Chalon Liebsack
Omaha,NE
Summary
Dynamic professional with extensive experience at Core Bank in construction lending administration. Expert in regulatory compliance and customer service, successfully streamlining processes to enhance efficiency. Proven ability to resolve complex issues and maintain accurate documentation, contributing to high satisfaction levels and effective loan disbursement management.
Overview
20
20
years of professional experience
Work History
Construction Lending Administration
Core Bank
Omaha, NE
07.2015 - Current
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Prioritized and organized daily tasks efficiently.
- Utilize various software and tools to streamline processes and optimize performance throughout the construction loan process.
- Manage project documentation and correspondence for all construction projects.
- Process invoices and disbursements on construction management software.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Prepare monthly and quarterly reporting of all construction loan activity, balances, and statuses for the Board of Directors.
- Reviewed loan files for completeness and accuracy before submission.
- Maintained accurate records in loan management systems for compliance purposes.
- Provided administrative support to the Loan Department by preparing reports, responding to emails, filing paperwork, and maintaining records.
- Verified insurance policies are current, prior to disbursing funds to contractors and subcontractors throughout the life of the loan.
- Performed daily reconciliation of accounts and general ledger balances and process adjustments as needed.
- Assisted loan officers with document preparation and organization of customer files.
- Entered data into the banking system accurately and in a timely manner.
- Handle all incoming disbursement requests from borrowers and builders from beginning to end, ensuring margins are in line with current inspection completion.
- Correspond with attorneys and government officials regarding special asset management and defaulted SBA loans.
Loan Servicing Specialist
Core Bank
Omaha, NE
01.2008 - 07.2015
- Managed customer inquiries regarding loan servicing and account details.
- Coordinated with internal departments to resolve loan servicing issues promptly.
- Reviewed and updated loan records in the servicing system to ensure precision.
- Trained junior staff on loan servicing procedures and best practices.
- Assisted in implementing process improvements for efficiency in loan servicing tasks.
- Monitored payment schedules and ensured timely processing of transactions.
- Responded promptly to customer inquiries via phone or email.
- Maintained communication with borrowers regarding their loans throughout the life cycle of the loan process.
- Conducted quality control reviews on all new loans serviced by the department.
- Performed routine data entry tasks to update customer account information in the system.
- Researched borrower inquiries and provided solutions to resolve discrepancies or issues.
- Processed loan payments and maintained accurate records of transactions.
- Reviewed and evaluated loan files for accuracy and completeness.
- Ensured accuracy of escrow accounts by monitoring tax and insurance payments.
- Scanned and uploaded loan and related documents into system.
- Filed and maintained loan records.
- Accepted payment on accounts.
Loan Processor
CoreLogic
Omaha, NE
04.2005 - 01.2008
- Reviewed loan applications for accuracy and completeness.
- Communicated with clients to gather necessary documentation and information.
- Managed timelines to ensure timely processing of loan requests.
- Maintained detailed records of loan files in compliance with regulations.
- Utilized loan processing software to track application progress efficiently.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Provided excellent customer service while responding promptly to inquiries from applicants, and lenders.
- Filed completed packages quickly and efficiently.
- Verified accuracy of closing figures prior to disbursement of funds.
- Adhered strictly to company policies when completing tasks associated with loan processing duties.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Reviewed appraisals to ensure accuracy of value estimates.
- Maintained accurate records in computer database system during loan origination process.
- Researched escalated problems related to loan processing activities.
- Assisted in the preparation of loan closing documents and coordinated with closing agents.
Education
Some College (No Degree) - General Education
Metropolitan Community College
FremontSkills
- Regulatory compliance
- Document management
- Customer service
- Problem solving
- Time management
- Attention to detail
- Computer skills
- Microsoft office
- Troubleshooting
- Problem resolution
- Documentation management
- Communication skills
- Issue resolution
- Construction disbursements
- Account reconciliation
Timeline
Construction Lending Administration
Core Bank
07.2015 - Current
Loan Servicing Specialist
Core Bank
01.2008 - 07.2015
Loan Processor
CoreLogic
04.2005 - 01.2008
Some College (No Degree) - General Education
Metropolitan Community College
Similar Profiles
Denicia WelchDenicia Welch
Virtual Call Center Supervisor at Core BankVirtual Call Center Supervisor at Core Bank
Courtney MillerCourtney Miller
Banking Center Manager II at Core BankBanking Center Manager II at Core Bank
Jen WilliamsJen Williams
VP Commercial Banking Assistant Manager at Bank of Blue ValleyVP Commercial Banking Assistant Manager at Bank of Blue Valley
Marvin Roe JrMarvin Roe Jr
Senior Virtualization Engineer - FTS, Distributed Infrastructure at FiservSenior Virtualization Engineer - FTS, Distributed Infrastructure at Fiserv
Bryce BremserBryce Bremser
Line Cook at Freddy's Frozen Custard & SteakburgersLine Cook at Freddy's Frozen Custard & Steakburgers