Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.
Overview
20
20
years of professional experience
Work History
Loan Funder
HomeStreet
Seattle, WA
07.2020 - Current
Reviewed loan agreements to ensure accuracy of information and compliance with regulations.
Identified any discrepancies in customer data or documentation prior to funding loans.
Coordinated with internal departments to resolve any issues that arose during the underwriting process.
Evaluated existing processes for efficiencies and made recommendations accordingly
Delivered high levels of customer service to facilitate smooth processes.
Reviewed loan agreements to confirm completeness and accuracy.
Managed pipeline for originated loans through closing and complete required management reports.
Wire Desk Specialist
Homestreet Bank
Seattle, WA
11.2016 - 07.2020
Reviewed wire transfer requests and ensured that all requirements were met prior to processing.
Researched and resolved discrepancies related to wire transfers.
Developed strategies for improving the efficiency of wire transfer operations.
Maintained accurate records of all completed transactions in accordance with internal policies and procedures.
Monitored changes in banking regulations affecting wire transfers.
Provided training to new staff members on how to process various types of wire transfers.
Created detailed documentation for each transaction processed by the team.
Investigated issues related to failed or delayed payments due to incorrect routing information
Funding Assistant
Homestreet Bank
Seattle , WA
05.2015 - 11.2016
Coordinated with internal departments to ensure timely processing of all incoming funds.
Managed relationships with existing funders by providing updates on projects funded through their contributions.
Provided administrative support to the Operations Manager by preparing reports, documents and presentations.
Organized and maintained records of daily transactions and other operational data.
Compiled loan closing packages according to lender's instructions.
Monitored post-closing activities such as recording fees, finalizing titles, releasing funds from escrow accounts.
Attended weekly meetings with staff members to discuss current loan transactions.
Handled pipeline of active deals in closing stage.
Completed final closeout of systems after loan funding.
Scanned and uploaded loan and related documents into system.
Prepared and delivered loan documents to title and escrow teams.
Processed incoming mail on a daily basis including sorting, distributing and responding when necessary.
Scanned documents using high-speed scanners for digital archiving purposes.
Documentary Releasing Officer
Unicash Credit Inc
Manila , Philippines
05.2004 - 02.2014
Assisted customers with the loan process, including answering questions and providing documentation.
Prepared forms for business loan transactions such as deeds and other legal documents.
Processed payments from borrower in a timely manner.
Verified funds received were sufficient in closing loans.
Provided customer service through phone calls or emails promptly and professionally.
Monitored progress of each transaction from beginning to end ensuring timely completion
Greeted customers and provided assistance with inquiries in a courteous manner.
Scheduled appointments for customers to sign closing documents.
Assisted in the preparation of closing packages for various business loan transactions.
Education
Bachelor of Science - Business Administration And Management
University of The East
Manila, Philippines
12-2003
Skills
Loan Closing
Attention To Detail
Reviewing Credit Information
Mortgage lending
Adaptability
Multitasking
Timeline
Loan Funder
HomeStreet
07.2020 - Current
Wire Desk Specialist
Homestreet Bank
11.2016 - 07.2020
Funding Assistant
Homestreet Bank
05.2015 - 11.2016
Documentary Releasing Officer
Unicash Credit Inc
05.2004 - 02.2014
Bachelor of Science - Business Administration And Management