Summary
Overview
Work History
Education
Skills
Timeline
Generic

Courtney Foster

Providence Village,TX

Summary

Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.

Overview

3
3
years of professional experience

Work History

Commercial Loan Review and Funding Coordinator

Independent Financial
McKinney, TX
03.2022 - Current
  • Review and approve settlement statement to ensure accuracy in coordination with loan approval
  • Ensure all necessary fees and credits are included on the statement
  • Review loan documentation for signatures and completeness
  • Confirm receipt of all signed closing documents
  • Complete collateral loan documentation checklist
  • Balance closing funds for each transaction
  • Complete GL tickets for funding in Workflow or CrossApp as needed
  • Cross-train in consumer real estate and non-real estate funding and review
  • Audit existing loan documents to ensure all documents are accounted for

Funding Coordinator

Centra Funding
Plano, TX
11.2020 - 03.2022
  • Facilitated in the disbursement of funds to vendors via wire of ACH
  • Coordinated payments for broker fees
  • Preliminary review of credit applications and business research
  • Filed and maintained loan records
  • Scanned and uploaded loan and related documents into system
  • Coordinated notifications for collections on delinquent payments
  • Prepared and typed loan applications, closing documents or legal documents
  • Contacted credit bureaus and other sources to check applicants' credit
  • Checked value of customer collateral to hold as loan security

Education

Bachelor of Science - Strategic Communication

Oklahoma State University
Stillwater, OK
05.2019

Skills

  • Employment Verification
  • Credit Verification
  • Data Collection
  • Regulatory Compliance
  • Loan Disbursement
  • Loan Application Preparation
  • Loan Modification
  • Decision-Making
  • Financial Data Collection
  • Credit Applications
  • Calculations Error Correction
  • Loan Records Filing and Maintenance
  • Closing Documentation
  • Problem-Solving
  • Excel
  • Workflow
  • Silverlake
  • GFX
  • CrossApp
  • Word
  • Teller
  • LoanVantage

Timeline

Commercial Loan Review and Funding Coordinator

Independent Financial
03.2022 - Current

Funding Coordinator

Centra Funding
11.2020 - 03.2022

Bachelor of Science - Strategic Communication

Oklahoma State University
Courtney Foster