ANNA VICENTE ELLISON
Simpsonville
Summary
Dynamic SBA Closing Specialist II at BayFirst National Bank with a proven track record in compliance and quality control. Expert in Microsoft Office and renowned for exceptional communication skills, I successfully streamlined processes, enhancing efficiency and accuracy in loan closings. Committed to delivering outstanding customer service while managing high-volume tasks effectively.
Overview
18
18
years of professional experience
Work History
SBA Closing Specialist II
BayFirst National Bank
St. Petersburg
01.2019 - Current
- Executed high-volume, time-sensitive tasks in the post-approval process, ensuring compliance with Bank Policy and SBA SOP.
- Collaborated with loan document specialists, underwriters, Fintech partners, brokers, insurance agents, and borrowers to secure necessary pre-closing loan requirements.
- Reviewed the credit memo for the use of proceeds and preclosing conditions, ordered the SBA PLP number, prepared loan documents, and other SBA forms necessary to ensure the loan meets all SBA requirements.
- Reviewed closing documents for accuracy and compliance with regulations.
- Coordinated communication between clients, agents, and lenders during the closing process.
- Facilitated the signing of documents with clients to finalize transactions smoothly.
- Provided guidance to clients regarding closing procedures and requirements clearly.
- Reviewed title commitments for liens or encumbrances that could affect the sale of property.
- Coordinated closings with buyers, sellers, title companies, attorneys, lenders, and other parties involved in the transaction.
- Served as a resource to Loan Officers, Processors, and Underwriters regarding closing process.
- Performed other duties as required.
SBA Quality Control Specialist
BayFirst National Bank
St. Petersburg
03.2024 - 05.2024
- Performs a comprehensive pre-closing review of documentation and compliance of SBA Bolt loans for accuracy and completeness in accordance with Bank Policy, Bolt Program Parameters, and SBA SOP.
- Works closely with loan coordinators, loan document specialists, closing specialists, and underwriters to clear any pre-closing findings.
- Responds to inquiries and clarification requests from closing specialists relating to documentation and Bolt Program parameters.
- Collaborated with teams to identify and resolve quality-related issues promptly.
Buyer/Planner
UTC Aerospace
Hodges
06.2014 - 12.2018
- Obtained new quotes from vendors; monitored on-time delivery; maintained Supplier Scorecard to ensure top suppliers adhered to strict guidelines.
- Determined economic order quantities. Established long-term agreements with vendors, which cut lead times and inventory costs by 30%.
- Met monthly sales goals of $500K to $1MM. Established a manufacturing schedule using customer forecasts and SAP. Managed the execution of the daily production schedule; coordinated with the production supervisor to ensure the schedule is met. Monitored progress and implemented changes to the production plan, as needed.
- Coordinated with team members, quality officers, engineering, and outside vendors to expedite the flow of materials to ensure that OTD of 95% is met.
- Provided support to the engineer, sourced new components, provided the necessary documents needed to complete brochures and concessions, and monitored rework disposition instructions. Worked with the quality officer and stockroom associate in planning and implementing engineering changes in production materials.
- Provided status updates to customers, maintain ACE Sliver customer satisfaction status.
Loan Specialist III
United Community Bank
Greenville
09.2013 - 06.2014
- Managed and reviewed loan requests with supporting documentation such as Credit Approvals and memorandums received from 116 branches.
- Prepared unsecured and vehicle commercial loan documents.
- Created training presentation and materials for new hires.
- Created process flow chart for all loan operations departments.
- Created Intangible tax calculators for all states serviced by the bank for the use of both the consumer and commercial operations centers.
Loan Fulfillment Processor/Coordinator
CertusBank N.A.
Greenville
01.2012 - 01.2013
- Received and reviewed loan requests for completeness of supporting documents to ensure compliance with bank policies.
- Processed loan requests in the Compliance One system.
- Ordered Flood Determinations from Wolters Kluwer System.
- Prepared early disclosures for all closed-end applications.
- Prepared and sent adverse action notice to declined applications.
- Assigned loan servicing requests from all branches to processors, ensuring expected completion dates are met.
- Created the loan fulfillment and servicing tracking logs for all loan requests received and processed.
Loans Requests Coordinator
TD Bank (fka Carolina First)
Greenville
01.2008 - 01.2012
- Preprocessed all Loan Request Forms received from all branches and assign these loans to processors, ensuring that standard turn-around times and requirements are met.
- Prepared early disclosures and order flood determination for all closed-end applications.
Education
Bachelor of Science - Commerce, Major in Applied Economics, Commerce, Major in Business Management
DE LA SALLE UNIVERSITY
PHILIPPINESSkills
- Planning and organization
- Attention to detail
- Excellent communication skills
- Customer service focused
- Proficient in Microsoft Office
- Proficient in LaserPro
- Proficient in Compliance One
- Time management
Languages
English
Professional
Filipino
Professional
Timeline
SBA Quality Control Specialist
BayFirst National Bank
03.2024 - 05.2024
SBA Closing Specialist II
BayFirst National Bank
01.2019 - Current
Buyer/Planner
UTC Aerospace
06.2014 - 12.2018
Loan Specialist III
United Community Bank
09.2013 - 06.2014
Loan Fulfillment Processor/Coordinator
CertusBank N.A.
01.2012 - 01.2013
Loans Requests Coordinator
TD Bank (fka Carolina First)
01.2008 - 01.2012
Bachelor of Science - Commerce, Major in Applied Economics, Commerce, Major in Business Management
DE LA SALLE UNIVERSITY