Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Dipanwita (Dipa) Namboodiri

North Wales,PA

Summary

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.

Overview

24
24
years of professional experience
1
1
Certificate

Work History

Loan Boarding and Booking Specialist

Univest Bank & Trust Co
08.2011 - Current

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.


Post Closer

Univest Corp Of Pennsylvania
02.2019 - 12.2022
  • Checked accuracy and completeness of all paperwork.
  • Conducted thorough reviews of closed loan files for accuracy and completeness.
  • Generate the boarding document and check for necessary fields
  • Complete CRA and HMDA as needed
  • Assisted in team lead for reporting requirments
  • Input in LQAS covenants and reporting requirements
  • Update the dates on reporting if the lender provides a waiver for skipping annual reviews
  • Improved workflow efficiency by implementing an organized filing system for closed loans.

Administrative Assistant to John Duerson's Team

Univest Bank and Trust
01.2022 - 07.2022
  • I was primary point of contact for RM's customers
  • Provide Assist RM with daily NSF list and reach out to customers
  • Answered multi-line phone system, routing calls, delivering messages to lenders.
  • Pre close data for a loan, get all the searches and appraisals completed in due time to go for underwriting for a new loan or renewals.
  • Assist in getting all the pre and post close requirements for a loan to successfully close
  • Once closing, make sure all the documents are executed and send them for funding, booking and deliver the originals to post close
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital customer information.

Assistant Bank Manager

Univest
04.2011 - 08.2015
  • Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
  • Conducted regular audits to ensure adherence to internal policies and regulatory requirements, maintaining operational excellence.
  • Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
  • Contributed to the achievement of financial targets by effectively managing budgets and controlling expenses within the branch.
  • Implemented effective sales strategies to increase product offerings and drive revenue growth.
  • Coordinated staff training programs, equipping employees with essential skills for success in their roles.
  • Boosted employee morale through recognition initiatives, leading to increased productivity levels across the team.

Clinical Diet Technician

Harvard University
02.2001 - 06.2004
  • Evaluated the effectiveness of dietary interventions, making adjustments as needed based on feedback from patients and healthcare professionals alike.
  • Developed comprehensive resources for staff education on various diets, enhancing their ability to support diverse patient populations effectively.
  • Conducted thorough food service audits, identifying areas for improvement while maintaining high standards of quality control within the facility''s dining services department.
  • Provided compassionate support and guidance to patients facing difficult health challenges, fostering trust and building strong relationships that contributed to better adherence to dietary recommendations.

Education

Bachelor of Science - Mathematics Major And Physics Minor

Calcutta University
India
08-1994

Skills

  • Empathy and patience
  • Strong organization
  • Fluent in english
  • Data entry proficiency
  • Financial transactions
  • Interpersonal awareness

Accomplishments

  • Completed Principals in Banking
  • Completed Laws in Banking
  • Completed the Excel 1 training
  • Completed Color Code Training
  • Completed Leadership Training
  • Completed Management Training for New Supervisors

Certification

Certification as teller and personal banker


Languages

Hindi
Full Professional
English
Full Professional
Bengali
Full Professional

Timeline

Administrative Assistant to John Duerson's Team

Univest Bank and Trust
01.2022 - 07.2022

Post Closer

Univest Corp Of Pennsylvania
02.2019 - 12.2022

Loan Boarding and Booking Specialist

Univest Bank & Trust Co
08.2011 - Current

Assistant Bank Manager

Univest
04.2011 - 08.2015

Clinical Diet Technician

Harvard University
02.2001 - 06.2004

Bachelor of Science - Mathematics Major And Physics Minor

Calcutta University
Dipanwita (Dipa) Namboodiri