Commercial Real Estate Resume Sample
Burley Beahan
46416 Nader Port,
Philadelphia,
PA
+1 (555) 478 9937
Work Experience
Credit Risk-middle Market Commercial Real Estate VP
03/2017
-
PRESENT
Chicago, IL
- Develop and maintain relationships with clients to include an appropriate client interaction plan to efficiently and effectively meet clients' needs
- Work with relevant stakeholders to ensure positive client experience including excellent service and implementation
- Develop and coordinate high quality customer presentations to best showcase HSBC's offering to potential new clients
- Communicate a clear vision for commercial deposit and cash management that is aligned to the overall CMB vision, values and goals
- Lead, develop and motivate the CRE RM and management team to attract, retain and develop commercial deposit and cash management business
- Lead and encourage constructive cross-function teamwork by demonstrating collaboration in action and challenging actions and behaviors that are not consistent with HSBC's values and/or the best interests of the business and its customers
- Knowledge of Bank’s deposit and payments products
Commercial Real Estate
08/2012
-
09/2016
Houston, TX
- Prepares and submits internal reporting/compliance documents and reporting for assigned portfolio
- Completes written summaries of industry issues and information
- Assists with processing loan modifications, tracks and collects financial reporting, covenant compliance, collateral requirements
- Confirms the accuracy of risk ratings and changes as warranted
- Is able to develop solutions and alternative to modifications, including financial covenant structuring
- Able to field basic internal questions from Credit independently
- Identifies opportunities to cross-sell bank products and services to existing customers
- Thorough knowledge of commercial loan documentation
- Sound judgment and autonomous decision making ability
Commercial Summer Intern Commercial Real Estate Philadelphia
02/2008
-
06/2012
Chicago, IL
- Manage new to bank client onboarding and existing client CDD process’s to defined SLAs, ensuring any risks to the timescales are escalated to the Team Leader and Relationship Manager
- Liaise with the client to gather detailed client information and supporting documentation required to complete the CDD profile
- Own reporting and analytics covering all aspects of transaction and lease administration service delivery
- Gather data, prepare scorecards, dashboards and other metrics measuring performance
- Develop quarterly client reports with hard deadlines and accurate data
- Maintain a deep understanding of contract terms, reporting requirements and client expectations.
- Audits credit files to ensure that all necessary documents are present and up to date
Education
Southwest Minnesota State University
2003 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Top academic credentials, proven business development acumen and excellent communication skills
- Strong organizational and time mangement skills
- Strong analytical, and business communication skills, both written and verbal
- Strong interpersonal skills with the ability to communicate well
- Strong analytical and adaptive skills
- Strong writing skills (both a flair for writing and attention to detail in terms of spelling and grammar and editing others’ work)
- Strong analytical, planning, problem solving and strategic thinking skills
How to write Commercial Real Estate Resume
Commercial Real Estate role is responsible for analytical, interpersonal, financial, research, commercial, organizational, credit, database, training, analysis.
To write great resume for commercial real estate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Commercial Real Estate Resume
The section contact information is important in your commercial real estate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Commercial Real Estate Resume
The section work experience is an essential part of your commercial real estate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial real estate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial real estate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Commercial Real Estate resume experience can include:
- Project Formalization: issue contractor RFP’s; manage bidding & negotiation process; determine operational impact and coordinate schedules; set-up project accounting; and modify the schedule, and budget as required
- Excellent quantitative and analytical skills in combination with outstanding communication skills
- Strong time management skills with the ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment
- Strong interpersonal and communications skills; ability to be flexible and adaptable and build effective relationships
- Demonstrate vendor relationship building skills
- Very strong interpersonal skills and comfortable interacting with various personalities
Education on a Commercial Real Estate Resume
Make sure to make education a priority on your commercial real estate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial real estate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Commercial Real Estate Resume
When listing skills on your commercial real estate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical commercial real estate skills:
- Demonstrated writing skills; ability to write effectively and in large volumes
- Self-motivated, confident and strong time management skills to prioritize deadlines
- Strong data and analysis skills, in particular using MS Office
- Honed analytical skills, with a strong emphasis on credit and operational risk
- Have excellent problem resolution, audit, customer service and communication skills, both verbal and written
- Superior Excel skills and financial modeling experience gained either in a brokerage or commercial real estate investment company environment
List of Typical Experience For a Commercial Real Estate Resume
1
Experience For Commercial Real Estate Loan Closer Resume
- Excellent communication and interpersonal skills, both over the phone and in person
- Demonstrate experience managing construction projects
- Work with Private Client Groups to ensure accounts are open and in good order prior to closing of loan
- Proven experience in management/evaluation/development/motivation of subordinates
- Expert level analytical & quantitative skills
- Excellent attention to detail with ability to follow through and verify information prior to completion
2
Experience For Commercial Real Estate Credit Analyst Resume
- Experience leading / working on projects that deliver data management and reporting solutions; working with internal and external partners
- Effective monitoring, administration and maintenance of existing commercial banking portfolio in accordance with Bank's standards
- Experience processing or underwriting within the Commercial Real Estate platform
- Obtain and review required documentation prior to closing including insurance certificates, flood certification, appraisal and environmental reports
- Experience leading multiple projects at various phases simultaneously
- Demonstrated competence using Microsoft applications
- Strategize and delegate work to achieve daily production targets based on existing workload and experience
- Relevant work experience in the construction or real estate industry
- Real estate project management or related experience
3
Experience For Commercial Real Estate Loan Processor Resume
- Demonstrated leadership ability and uncompromised ethical standards
- Strong proficiency with web-based technology
- Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry
- Collaborative, cooperative work style with a positive attitude and the ability to successfully operate in a matrixed company environment
- Strong ability to persuade and overcome objections to close deals
4
Experience For Credit Risk-middle Market Commercial Real Estate VP Resume
- Is a self-starter and able to work in a fast-paced environment and manage competing priorities
- Two to four years professional experience in the commercial real estate industry required
- Experience with financial analysis and data analytics, preferably related to commercial real estate
- Analyzing financial statements, assessing credit risk, structuring loans and negotiating appropriate loan terms
- Managing and building a portfolio of commercial loans and developing relationships with the business owners
- Participating in civic/cultural organizations, and promoting and enhancing M&T Bank’s visibility in the local market
5
Experience For Commercial Real Estate Loan Analyst Resume
- Willing to be held accountable in regards to both activity levels and results
- Making recommendations to management of the Bank, as well as proposals to the company management
- Monitoring the existing loan portfolio
- Understanding of commercial real estate financial statements, concepts and metrics
- Cross-selling bank products and prospecting activities, including networking with centers of influence
- Provide financial condition status by collecting, interpreting, analyzing and reporting financial data
- Create special reports by gathering, interpreting, analyzing, and summarizing financial information and trends
- Set up loan files including preparation of loan documentation using the LaserPro commercial lending application
6
Experience For Commercial Real Estate Closing Specialist Resume
- Manage fourth quartile sized commercial banking portfolio of business clients, assessing and meeting their business and personal needs
- Support financial staff by preparing financial statements, providing financial information and establishing financial policies and procedures
- Protect assets by monitoring, establishing and enforcing internal controls
- Notify lending team of missing/incorrect items requiring action
- A sense of personal accountability and urgency for achieving results in a challenging, fast-paced, environment
- Manage all business banking relationships, including periodic review of the relationship
7
Experience For Commercial Real Estate Controller Resume
- Tenacity to keep working while looking at every angle
- Assist in strategic planning involved in meeting department's goal and objectives
- Month-end closing process including preparation of financial statements, budget variance, review manager’s reports and cash flow analysis
- Ability and willingness to travel overnight extensively during training program
- Prepare budgets by collecting and analyzing past records and future projections
- Coordinate loan requests and financing packages for small balance apartment and commercial real estate bridge loans meeting Wilshire’s credit box
- Ability and desire to make a lot of calls and be constantly on the phone building relationships while creating a pipeline of deals
8
Experience For Manager, Commercial Real Estate & Development Resume
- Provide oversight for all control activities including the performance of Control Self-Assessment (CSA) testing
- Review building loan draw requests from client and track sales contracts for building loans
- Coordinate with Loan Administration department for booking and funding of loans
- Act as team’s liaison to JLL’s research group and assemble reports and statistics to incorporate into marketing materials
- Accompany senior underwriters in performing site due diligence, as applicable
- Enthusiastic, tenacious and comfortable working in an entrepreneurial environment
9
Experience For Account Executive, Commercial Real Estate Resume
- Highly organized; able to handle multiple competing tasks and demands in a fast paced environment
- Prepare all presentations and material for line of business training initiatives
- Analyze financially complex loans as it relates to federal tax returns including all schedules and Income & Expense statements
- Foster and maintain ongoing relationships with key parties involved
- With the assistance from the Senior Loan Administrator, engage construction consultant for building loan facilities as needed
- Complete basic spreadsheets, word processing documents, etc
- Manage all project documentation including contracts, budgets and schedules
- Manage accounts receivables according to the guidelines and requirements set by the PDS Markets Lead or project team
- Prepare and track project budgets, costs, and schedules
10
Experience For Commercial Real Estate Deposit Sales & Service Representative Resume
- Order appraisal, environment, structural, title reports, flood determinations, insurance certifications/binders, and UCCs
- Open escrow with title/escrow companies and set up escrow files; order payoffs
- Follow the Bank’s Information Security policies, ensuring that the processing and handling of client and confidential bank information is done in a secure manner and environment
- Close and administrate various income property and investor loans
- Proactively coordinate handoff meetings and other meetings with HomeStreet CRE team members to assure seamless transitions throughout loan process, transition of loan to Servicing, and to facilitate change and efficiency. Continuously review processes and procedures for areas of improvement
- Prepare, maintain and ensure completion of loan origination files including accounting ledgers and upload of required documentation to the record retention system
- Maintain thorough knowledge of HomeStreet Bank’s CRE policies and procedures for loan closing and of Fannie Mae’s and other investors’ guides and requirements for closing and delivery. Maintain thorough and up-to-date knowledge of commercial real estate documents and real estate law
- Assist HomeStreet CRE team in structuring complex financing arrangements and determining mechanisms for loan administration. Continuously review processes and procedures for areas of improvement. Assist in the updating and documenting of closing related desk procedures
- Assume ownership of end-to-end credit delivery and fulfilment process, acting as a contact point for stakeholders to ensure information is shared, timescales are adhered to and escalations are managed effectively
List of Typical Skills For a Commercial Real Estate Resume
1
Skills For Commercial Real Estate Loan Closer Resume
- Outstanding negotiation and inter-personal skills, especially influencing and personal impact
- Outstanding writing skills and oral presentation ability
- Two years of retail banking experience or two years of commercial banking experience
- Experience Underwriting or Commercial Real Estate Originations role or experience at a real estate related company
- Work experience in commercial real estate including asset management experience
- Highly developed analytical skills including the ability to create complex spreadsheets and financial analyses
2
Skills For Commercial Real Estate Credit Analyst Resume
- Effectively communicate and interact with all levels of the organization, including executive management
- Simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences
- Basic math and reading skills, and attention to detail
- Detail-Oriented with excellent organizational, interpersonal quantitative, and communication skill
- Detail-Oriented with excellent organizational, interpersonal quantitative and communication skill
- Experience Underwriting or Commercial Real Estate Originations role or experience at a real estate related company
3
Skills For Commercial Real Estate Loan Processor Resume
- Strong and up-to-date knowledge of Commercial Real Estate Sector, and experience with the interpretation of audited accounts and other financial MI
- Experience conducting financial analysis with an understanding and working knowledge of commercial real estate and its correlating credit requirements
- Experience handling financing for commercial real estate transactions
- Experience in commercial real estate document review and compliance, booking and funding of commercial loans
- Graduate of a commercial banking training program OR 3 years’ experience on a
- Graduate of a commercial training program OR 5 years experience on a commercial banking team as a commercial banker
- Experience working BI reporting tools (i.e. Tableau and Business Objects)
- Experience delivering Data Quality and Reporting solutions within the financial services and ideally Commercial Real Estate industry
- Commercial or Retail Bank lending and or underwriting experience
4
Skills For Credit Risk-middle Market Commercial Real Estate VP Resume
- Strong working knowledge of all internal and external regulatory, operational and compliance requirements including control systems and procedures
- Demonstrate professional creativity in dealing with client matters and make constructive suggestions to improve client operations
- Experience working in real estate, with deep familiarity of the local market
- Experience with Low Income Housing Tax Credits
- Experience in an Underwriting or Commercial Real Estate Originations role
5
Skills For Commercial Real Estate Loan Analyst Resume
- Experience in Agency lending (i.e. Fannie Mae/Freddie Mac)
- Member in good standing with Georgia bar
- Prioritize and plan complex, cross-functional initiatives by partnering with a variety of stakeholders and constituents
- Drive workflow by delegating assignments based on priority
- Experience in banking with real estate, legal and financial background
- Experience working in real estate, with familiarity of the local market
- Experience working within process management and improvement methodologies
- Proficient in Microsoft Outlook, Word and Excel with experience in PowerPoint
- Work independently in a task-goal oriented environment with strong team symmetry
6
Skills For Commercial Real Estate Closing Specialist Resume
- Experience in Microsoft Office (proficiency in Excel, Word required)
- Five years construction industry experience
- Five years management experience with local and remote staff
- Use experience and judgement to accomplish independent goals
- Experience in a financial services firm or institution
- Work experience in a related capacity
- Eight or more years of experience in Commercial Real Estate loan administration
- Meeting commitments for CDD and KYC for onboarding new accounts and remediation of existing customers
7
Skills For Commercial Real Estate Controller Resume
- Outstanding strategist that is able to deliver revenue growth and while maintaining a critical eye on expenses
- Understanding of operational risk management and control methodologies and applicable regulations
- Preparing ad hoc re-forecasts of existing investments targets
- Developing complex property financial models in Excel and Argus DCF/Enterprise
- Utilizing proprietary Excel models
8
Skills For Manager, Commercial Real Estate & Development Resume
- In-depth understanding of Commercial Real Estate Products, Commercial Lending Process, Commercial Lending Directives, all supporting processes and technology
- Interact with clients, collecting, reviewing and distributing due diligence items necessary for a loan closing
- Proficiency in analyzing property operating statements, rent rolls, and borrower financial statements and in modeling complex financial scenarios
- Customers are CRE originators in CRE and other areas of Commercial Banking (Corporate and Business Banking)
- Self-sustaining portable book of business exceeding $500,000.00 comprised of commercial real estate, land use, or closely related work
- Responsible for ensuring data quality and consistency while maintaining a policy of data security both within and outside the office
9
Skills For Account Executive, Commercial Real Estate Resume
- Comfortable asking (and knowing when to ask) questions to obtain the information needed to develop systems and succeed
- General understanding of real estate lending terminology and protocol
- Complete understanding of AIA documentation and budget balancing requirements
- Knowledge of federal and state laws and regulations relating to residential and commercial real estate lending
- High level of achievement and a relentless commitment to obtaining outstanding results with a team player mindset
- Cash flow modeling and/or financial (tax rteturn) analysis
- Continuously improve and simplify operational flows to deliver better, faster customer service while maintaining appropriate controls
- Knowledge and application of commercial real estate credit structure and commercial construction loan monitoring
10
Skills For Commercial Real Estate Deposit Sales & Service Representative Resume
- Run pricing models and read rate sheets
- Maintain exacting attention to detail for all job responsibilities at all times is critical
- Self-motivated and proactive, both with respect to managing workload and own professional development
- Technical knowledge in commercial construction lending and procedures mandatory
- Firm understanding of economic theory and principles and their application to the real estate industry
- General knowledge of legal documentation, title insurance, business laws and bank regulations as it relates to commercial real estate and bank lending
- Work directly with outside counsel negotiating loan documentation in accordance with credit approval
- Coordinate the closing of commercial real estate loans in accordance with loan approval terms, legal requirements and bank policy
- Assist in the creation of analyses regarding portfolio exposures and trends
List of Typical Responsibilities For a Commercial Real Estate Resume
1
Responsibilities For Commercial Real Estate Loan Closer Resume
- Act as a lead for Risk on all efforts to measure and report Commercial Real Estate (CRE) exposure for Private Bank. Coordinate with global Risk teams, Financial Controllers, Product leads to optimize Private Bank’s Commercial Real Estate risk management
- Prepare Lender Closing Statements and work with Escrow Agent’s to facilitate closings and verify settlement of loan, disbursement of funds and address any issues that arise
- Coordinate with global Risk teams, Financial Controllers, Product Managers and Technology leads to optimize Private Bank’s Commercial Real Estate risk management and reporting practices
- Develop or collaborate to develop a stressed ORR model for CPB’s CRE portfolio; perform back-testing, sensitivity analysis and create model approval documentation
- Effectively work with Escrow/Title Officers OR Title Attorneys on smooth and seamless Funding and closing of all loans
- Ensuring smooth, efficient and excellent customer service
- Manage client relationships, providing excellent customer servicing while enforcing loan document/lender requirements
- Experience in the valuation of income-producing properties
2
Responsibilities For Commercial Real Estate Credit Analyst Resume
- Commercial banking experience
- Proven ability to leverage technology to improve businesses processes and knowledge of technology enhancement methodologies
- Strong work ethic and ability to work in a team environment
- Working knowledge of general loan documentation, loan closing processes and procedures, lending policies, compliance and regulations
- Assist lenders in closing loan facility; provide documentation and support while attending closing meetings with clients and closing attorney
- Perform ongoing risk analysis, ensuring timely risk detection and appropriate monitoring
3
Responsibilities For Commercial Real Estate Loan Processor Resume
- Assist the Relationship Manager in working with various parties to organize and track down necessary documents during the loan closing process
- Enters data into workflow/data management systems in support of underwriting, asset management and closing activities
- Liaise with the Bank’s servicing, accounting, compliance and audit departments when necessary
- Completes Commercial Underwriting Model including Cover Summary, Cash-Flow and Rent Roll/Rollover analysis
- Participates in providing reporting to management
- Ensure the loan types are conforming to loan policy and regulatory guidelines
- Assists with Insurance reviews by obtaining broker contacts and flood determinations
- Manages deal deposit and cost accounting summaries, and tracks vendor payments
4
Responsibilities For Credit Risk-middle Market Commercial Real Estate VP Resume
- Tracks compliance using standard tools and processes
- Analyze financial statements and property operating statements
- Monitor loans for covenant and reporting compliance
- Develop familiarity with the Bank’s Dual Risk Rating system to fully understand and be able to determine proper risk ratings for loan facilities
- Use an array of marketing channels to expand Wilshire’s market presence and reach
- Prepares preliminary credit memoranda which entails the following
- Performs onsite property inspections and reviews including onsite interviews with key property level contacts (i.e. Property Managers, Guarantors and Tenants)
- Oversee insurance relationships, managing annual renewal and audit processes
- File financial reports and advise management on needed actions by complying with Federal, State, and local legal requirements
5
Responsibilities For Commercial Real Estate Loan Analyst Resume
- Resolve matters escalated to them regarding construction and problems related to construction
- Interface with technology and reporting teams
- Perform routine clerical assignments to include but not limited to data entry, filing, etc
- Manage a portfolio of Real Estate clients, handling case reviews and strategy action points within agreed timescales in accordance with sanction and procedures
- Basic knowledge of commercial real estate finance, law, documentation, accounting and data systems
- A Third level Qualification and relevant banking qualification (MCC/QFA for RI)
- Responsible for ensuring waivers or deviations from policy are adequately documented
- Proficient knowledge of loan documentation, specifically with Commercial Real Estate documentation/closing
- Accompany Relationship Manager on customer calls and provides follow-up work for any additional information necessary in evaluating a loan opportunity
6
Responsibilities For Commercial Real Estate Closing Specialist Resume
- Communicate with customers, associates, counsel, title companies, etc. to coordinate assigned closings
- Work with Borrower and BMO external counsel to obtain and review legal due diligence including: title and survey, borrower’s organization documents, major leases, estoppels, SNDA’s and major service contracts such as leasing and property management agreements
- Prepare for closing including: gathering closing costs, preparation/review of settlement statement, obtain/review BMO attorney certification, assist in preparation of pre-close memo.
- Prepare and maintain closing files throughout the closing process. Engage CBSR’s, Deal Specialists and other BMO support personnel to utilize all available resources and facilitate an efficient closing process
- Drafts press releases in compliance with the firm’s public company communications and PR policies
- Oversee and manage the Construction Monitor Vendor relationship, including preparation of statement of works. Interface with the Legal Department and/or approved outside counsel to address contractor dispute and mechanic’s lien issues
- Act as key resource to leverage versatile technical capabilities to drive the development, evolution, and implementation of data products and reports, which enable self-service by the Commercial Real Estate Group
- Explore Commercial Real Estate industry trends, tools, and techniques in Open Source/Big Data/Digital domain
7
Responsibilities For Commercial Real Estate Controller Resume
- Evaluate the Commercial Real Estate portfolio’s data, own the management, quality and access – while identifying gaps, inefficiencies and opportunities; provide recommendations for improvement
- Strong desire and experience with data in various forms
- Review project plans, specifications, construction agreements. construction cost budgets, and project schedules as required under the terms of our construction loan commitments, as a key element in the loan closing and disbursement process. Analyze risks to the Bank and recommend mitigants to risks
- Perform occasional field inspections of work in process on construction loans when required or requested. Attend progress meeting with outside consultants, developers, and contractors
- Review outside inspector's reports for completeness and accuracy, and compliance with Capital One’s requirements. Work closely with Construction Loan Administration and Portfolio Management in monitoring the construction loan. Make recommendations for funding, review and provide recommendations as to budget and schedule adequacy
- Assists attorneys in preparing real estate contracts such as deeds, leases, and mortgages
- Attend Real Estate/Portfolio Management Construction Meetings. Present project status and issues to credit
- Provide the monthly status report on construction loans to the Real Estate Department Manager
8
Responsibilities For Manager, Commercial Real Estate & Development Resume
- Inspect properties representing collateral on construction loans in conjunction with annual credit reviews to provide a check of the physical condition of collateral. Occasionally perform annual reviews/inspections on real estate collateral for term loans
- Qualify, hire, and manage work products of specific outside consultants authorized to perform construction and inspection services for the Bank
- Perform other functions to include but not limited to reviews of Property Condition Assessments, Seismic Risk Assessments and Planning and Zoning reports related to term and construction loans
- Experience within the architectural/engineering, construction, construction management, or commercial real estate development industry or relevant construction related experience
- Exposure to the Banking industry, financial institutions, or other institutions engaged directly in commercial real estate transactions and construction
- Forge effective working relationships with the Bank’s Relationship Managers in order to define the structure of each loan request, ensure that the loan can be documented and serviced by the Bank, and accurately enter loan information into the CRE origination system
9
Responsibilities For Account Executive, Commercial Real Estate Resume
- Liaise with the Bank’s outside counsel as needed to ensure timely and accurate preparation of complex loan documentation
- Ensure client satisfaction with Cushman & Wakefield’s staff
- Communicate clients’ acquisition criteria
- Develop and implement financial policies and procedures and to approve and oversee budgets
- Detail oriented and through
10
Responsibilities For Commercial Real Estate Deposit Sales & Service Representative Resume
- Providing leadership and guidance to the underwriting, closing, and special assets teams. Ensuring the teams are knowledgeable of and operate in accordance with Genworth’s guidelines and standards
- Initiates deal processing by circulating applications, creating deal folders, scheduling hand off calls, and ensuring receipt of funds
- Understand and communicate the advantages of Coldwell Banker’s value proposition
- Creates packages of exhibits in order to obtain customer due diligence
- Maintains credit files, and serves as additional point of contact for documents
- Obtains bids, engages, and schedules site inspections with third party vendors
- Distributes information and reports from third party data sources
- Executes credit checks on all deal parties to ensure compliance to Bank, Agency and Federal regulations and guidelines
- Uploads documents and enter data in to Agency systems
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