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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Scattered Oaks DrByhalia, MS Street Address
EMAIL AVAILABLELINKEDIN LINK AVAILABLEPHONE NUMBER AVAILABLEWork ExperienceThe Bank of Fayette CountyJanuary 2021 to November 20231. Post-Audit Real Estate LoansA. Ensuring that compliance policies and procedures are followed and met B. Title commitments and polices are correct and clear of any errors C. Ensuring that all collateral documents are recorded correctly and filed. D. Checking appraisal documents are in file and information documented correctly in the system.E. Checking LTV is correct on all documents and on system F. Hazard/Flood Insurance in file and input correctly 2. Loan Operations SpecialistA. Scan and Indexing Real Estate Loans Ensuring that all real estate documents are imaged correctly B. Loan Edit Report Reviewing rejected transactions and having them rerun correctly C. Construction Loan Draw Specialist (Backup) Ensuring that all construction draws are made timely and accurately Work all draw emails Order inspections Coordinate with construction customers and inspector Ensure that all construction draw sheets are maintained Ensure that all inspection sheets are maintained D. Online Payment Report Review all online payments to ensure that the payment was posted properlyE. Construction Overdraft Report Report any construction accounts overdrawn to the construction loan draw specialistF. Vehicle Title Clerk Ensure that the titles match the loan documents and what is on the system Ensure that the titles are imaged to the correct loan and filed with the respective Note JacketCandidate's Name Page 2 of 4First SecurityJuly 2019 to July 20201. Loan AssistantA. I supported 2 loan officers with a total portfolio of $50M+ B. I multi-tasked in various areas with officers and clients Loan payoffs for real estate closings Prepare residential and commercial loan packages Order and review Title Commitments and Lenders Title Polices to ensure that there are no discrepancies or outstanding liens on subject property Work property insurance monthly report Create and maintain detailed filing systems for each loan officer Communicate future maturities and exceptions with each loan officer Support loan policy and compliance guidelines by reviewing each loan of any possible errors Communicate with attorneys, paralegals and financial institution to ensure proper documentation is received for each respective loan package Coordinate loan closing between financial institution, attorneys and clients Maintain strict confidentiality of bank records and client information CSR Duties Collect client information and execute paperwork to open new accounts Describe to clients the differences of benefits and value of recommended accounts Perform account maintenance as needed Manage inquiries regarding account balances and other concerns Question the client to have a better understanding of their short-term and long-term financial goalsBancorpSouthJune 2007 to June 20191. Sr. Loan Administrative AssistantA. I supported 6 loan officers with a total loan portfolio of $30M+ B. I muti-tasked in various areas with officers and clients: Loan payoffs for real estate closings Prepare residential and commercial loan packages Order and review Title Commitments and Lenders Title Polices to ensure that there are no discrepancies or outstanding liens on subject property To manage respective monthly loan officer reports Manage client debt sheets Work property insurance monthly report Create and maintain detailed filing systems for each loan officer Communicate future maturities and exceptions with each loan officer Candidate's Name Page 3 of 4 Support loan policy and compliance guidelines by reviewing each loan of any possible errors Communicate with attorneys, paralegals and financial institutions to ensure proper documentation is received for each respective loan package Coordinate loan closing between financial institutions, attorneys and clients Maintain strict confidentiality of bank records and client information BancorpSouthSeptember 2003 to June 20071. CSR Collect client information and execute paperwork to open new accounts Describe to clients the differences of benefits and value of recommended accounts Perform account maintenance as needed Manage inquiries regarding account balances and other concerns Question the client to have a better understanding of their short-term and long-term financial goals2. Teller/Interim Head Teller Receive payments for a variety of accounts Find resolutions to transaction issues Manage monthly reports Coaching tellers with daily duties to meet and exceed expectations Assisted with Vault/ATM daily/monthly audits and orders Perform teller audits Provide excellent customer service and lasting relationships with our customers Memphis Childrens ClinicFebruary 2003 to September 2003Front Desk Receptionist/Bookkeeper Prepare patient files for upcoming visits Receiving copays and payments Reconcile patient treatment sheets at end of day Appointment scheduling Direct incoming calls to the appropriate department/person Verifying insurance coverage prior to upcoming visits Candidate's Name Page 4 of 4EducationHome SchoolSalina, KS1993-1997High School DiplomaSalina Area Vocational Technical SchoolSalina, KS1993-1997Certification in Computerized Business Applications Skills Time Management (20+ yrs) Administrative Office Experience (20+ yrs) Attention to Detail (15+ yrs) Document Management (20+ yrs) Data Management (20+ yrs) Team Player (20+ yrs) Microsoft Office (15+ yrs)ExcelWordOutlook Google Drive (15+ yrs)Google DocsGoogle SheetsGoogle MailGoogle CalendarGoogle Chat Typing (20+ yrs) Customer Service (20+ yrs) Organizational Skills 20+ yrs) Interpersonal Skills (20+ yrs) Active Listening Skills (20+ yrs) Computer Skills (20+ yrs) Verbal and Written Communication (20+ yrs) Grammar Skills (20+ yrs) Banking (20+ yrs) Credit Analysis (10+ yrs)Software ProgramsFiserv/DirectorPrecision Graphical |
