Erick Pacheco Ayala
Huntington Station,NY
Summary
Organized and detail-oriented Loan Officer Assistant with exceptional administrative and problem-solving skills, focused on efficiently fulfilling loan requirements. Knowledgeable in checklist management, business correspondence, and recordkeeping. Passionate about supporting team success and company goals with strong organizational abilities.
Overview
8
8
years of professional experience
Work History
Commercial Loan Administrator I
Dime Community Bank
2023.07 - Current
- Managed Tickler systems to ensure timely receipt of financial documents before due dates
- Create Tickler and financial covenants based on loan agreements
- Uploaded financial documents to Sageworks and verified correct statements required
- Sent email correspondence through Sageworks to clients, providing reminders about missing documents
- Managed document library in Sageworks to improve organization and accessibility of financial statements for team members
- Reviewed reports to ensure all workflow steps were completed accurately and efficiently.
- Enhanced loan processing efficiency by streamlining documentation and data entry procedures.
- Adapted quickly to changes in regulatory requirements or company policies to ensure continued compliance within loan administration department.
Loan Administrative Assistant
Signature Bank
2022.04 - 2023.07
- Processed loan transactions, including debit/credit tickets, good faith deposits, and loan payments
- Assisted Loan Administrators with client requests for statements and loan information
- Obtained credit investigation reports assessing the creditworthiness of applicants
- Coordinated appraisal and environmental reports to evaluate property value and mitigate risk
- Prepared accurate payoff letters in a timely manner
- Collaborated with Commercial Loan Administration Department to obtain and provide original loan documentation for the assignment of mortgages
- Managed third-party invoices and facilitated timely payments by coordinating with Accounting Department
- Updated and maintained nCino system with third-party report information for streamlined loan processing
- Provided general clerical support as needed to ensure efficient departmental operations
- Answered inquiries and provided superior customer service to clients.
File Management Associate
Signature Bank
2021.06 - 2022.04
- Organized and maintained meticulous records and documents to ensure easy retrieval and efficient workflow
- Managed credit files and assisted various departments and personnel in retrieving required documents
- Developed and implemented effective alphabetical and numerical systems for organizing credit files
- Maintained a comprehensive log to track the borrowing and returning of documents, ensuring accuracy and accountability
- Collaborated closely with warehouse personnel to ensure the secure archiving and preservation of vital documents
- Worked collaboratively within a team to meet loan administration needs and ensure seamless document management processes.
Deli Clerk
Southdown Marketplace
2016.08 - 2021.06
- Provided exceptional customer service in a high-volume grocery store deli, ensuring customer satisfaction and repeat business
- Collaborated effectively with team members to maintain smooth operations during peak hours
- Operated cheese and meat slicers, scales, and adhered to strict food preparation and safety standards
- Utilized strong interpersonal and communication skills to engage customers and make suggestive sales
- Demonstrated expertise in deli product presentation, enhancing visual appeal and customer appeal
- Greeted customers at the counter to fulfill requests and answer questions
- Brewed and ground coffee, restocked supplies, and assisted with food preparation
- Collaborated with team members to ensure smooth operations and provide timely service.
Education
Bachelor of Science - Business Management
Farmingdale State College
Farmingdale, New York12.2020
High School Diploma -
Walt Whitman High School
Huntington Station, New York08.2016
Skills
- Loan Processing and Administration
- Customer Service Excellence
- Record Management and Organization
- Credit Investigation and Evaluation
- Financial Documentation and Reporting
- Attention to Detail
- Team Collaboration and Communication
- Cash Handling and Financial Transactions
- Professionalism and Integrity
- Commercial Real Estate
- Loan File Review
- Strong attention to detail
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Commercial Loan Administrator I
Dime Community Bank
2023.07 - Current
Loan Administrative Assistant
Signature Bank
2022.04 - 2023.07
File Management Associate
Signature Bank
2021.06 - 2022.04
Deli Clerk
Southdown Marketplace
2016.08 - 2021.06
Bachelor of Science - Business Management
Farmingdale State College
High School Diploma -
Walt Whitman High School
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