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
07.2023 - 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
04.2022 - 07.2023
- 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
06.2021 - 04.2022
- 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
08.2016 - 06.2021
- 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
07.2023 - Current
Loan Administrative Assistant
Signature Bank
04.2022 - 07.2023
File Management Associate
Signature Bank
06.2021 - 04.2022
Deli Clerk
Southdown Marketplace
08.2016 - 06.2021
Bachelor of Science - Business Management
Farmingdale State College
High School Diploma -
Walt Whitman High School
Similar Profiles
Vanessa GarciaVanessa Garcia
Teller at Dime Community BankTeller at Dime Community Bank
Fabiana Da SilvaFabiana Da Silva
Treasury Management Sales Consultant at Dime Community BankTreasury Management Sales Consultant at Dime Community Bank
Chyanna BrownChyanna Brown
Customer Service Associate (CSA) at Dime Community BankCustomer Service Associate (CSA) at Dime Community Bank