Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Esther Ha

La Canada,CA

Overview

5
5
years of professional experience

Work History

AVP & SBA CLOSING OFFICER

CATHAY BANK
05.2023 - Current
  • SBA 7(a) loan closing
  • SBA 504 loan closing
  • Review file, create pending list, obtain outstanding pending items, receive executed loan documents, coordinate with escrow and attorneys for closing, coordinate with title for deeds and mortgages, approve settlement statements, and prepare for disbursement
  • Process loan-related fees
  • Process debenture funding
  • Complete loan servicing requests
  • Generates monthly G/L and SBA Bank Control Account Certifications
  • Issue broker referral fees
  • Insurance tickler follow-up

AVP & CLOSING AND OPERATIONS OFFICER

CENTERSTONE SBA LENDING, INC.
01.2022 - 05.2023
  • SBA 7(a) loan documentation and closing
  • Review file, create pending list, obtain outstanding pending items, prepare documents on LaserPro, create SBA Authorization on Wizard, receive executed loan documents, file UCC, coordinate with escrow and attorneys for closing, coordinate with title for deeds and mortgages, approve settlement statements, and prepare for disbursement
  • Book loans on Precision upon funding
  • Process loan-related fees
  • Prepare Borrowing Base Certificate, Notice of Borrowing, and update data tape for fund advancement
  • Complete loan servicing requests
  • Loan sale & settlement and on-boarding of new secondary market investors
  • Review and approve of team members' insurance tickler follow-ups
  • Collateral follow-ups
  • Knowledge on SBA Standard Operating Procedures.

CLOSING AND OPERATIONS OFFICER

CENTERSTONE SBA LENDING, INC.
01.2021 - 01.2022
  • SBA 7(a) loan documentation and closing
  • Review file, create pending list, obtain outstanding pending items, prepare documents on LaserPro, create SBA Authorization on Wizard, receive executed loan documents, file UCC, coordinate with escrow and attorneys for closing, coordinate with title for deeds and mortgages, and prepare for disbursement
  • Book loans on Precision upon funding
  • Daily 7(a) payment processing and general ledger reconciliation
  • Loan sale & settlement
  • Insurance and collateral tickler follow-up.

CLOSING AND OPERATIONS SPECIALIST

CENTERSTONE SBA LENDING, INC.
04.2020 - 01.2021
  • PPP origination, loan documentation, and funding
  • Insurance tickler follow-up
  • Daily 7(a) payment processing and general ledger reconciliation
  • PPP forgiveness payment processing

CERTIFIED SUBSTITUE TEACHER

SWING EDUCATION
04.2019 - 03.2020
  • Serve as a certified (CA permit) on-call substitute, execute lesson plans across all class level (K-12)
  • Recognized as a Star Sub by Swing Education.

Education

B.A. - Communications: Public Relations

California State Polytechnic University, Pomona
Pomona, CA
06.2016

Skills

  • Microsoft Office Suite
  • Adobe
  • nCino
  • E-Tran
  • Wolters Kluwer iLien
  • iCapp
  • IBS Insight
  • Accusystems
  • LaserPro
  • Precision
  • SBA Wizard

Certification

Certified Notary Public - California (Commissioned May 2022)

Languages

English
Native or Bilingual
Korean
Native or Bilingual

Timeline

AVP & SBA CLOSING OFFICER

CATHAY BANK
05.2023 - Current

AVP & CLOSING AND OPERATIONS OFFICER

CENTERSTONE SBA LENDING, INC.
01.2022 - 05.2023

CLOSING AND OPERATIONS OFFICER

CENTERSTONE SBA LENDING, INC.
01.2021 - 01.2022

CLOSING AND OPERATIONS SPECIALIST

CENTERSTONE SBA LENDING, INC.
04.2020 - 01.2021

CERTIFIED SUBSTITUE TEACHER

SWING EDUCATION
04.2019 - 03.2020

B.A. - Communications: Public Relations

California State Polytechnic University, Pomona

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Esther Ha