Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anh Vu

Staten Island,USA

Summary

Resourceful, goal-oriented Commercial Real Estate Closer with 25 years of experience in banking and 3 years as a real estate paralegal. Highly skilled at multitasking and prioritizing tasks to complete closings in a timely and efficient manner. To obtain a challenging position in the legal industry by utilizing my professional experience in commercial banking.

Overview

25
25
years of professional experience

Work History

Assistant Vice President Loan Closing

Carver Federal Savings Bank
10.2024 - Current
  • Improved workflow efficiency by proactively identifying areas of improvement within the loan closing process within the new micro-loan program, closing 15 loans from documentation to closing.
  • Maintained open lines of communication with other departments involved in the loan closing process, promoting a spirit of cooperation that facilitated seamless interactions between teams. Booked 45 loans from the lending pipeline.
  • Supported the closing process by preparing documentation, corrdinating with various parties, and resolving any issues that arose.
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Assisted in the loan conversion of 325 loans from a third-party vendor back to the institution. Responsible for preparation and mailing of the welcome letter to the Borrowers.
  • Prepared 73 assignment of mortgages for the Federal Home loan project.

Real Estate – Paralegal

Norris McLaughlin P.C.
01.2021 - 01.2024
  • Coordinated 100+ commercial real estate transactions, guaranteeing timely completion and adherence to client’s credit approval.
  • Supported real estate files for two partners, two senior counsel and four associates to accommodate clients buying, selling and refinancing real estate.
  • Prepared 120 satisfaction and/or assignment of mortgages, collaborating with title companies for chain of title for relevant documents and research from county recorder’s office for review and release of collateral.
  • Collaborated with attorneys, other staff members, clients, lenders, and real estate agents to gather necessary documentation to ensure timely closings of real estate transactions.
  • Synchronized with internal and external parties for disbursement of fees to those who provided services to accommodate the real estate transaction.
  • Coordinated with title companies to certify accurate recording of documents and receipt of recorded documents for clients.
  • Assisted in drafting legal documents for transactions – e.g. real estate mortgage, satisfaction of mortgages, assignment of mortgages, dissolution of corporate entities, and UCC lien terminations/amendments.
  • Helped in updating and maintaining the real estate department document management system in iManage.
  • Managed post-closing files, post-close issues, creation and deliverance of the physical/digital closing binders to clients.
  • Assisted two senior partners and two associates in the real estate landlord/tenant practice – review of tenants’ ledgers, draft of rent demand letters and notices, calendaring and preparing monthly status report for clients.
  • Ensured proper recording of property transfers at local government offices, maintaining accuracy and compliance with local regulations.
  • Managed escrow accounts accurately and securely, ensuring proper distribution of funds upon closing.
  • Used public databases such ACRIS, Uniform Commercial Code Public Inquiry System and dos.ny.gov database for business verification to conduct research.

Commercial Lending Assistant

OceanFirst Bank N.A. formerly known as Country Bank
01.2014 - 2021
  • Worked integrally with the internal and external legal team, lending team and loan operation department towards the workout of 800+ Covid-19 Paycheck Protection Program (PPP) loans from April 2020 through May 2021.
  • Supported six lenders in building and maintaining client’s real estate portfolio.
  • Assisted in coordinating loan closings with lending team, internal/external counsel, broker and title company.
  • Supported complete and accurate loan file documentation.

Assistant Vice President/Loan Closer

Country Bank
01.2014 - 01.2019
  • Managed approximately 200+ loan closings from loan approval to origination inclusive of all loan documentations, disbursements, loan binders and credit files.
  • Maintained the closing calendar for daily closings and workload by conferring with the lending team on the assigned pipeline of pending credit actions and loans, and on approved proposals, coordinate all aspects of the loan closing process to ensure the loan closed.
  • Coordinated pre-closing requirements and liaised with internal and external clients (Underwriter, Relationship Manager, Borrowers and legal council).
  • Reviewed various internal and external loan documents to ensure documentation accurately reflects the intentions of the credit approval.
  • Determined what fees have been paid and/or due prior to closing and calculated the closing cost fees.
  • Completed coordination and review of loan closing documents. Initiated disbursement, prepare wire instructions and provide the worksheet for the booking of loans and commitments into the loan system.
  • Served as Secretary of the Officer Credit Committee, ensuring the monthly meetings were set up to correlate with the Board of Directors meetings. Collected and input all credit proposals/memoranda to be presented for approval and complete meeting minutes.

Commercial Real Estate – Assistant Vice President/Account Manager

Sterling National Bank
01.2001 - 01.2013
  • Reviewed and prepared documentation to ensure the closing of 88 loans from inception to completion annually.
  • Promoted to Account Manager: supervised two team members, allocating daily monthly tasks; verified that all tasks were correctly carried out to facilitate better time management in maintaining documentation and account compliance to bank policy, procedures and government regulations.
  • Prepared daily memoranda and correspondences with the Loan Operation Department; guaranteed the booking of all new loans and ensured the terms adhere to the life of the loan; organized and maintained legal documents and credit files of the loans.
  • Sustained and fostered Client Relations, soliciting repeat business and building long-term banking relationships.
  • Aided the Department in attaining branch status and the transfer and monitoring of 173 accounts: opened new accounts, encouraged and developed the growth of existing clients, inputted/approved wire transactions, and approved department overdrafts.
  • Maintained efficient office operations by handling errands and administrative functions.

Education

Baruch College
New York, NY

Skills

  • Microsoft Office - Excel, Word, Outlook
  • Lexis Nexis
  • Wolter Kluwer
  • Xactus
  • Legal document preparation
  • Closing assistance
  • Notary public certification

Timeline

Assistant Vice President Loan Closing

Carver Federal Savings Bank
10.2024 - Current

Real Estate – Paralegal

Norris McLaughlin P.C.
01.2021 - 01.2024

Commercial Lending Assistant

OceanFirst Bank N.A. formerly known as Country Bank
01.2014 - 2021

Assistant Vice President/Loan Closer

Country Bank
01.2014 - 01.2019

Commercial Real Estate – Assistant Vice President/Account Manager

Sterling National Bank
01.2001 - 01.2013

Baruch College

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