Summary
Overview
Work History
Education
Skills
Timeline
Generic

Barbara Losier

TARRYTOWN,NY

Summary

34 years if experience in the banking industry excelling in servicing and commercial loan processing. Strong administrative and organizational skills which enhance departmental processes, procedures and compliance requirements.

Overview

21
21
years of professional experience

Work History

Loan Operations, Assistant Manager

PCSB Bank
Yorktown Heights, NY
01.2017 - 03.2022

Process all participation loan payments and wire transactions to participating banks.

Booking and scanning loans into Fiserv system.

Process and monitor property tax payments for new and existing loan portfolio.

Reconcile general ledger account for loan fees.

Prepare monthly reports for management.

Review new loan bookings on core banking system.

Process and perform maintenance on all portfolio loans on core banking system.

Provide ongoing support for all audits and examinations.

Loan Operations Assistant

PCSB Bank
Brewster, NY
10.2012 - 01.2017

Loan Operations responsibilities as outline above.

Commercial Loan Processor/Loan Servicing

Empire State Bank
Newburgh, NY
01.2007 - 06.2012

Process commercial loans and consumer loans using loan origination software ElliMae Encompass360.

Manage customer tax returns and financial statements utilizing financial management software Sageworks.

Prepare and obtain approval on commercial loan and consumer loan closing documents using lending compliant software LaserPro.

Order and review credit reports, flood certifications and appraisals for commercial loans.

Interface with bank attorneys on bank fees for commercial real estate loans.

Prepare clear to close package for commercial loan closings.

Fund attorney account for all loan closings.

Process and perform maintenance on all portfolio loans on core banking system (Fiserv Precision).

Provide administrative support to Bank's Chief Credit Officer, Business Relationship Managers and Underwriters.

Reconcile general ledger accounts for loan fees.

Prepare monthly reports for Management.

Manage annual commerical loan tax return filings.

Provide ongoing support for all audits and examinations.

Commercial Loan Processor

Sleepy Hollow Bank
Sleepy Hollow, NY
09.2000 - 09.2006

Commercial loan processing responsibilities as outline above using Jack Henry system.

Education

High School Diploma -

Sleepy Hollow High School
Sleepy Hollow, NY
06.1986

Skills

  • Loan Processing Coordination
  • Loan File Maintenance
  • File Organization
  • Time Management
  • Attention to Detail

Timeline

Loan Operations, Assistant Manager

PCSB Bank
01.2017 - 03.2022

Loan Operations Assistant

PCSB Bank
10.2012 - 01.2017

Commercial Loan Processor/Loan Servicing

Empire State Bank
01.2007 - 06.2012

Commercial Loan Processor

Sleepy Hollow Bank
09.2000 - 09.2006

High School Diploma -

Sleepy Hollow High School
Barbara Losier