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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEIrving, TX Street Address
Highly accomplished professional with five years (5) of successful Operations and Commercial Loan analysis. Leveraged finely-honed interpersonal and time management skills to achieving corporate goals and objectives. Proven ability to produce growths in revenue and operational efficiency Team-oriented, great communication skills, with strong analytical skills and expertise in:Cash Flow ManagementResearch & AnalysisInternal AuditTrade settlement ProcessSyndicated/Commercial doc ManagementWorking knowledge of Microsoft OfficeStrong analytical mind with problem-solving aptitudeStrong attention to detailGreat interpersonal skillsKnowledge of Bank PolicyEscalation Point of contactAbility to create training Material -Job Aids Design and updated proceduresTesting/ Performing business risk assessmentsBNY Mellon Bank Dallas, TXSyndicated Loan Officer Associate 02/2019 CurrentCoordinate post trades management for institutional clients for both equity and fixed income transaction products and support daily margining and settlements with exchangesPromote, create, and implements policies and proceduresCoordinate resolution of trade processing discrepancies with counterparties for Syndicated / bank loanManage break resolution with executing brokersManage correction of trading application static data to ensure the SPT of BNY Mellon Bank side trade is matching and monitoring margin positions limit including escalation of any excess.Work with trading and settlements to correct trade records as needed to mitigate failed trades.Reconcile daily activity and currency balance within firm accounts and promptly resolve any trade breaks.Contribute to Operations strategy and product development for the groupInterface with technology and product development to ensure future system changes/enhancements are fully tested and documentedInterface with traders, Compliance, Operations, and other areas within BNY Mellon Bank to ensure efficient business flows and controls existServe as escalation point of contact for resolution of queries from external and internal groups for your departmentParticipate in internal committees or industry groups to promote operational efficiencies and enhance knowledge Work with management to ensure favorable audit ratings.Complete wires, loan repricing, rate sets, cashflows, scheduled commitment decreases, value bearing borrowings, client billing and releases cashflows through Loan IQ.Handle/Resolve syndicated and bilateral loan escalations and client queries to ensure client rapport and retention.Responsible for managing trades incoming funds/debits received and credits going out through IMMS, Treasury Edge and Loan IQ for syndicated deals.Ensures all interest rates and repricings are in line with the clients Credit Agreement.Express Employment Agency/PNC Bank Coppell, TXSyndicated Loan and Trade Processing 12/2017 01/2019Analyzed Syndicated/ Loan service department's operations and provided recommendations on ways to improve productivity and customer satisfaction levelsPerformed technology coding such as SQL, Data Operations, Syndicated/ Loan Servicing, Remittance management creation and analysis of queries and database.Completed of all client queries and scheduled activity for their assigned syndicated deals.Approved Wires, loan repricing, rate sets, cashflows, admin fees, unused fees, scheduled commitment decreases, value bearing borrowings, client billing and releases cashflows through Loan IQ.regulatory internal audit requests, ensuring timely and complete responsesReconciled term loan positions with client, custody, and asset solutionsProcessed all bank loan activity from the initial trade to time of fundingMinimized errors by performing second checksAccurately posted all funding memos and ensured delayed compensation and seller's cost of carry were calculated correctlyUpdated all interest rates, fees, pay in-kinds, and paydowns in systemWorked closely with Asset Solutions team in ensuring all term loan positions, CUSIPS and accrual information tied.Extensive experience reviewing legal collateral documentation for syndicated /commercial loans, including the Note, Mortgage, Modifications, Title Policy, and Assignment/Endorsement chains, as well as identifying deficiencies and conducting the appropriate exception cures.Evaluating residential loans for compliance qualifications as well as identifying potential cures for violations and carry out the cures.Identifying data deficiencies and exception between collateral documentation and mortgage servicing system data and conducting the appropriate cures.UJLOG UNIVERSITY Associate in Sciences / Economy 2016 |
