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Click here or scroll down to respond to this candidateCandidate's Name
Email: EMAIL AVAILABLE Cell: PHONE NUMBER AVAILABLEConcept Implementation Strategy Development Operations Improvement Risk ManagementMulti-faceted and goal oriented professional with financial experience in Big 4 Accounting, Entertainment, Retail, Real Estate and Governmental industries. Proficient in analyzing data, managing finances and preparing reports to consistently meet multiple targets. Dependable, effective, people-oriented and committed to maintaining high performance standards.CORE SKILLS AND COMPETENCIESLoan ClosingRelationship ManagementM&AForecastingFinancial AccountingProduct OptimizationCapital PlanningComplianceProfessional ExperienceBrillient/Tuknik, Dallas, Texas 2020 to 2022Loan SpecialistProcess Loans, communicate with loan applicants and evaluate credit worthiness for small business owners who are applying for Covid-19 funding through the U.S. Small Business AdministrationRequests and reviews file documentation, including income/employment verifications, bank statements or verifications of deposit and property valuations; opens escrow and title.Reviews all documentation received for completeness and ensures appropriate data is entered in the companys origination system, and that appropriate documentation is uploaded to the companys paperless file system.Communicate with loan processor regarding documentation needed to process the loan and maintain effective follow up to ensure receipt of needed documents.Assist loan processor to gather information to clear underwriting conditions. Responds to inquiries and follows up with key individuals promptly to resolve problems.Communicates directly with loan officer, loan processor, closer, title companies and insurance companies to ensure that loans close in a timely manner.Assists loan processor to help resolve investor stipulations.Stay up-to-date on all current, applicable industry standards.Maintains complete and accurate information within the Loan Processing System while effectively managing a high volume of loans.Special Projects-Tax Transcript, Loan Modification, Document Retention, Loan Reconsideration Team and Brillient Fraud TrainingLuxottica/Target, Dallas, Texas 2014 to 2018Optician Associate/KeyholderEndorsed annual revenue sales flow of $350K to $585K annuallyServed as customer consultant for frames and lenses linking to Eyenet system softwareMaintained doctors' electronic appointment schedule software (TAB)Retrieved patient insurance benefits from major insurance companies to determine benefit allotmentsPrepared all necessary functions/procedures required whether opening or closingProcess completed orders returned from outsourced LAB by inspecting each order with a four point alignmentGeneral Electric (GE), Addison, Texas 2006 to 2009Closing Associate Risk ManagementSupported six (6) Operations Managers with the closing of multi-million dollar loan transactions for commercial real estate properties (office buildings; retail complexes; mixed use-retail and residential; apartment complexes; self-storages; and mobile home parks). Managed five (5) contracted vendors with the production of pertinent engineering, environmental and zoning reports needed to close loan transactions.Produced training materials for Operation Managers and newly hired employees. This process manual helped outline the processes for the Closing Associate position as it relates to General Electrics risk management compliance and also aided in the elimination of extra responsibilities for Operations Managers.Created monthly reports used to determine outstanding closing items pertinent to closed loan transactions. These reports are created to determine if a loan transaction has become defaulted and help avoid potential multi-million dollar losses for the lender.Communicated with multiple departments throughout the company regarding open or outstanding issues. Resolving these issues help to accelerate loan approval process. Issues such as zoning, environmental and engineering problems.Served as liaison, drafting communications between legal counsels and borrowing parties involved in the loan transaction. This process helped overcome obstacles that could possibly prolong transaction closings.Processed loan setup criteria relevant to loan servicing agency and insurance requirements as it relates to commercial properties.KForce Staffing / CitiMortgage 2004 to 2005Loan TechnicianSupported Regional Director and Operations Manager by performing general office procedures.Processed and input FHA, VA and Conventional loan programs for final approval.Coordinated and analyzed new loan submissions by making sure all application data and documentation has been received from Brokers when assisting underwriting and closing departments.additional work experienceJ.CREW Style Consultant-VPS 2008 to 2013Banana Republic (Gap Inc.) Lead Associate-Key Holder / Sales Specialist 1998 to 2008Ernst & Young, LLP Level Two Time and Expense Coordinator 1999 to 2002Blockbuster Entertainment Field Services Analyst - Asset Management / Staff Accountant 1996 to 1998Education / CertificationsBusiness Administration, Mountain View Community College, Dallas TexasTexas NotaryTechnical SkillsMicrosoft Office (Word, Excel, PowerPoint, Outlook, Teams), Laser Pro Mortgage Software, RE Source, Oracle Purchasing Software, AS400 and People Soft, Eyenet, Order Tracker, Rapid Loan Processing System, Dynamics 365 |
