Loan Administrator Resume Sample
Brittany Morissette
1792 Abagail Curve,
Detroit,
MI
+1 (555) 429 0944
Work Experience
Loan Administrator
04/2018
-
PRESENT
Chicago, IL
- Assists in the ongoing tracking and monitoring of collateral perfection, compliance matters, loan renewals, extensions and modifications
- Review draft documentation prepared by external legal for operational terms and ensure credit conditions imposed are incorporated in the documentation
- Liaise with front office/legal and stakeholders to perform doc due diligence to ensure loan and collateral documents are perfected
- Deal Closure and Implementation of limit checks in line with documented procedures
- Collateral management (valuation, system capture and monitor collateral conditions in line with documentation)
- Track and Safe keeping of documentation
- Assist with local reporting
- Oversee and work together with the outsourcing team in Bangalore
- Ensures compliance with Bank, regulatory and investor guidelines
Senior Loan Administrator
05/2011
-
10/2017
Detroit, MI
- Determines proper steps and sequence needed to successfully close each loan
- Obtains required documents and resolves outstanding issues
- Communicates with customers, clients and outside agencies to gather information, research problems and respond to inquires
- Drafts final loan documents to include proper rates, terms and conditions
- Makes loan funding decisions within assigned limits
- Disburses loan funds and prepares the final loan package
- Post-secondary education with some accounting course work
Loan Administrator, Santa Ana
04/2004
-
12/2010
Philadelphia, PA
- Responsible for the Company’s credit approval and review activities to ensure that proposed loans adhere to existing policy guidelines, that documentation is adequate to ensure security of collateral, and that ongoing administration and review is adequate to maintain the consumer loan portfolio’s quality and profitability
- Advises credit and loan personnel on the Company’s overall lending policy noting significant trends and recommending policy changes if necessary
- Monitor property taxes on loans, including working with the property tax specialists, tax service vendors or taxing authorities, perform insurance administration on assigned loans, monitor UCC’s and Letters of Credit for renewal/extension provisions. Prepare lender/investor certifications (Tax, Insurance, UCC, etc.)
- Serves as primary support for payments, draws, advances as part of the servicing function. Assists in the ongoing tracking and monitoring of covenants, insurance, et. al. to management. Assists in the preparation of reconveyences, collateral releases, and archiving
- Assist with bank acquisitions and conversions
- System administration or other relevant experience
- Proficiency using Microsoft Windows programs
- Knowledge of Fiserv LoanServ, Signature, Mark IV, LaserPro, Numera and Imaging Systems highly
- Due to the complexity, diverse structure and daily requirements of assigned portfolio, serve as the primary contact for Borrower and Lender/Investor and deliver the frequent high touch customer service environment critical to success
Education
Franciscan University of Steubenville
1999 - 2004
Bachelor's Degree in Finance
Professional Skills
- Proven strong problem solving and attention to detail skills; responsible for meeting quality standards
- Strong organizational skills with ability to set priorities and manage multiple projects
- Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results
- Excellent computer skills including various word processing and spreadsheet software
- Excellent oral, written and interpersonal communication skills resulting in the ability to interact with all levels of management and employee population
- For the right individual this role provides an excellent opportunity to develop administrative skills that are applicable in any commercial bank setting
- Strong written, verbal and customer service skills
How to write Loan Administrator Resume
Loan Administrator role is responsible for interpersonal, customer, communications, software, research, reporting, microsoft, recruiting, retail, finance.
To write great resume for loan administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Administrator Resume
The section contact information is important in your loan administrator 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 Loan Administrator Resume
The section work experience is an essential part of your loan administrator 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 loan administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular loan administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Administrator resume experience can include:
- Monitor, research or instruct payment processing for borrower payments, disbursements, fees, and other miscellaneous items for assigned loans and collect appropriate fees due lender or servicer
- Work with the property tax specialists, tax service vendors or taxing authorities. Perform insurance administration, monitor UCC’s and Letters of Credit for renewal/extension provisions. Prepare lender/investor certifications (Tax, Insurance, UCC, etc.) as required
- Provides superior customer service to all Westfield Bank customers, as well as resolving any issues timely and effectively
- Strong command of English, preferably proven in a working environment
- Administrative experience/banking experience would be beneficial
- Experience in documenting and funding loans with general knowledge in all areas of Loan Processing and/or Funding
Education on a Loan Administrator Resume
Make sure to make education a priority on your loan administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan administrator 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 Loan Administrator Resume
When listing skills on your loan administrator 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 loan administrator skills:
- Highly effective internal and external communications skills using all available communication methods
- Experienced in effective communication with external and internal customers; has experience interfacing with
- Experience in commercial and mortgage loan administration or equivalent work experience in the loan servicing industry
- Demonstrated history of using strong financial acumen
- Proficient customer service and communications skills
- Prior experience of administering syndicated loans facilities
List of Typical Experience For a Loan Administrator Resume
1
Experience For Senior Loan Administrator Resume
- Review credit applications identifying inaccuracies and providing input to credit analysts and sales team prior to deal assignment. 20%
- Obtaining information necessary for client onboarding, coordinating with bank operations staff to complete necessary activities to achieve same
- Collecting financial and transaction information requested by Field Credit Manager for use in credit structuring and transaction underwriting
- Maintaining ownership of loan file in all aspects from initial due diligence review to loan closing for CRE and C&I loans
- Reviewing all documentation and arranging for distribution to client and Banker
- Working with partner institutions to complete all documentation and closing tasks for participated/syndicated transactions
- Understanding of confidentiality policies
2
Experience For GGL Loan Administrator Resume
- Making timely payments via the Bank’s platform
- Submitting required documentation of HMDA-reportable loans and application declinations or withdrawals to Compliance Department
- Act as a point of escalation for team members when analyzing, understanding and executing complex transactions, ensuring coaching and training as needed
- Processes various loan transactions, including: establishing automatic loan payments, processing loan payments, processing loan payoffs, etc
- Process any amendment transactions by updating Stucky, calculating and distributing any applicable fees and applying any associated fees and/or allocations
- Basic understanding of all aspects of loan or deal administration functions (including all aspects of funding)
- Accurately request or prepares closing documentation needed for the construction loans, structure and collateral being taken
- Responsible for tracking and follow up of all items needed to complete the loan file including titles, insurance, etc
- A comprehensive understanding of the end-to-end mortgage lifecycle through training and development
3
Experience For Loan Administrator, Santa Ana Resume
- Responsible for monitoring and maintaining pools of bank loans that act as collateral for CDO/CLOs
- Notifies the RM, attorney and client of items missing items or required corrections and ensures attorney closing checklist is accurate
- Responsible for interfacing with loan officers to relay loan approval and facilitate the loan closing
- Prepares consumer and mortgage loan files for document imaging
- Provides periodic loan reporting to management
- Assist team leader in KPI’s ,KRI’s and MCA monitoring and maintenance
- Communicate via telephone with a variety of people including customers, banks, and client executives
- Maintains a professional and courteous attitude and demonstrating true concern for internal and external customers
- Assist RM with clarification of legal, policy and documentation issues requiring adjustments
4
Experience For CLO & Loan Administrator Resume
- Create new collateral files and file documents in existing files or scan documents, as necessary
- 50%: Perform processing functions for the most complex transactions
- Provide feedback to team manager on staff performance, as well as any outstanding issues with various client account
- Contact person responsible for all ongoing daily activity and reconciliation issues associated with assigned portfolio of approximately 100 loans
- Monitor customer borrowings, payments and rate setting activities
- Contact customers in regard to maturing loans for renewal or repayment
5
Experience For General Enquiries Loan Administrator Resume
- Calculate quarterly and monthly fees and interest, reconciling amounts with borrowers
- Monitor and reconcile any past due, suspense or account receivable items, notifying account manager of any true delinquencies
- Ensure information relating to borrowers and their loans is current and accurately recorded on CMM’s systems
- Perform due diligence including review of business entity documents; such as Corporations, Partnerships, LLCs
- Review and disburse reserve escrow draw requests in coordination with other service team members and lenders/investors
- Works with third party vendors to obtain needed documentation i.e. title, environmental, appraisals, insurance etc
- Reviews, analyzes and disburses construction loan draws per guidelines and timely processes all construction loan disbursements, orders third party inspection reports and balances borrower's construction loan budget against bank records
- Establishes new loan accounts on the servicing system (COCC) to ensure accuracy and consistency
- Manages a high volume portfolio of active construction loans and loan closings of moderate to high complexity
6
Experience For Quality Loan Administrator Resume
- Coordinates loan disbursement activities with the various loan origination functions
- Efficiently uses all software vendors (i.e. COCC, TCI and LaserPro) including any necessary ongoing training and understanding of all system updates and process improvement
- Prepares loan documents in LaserPro
- Reviews all peer documentation and COCC input to identify any potential errors and notifies management of all issues
- Read a standard type document
7
Experience For Senior Loan Administrator, Santa Ana Resume
- Works with Lender and/or Loan Assistant to draft final loan documents; noting proper rates, terms and conditions of the loan, ensures appropriate reviews, approvals and actions are taken for a successful loan closing and disburses loan funds as appropriate
- Books loan on core system after loan closing
- Prepares denial documentation as requested by the Lender and/or Loan Assistant
- Assembles organized loan files and completes audit checklist in a timely manner. Scans signed documents and financials. Files original notes and collateral in a secure location
- Previous work experience in financial services environment
- Maintains the exception list to perfect collateral, update taxes and insurance, etc. Adds ticklers to the system when necessary
- Processes payoffs as communicated through the Lender or Loan Assistant. Sends releases of collateral to the county courthouse and paid paperwork to the borrower
- Primary contact for Lender and/or Loan Assistant, clients and outside agencies by performing a variety of customer service activities including responding to requests, researching discrepancies and resolving issues
- Ensures compliance with banking policies, lending practices and regulatory statutes
8
Experience For CRE Loan Administrator Resume
- Monitor property taxes on loans, including working with the property tax specialists, tax service vendors or taxing authorities, perform insurance administration on assigned loans, monitor UCC’s and Letters of Credit for renewal/extension provisions
- Prepare lender/investor certifications (Tax, Insurance, UCC, etc.)
- Principal and Interest movements (against necessary approvals)
- Rate Sets and Roll-Overs
- Prepare loan documents, escrow recording instructions and other ancillary documents in form and content that ensures a first (or junior, as approved) lien priority for the Bank’s collateral
9
Experience For Loan Administrator Specialist Resume
- Responsible for reviewing and analyzing property insurance documentation, including flood insurance, that complies with IPLD requirements and sufficiently protects the Bank’s collateral against uninsured losses
- Advanced knowledge of standard concepts, practices and procedures within the multifamily and commercial real estate (investor owned income property) lending filed
- Superior organization and time management skills. Ability to take initiative with minimal direction to work on multiple transactions simultaneously and to meet deadlines
- Strong analytical, negotiation, problem solving and interpersonal skills as well as excellent written and verbal communications skills with the ability to work well in a team
- Proficiency with Microsoft Office Suite. s Word and Excel, and other business machines
- Detail-oriented work style with an ability to work in a high-pressure environment
- Quickly grasp and understand new concepts and legal and statutory requirements
- Maintain a high level of communication and rapport with the Account Managers, Credit Officer and branch clientele. Pursue continual learning and development of personal goals to remain current of industry knowledge as well as assist to fulfill the Bank’s and the individual’s succession planning goals
10
Experience For Consumer Loan Administrator Resume
- Support Treasury Desk and its’ daily requirement to accurately manage its cash and funded positions
- Learn about and contribute to the development of Citi’s successful Issuer Services operations team
- Grow a cross-functional and cross- business profile
- Ensure all general practices performed comply 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 the Senior Loan Administrator in tracking available funds for each credit facility; update T24 and WAVE accurately on a timely basis concurrent with posted transactions to ensure accurate Corporate Lending reporting for the Bank’s capital requirements
- Govern communications and actions to guard and promote Canadian Western Bank’s reputation with our syndicate partners and other stakeholders
- Process all entries relating to new and existing equipment, real estate, commercial and retail loans; this includes input of information, preparation of loan advances, payments, mortgage renewals and payouts
List of Typical Skills For a Loan Administrator Resume
1
Skills For Senior Loan Administrator Resume
- Good organizational, planning and implementation skills, including the ability to coordinate and work in a team environment
- Excellent communication, research and problem resolution skills required
- Very good communication skills and client-oriented attitude
- Communicate effectively with clients, RM's internal/external legal counsel and credit management
- Effectively communicate issues in a timely manner
- Proficiency in Microsoft Office Suite/advanced skills in Excel
2
Skills For GGL Loan Administrator Resume
- Communicate effectively with all levels of personnel, both within the Company and externally
- Experienced in all varieties of loan servicing including agency services and funding responsibilities
- Experienced in all varieties of loan servicing including funding responsibilities
- Experienced in varieties of loan servicing including all aspects of funding
- Loan document preparation utilizing LaserPro, Previous experience with business purpose loan documentation using LaserPro is required
- Experience reviewing credit agreements and collaborating with a Treasury department in a large bank or financial institution is advantageous
- Previous experience of looking after a loan portfolio and working on own initiative to meet deadlines
- Reconciliation of loan positions and income using experience to rectify differences quickly liaising with other Banks/Loan Agents as required
- Advanced knowledge of real estate legal principles, including lien priority law and regulations, pertaining to multifamily and commercial real estate
3
Skills For Loan Administrator, Santa Ana Resume
- Knowledge of and experience in lending techniques and practices
- Good working knowledge of all policies and procedures with the applicable manuals (Operations, LPGL, & Security)
- Knowledge/experience working with Microsoft Word and Excel
- Maintain a comprehensive knowledge of all Heartland bank products, including knowledge and experience
- Previous loan documentation and/or financial booking experience
- Good understanding of Loan Products
4
Skills For CLO & Loan Administrator Resume
- Syndicated Loan experience needed
- Experience with SWIFT and payment message types
- Misys Message Manager experience
- Effective pipeline management and daily review and maintenance of the BMA database
- Mortgage underwriting experience
- Strong knowledge of commercial loans legal documentation; general banking laws and regulations pertinent to commercial loans
- Commercial Real Estate, C&I, Structured Finance loan servicing experience
- Lending/loan operations experience
- Advanced Microsoft Excel experience and ability to create reconciliations and financial calculations without the use of existing templates
5
Skills For General Enquiries Loan Administrator Resume
- Commercial real estate loan servicing experience
- Demonstrated ability to work with employees and customers at all levels within an organization and ability to work within a team environment
- Three years of experience in commercial and/or real estate documentation
- Three years of experience in a commercial bank or other financial institution
- Four years of basic computer experience required (e.g. Microsoft Word, Excel , Outlook, and Powerpoint
6
Skills For Quality Loan Administrator Resume
- Loan documentation experience; specifically commercial documentation
- Comparable or relevant experience
- Demonstrated ability to work with employees and customers at all levels within an organization as well as in a team environment
- Experience with Microsoft Windows, Outlook, and loan documentation system (e.g. LaserPro) or transferable software packages
- In-depth knowledge of commercial real estate documentation and previous experience with automated documented system
7
Skills For Senior Loan Administrator, Santa Ana Resume
- Experience as a Loan Administrator or Loan Closer
- Legal experience is an asset
- Strong systems knowledge or capability to learn, Microsoft Office Suite, and Adobe Forms
- Knowledge and experience with collateral perfection instruments (UCCs and commercial mortgages)
- Experience with commercial loan documentation
- Prioritize work while meeting deadlines
- Experience and familiarity with commercial lending agreements would be an advantage
- Experience of credit administration, payments and banking procedures would be an advantage
8
Skills For CRE Loan Administrator Resume
- Develop and maintain strong working relationships with the Citi Private Bank
- Train and mentor to less experience loan administrators/closers
- Demonstrated ability to utilize sound judgment and work under limited supervision
- Legal Document Experience
- Loan administration experience
- Experience as a Loan documenter or Loan Closer
- Perform critical self-review of work product prior to submission to client and/or team manager
- Work experience in financial services environment
- Handle and prioritize requests and receipt of documents in various forms from various sources at the same time
9
Skills For Loan Administrator Specialist Resume
- Reviewing the construction documents, processing draws, requesting and reviewing inspections
- Preparing all closed loan packages for transmittal to Loan Operations Department for booking and scanning, ensuring completeness and accuracy of submissions
- Confirming all boarding information submitted with loan approval (coding, loan type, purpose codes, call codes, exception codes, etc.) is accurate
- Working familiarity with CoBiz Credit Policy to ensure accurate and efficient processing of all loan transactions and conformity to Credit Policy
- Working knowledge of loan documentation principles in one or more of the following: title work, real estate, commercial, consumer, mortgage
- Managing receipt of building permits, required insurance, surveys, elevation certificates,
- Entering data such as journal entries and interest payments into the lending system
10
Skills For Consumer Loan Administrator Resume
- Working closely with the residential lending department to communicate exceptions, issues, timelines, etc
- Understanding of commodity and supply chain finance transaction servicing
- Examining and interpreting loan agent notices and able to reconcile loan positions and solve any discrepancies
- Processing trades, loan rollovers, setting loan interest rates, drawdowns, paydowns, fees, interest and PIK interest
- Understanding of trade finance transaction servicing
- Working knowledge of Loan IQ, AFS, GFS and Virtual Vault is beneficial
List of Typical Responsibilities For a Loan Administrator Resume
1
Responsibilities For Senior Loan Administrator Resume
- Two (2) or more years of relevant banking experience
- Experience resolving both internal (e.g. processes, documentation) and external (e.g. customer concerns) issues in work environment
- Disseminating all required information/reporting to partner institutions for participated/syndicated transactions
- Submitting approval requests for waivers and modifications to appropriate approvers, in consultation with Banker and FCM
- Completing necessary documentation required for collateral releases/substitutions, when requested
- Reviewing loan application package for accuracy and completeness. Verifies appropriate levels of authority for loan approval
- Troubleshooting Client enquiries
- Working knowledge of all policies and procedures with the applicable manuals (Operations, LPGL Manual, & Security)
- Responsible for testing functional changes to Loan IQ, including testing for required builds proposed for the system
2
Responsibilities For GGL Loan Administrator Resume
- Maintains technical knowledge of underwriting requirements, to meet Compliance and according to the Lending Policies and Procedures of the bank
- Set-up and maintenance of billing schedules, pricing options, risk rating changes and all other client record and indicative data
- Is responsible for necessary data entries for each phase of processing to existing bank loan documentation software
- Complete quality assurance reviews during the loan funding process
- Ensure protection of the Bank’s interest while working with account officers to provide a high level of customer service
- Responsible for filing and data maintenance in the loan administration department
- Maintains a close working relationship with the Loan Servicer
- Complete required annual Compliance training courses
3
Responsibilities For Loan Administrator, Santa Ana Resume
- Knowledge of Mortgage Regulations including HMDA, TRID, RESPA
- Assist Investor Accounting with wire preparation and other related tasks
- Adapts quickly to changing requirements
- Maintains specialized knowledge of the loan boarding functions, terminology, policies and procedures
- Loan Closing: Review of executed loan documents to determine they have been properly signed, initialed and/or notarized
- Manage the documentation review and loan closing process for commercial, business or commercial real estate loans
- Prepare loan file for Scanning
4
Responsibilities For CLO & Loan Administrator Resume
- Perform ongoing maintenance and financial activity on the loan portfolio with ability to determine appropriate approval and availability of funds
- Professionally handle multiple tasks while balancing the need for quality and efficiency in a fast paced metric-centric environment
- Knowledge of lending products and services
- Reconcile and resolve loan balance and payment issues with Accounting and Treasury departments
- Provide monthly cash receipt activity to the Accounting department for month and G/L entries
5
Responsibilities For General Enquiries Loan Administrator Resume
- Loan IQ (primary processing system) knowledge
- Proficient in Microsoft Office Suite (including Excel, Word)
- Training and Advisory
- Loan Closing Review of executed loan documents to determine they have been properly signed, initialed and/or notarized
- Review solicitor prepared security packages and input relevant information in the system of record (WAVE)
- Ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
- Process all entries relating to new and existing commercial and retail loans; this includes input of information, preparation of loan advances, payments and mortgage renewals
- Work in a team environment at WAFD’s corporate headquarters
- Ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, & Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
6
Responsibilities For Quality Loan Administrator Resume
- Accurately process new drawdowns, paydowns, LC activities and fees for syndicated and bilateral deals. Provide our lending services to our customers and maintain accurate data
- All past-due principal interest and fees are reported, followed up on, and ultimately collected. Ensure all monies due and payable to the bank are collected and/or reconciled
- Coordinate daily funding requirements with Treasury Desk for managed loan portfolio. Support Treasury Desk and its’ daily requirement to accurately manage its cash and funded positions
- Assist in the preparation of Commitment, Amendment and Renewal Letters
- Prepare SBA loan documentation and ensure all loan documents comply with Bank’s operational requirements and can be serviced on Bank’s system of record
7
Responsibilities For Senior Loan Administrator, Santa Ana Resume
- Preparation and/or coordination of applicable loan documents for filing/recording, funding and boarding of loan onto Bank’s system of record within required timeframes
- Accurately process and book assignments and participation. Provide our lending services to our customers and maintain accurate data
- Service is provided in accordance with, and in excess of, the levels specified in the SLA, procedures and current legislation
- New loan accounts are set up correctly and maintained in accordance with client instructions
- All enquiries from borrowers, third parties and clients are dealt with in accordance with SLA’s and procedures
- Read and interpret credit agreements and approved credit applications
- Complete assigned projects to address workflow or business related matters
8
Responsibilities For CRE Loan Administrator Resume
- Prepares and/or directs the preparation of various reports and presentations for staff and/or for management’s review and analysis
- Ensure policy and procedures are followed to ensure the branch’s loan administration is functioning effectively and complies with applicable policies & regulatory requirements
- Assist Collateral Services in resolving late Ins./tax payments and other servicing actions
- Assist in the compilation, distribution, and completion of Franchise Finance administration reports
- Review requests for Late Charge waivers
- Follow up on delinquent financial information
- Manage ticklers, prepare and send default/reservation of rights letters
- Manage site inspections and documentation for SBA reimbursements
9
Responsibilities For Loan Administrator Specialist Resume
- Participate in the weekly/monthly meetings to communicate progress of branch goals and objectives, and to contribute to the goal that a high level of engagement and commitment exists within the loan admin team
- Ensure bank's books accurately reflect the intentions of the credit agreement and credit approval
- Support Treasury Desk and its daily requirement to accurately manage its cash and funded positions
- Provide direction and leadership to ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
- Reviews all supporting documentation to determine entity’s ability to enter into loan agreement and pledge collateral, required authorized signers, appraisal and environmental results
- Reviews and interprets credit approval information to determine required supporting documentation including appraisals, environmental reports, organizational documentation, certificates of good standing, UCC reports, and preliminary title reports. Ensures all pre and post-closing conditions are met
- Ensure receipt of a full financial package for all key principal(s)/ sponsor(s)/signer(s) to Underwriter’s satisfaction. Ensure minimal financial packages on beneficial ownership 25% or greater
10
Responsibilities For Consumer Loan Administrator Resume
- Prepare and follow up on SNDA’s and Estoppels if applicable
- 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
- Assist in the maintenance of the department diary system
- Assist: Organize e-files for Sr. SBA Loan Administrators, order flood certificate(s), order and review IRS transcripts, open title and escrow when necessary and order and review insurance
- Documentation Preparation: Prepare SBA loan documentation (submission and closing documents) to reflect approved loan terms and consistency with SBA and Bank Policy and Procedures for new loans and renewals as well as compliance with governing regulatory authorities
- Preparation / maintenance of loan files, including diary system, PPR registrations, Bank confirmations, credit reports, land titles, insurance and property tax confirmations
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