etc.)
Handles a variety of functions (multi-tasking) and/or transactions, including priorities that require immediate attention
Produces error free work
Enters and verifies numeric data from a variety of sources, paper-based and/or electronic, into the loan system of record
Works under general supervision; typically reports to a supervisor or manager
An expected degree of creativity and latitude is required
Relies on experiences and judgment to plan and accomplish goals to perform a variety of tasks

171

Loan Services Intern Resume Examples & Samples

Execute other general office duties
Support other team members on work duties as needed
Working knowledge of Microsoft Word, Excel required
Proficient verbal and written communication skills with special emphasis on grammar, spelling, and composition

172

Director Loan Closings Resume Examples & Samples

Work independently with loan originators, borrowers, correspondents and counsel to verify that all underwriting and closing requirements are met for each loan originated
Manage the documentation and closing needs of a diverse, complex portfolio of commercial real estate loans
Possess strong knowledge of key loan documents; review and negotiate loan documents with counsel to ensure that all underwriting and closing requirements are in compliance with the authorized transaction
Identify potential closing issues and demonstrate ability to formulate creative solutions to complex transactions to senior management
Coordinate closing activities and timeline to internal and external parties to assure all deadlines are met
Prepare closing memos, verifying compliance with company procedures and prepare modifications
Monitor and administer post-closing obligations and loan covenants
Review settlement statement to ensure all fees and expenses are accurate and documented
Oversee construction loan draw packages
Review and approve property inspection reports prior to loan closings
Work with the Surveillance/Asset Management to ensure smooth transition of the asset after closing
Bachelor’s degree in Finance or Real Estate. Other majors considered depending upon experience
Minimum ten years of commercial real estate loan closing experience
Knowledge of bank loan, subordinate debt, construction loan and CMBS loan structures
Strong analytical, written, and verbal skills
Masters Degree or CFA a plus
Highly organized, detail oriented, self-motivated team player with positive work ethic and comfort working in a fast paced, demanding environment

173

Loan Processing Manager Resume Examples & Samples

Manage assigned Full-Time and Part-Time employees. Set goals and daily priorities for all loan processing staff and for the overall department. Manage direct reports so as to effectively evaluate, motivate, delegate and monitor their work activities. Perform hiring, training and performance management reviews
Manage performance of daily pipeline incorporating rush request. Manage daily pipeline reports and insure the loans are flowing through the system within the agreed upon service level agreements
Review current staff pipeline and new loans, assign to designated processors for loan set-up and processing. Ensure all processing staff meets required deadlines for loans within their pipeline. Determine when load balance is required and communicate with all parties involved
Work closely with Sales Managers to identify negative trends among originators that are associated with key areas such as compliance or loan quality. Interface with internal operations and support areas to identify root cause of issues and work directly with management to provide solutions
Work closely with Branch and Sales Managers in keeping an open line of communication. Manage process and procedure changes by communicating best practice solutions to peers and sales managers. Maintain feedback with Sales Managers, Originators, Underwriters, Closer/Funders and Branch Management to ensure high standards of continuing loan quality and peer effectiveness
Ensure Loan Processors are effectively communicating to all parties (internal, external, management, clients, customers & vendors) in regards to daily status of loans. Provide support for escalated problem resolution and resolve operational issues raised by sales managers
Provide guidance to all processing staff on program guidelines and acceptable documentation to meet company policy, agency and investor guidelines. The Loan Processing Manager must be proficient in how to look up all guidelines, policies and procedures within the company and agencies and provide training of the same
Analyze weekly and monthly reports and provide results to BOEM management team with detailed findings and trends including a comparison to the prior month to identify training opportunities for specific needs within the department. Provide recommendations for process improvement and system updates needed accomplish the desired results
Maintain open communication with all Branch Locations and Corporate Departments, Compliance, Underwriting, Post-Closing, Closing, Accounting, Payroll, Secondary and Human Resources. Conduct monthly processor meetings to share best practices and keep staff abreast of all guideline updates
Support the Little Rock Corporate Processing Training Program - for loan processing training and develop curriculum for basic processor training including any tools necessary to ensure branch and local staff understands new products or guidelines aimed at increasing production volume and improving loan quality
As the Loan Processing Manager, you and your directives must understand and comply with all federal and state compliance in the generation of documents and maintaining of logs to ensure complete and accurate compliance with RESPA, Regulation Z, Fair Lending, HMDA, Bank Secrecy Act and other regulations regarding the mortgage application/origination process. It is required that you and your staff understand and comply with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc. Open communication with Corporate Compliance Department for guidance and support
Promote a positive collaborative work environment for the Loan Processing Department and your peers. Manage direct reports so as to effectively evaluate, motivate, delegate and monitor their work activities
Work as directed and other duties as assigned by Senior Management
Honesty and integrity in dealing with others and accountability in standing behind your work; initiative and self-motivation in serving the client, getting the job completed thoroughly and on time; ability to listen to others and understand their needs; confidence in yourself and enthusiasm regarding your service. Organizational skills in having the ability to prioritize and manage numerous tasks at the same time are required
While performing the duties of this position, the Loan Processing Manager will view, have access to and work with confidential employee information and customer financial data. The person in this position must adhere to strict company confidentiality policies and procedures
Minimum of one (1) year of recent work experience in management required
Minimum five (5) years’ recent experience as a Senior and/or Level III Mortgage Loan Processor, including loan support and loan processing Conv, USDA, FHA & VA
Ability to collaborate with employees, loan officers and management to resolve issues
Ability to set priorities and demonstrate thoroughness and accuracy
Flexibility to adapt to change
Critical thinking skills
Positive attitude & Business Ethics
Comprehensive knowledge of mortgage banking operations, programs, products and procedures
Exceptional customer service skills, written and verbal communication skills including the ability to communicate professionally in front of groups. The ability to demonstrate patience, control, flexibility and maintain quality and high productivity when dealing with customers and changing work demand

174

Global Loan Services Resume Examples & Samples

Performs implementation and maintenance of simple commercial loan products and letters of credit into the Bank systems
Understands and translates into the Bank systems loan documents and credit approvals
Communicates and responds to inquiries from Lenders, Quality Control Group, Credit Reporting, Accounting on any related loan questions
Assists client groups and lenders in understanding the basics of the Bank systems Research and solve the general ledger outages related to loans
Assists manager with providing back up documentation for internal and external auditors
Inputs loans into the Bank systems
Maintains loans into the Bank systems
Accurately balances the workstation
Understands approvals and loan documents
Prepares interest and unused line fees calculation spreadsheets
Boards loans within our standards SLA’s
Keeps boarding loans errors at minimum
Additional duties as required

175

Loan Closing Specialist Resume Examples & Samples

Tracks receipt of and reviews legal documents
Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents
Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation
May schedule or coordinate loan closings and clear for disbursement of proceeds
Assists customers with basic inquires or problems
Monitors existing loans and maintains files with sufficient documentation for third-party review and prepares files for timely audits
May prepare client communications on loan terms
Responsible for reviewing property and liability insurance to ensure it complies with bank policy and procedure
Works with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship
Basic concepts, practices and procedures of commercial and retail loan processing
Performing basic calculations
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Establish and maintain effective working relationships

176

Loan Servicer / Administrator Resume Examples & Samples

Responsible for all loan document preparation, including third party document coordination, completion and review
Collects and reviews all required collateral information
Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts
Supports the Relationship Manager in monitoring on an on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual - Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items

177

Loan Middle Resume Examples & Samples

Manage the amendment and waiver process for EMEA leveraged transactions, coordinating the firm’s response to the client. Liaise with Agents, Borrowers, external counsels and internal stakeholders (Leveraged Finance, Credit, Portfolio Management, Banking, Internal Legal, Operations and other areas) as necessary in relation with the approval and documentation of the request. Ensure internal systems are updated accordingly
Onboard new leveraged finance transactions in the portfolio for on-going monitoring
Participate in the production of quarterly financial analysis focusing on covenant compliance and financial performance
Assist team lead with oversight and governance of off-shore resources and 3rd party analytics provider involved in the monitoring of the Portfolio
Handle ad-hoc queries on deals in the Portfolio
Strong understanding of legal documentation related to Leveraged Finance transactions
Strong underlying credit skills with leveraged finance experience
Strong financial analysis background and modelling skills
The monitoring of the portfolio requires the ability to process large quantity of financial information across a large portfolio and efficiently direct the work of third party analytics providers
Ability to prioritise and work calmly using own initiative, frequently to tight deadlines, with a varied/heavy workload
Excellent communication skills both written and oral
Experience of working with and managing 3rd party suppliers
Ability to establish effective working relationships with borrowers at senior management level

178

Loan Administrative Assistant Resume Examples & Samples

Provides administrative assistance to commercial loan officers with loan origination, processing, closing and ongoing commercial customer banking relationships
Builds working relationships with commercial loan customers both in person and via phone inclusive of loan requests, account questions, loan payments, disbursement requests, and billing issues
Requests and obtains necessary documentation, including but not limited to, title commitments, appraisals and environmentals from third party providers such as attorneys, inspectors and appraisers
Ensures accurate documentation is prepared for each loan prior to closing. Reviews documents for accuracy and adherence to approval terms
Processes invoices, fees collected and disbursed at closing to ensure accurate accounting tracking
Prepares loan packages to be sent to centralized loan operations department for booking and document review. Verifies accuracy of loan information once loan has been booked to Jack Henry/Silverlake Banking system. Reconciles any discrepancies with loan operations
Responsible for following up on receipt of required documentation subsequent to closing, including but not limited to, final title policies, recorded deed of trusts and assignments of rent, filed UCC’s, etc
Monitors weekly generated reports. Works with commercial loan officers to resolve past due items, financial and loan documentation exceptions and loan review action items
Works closely with centralized loan operations department with all aspects of processing, closing and booking of loans
Must comply with all Bank policies and guidelines and governmental regulations
Complete and pass required BVS courses by due dates
High School diploma or GED required
Two to five years of experience as a commercial loan administrative assistant with experience in most aspects of underwriting/processing/closing commercial loans for a similar type of financial institution
Excellent communication and interpersonal skills; ability to interact with customers, internal bank personnel and third party entities
Excellent attention to detail, strong organizational skills and ability to manage a multitude of varied responsibilities
Understanding of office procedures, working knowledge of basic office equipment, excellent computer skills, including MS Office Suite (specifically, Excel, Word & Outlook) is required

179

Loan Documentation Review Specialist Resume Examples & Samples

Reviews the loan transaction and requests any additional documentation that may be needed to perfect the Banks Lien Position
Obtains copies of the necessary loan documents needed for Consumer Loan Exception clearing
Corresponds as necessary with lending staff to understand details of transaction
Keeps documentation exceptions to a minimum
High School Diploma and or GED with 3 to 5 years banking experience or equivalent combination of education and training
Banking experience in a loan operations department preferred
Beginning knowledge of Microsoft Windows operating system & Microsoft Word, Excel and Outlook; knowledge of banking software systems preferred
Ability to perform simple mathematic calculations
Ability to investigate and resolve issues
Ability to appropriately handle sensitive and confidential information

180

Senior Complex Loan Review Specialist Resume Examples & Samples

 Take ownership of reviewing and closing commercial loan transactions from approval through funding, including attorney prepared loan packages and letters of credit. Work with the lines of business and attorneys regarding all due diligence, review of acceptable loan documentation waivers, and the timely delivery of loan documents for closing commitments to ensure that all loan documents are
Complete and accurate
In compliance with federal regulations, compliant with terms and conditions as approved by the appropriate lending body and in-house legal counsel
In adherence to FMB Credit Administration Policies prior to the disbursement of loan proceeds
Identify, report funding exceptions appropriately
Prepared by an attorney on the FMB approved list
Maintain and monitor Letter of Credit files via the IBS Insight tickler System, which includes notifying the lenders/beneficiaries of impending expiration dates, preparing appropriate billing notices, and review incoming documentation for proper payment when the drafting of a Letter of Credit takes place
Communicate/assist lending staff throughout the documentation, closing, and delivery process of commercial loan transactions, including attorney prepared letters of credit
Assist in training of new staff and assist co-workers when needed
Participate in all required training sessions for compliance
Maintain adequate controls to ensure compliance with all federal regulations in defined area of responsibility
Provide outstanding customer service and display a positive demeanor at all times
Maintain outstanding quality service by meeting and/or exceeding established service level agreements
Forward booking documents to Commercial Loan Servicing in a timely manner
Load document exceptions into the loan exception database
Forward reviewed loan and letters of credit collateral packages to Collateral Services
Position requires the need to work varied hours/days, including occasional overtime/weekends as workload dictates

181

Loan Systems & Products Administrator Resume Examples & Samples

Provide loan system customer support to subsidiary banks
Perform report reviews and coordinate maintenance and corrections with the Divisions. Prepare loan reports for GBCI Management and Subsidiary Banks
Complete Data Integrity verification in core system
Work Loan Non-Post daily, coordinate corrections with the Divisions
Manage disputes in E-Oscar, route and track status with Divisions
Participate/coordinate the writing of procedures for loan operations and other areas as assigned. Ensure loan systems meet legal and regulatory requirements
Participate in new software implementation, upgrade projects and core conversions. Perform non-technical and some technical system administration. Work to optimize loan system functionality
Assist in Loan Vendor Management and Accounts Payable
Must comply with all company policies and procedures, applicable laws and regulations, including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
A High School Diploma or equivalent is required
Minimum of three years working in a lending environment or related experience is required
Loan origination process experience highly desired
Strong PC skills with proficiency in Word, Excel, Adobe and PowerPoint
Experience working with loan platform software such as Encompass and Laser Pro preferred
Experience with Jack Henry core system is preferred
Demonstrated experience working with all levels of management
Experience using loan origination software preferred
Experience using banking core programs and/or loan servicing programs (i.e. Jack Henry Silverlake)
Knowledge of lending regulations and compliance
Analytical and organizational skills
Excellent interpersonal and verbal/written communication skills
Ability to coach and interact well with people from various loan departments
Must be detail-oriented and self-motivated
Ability to work independently with little direct supervision
Must handle multiple projects concurrently

182

Loan Documentaion Manager Resume Examples & Samples

Two to three years of operations experience in the financial services industry
Strong knowledge of operation functions, systems, policies and procedures for the assigned area
Well-developed customer relations skills
Excellent interpersonal, verbal and written communication skills
Basic knowledge of banking operations and human resources

183

Mortgage Loan Advisors Resume Examples & Samples

Analyzes customer's financial and credit data
Discusses and quotes Ally's loan product and pricing options
Ensures all compliance requirements are met throughout the loan originations process
Provides effective customer communication, care and follow-up activity
Participates in/assists with scheduled meetings, training sessions and courses, UAT activity and testing as requested
Maintains pre-established loan quality, customer service, performance and productivity goals
Meets established personal monthly and annual goals that are based on but not limited to loan quality, customer service, productivity and production results
Ability to prioritize workload, manage own pipeline, and balance multiple duties
Extensive experience with MS Word, Excel, PowerPoint

184

Assistant Manager, Loan Administration Resume Examples & Samples

Minimum 5 years credit experience and/or loan administration with previous supervisor experience an asset
Strong understanding of all policies and procedures manuals pertaining to credit administration
Experience in developing processes to create efficiencies
Strong knowledge of the Banking System, Microsoft Office Suite, and Adobe
Excellent administrative skills with strength in organization and analytical skills
Management course or program would be an asset
This position has no direct reports although them may assist other branch staff with securities information/assistance
Primary administrator in the preparation, maintenance, and follow up of all security documentation

185

CS Loan Structure Specialist Resume Examples & Samples

Familiar with FHA and HUD guidelines
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
Ability to analyze and comprehend complex financial data and provide financial alternatives
Professional and effective interpersonal skills

186

Interlibrary Loan Lending Resume Examples & Samples

Manages the day-to-day lending, scanning and reserves services provided by the University Libraries by providing excellent customer service and personnel management
Works at the Fenwick Library information services desk
Participates in and coordinates Reserves, Interlibrary Loan Lending and Washington Research Library Consortium (WRLC) lending activities
May serve as senior person in charge of library facilities and services on designated Saturdays
Serves as a contact for the George Mason University community on resource sharing and reserves matters; and
Uses information sources (print and electronic), automated library systems, online library catalogs, and software specific to document and materials delivery, to make library and research resources available to Mason faculty and students
Bachelor’s degree, and/or significant equivalent library experience
Academic library experience providing interlibrary loan lending services
Academic library experience providing reserves services
Academic library experience providing circulation and basic reference assistance; and
Substantial, demonstrated successful experience supervising, training, mentoring and assigning work to other staff members and/or student employees
Aptitude for accurate and detail-oriented work
Dependability and punctuality
Leadership, supervisory, and managerial skills
Demonstrated proficiency with ILL scanning and delivery software (BSCAN, ILLiad, Odyssey, Article Exchange, etc.), and resource sharing resources (OCLC WorldShare ILL, Occam’s Reader, RAPID ILL, etc.)
Demonstrated experience using an integrated library system (such as Ex Libris Voyager), office productivity software, and computer equipment and software
Demonstrated knowledge of the principles of copyright and fair use as they relate to lending and borrowing of all types of library materials, and course reserves
Advanced, effective interpersonal and communication skills (written and oral) for providing customer service in a diverse, academic environment and for interacting with library staff, faculty, students and members of the public
Ability to work both independently and with minimal supervision, and as part of a team in a fast-paced, production- and service-oriented environment; and
Physically able to safely and independently move materials, including mail packages (up to 40 pounds), and push loaded book trucks

187

CU Loan Closing Team Lead Resume Examples & Samples

College Graduate Preferred. High School graduate or similar certificate and equivalent experience in a related field acceptable
5+ years commercial loan documentation experience
Strong time management and organizational skills evidenced in previous assignments
Demonstrates an understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions as well as vendor documents and services
Knowledge of most common vendor documents – title work, appraisals, flood determinations, lien searches
Knowledge of loan documents and requirements
Knowledge of commercial lending and loans
Thorough knowledge of ALS, LaserPro and other First Tennessee Bank internal banking systems
Good personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, Outlook
Strong negotiation skills
Ability to coach and mentor team members
Ability to think independently
Ability to identify documentation and due diligence issues
Ability to offer appropriate resolutions to mitigate risk
Ability to determine closing requirements including pre-closing document review (including legal documents, contracts, leases, purchase orders, etc.)
Ability to identify and escalate variances (as appropriate)
Ability to assure proper receipt and execution of documents

188

Loan Payments Specialist Resume Examples & Samples

Process accurate and timely loan payments and payoffs on accounts housed on the ALS, CLS loan systems
Process accurate and timely recovery payments housed on the CAS and AFS recovery systems
Provide world class customer service to internal and external customers through total adherence to the company values
Process accurate and timely payments to Loan Processing systems
Balancing debit and credit daily work with using 10 key adding machine
Must have previous ALS experience
Must have experience processing payments

189

Loan Portfolio Manager Resume Examples & Samples

5 years of related experience with the skills necessary to pursue the above mentioned tasks (i.e., legal, finance, economic, communication and negotiation, technical, insurance, etc.)
Bachelor Degree in engineering, business or finance, or MBA/other relevant advanced degree
General knowledge of operations, credit, accounting, and insurance aspects of renewable energy projects
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 build and manage complex MS Excel models with an excellent understanding of lending financial concepts and ratios and skills necessary for modeling contractual and technical parameters and performing sensitivity analysis
Ability to achieve results by building partnerships
Comfortable interacting, negotiating and managing relationships with clients’ senior management with an ability to make decisions and 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
2 years of experience in the energy industry with transaction or structuring experience (at a project developer, financial institution or law firm) and management or administration of operating projects
Understanding and familiarity with project finance documentation, related commercial agreements and project finance modeling
Understanding of New Jersey’s solar energy market and familiarity with local utility solar financing programs

190

Senior CBG Loan Admin Spec Resume Examples & Samples

Leads the deal team in the preparation of the most complex commercial loan documentation packages including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans. Uses established knowledge and experience to mitigate risk without sacrificing quality. Considers all potential risk before taking action and escalates to management as appropriate
Serves as primary support for payments, draws, advances as part of the servicing function. Provides ongoing tracking and monitoring of covenants, insurance, et. al. to management. Monitors loans for delinquencies and notifies appropriate deal team member for action
Ongoing tracking and monitoring of collateral perfection, compliance matters, loan renewals, extensions and modifications
Ability to think independently and apply sound judgement in making decisions that mitigate the risk profile
Deep understanding of borrower types, loan types, and collateral types, with implications for loan processing
BOW systems expertise

191

Loan Capital Markets & Syndicate Assistant Resume Examples & Samples

Working with the syndication deal teams to execute syndicated loan mandates for SG Americas' client base including preparation of marketing materials such as Confidential Information Memorandums and Lender Presentations
Under the guidance of senior members of syndication, assisting originators in pitching clients and advising them on current market terms (pricing, tenors, structure)
Building up knowledge of investor base (including domestic and foreign banks, and institutional investors such as loan mutual funds, hedge funds, insurance companies and pension funds)
Under the guidance of senior members of syndication, drafting syndication memos for internal committees
Keeping track of all relevant loan issuances and helping maintain a library of benchmark loan transactions
Preparing closing files

192

Loan & Service Administrator Resume Examples & Samples

Administrative and organizational skills with the ability to prioritize, track and diarize/multi-task effectively represent the most important functions and expectations of the role
Strong attention to detail and good analytical skills
Strong organizational skills and attention to detail represent a key function of the role (i.e. portfolio tracking, organizing workflow, diarizing, follow up, multi-tasking, etc.)
Process all entries relating to new and existing equipment, commercial and retail loans; this includes input of information, preparation of loan advances, payments, standing orders and mortgage renewals
Ensure all general practices performed comply with the Bank's policies and procedures to ensure a high level of customer service and maintain a satisfactory inspection rating
Preparation / maintenance of loan files, including diary system, PPR registrations, Bank confirmations, credit reports, land titles and property tax confirmations
Assist with the compilation, printing, distribution and completion of credit administration reports
Strong communication skills to maintain communication/rapport with Branch colleagues and clientele, as appropriate
Additional responsibilities and duties as assigned that will include duties in the SSR and RSO functions (opening accounts, manning a wicket, etc.)
Expertise in Temenos, WAVE, Word and Excel

193

Loan Review Specialist Resume Examples & Samples

Unsecured loans
Deposit secured loans
Review collateral records for completeness and send requests for maintenance as needed
Review that all borrowers, co-borrowers and guarantors are complete in Navigator and send requests for maintenance as needed
Send copies of review findings to officers
Add tracking to computer system for follow up
Maintain good punctuality and attendance work
Ability to work well under pressure and with deadlines
Facsimile Machine
Ability to work under deadlines
1 year computer experience to include Microsoft Word, Excel and Outlook

194

Loan Opener Resume Examples & Samples

Review loan applications submitted by loan officers/mortgage brokers for adherence to company policy
Preparation and issuance of loan disclosures
Collecting and reviewing items necessary for preparation of initial loan disclosures
Interacting extensively with the closing attorneys, mortgage brokers, mortgage consultants and borrowers to obtain information necessary to meet state and Federal requirements to properly disclose the loan application that has been submitted
Regularly distribute the daily mail
Monthly process of collecting and packing rejected/withdrawn loan files that are sent to the Vault
Bachelor’s degree from four year college or university
Two years financial services is preferred

195

CDO Loan / Asset Administrator Resume Examples & Samples

Work with external agent banks as well as areas of trust fixed-income operations including security movement, income collections and wires
Relied on by the Deal Administration, Analytics, and Relationship Management departments to accurately and timely process interest payments, principal payments, fees, borrowings, and new payment information
B.S./B.A. degree, preferably in a business related field Recent college graduates are encouraged to apply
6 months to 2 years applicable work experience
Motivated self-starter with a proven ability to learn new concepts quickly
Demonstrable ability to research and resolve payment and data discrepancies
Strong interpersonal skills including tact, diplomacy, and flexibility to work effectively with cross-functional teams across various sites
Able to prioritize workload and complete assignments in a timely manner with attention to detail and high degree of accuracy
Work experience administering bank loans a plus as well as experience with loan documents and/or legal documents

196

Loan File Processing Specialist Resume Examples & Samples

Prepare and e-mail paid loan listing daily to branch personnel
Electronically print in paid responses and link to correct loan
Scan and link all returned recorded release documents
Ensure all documents are scanned, captured and legible
Maintain customer confidentiality at all times
Maintains good punctuality and attendance to work
Strong computer skills, including experience with Microsoft Word and Excel
Ability to follow policy and procedure
Knowledge of clerical and administrative procedures
Filing in alphabetical order
Respond promptly to branch needs
Demonstrate accuracy and thoroughness
Treat people with respect
Follow time-lines set out for department

197

Senior Loan Boarding & Transfer Servicing Specialist Resume Examples & Samples

Review current manual processes for both areas to analyze for process improvement. Research, document, recommend/ take action on and actively participate in the execution of process improvement solutions and automated solutions. Work with Origination and/or Servicing IT groups on proposed automated solutions for process improvement and for development of new products, including data mapping changes to comply with regulatory changes. Includes UAT testing responsibilities to verify new data code works as required. Mentor and train team members on operational efficiencies and enhanced processes to increase their subject matter knowledge. Support cross functional training and increased MSP utilization. Develop process user guides, workflow maps and/or procedures. Streamline service release activities including development of Crystal reports, scripting and workflow handoffs
Participate and assist with service release transfer tasks such as scheduling transfer activities, tagging loans in MSP, holding meetings with transferee or transferor servicer, ordering transfer reports, overseeing checklists to ensure all transfer activities are accomplished, provide required data to transferee or transferor servicer. Participate and provide business expertise in data mapping and data conversion sessions, facilitate timely issuance of goodbye or hello letters and hazard notices, coordinate with other servicing areas to provide needed deliverables
Support team manager in audits by participating in examination interviews, process overviews and providing requested documentation
Oversee and assist with manual new loan set up or data maintenance tasks as needed. Ensure completion of daily balancing and edit reconciliation for new loans boarded, verify accuracy of data boarded to MSP, perform exception processes to correct incomplete or missing data. Ensure accurate load of data from LOS to ELI/MSP by performing above tasks and field to field level and Note review for a sample population of loans
Perform daily quality control and data review tasks to ensure previous day’s work, data maintenance to MSP servicing system, service transfer report ordering and service transfer checklist maintenance executed by team members was accurate and complete. Perform weekly and monthly follow up quality control tasks as assigned. Mentor and train team members as to correct processes to minimize/avoid errors or incomplete work
Process and respond to escalated or more complex loan problems received in New Loan or Service Transfer areas - exercise problem solving methodology to arrive at root cause and enact full corrective actions, including updating policies and procedures when applicable and ensuring team members are educated and trained in the corrective process. Perform daily quality control and data review tasks to ensure previous day’s work, data maintenance to MSP servicing system, service transfer report ordering and service transfer checklist maintenance executed by team members was accurate and complete. Perform weekly and monthly follow up quality control tasks as assigned. Mentor and train team members as to correct processes to minimize/avoid errors or incomplete work

198

Trade Loan Team Leader Resume Examples & Samples

Build and lead a specific country and business focussed Trade Loan Analysts team
Manage the trade loan management activity for the relevant country/business supported by the team which ensures that the requested change is aligned with BP Delegation of Authority and with the Lubes Customer Policy
Coach and develop members of the team from the technical and soft skills point of view and coordinate team activities
Accountable for the Trade Loan Analyst team and should gain a deep understanding and knowledge of Trade Loan Management processes
Manage the team of Trade Loan analysts who are responsable to support and lead Trade Loan Management process by calculating and evaluating Trade Loans, submitting proposals for authorisation, providing support to commercial executive, evaluating trade finance performance, and supporting the commercial evaluation
Ensure all the controls are in place and data received are validated by the Trade Loan Analysts as well as that the requested change is aligned with BP Delegation of Authority and with the Lubes Customer Policy
University Degree preferred (in Economics or related fields) or other Graduation in Economics (High School)
3+ years of Customer Relationship management, Account Receivable or Cash Collection/Finance & Accounting experience in an international environment
2+ years Experience in People Management / Order to Cash / R2R
Able to produce consistently high quality information within tight deadlines

199

Loan Processing Specialist Resume Examples & Samples

Knowledge of general ledgers, debits, and credits
Accurate and detail-oriented
Ability to communicate with all levels of personnel

200

Loan Closing Specialist Resume Examples & Samples

A real problem solver, passionate about getting the job done and the right result for the customer
The ability to think outside the box, able to offer solutions to complex lending queries
You will have experience of and understand the importance of monitoring and control
Ideally you will have lots of experience of lending and credit
You will have a deep understanding of collateral and security requirements
You need to understand collateral, legal due diligence and legal documentation in order to advise our colleagues of solutions when deals snag

201

Specialist, PCG Loan Defect Resume Examples & Samples

Maintain reporting for all loan level defects originated through PCG
Confer with upper management regarding the course of action on repurchased loans, then document decisions
Communicate daily with different stakeholders on claims requiring corrective action, to obtain information, investigate issues, and respond to repurchase claims
Actively participate in weekly claim review meeting
Update procedures to ensure current process is correctly documented
Demonstrate behaviors which are aligned with the organization’s desired culture and values
Bachelor’s degree or higher in business administration, finance or related field preferred
Contemporary knowledge of mortgage industry and operational practices
Functional understanding of mortgage investor guidelines
Highly proficient in Microsoft Office Suite
Team player with strong attention to detail and able to work independently
Proven track record at delivering timely and accurate information in a fast-paced environment
Excellent critical thinking, problem solving, mathematical skills; and sound judgment
Strong business acumen and ability to interface with executive management
Minimum Years of Experience 1+ years

202

Loan Documentation Administrative Specialist Resume Examples & Samples

Acquires and maintains detailed knowledge of all commercial loan products
Acquires and maintains proficiency in Laser Pro documentation software, Microsoft Word, Excel, Optima, B2B, IBS inquires, email, intranet and internet applications
Acquires and maintains a thorough knowledge of all applicable laws and General Lending Policy to ensure compliance
Orders and reviews initial documentation required (i.e. flood determinations, appraisals, property reports, UCC-1 searches, domestic lien searches, OFAC, etc.) as stipulated by the underwriter in conjunction with federal regulations and bank policy
Completes searches and inquiries regarding all new borrowing entities for verification of legal existence and current good standing status. Submits requests for supportive documents regarding collateral lien position and vested ownership
Acquires and maintains thorough knowledge of commercial documentation, with strong emphasis on organizational documents (i.e. by-laws, partnership agreements and trust agreements) to ensure documents are prepared in accordance with
Prepares commercial loan documentation following state and federal regulations, General Lending Policy requirements as well as the loan approval. Prepares all non-Laser Pro documentation in word processing software to complete loan documentation packages. Prepares all exception documents as requested
Prepares preliminary amortization schedules for lenders
Daily interactions including but not limited to bank personnel, insurance agents, attorneys, abstractors, title companies, brokerage firms, other financial institutions, federal, state and local regulators, as well as customers for information needed to have the loan documented properly
Maintains security access to collateral vault
Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization
Performs all additional duties as required
2 years: Requires minimum two years of related experience

203

Loan Portfolio Manager Resume Examples & Samples

5+ years of account relationship management experience, credit underwriting management experience, or a combination of both
A BS/BA degree or higher
CFP preferred
Proven Private Banking or Commercial Banking relationship management experience required. Experience in working with Financial Advisors is preferred
Detail oriented with exceptional analytical skills
Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions
Knowledge and understanding of commercial mortgage and specialty group banking products and service
Formal credit training and or credit authority delegation preferred
Underwriting experience including advanced commercial, residential mortgage, or structured credit
Competency in loan structuring and negotiation (rates, terms, and collateral requirements) experience
Understanding of credit policy, loan servicing, risk management and group underwriting requirements
Excellent verbal, written, and interpersonal communication skills and ability to conduct liability discussions with High Net Worth Clients and their Financial Advisors and Private Wealth Advisors
Proficiency with Microsoft Word, Excel and PowerPoint skills

204

Loan File Processing Specialist Resume Examples & Samples

Ensure all customer information and individual loan packages are organized
Add barcodes when needed
Scan all loan documents
Link scanned documents to the correct customer’s file
Distribute electronic documents to correct staff when needed
Sort department mail
Add electronic documents to imaging to the correct customer’s file

205

Loan Booking Specialist Resume Examples & Samples

Perform system input of payment and advance requests, which includes loan analysis to ensure proper payment application or adequate availability to support advance requests
Administer incoming department e-mail requests and performs routine and/or requested maintenance on the loan system and issue resolution when necessary
Minimum five (5) years commercial loan operations experience which must include at least three (3) years of loan booking and/or loan servicing experience with large commercial credits
AFS Level III loan system knowledge preferred
Thorough understanding of loan documentation, both attorney prepared and standard “in house” documentation
Must be able to work as a member of a cohesive team, offering assistance to others during peak periods
Interface effectively with all levels of management and employees using proven customer service skills
Demonstrate the ability to remain calm under pressure; capable of proposing and accepting compromises for issue resolution
Detail oriented, analytical skills for problem identification and resolution
Excellent oral and written communication skills, ability to prioritize multiple tasks, ability to work under constant time-related deadlines

206

Loan Administration Specialist Resume Examples & Samples

Preparation of loan documentation
Booking, funding and processing loans
Overall loan reporting and loan account filing
Processing loan transactions and loan account maintenance for both internal and external customers
Processing loan payments, loan maintenance, loan advances, payoff letters, release of collateral, ordering necessary loan documents, etc

207

Encompass Loan Originations System Manager Resume Examples & Samples

Minimum education required
5years direct experience in software development and/or programming design and systems management
5 years direct Management oversight of both Configurators and Business Analysts
Extensive experience with core software applications, including Encompass E360
Proven experience in overseeing the direction, development, and implementation of software solutions
Direct, hands-on experience with automated software and system management tools
Strong knowledge of system and software quality assurance best practices and methodologies
Good project management skills and/or substantial exposure to project-based work structures, project lifecycle models, etc
Knowledge of database design and file management techniques
Working knowledge of network and PC operating systems
Knowledge of network hardware, protocols, and standards,
Excellent understanding of the organization’s goals and objectives
Knowledge of applicable data privacy practices and laws
Strong customer-service orientation
Excellent listening and interpersonal skills
Ability to conduct research into application development issues and products
Highly self-motivated and directed
Keen attention to detail
Able to prioritize and execute tasks in a high-pressure environment
Experience working in a team-oriented, collaborative environment
Excellent organizational and time management skills
Proven experience in exercising proper judgment and decision-making skill
Relationship management skills and the ability to interface confidently with clients, and to influence others at all levels of the organization, including senior executives, to drive results
Comfortable in rapidly changing, high sense of urgency type environments
Able to facilitate and drive change in a fast paced and “ever changing” environment leveraging his/her strong interpersonal and influencing skills
Demonstrated ability to lead meetings with cross functional representation
Ability to partner with all levels of management to ensure effective implementation of time-sensitive initiatives and identify deficiencies and opportunities for improvement
Professional presentation skills, with both individuals and groups
Demonstrated ability to work collaboratively with others, including peers, management, clients, subordinates and outside contractor
Proficient in Microsoft Applications including Excel, Word and Powerpoint
Extensive knowledge in Encompass E360

208

Loan Workout Specialist Resume Examples & Samples

Develop appropriate collection strategies and follow-up procedures on problem accounts
Analyze distressed, and/or matured credits and determine workout structures
Utilize the collection system application to organize, record, and minimize financial and regulatory risk exposures while collecting on delinquent consumer loans for various Private Bank profit centers and business lines
Minimum of 2 years of experience in consumer real estate collections/loss mitigation role - preferred
Computer/Systems Skills

209

Consumer Loan Administration Specialist Resume Examples & Samples

Primary B2C Support Contact – password resets, assistance with applications, etc
Daily booking of loans within B2C. Loans remain in a booking queue until such time they are reflected on a report. Once reflected on the report, the application is moved to a Completed stage
Adverse Action for Denials/Counteroffers/Withdrawals – Review and preparation/mailing of letters to members
Manage B2C Inbox – Comments entered within the Application Portal are emailed indicating than an application may need action
Monitor consumer applications to ensure compliance to Reg B; 30 day decision deadline
Weekly report “Timely B2C Decisions” – to lenders
Monitor Rate Variance Reporting and adjustments in B2C
Assist with coordinating B2C with Document Preparation area
Equifax Administrator for ‘ePort&#8217
Manage E Oscar que to ensure compliance and reporting requirements are maintained
Assist with Training on B2C for new hires and provide additional training as needed
Minimum Required Skills or Competencies
High school graduate
College degree in business or compensating work experience in credit department and / or financial institution
Must be efficient and thorough, possess strong organizational skills, work well on your own and possess a willingness to learn and help others
Position requires excellent written and oral communication skills
Experience with computers and related software (Excel, Word, Access)
Knowledge of Compliance regulations with regard to Consumer Lending
Familiarity with Origination and Advisor platforms
Desired Skills or Competencies
Working knowledge of Microsoft Office Suite of products (Word, Excel, and Access)
Excellent organizational skills and ability to adapt to fast-pace environment
Excellent communication skills and the ability to interact professionally with all levels of employees/management

210

Loan Processing Assistant Resume Examples & Samples

1 – Assist Loan Processors in validating assets and liabilities listed on the loan application by gathering information from third party resources (examples include obtaining bank statements to verify deposit balances and matching liabilities listed against credit reports). Validate additional information provided by loan applicant on the application (including Verification of Employment, Verification of Deposits, flood certification, HMDA information, etc.)
2 – Assist Loan Processors in gathering documentation specifically required by FHA, VA, or USDA Rural Development for prospective customers applying for those loan programs in accordance with policies & procedures, register loans on the origination system
3 – Assist Loan Processors with issuing proper disclosures as required by federal regulatory compliance and review rate locks and point objectives for accuracy, ensure overage and underage is approved as well as waiver of any fees. Set up files & order all necessary exhibits for appraisals and credit reports, check alternative documentation for accuracy and potential problems. Review flood and tax certificates and surveys noting all issue’s upon receipt, review all documents thoroughly to ensure they meet Bank of England/ENG Lending’s guidelines before submission to Underwriting
4 – Assist Loan Processors in providing all required information to underwriters for loan decision – if additional information is needed, contact Loan Officer for needed information
5 – Assist Loan Processors with refinance loan applications that are approved, request payoff information for all existing mortgage loans/liens
6 – Assist Loan Processors in obtaining lists from underwriters of conditions necessary to close loan and works with Loan Officer to obtain necessary information in order for Loan Processor to submit to underwriter
7 – Assist Loan Processors in verifying that all files receiving “clear to close” approval contain Title Commitment, Proof of Homeowners Insurance, Insured Closing Letter, Wiring Instructions and Tax Report
8 – Assist Loan Processors in generating documents and maintaining logs to ensure complete and accurate compliance with RESPA, Regulation Z, Fair Lending, HMDA, Bank Secrecy Act and other regulations regarding the mortgage application/origination process. Understand and comply with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc
9 – Protect Company’s reputation and image by maintaining Borrower confidence; deliver a high level of customer service and by keeping mortgage loan information confidential
10 – Work as directed by Management
11 – Honesty and integrity in dealing with others and accountability in standing behind your work; initiative and self-motivation in serving the client, getting the job completed thoroughly and on time; ability to listen to others and understand their needs; confidence in yourself and enthusiasm regarding your service. Demonstrate organizational skills in having the ability to prioritize and manage numerous tasks at the same time
A minimum of six (6) months of mortgage or financial industry experience, or experience working in an administrative support role is required
Intermediate to computer proficiency skills with MS Office, Excel; Mortgage Loan Applications/Software) Encompass 360 desired
Previous experience in mortgage loan support or processing experience in mortgage loan industry preferred
Knowledge of federal and state regulatory requirements a plus

211

Loan Trade Financing Specialist Resume Examples & Samples

Coordinate and manage the timely settlement/funding and booking for par and distressed loan trades including primary, secondary and third party trade settlements and credit facilities (Agency, Participations, Bi-lateral and Syndications)
Poll trade counterparties for pending corporate actions/amendments
Monitoring and reconciliation of servicer reports from 3rd party servicer
Prepare various reports related to the Loan Sales & Trading, TRS & CLO Portfolios
Excel (Advanced)
Power Point/Microsoft Office
Willingness to cross-train on several varied functions
Must be able to work under pressure and manage time efficiently to meet daily deadlines

212

Mortgage Loan Inv Assoc Resume Examples & Samples

Business Network
Servicing Correspondents: Oversees working relationships with various mortgage banking firms throughout the U.S. Leverages personnel of such firms to gain information and directs their borrower contact on loan servicing matters
Loan Origination: Manages network of brokers and mortgage bankers within geographic region. Candidate filters inquiries, structures potential investments and quotes transactions through this network. This process requires customer service and relationship building as the network consists entirely of independent contractors working on a commission basis
Borrowers: Develops strong working relationships with high-net-worth individuals as well as corporate CFOs during the mortgage investment process. Such relationships are a primary source of future referrals of investment opportunities
Analyze Existing and Potential Mortgage Investments
Financial Analysis: Prepares detailed real estate valuation and other economic analyses
Market Research: Conducts market research to determine comparable rent levels, vacancy, competition, development quality and historical performance in order to determine investment risk
Due Diligence: Coordinates with Closing Coordinator, Legal Department and Construction Management in evaluating loan documentation, appraisal reports, physical inspections, environmental reports and escrow/holdback agreements
Formulate the Mortgage Investment Structure
Risk Allocation: Structures deal terms to appropriately mitigate risk to the investor
Pricing: Negotiates optimal yield in a competitive environment. Also develops complex models used for matrix pricing portfolio sale/acquisition
Documentation: Prepares application/commitment, loan modification and loan participation contracts which govern transactions
Manage Investment Process
Client Funding: Prepares investment recommendations for client review and approval. In conjunction with approval, prepares commitment letters and/or modification agreements for legal review and negotiates all terms and conditions. Coordinates closing process with assistance of Closing Specialist
Client Portfolios: Formulates recommendations for collection of sub-standard accounts. Reviews annual portfolio summary. Assists with preparation of Quarterly Potential Problem Loan Reports, Weekly Watch List and Monthly Board Report
Documentation
Negotiates, recommends for approval and/or processes through assigned legal counsel, all appropriate documents for a given investment including
Loan Application/Commitment Agreements
Loan Modification and/or Extension Agreements
Loan Documents and Guarantees
Lease Analysis
Appraisal Reviews
Environmental Reports
Structural Inspections
Construction/Development Budgets
Other Responsibilities:As required by management
Demonstrated experience independently handling a wide variety of complex commercial mortgage investments
Demonstrated ability to market and procure new mortgage loan business
Ability to develop and run real estate analytical programs on the PC using user-friendly software and/or programs written for specific applications. This should also include formulating multi-variable calculations
Ability to communicate clearly with executive officers in writing and orally. Possesses and displays excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, grammar, dictation, and style
Business math and financial analysis skill level to solve solutions creatively. Candidate should have experience, judgment and skills necessary to solve complex multi-variable financing scenarios
Working knowledge of respective fixed-income markets and their impact on mortgage markets
Expert in review of P&L statements on property, leases, appraisals, engineer inspection reports, borrower financials, and Phase 1 environmental reports
Proficient with word processing, spreadsheet and presentation software

213

Loan Boarding Review Specialist Resume Examples & Samples

Review of daily ELI exception reports and MSP servicing system edit reports and passport queries to identify any invalid, incomplete or missing data for new loans boarded from Mortrac origination system. Balance loan counts, principal and escrow balances between ELI and MSP servicing record. Publish daily new loans boarded reports. Complete data maintenance to resolve exception conditions. Complete Mortrac special loans daily tasks
Perform daily data maintenance and review tasks within MSP servicing system as needed to ensure accuracy of new loan data or to correct and update any invalid or incomplete data for new loans. Review Correspondent loans with payment(s) already made to prior lender before Flagstar purchase, for accuracy of prior lenders payment history and of resultant loan balances and payment due dates boarded to MSP servicing system
Complete loan level, field to field, data review for a sample of newly boarded mortgage loans to validate accuracy of the data transferred from the Mortrac origination system to MSP servicing system. Complete review of MSP servicing data to actual Note document
Perform QC review tasks to verify prior day’s data maintenance was performed accurately. Support cross functional training and increased MSP utilization. Assist in development of process or task user guides as requested
Perform the manual set up of loans using the MSP NEW1 workstation; including but not limited to short sale and repurchased loans. Obtain necessary information to complete loan set up by review of various loan documents available within IDM imaging system or received direct from prior servicer. Ensure accurate, timely and complete data input to MSP servicing system
Process and respond to any email requests received within the New Loan Dept and Repurchase Set Ups in boxes. Requests include but not limited to:- data corrections to MSP servicing system to match final loan documents, escrow balance discrepancies from Accounting, customer service requests for explanations of new loan data set up, approval for service transfers for repurchase loans, receipt of service transfer reports and trailing documents on repurchased loans to be uploaded to IDM imaging system
Perform daily quality control and data review tasks to ensure previous day’s work and data maintenance to MSP servicing system executed by all team members was accurate and complete. Perform weekly and monthly follow up quality control tasks as assigned

214

Summer Loan Agent Resume Examples & Samples

Outstanding customer engagement skills
Strong service orientation
Superior verbal/written communication skills
High level of enthusiasm and professionalism
Ability to effectively work in a team environment and demonstrated proficiency with computer systems and equipment
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class

215

CDO Loan Asset Administrator Resume Examples & Samples

Works with external agent banks as well as areas of trust fixed-income operations including security movement, income collections and wires
Relied on by the Deal Administration, Analytics, and Relationship Management departments to process interest payments, principal payments, fees, borrowings, and new payment information in an accurate and timely manner
B.S./B.A. degree in business field or commensurate work experience in Business or Economics
Strong reading comprehension, critical thinking, and analytical skills
Proven ability to learn new concepts quickly
Able to work independently with minimal guidance and as part of a team
Able to prioritize and complete assignments in a timely manner with attention to detail and high degree of accuracy
Utilize logical reasoning and sound judgment to make appropriate decisions following established policies and procedures
Proficient computer skills, including Microsoft Excel

216

VP Loan Production Manager Resume Examples & Samples

Manage Loan Production Group staff (approx. 9) including hiring, training and termination decisions, recommendations for pay actions such as promotions, monitors and manages performance, coaches and motivates, handles complaints and disciplinary action and identifies development needs to ensure premium customer service and successful operation
Work closely with the RMs, PMs, Business Bankers and attorneys to effectively document all commercial loans. This includes but is not limited to new loans, renewals, modifications, extentions, swaps, participations, syndications, and sophisticated tranche transactions
Review loan documentation to insure that loan structure requirements, as approved, are met
Stays informed of new developments and recommend changes that would improve the area by visiting other companies, attending various association meetings, and interviewing vendors
Remains current on all regulatory and legal changes that affect loan documentation requirements
Monitor all processes and procedures to insure that the staff is operating within the Policies of Eastern Bank
Identifies available resources and effectively capitalizes on them to promote maximum efficiency in a large commercial banking office to streamline processes and manage within budget constraints
Other duties as required promoting Eastern Bank and its operation
The ability to effectively make decisions is key to the success of this position. The Team Leader will manage a staff that documents loans for Commercial Real Estate, Commercial Banking and Business Banking customers. The Team Leader will be empowered to act in a timely manner giving our customers the rapid responses they require while, at the same time, insuring that the appropriate documentation is utilized to effectively protect the bank and insure loan repayment
Bachelor’s degree or related knowledge/skills base gained through experience is required
Paralegal Certificate/Degree is desired
3-5 years of loan documentation experience required
Capable of reading, comprehending, analyzing and interpreting legal documents
Microcomputer experience required
Experience training, motivating and managing a staff is required
Experience managing projects is required
Strong knowledge of commercial banking compliance issues and regulations
Strong knowledge of commercial banking operations and procedures
Strong knowedge of loan documentation and legal requirements
Strong knowledge of general banking operations and activities
Superior communication, organizational, writing, and interpersonal skills required
Excellent management skills to insure staff development
Strong knowledge of Metavante, ECM, LaserPro, MS Office required
High sensitivity to deadlines

217

CIB Global Trade & Loan Product Resume Examples & Samples

3) Promote a balanced book of trade business, i.e. Import LCs/ SBLCs, Banker’s Guarantee, Doc prep, Export LCs, SCF, AR discounting, ECA Backed facilities, payables financing, etc
4) Actively review customer activities and business initiatives to determine the most appropriate products to offer structure and execute
5) Work along with the Regional / Global Trade Sales team on deals that needs engagement with Regional / Global teams outside Malaysia for Multi-national corporations
6) Work closely with Corporate Banking and leverage on the Bank’s network to generate new businesses and incremental revenues for Asia Pacific and other regions
7) Able to independently handle trade RFPs, proposals and client presentations including to very senior individuals at the client level
8) Provide important client feedback, competitor information, current market offerings and developments to Trade Product Management so as to ensure that our offerings are in line with the market and that we continue to be competitive
9) Be familiar with the firm’s internal policies and processes and ensure that all transactions meet internal ROE hurdles, Trade Risk and Credit policies, KYC, compliance, regulatory requirements, etc

218

Loan Documentor, RE Resume Examples & Samples

2 years of experience in real estate documentation
2 years of experience in a commercial bank or other financial institution
4 years of basic computer experience required (e.g. Microsoft Word, Excel, Outlook, and Powerpoint)
Knowledge of real estate terminology and documents required; knowledge of California and Federal loan documentation regulations preferred
Strong communication, math, PC skills required
Must have the ability to pay close attention to detail

219

Mortgage Loan Asst Resume Examples & Samples

Resets passwords for all vendors, helps with questions from originators regarding issues they are having with DU, LP, etc. This duty is performed daily, about 30% of the time
Break down bills from all vendors and send to finance for payment. This duty is performed daily, about 10% of the time
Pull files for QC audits and research to find problems and solutions. This duty is performed daily, about 20% of the time
Pull VA packages for VA review. This duty is performed annually, about 5% of the time
Prepare HUD Case Binders. This duty is performed daily, about 5% of the time
Order supplies for branch. This duty is performed daily, about 5% of the time
Identify cross selling opportunities. This duty is performed daily, about 5% of the time
Complete required BSA/AML training and other compliance training as assigned. This duty is performed annually
Answer incoming calls and answer customer questions or forward to appropriate party. This duty is performed about 10% of the time

220

Loan Workout Assistant Resume Examples & Samples

Prepare workout files in compliance with bank policy and BSA backup
Prepare invoices for submission to accounts payable
Calculate and prepare payoffs
Prepare payment applications for loan payments
Process TRW, UCC and property search requests
Prepare and maintain non-accrual records and charge-off payment histories
Record legal invoices and reconcile monthly report
Reconcile monthly past due report for submission to the Board of Directors
Prepare monthly collection report for submission to the Board of Directors
Prepare manual billing for non-accrual loans under settlement agreements
Reconcile quarterly charge off reports for submission to senior management
Prepare monthly calendar report for payment tracking and billing for non-accrual loans
Contact tax office for real estate and sewer payment status. Prepare and monitor receipt of notification letter to tax collector
Perform other administrative duties such as typing, answering phone and filing
Basic PC skills including email, Microsoft Word, Excel
Excellent typing skills
Ability to prioritize and organize assignments
Must be detail oriented and possess a team player attitude
High School Diploma or GED and a minimum of one year related work experience

221

Loan Team Lead Resume Examples & Samples

Track service levels and solve problems which require gathering and analyzing basic data and information
Investigate customer/distributor inquiries
Participate in monthly random audits for loaner sets
Follow established process and procedures for the department
Works with limited supervision to achieve department objectives
Chart various stages of auditing performance standards set by company
Perform audits on instrument(s)/implant(s) as well as decontaminate all instruments upon return from customer
Pull expired product from loaner sets
Good people skills & decision making ability
Good communicator
Ability to motivate people
Ability to direct and lead Team in the absence of the Manager
Ability to maintain composure in stressful situations
Excellent attention to detail & organizational skills
Ability to use basic math skills is required
Knowledge of the Microsoft Office Suite, ZDCS, XA, AS400
HS diploma or GED, plus knowledge of standard procedures relevant to the assigned function
3-5 years experience in loaner auditing preferred

222

Administrator Loan Borrow Resume Examples & Samples

Track aircraft movement to seek first available opportunity for removal. Partner with workload planning to determine part removal. Each planning decision must consider location, cost, station capability, station capacity, transportation alternatives, time on ground, probability of effectiveness, and speed of execution
Responsible for Loan/Borrow staging area and coordinating hardware movements to support operations
Work weekly with other airlines regarding items loaned out, confirming status and the other airline’s resolution/ part return timeline
Produce monthly reports for items loaned/sold to other airlines for billing purposes
Undergraduate degree in Business, Supply Chain Management, or Logistics, or equivalent experience/training
High organization skills with attention to detail
High level of motivation to work independently as missed efforts can have a direct impact on company profitability
Proficient with Microsoft Office software (Excel, Access, Word, and PowerPoint)
Exposure to company systems that will be beneficial: DECS, M&E SAP, IMS, SCEPTRE
Ability to effectively manage and prioritize multiple tasks with minimal supervision while dealing with disruptions and a possible everyday changing environment

223

Loan Portfolio Manager Resume Examples & Samples

Manage the assigned loan portfolio, ensuring that the management is in line with all relevant Capita Asset Services and legislative policies to deliver agreed goals
Conduct due diligence on the loan portfolio and assist in formulating the optimum strategy to maximise loan recovery
Attend Borrower and Client meetings as required and act as a day to day point of contact for queries from the Client, Borrowers, Borrowers’ financial advisors and other professional advisors
Co-ordinate all regular management information and ad hoc report requests for the team as required and to the highest standard
Draft strategy and credit papers succinctly and with minimal input from Senior Asset Manager / Senior Manager
Liaise directly with Property Sales Agents, Solicitors and Insolvency Practitioners to ensure that strategies are implemented
Maintain Borrower information files and accurately input information onto various systems
Ensure that agreed team targets / goals are delivered in line with client expectation
Ensure team compliance with required MI output, in line with client expectation
Champion new business key initiates to include compliance, PEGA, CCMS, etc

224

SB Loan Admin Grp Mgr Resume Examples & Samples

10+ Years of related experience
Demonstrated extensive knowledge of commercial banking processes
Strong project management experience with ability to multitask competing priorities
Excellent communications skills, both verbal and written
Demonstrated high level interpersonal skills
Proven knowledge of Company commercial information systems

225

Cib-global Trade & Loan Products Resume Examples & Samples

Experienced in selling trade solutions to large local and multinational corporates - market knowledge & client relationships
Have relationships with clients in our target segment
All round knowledge in trade products, including classical trade, document preparation, trade financing
Strong client management and sales origination skills
Ability to take initiative and run it with it. Must be self-starter
Strong sales instincts with strategic, consultative approach
High energy
Ability to work in a large organization with strong teamwork skills
University graduate, with at least 7 years client facing/financial industry experience
Experience in selling trade solutions to our target client base

226

Assistant Manager, Loan Administration Resume Examples & Samples

Provide leadership to the loan administration team by adhering to the CWB Conduct Policy
Provide support to the loan administrators, ongoing formal and informal coaching with staff to develop skills and confidence and understanding of the loan administration and internal audit requirements
Assist to ensure division of duties between loan administration staff promotes a high level of efficiency & support to all account managers
Assist to determine each employee’s career goals and develop personal learning plans for the development of the employees as well as succession planning for the loan administration area
Maintain a high level of communication and rapport with the AVP & Branch Manager, Loan Administration team, Collateral Securities Specialist, Account Managers and branch clientele
Prepare/Assist and implement weekly/monthly meetings to communicate progress of branch goals and objectives, as well as departmental issues
Assist to ensure the Branch’s Strategic Plan is effectively communicated to the loan administration team and their role within the plan
Working with the AVP & Branch Manager to ensure overall loan administration complies with the Bank’s policies and procedures (BSUM, Operations, Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Assist to identify, develop, and implement processes to enhance and create efficiencies within the loan administration area
Monitor and ensure Margin Control Cards (form 1632) are completed in a timely and accurate manner
Minimum 5 years of credit and/or loan administration with previous supervisory experience an asset

227

European Leveraged Loan Syndicate Resume Examples & Samples

Market analysis
Ensure that the team is provided with up to date market analysis, as well as sharing this analysis with other business lines
Preparation of weekly/fortnightly market update materials and other reporting tools, as well as timely reporting to league table publishers
Responsibility for maintaining an updated database of comparable transactions (comps) and utilizing this database for market analysis
Marketing/syndication materials
Provide support on the analytical side, help prepare lender presentations and client marketing as well as being extremely organized, with strong time management discipline
Preparation of client pitches and other marketing materials including deal tombstones
Assist in the creation of syndication materials: teasers, Information Memoranda, management presentations (involving close co-operation with origination teams)
Admin / mandatory files
Preparation of deal closing files: closing memos, deal summaries which are shared internally with other business lines
Co-operation
Work will often require detailed research and cooperation with other departments within the bank: Sales and Trading, High Yield Capital Markets, High Yield Bond Syndicate, other Loan Syndicate teams (including US and Asia), Origination (TMT and LBO), Financial Sponsor Coverage

228

CDO Loan Identifier Resume Examples & Samples

High school diploma, or Technical, Trade or Business School certificate, or equivalent work experience
Minimum one year of experience in administrative/clerical activities
Basic knowledge of CDO Suite, and applicable policies, procedures and regulatory requirements
Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment
Strong analytical, problem-solving, decision-making, and organizational skills
Effective customer relation skills, interpersonal, and verbal and written communication skills

229

Loan Documentation Review Specialist Resume Examples & Samples

Analyzes the loan transaction and request any additional documentation that may be needed to perfect the Banks Lien Position
Obtains copies of the necessary loan documents needed for Consumer Loan Exception Clearing
Notifies lender of loan status and any issues that may arise
Files recordable documents
Perform post-closing tasks to include image and indexing loan files
High School Diploma or related GED
Superior organizational skills with meticulous attention to detail
Strong communication skills and ability to work with many diverse personalities
Ability to effectively prioritize and handle stressful situations
Analytical skills needed to investigate and resolve issues
Proficiency in Word and Excel

230

Wholesale Loan Opener Resume Examples & Samples

Performs all functions on NPF pre underwriting Loan Estitmate (LE) Audit and Intial Disclosure
Performs LE audit to ensure loan is properly disclosed and within disclosure tolerances set by Real Estate Settlement Procedures Act (RESPA) rules
Maintains daily work log of loans received and turnaround time
Maintains daily workflow prioritization, and communicate accordingly to ensure all urgent matters are dealt with
Completes all processing tasks required prior to submission to underwriting and submit files to free of deficiencies
Maintains a general working knowledge of NPF guidelines for all products and programs
College Degree, preferred
Mortgage/financial services/Banking experience preferred - minimum one (1) year, such as processing or related mortgage experience

231

Loan Setup Specialist Resume Examples & Samples

Perform full loan setup for new and seasoned loans to the system. This includes reviewing documentation, abstracting information, comparing to multiple sources and loading to the system
Review/update system to integrate changes required by loan modifications/extensions or other major changes in loan terms/loan mechanics
Perform “peer” quality control reviews (on loans boarded by someone else) in conjunction with ISG management
Perform document import/indexing of electronic and paper loan files for assigned loans
Assist with coordination/review of the document imaging process for assigned projects
Work closely with portfolio service team and management to utilize contractual obligations, and other client needs and requirements as business rules/guidelines
High School degree or equivalent related work experience
Professional written and verbal communication skills
Demonstrated ability to work within a fast-paced team environment
Good customer service skills and the ability to forge relationships
Strong PC skills, including a demonstrated ability with Microsoft Office applications
Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience
2 year degree or academic achievement in Real Estate, Law, Finance or Management
Possess basic subject matter expertise for compliance and operational risks and control activities within assigned lending processes
Prior CRE loan servicing, financial services operations and/or mortgage or insurance experience
Experience with Enterprise LMS servicing platform or other Commercial Loan Servicing Systems

232

Loan Processing Specialist Resume Examples & Samples

Prepares loan files that are semi-route in nature for loan submission to underwriting by inputting information into system, completing processing sheets, and prioritizing documents in the file, and preparing and mailing all required loan disclosures
Reviews and verifies each file to ensure all information is correct and current and normally receives general instructions on routine work and on new assignments
Acts as a liaison between customers and all parties involved in the transaction and communicates with customers if any items are needed for loan submission and keeps them posted on loan status
Prepares approved loans for closing and coordinates closing with lenders, borrowers and title companies to include the reconciliation of money collected and disbursed and the completion of data on the HMDA screen
Attends seminars, in-house training sessions, and/or reads mortgage publications to stay abreast of new loan product guidelines and processing procedures, including credit guidelines and underwriting requirements
Sends verifications for deposits, employment, installment loans, mortgages and rentals, as required and participates in providing loan origination services as needed for customer call-ins
Requests additional information from title companies, builders, Realtors and others by phone, fax, or letter when needed and prepares and mails Adverse Action Notices and updates Loan Origination System (LOS)

233

Senior Loan Processing Specialist Resume Examples & Samples

Prepares loan files for loan submission to underwriting by inputting information into system, completing processing sheets, prioritizing documents in the file, and preparing and mailing all required loan disclosures
Provides training and guidance to Processors and new Loan Officers
Works independently reviewing and verifying each file to ensure all information is correct and current
Orders credit reports, title commitments, surveys, and appraisals from the appropriate party and reviews for acceptability prior to submitting for approval
Submits files through automated underwriting for approval and completed loan packages to appropriate underwriter for final approval and validation
Prepares approved loans for closing and coordinates closing with lenders, borrowers, and title companies to include the reconciliation of money collected and disbursed and the completion of data on the HMDA screen
Attends seminars, attends in-house training sessions, and/or reads mortgage publications to stay abreast of new loan product guidelines and processing procedures which including credit guidelines and underwriting requirements
Sends verifications for deposits, employment, installment loans, mortgages and rental, as required and participates in providing loan origination services as needed for customer call-ins

234

CDO Loan / Asset Administrator Resume Examples & Samples

Bachelor's degree in business administration, or equivalent work experience
Four to six years of experience in accounting and financial transactions and customer service activities
Advanced knowledge of SEI and CDO Suite, and applicable policies, procedures and regulatory requirements
Excellent analytical, problem-solving, decision-making, and organizational skills

235

Loan Closing Specialist Resume Examples & Samples

High school diploma or general education diploma (GED)
3 years of loan processing experience
3 years of MS Word and MS Excel experience

236

Mortgage Loan Reviewer Resume Examples & Samples

Reviews mortgage loan applications to ensure the borrower’s financial qualifications are within established guidelines and the loan request conforms to loan program requirements to provide the “Clear to Close.”
Confirms that required documents have been received and validates the integrity of the loan documentation
Ensures approval conditions (credit and collateral) have been satisfied and are accurate and complete for the specific loan terms
Ensures loan pricing (interest rate and points) is accurate based on the specific terms of the loan and the date of the lock
Ensures compliance with documentation and disclosure requirements: Federal, state, and local laws and regulations; NCUA requirements; and secondary marketing, credit committee, and internal procedure
Clears loans to close
Conducts quality control reviews of executed mortgage loan and closing documents
Reviews loan documentation; identifies critical compliance issues and errors/omissions in loan processing and documentation; effectively communicates issues to processing team and other parties; may take action to resolve issues
Records and tracks documentation issues and productivity; submits to management for review
Oversees the accurate and expedited processing of mortgage loans that required special handling
Resolves more complex problems related to mortgage loan processing, closing, and documentation
Supports processing activities
Mentors Mortgage Processors and Mortgage Closers; acts as a resource to other business units throughout the organization
Works with Mortgage Trainers to receive and distribute current information regarding loan program changes, automated system changes, underwriting requirements, and documentation requirements
Collaborates with training team to ensure resource information is accurate and up-to-date
Maintains current knowledge of all mortgage products being offered by NFCU and any changes to guidelines by NFCU, investor, or government agencies that impact the processing of the loan
Provides reports to Supervisor regarding production quality and volume; makes recommendations to improve procedures
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Expert knowledge of mortgage loan processing and closing procedures and practices
Proficient in Federal, state, and county laws and NCUA, NFCU, and secondary marketing regulations that govern mortgage loans
Excellent analytical and deductive reasoning skills
Demonstrated ability to work independently, exercise initiative and good judgment, effectively prioritize multiple tasks, and make sound decisions in an independent manner
Superior attention to detail with the highest degree of accuracy
Strong verbal, written, and interpersonal communication skills, including experience applying and communicating complex regulations, instructions, and procedures
Demonstrated ability to train/coach new employees and influence, guide, and direct team members
Exposure to mortgage underwriting
Familiarity with underwriting process and understanding of applicable criteria, guidelines, rules and regulations
Analyze credit and credit reports independent of scoring systems to confirm loan eligibility
Approve mortgage loans and authorize loan disbursements based on a complete analysis of submitted documentation and applicable rules and regulations
Collaborate with managers and participate in mentoring sessions for Mortgage Processors, Mortgage Closers and Mortgage Loan Officers
Verify the acceptability and marketability of the real estate property to ensure there is sufficient collateral to secure the loan
Evaluate assets needed to close the loan and determine the acceptability and adherence to investor requirements
Review and evaluate documents to ensure adherence to Navy Federal, NCUA, USPAP and all other relevant industry guidelines to ensure loan acceptance
Review/understand effects of contracts related to real estate, such as age restrictions, HOAs, etc
Work closely and collaboratively with loan officer and processor to ensure all appropriate data is obtained

237

Platform Manager Loan IQ Resume Examples & Samples

Experience in wholesale credit underwriting regardless of line of business with a solid understanding of the credit process, workflow and current policy and procedure
Candidate should be comfortable making quick decisions and have a desire to participate in transformational change and willing to take risks
Role will align with wholesale credit but require partnerships with technology and project management, therefore strong communication and leadership attributes are necessary with the added ability to problem solve
The role will require heavy involvement in the pre work and design sessions that will be instrumental in the implementation of our target state platform for wholesale credit’s underwriting, monitoring and fulfillment needs
Role can be filled by either a B5 or B4 candidate based on experience

238

Loan Disclosure Specialist Resume Examples & Samples

Validates and ensures fees entered by loan officer are accurate
Prepares and distributes initial disclosure packets to ensure that loan applicants receive complete and accurate disclosures in compliance with Federal and State regulations
Monitors and tracks the pipeline of loans to ensure timeliness and accuracy of documents and provides additional processing for past due or untimely disclosures
Prepares and distributes change disclosures
Monitors and tracks the re-distribution of changed disclosures to ensure timely and accurate processing

239

Loan Service Manager Resume Examples & Samples

Requires a college degree in business, finance or a related field and 2+ years experience in lending process and procedures, banking or finance or other directly related experience
Must have solid auditing and analysis skills
Must have solid customer service skills
Strong supervisory and leadership skills

240

Loan Disbursement Specialist Resume Examples & Samples

Responsible to review, analyze and process Commercial loan draws for commercial construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget
Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested
Administer participation loans, coordinate with participating/lead bank(s)
Order, input, and review inspection reports
Updates and maintains various reports and ticklers for loan maintenance
Assists with and may serves as liaison with lenders, loan administration, and outside vendors
Monitors and may process interest rate changes
Reviews loans for past due status, insurance coverage, tickler exceptions, etc
Ensures loan administration is consistent with loan documents, bank and department policies and procedures
Requires High School Degree or Equivalent and some experience with commercial, real estate, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. A combination of education and experience may meet job requirements
Basic knowledge of lending disbursement processes, procedures and loan documentation
Must be accurate, detail oriented and able to multi-task
Must have good audit, problem solving, data entry and customer service skills
Good time management and organizational skills
Ability to review and process data per loan documentation
Basic knowledge of standard construction budget and loan servicing practices and techniques
Good communication skills, both verbal and written
Basic knowledge of computer software programs such as word, excel, etc

241

Loan Renewal Ops Manager Resume Examples & Samples

Ensures existing operations and technical applications are performing as designed to maximize benefit of the business unit/group
Analyzes departments’ statistical performance information to identify potential weaknesses and areas for improvement
Interacts with management on day-to-day activities and recommends opportunities for improvement
Analyses and prepares reports for management on departmental goal achievement
Researches and resolves complex operational issues
Oversee the development of staff to ensure utilization in other areas of the organization. Exercises authority concerning hiring, performance management, reviews, promotions, salary decisions and terminations
Performs other duties assigned
Works with internal departments including Loan Service Center, Bank's Law Department, Compliance, Underwriting. Appraisal Services and Credit Administration
Identifies areas for improvement by understanding the global needs of the Bank and works with management. Quality Control and Process improvement towards implementing changes to internal procedures and/or recommendation for external departments
Serves as expert and primary liaison for any question regarding loan documentation, closings, policy and procedures, compliance and regulatory requirements and lien perfection
Personally handle portfolio of transactions when warranted based on complexity of specific requests or in time of very high volume
Works with BCM staff to identify and resolve issues in a timely manner to ensure internal customer's expectations are met and to ensure an exemplary level of customer service
Assists with special projects as assigned
5+ years of business analysis or operations support
Good knowledge of bank systems preferred

242

Loan Workout Specialist Resume Examples & Samples

Reviews files assigned and develops a plan of action according to Bank and external policy/procedure and regulations
Communicates and coordinates with legal counsel both in-house and outside all legal activity associated with an assigned file
Reviews and evaluates appraisals (real estate or movables) as well as environmental reports relative to assigned accounts
Collects and incorporates all pertinent information for assembly into the department’s working and bank files
Drafts, updates, and presents watch list reports for review to watch loan and selected asset review committees
Initiates and participates in meetings with customers and many times their advisors, counselors, attorneys and CPA’s to address problems and develop solutions
Coordinates and facilitates interactions between various departments
Advises and assists loan officers and department managers with account deterioration and changes to approved plans of action
All other duties/special projects as assigned

243

Head of Loan Syndications Australia Resume Examples & Samples

Extensive corporate/institutional/structured experience, with demonstrable experience in a senior syndications role with a strong and varied track record of deal execution
Tertiary/post graduate qualifications/relevant technical qualifications
Senior market profile with a deep understanding of the Australian loan market and strong knowledge of general business and economic trends
Strong interpersonal skills, with an emphasis on influencing, networking and relationship skills
Strong working knowledge of ANZ Group Credit Policies and Procedures as well as ANZ systems and applications
Extensive experience with loan underwriting, transaction negotiation, risk assessment and transaction documentation

244

Loan Sale Collateral Liaison Resume Examples & Samples

Order collateral files from Bayview custodian to purchaser custodian as needed. Research pending and released collateral files; obtain bailee letters, request release of files no longer needed by third parties, and other curative measures as needed
Prepare or utilize vendor to prepare transfer documents (mortgage assignments and note allonges) for loans sold by Bayview to third parties. Determine vendor resources required for each loan sale transaction and assign to appropriate vendor
Coordinate execution and notarization of transfer documents
Obtain additional missing documents required for sold loans, including but not limited to final title policies, recorded documents, Lost Note Affidavits, etc. Utilize in-house resources or vendors to obtain these documents
Ensure documents are imaged prior to shipping to purchaser or its designee
Track receipt of incoming documents via input to in-house database; ship documents to respective purchasers or purchaser’s custodians as needed
Maintain records of pending items and follow up with vendor as needed. Escalate any concerns related to timely receipt to Manager and Portfolio Management
Respond to purchaser and vendor inquiries regarding document fulfillment status
Provide management with daily reports of progress
Conduct periodic status calls with purchasers and vendors
Strong familiarity with mortgage loan documents, particularly chain of assignments and note endorsements
Strong organizational skills, including ability to prioritize workload
Strong communications skills for interaction with co-workers, Manager, Portfolio Management, vendors, and purchasers
Minimum High School Diploma
Minimum 5 years prior experience in mortgage industry, with knowledge of mortgage collateral documents

245

Senior CBG Loan Admin Specialist Resume Examples & Samples

Associate’s Degree - Preferred
Bachelor’s Degree - Preferred
Expertise in diligence requirements
Epertise in BOW standard terms and covenants

246

Post Closing Loan Review Specialist Resume Examples & Samples

Review consumer non-real estate and business non-real estate loan files for correct forms, completed forms, policy compliance and regulatory compliance, including, but not limited to the following collateral types
Vehicle/trailer/boat/ATV secured loans
Accounts Receivable, Equipment, Stocks, Insurance and other financial collateral types
Agricultural secured loans such as cattle and/or crops
Communicate with officers and loan assistants concerning review process and requirements
Excellent communication skills, including verbal and written
Knowledge of federal regulations related to lending
Telephone
Scanner
10-Key Calculator
Ability to work overtime
Ability to work extended hours as needed

247

Mortgage & Loan Service Specialist Resume Examples & Samples

Answer inbound mortgage and personal credit line customer telephone inquiries
Obtain data from each caller to research and resolve issues relating to mortgage and personal credit line accounts, including maintenance, payments, escrow research, document ordering, etc
Review and follow-up with resolutions regarding customers concern/question
Serves as a resource to Bankers and the Retail Solution Center
Builds quality relationships by recommending and referring additional products and financial services, based on customer needs (Mortgages, Equity Lines of Credit, Checking, Saving and Money Market accounts, etc)
Work closely with internal mortgage servicing departments and 3rd party vendors to research and resolve customer issues

248

Loan Processing Manager Resume Examples & Samples

Seeking someone that has good oral and written communication and interpersonal skills with the ability to relate to all levels in the organization
Ability to use time efficiently, adapt to change, has strong leadership skills, problem solver and has is a multi-tasker
3 years experience in VA FHA or RD Loans
A High School Diploma/GED is preferred
Previous management experience is also required

249

Assistant Director for Loan Management Resume Examples & Samples

Oversees the day-to-day activities of the Loan Management unit including the supervision of all Loan Management staff
Develops and implements policies, procedures and management controls to ensure the financial health of DND’s Loan Portfolio and effective operations of DND’s Loan unit
Provides management, training and technical assistance to loan staff, DND staff and other stakeholders relative to various grants, audits and financial requirements
Ensures that all grant record keeping requirements and grant reporting deadlines are met
Develops and implements an asset management plan to monitor borrower's loan compliance, review borrower's financial statements and performance reports for compliance with funding source regulations, develops and implements loan servicing for first mortgages, enforces prompt collection of conditional payments from borrowers to DND, responds to borrower’s annual audit confirmation letters and is in charge of workouts of expiring loans and when requested by real estate developers or other borrowers
Oversees the submittal of all grant performance reports, preparation and submittal of required IDIS and HMIS reports
Prepares and provides audit information and recommends audit responses
Works closely with DND program and project staff to ensure the financial health of DND’s loan portfolio
Prepares reports and information related to the Loan Portfolio as needed
Makes recommendations working with DND’s Loan Committee for improvements to the loan portfolio including resolution of delinquent loans and changes to loan policies and procedures
Reviews, approves and maintain documentation on all loan disbursements for compliance with grant regulations and loan requirements
Reviews, analyzes and proposes necessary adjustments to DND's loan portfolio to ensure the accuracy of each loan in this portfolio
Reviews and approves all loan disbursements for compliance with grant regulations and loan requirements
Performs other related duties as required by the position

250

Mgr Loan Origination Resume Examples & Samples

Direct and manage the activities of assigned Real Estate Loan Underwriting staff and operations, including underwriter/correspondent assignments. Maintain a focus on increasing the productivity of the loan origination and underwriting resources. Assure that staff members maintain the necessary training, market knowledge and technical skills to effectively originate and underwrite commercial real estate loans that meet the production and quality goals of SMI. This includes underwriting staff and correspondents
Insure that Origination staff continuously establishes, develops, and maintains productive relationships with assigned mortgage banking correspondents and territories. Assist and manage staff and correspondents to develop and maintain a pipeline of commercial real estate loan production capable of meeting the production, spread and quality goals of SMI. Evaluate correspondents and recommend additions and deletions to the correspondent network in assigned territories
Approve mortgage loans and modifications to existing loans up to Board Limits and recommend approval of larger loans. Ensure loans are underwritten, committed and closed in accordance with company policies, procedures and practices. Negotiate investment commitments favorable to SMI
Participate with and support senior management in the establishment and maintenance of commercial real estate lending strategy, policies, procedures, standards and guidelines for SMI and SIC

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