Detail-oriented professional with extensive experience at Univest Bank & Trust Co, excelling in loan processing and compliance. Proven ability in data entry and financial transactions, coupled with strong organizational skills and empathy. Recognized for enhancing workflow efficiency and maintaining high standards in documentation accuracy. Committed to delivering exceptional customer service.
Detail-oriented and highly organized in interpreting and translating complex loan documents (both Attorney prepared and C-1) to input in Jack Henry and Silverlake, Create RIF, AFT set up and FASB 91 fee and cost records for loan modifications and new loans. Adept in managing loan documents and perform file maintenance to record loan extensions, and create bills including interest accruals and billing calculations on all types of loans while ensuring compliance. Review loan packages in nCino for completeness and compliance before loan processing
Timely manner in responding to lenders, AA, doc prep team on any loans and chatter when there is any issue with any booking.
Maintain monthly Letter of credit report and extend, release and reduction of the letters.
Assist in funding and fees with accuracy and perform all funding for Capital Investments Group daily.
Certification as teller and personal banker