Felicitas Lawson
Junction City
Summary
As a loan boarding specialist III, I review completed loan packages to ensure the loan is ready to be boarded to the core. In the review process, I would file any UCC or Tax services as needed on the loan. I ensure the loan balances with funding and the general ledger accounts. In boarding the loan, I ensure complete accuracy while inputting the loan on the system in a timely manner. I have adapted to various changes with in loan operations.
I provide excellent internal and external client service by exceeding customer's expectations. I go above and beyond on a daily basis in achieving personal and team goals. I am motivated, detail oriented and display an ability to learn rapidly and adapt quickly to changing situations.
Overview
29
29
years of professional experience
Work History
Loan Boarding Specialist III
Citizens Bank
Eugene, OR
11.2022 - Current
- I check in and board the loan to the core using both Laserpro and Silverlake. I order tax service and UCCs when applicable. I assist lenders with many questions ranging from funding the loan, payments, payoff, and waiving late fees. I daily tasks include file maintenance reports, checking back loans from the prior day and balance GLs. I certify monthly GLs and follow up with lenders regarding outstanding environmental, appraisal or real estate filing fees. I backup File Services if a payoff is needed. I continue to grow and challenge myself by asking questions and learning new tasks.
Loan Documentation Specialist
Columbia Bank
Eugene, OR
07.2013 - 11.2022
- I have taken the opportunity to be very diverse within my positions with Columbia Bank. My knowledge in retail banking has helped in various situations such as balancing GLs and communicating with officers in loan operations. I have been a teller, vault teller, personal banker, branch supervisor, assistant manager, loan boarding specialist and loan doc prep specialist. I have backed up new accounts and teller row. I have trained, mentored and cross trained tellers and bookers. I was involved in hiring our tellers at Junction City. I made sure certifications were complete and accurate. I am knowledgeable in retail and loan operations and continue to grow by going above and beyond in my current role.
Assistant Manager
Moneytree Inc.
Meridian, ID
01.2004 - 06.2013
- As an assistant, I lead my team to be positive and knowledgeable in our products. I helped build team spirit and exceed our customer's expectations even when there was a lot of change. I have gained skills and knowledge in dealing with check cashing and short-term lending. I also acquired skills in vault cash ordering and being in compliance.
Video & Cafe Customer Service Associate
Hastings
Boise, ID
10.2002 - 01.2004
- My previous background and knowledge helped me achieve different goals. One of those goals was learning the cafe and multi-tasking the different departments. My range of duties included making coffee to placing a book, music or video special orders for customers.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Senior Teller
Boise US Employees Federal Credit Union
Boise, ID
02.2002 - 04.2003
- As a teller, I handled all types of transactions thru the drive-thru and in the branch. I quickly moved up to managing my own branch 2 days a week. In managing my own branch, I learned to balance quickly and efficiently while providing excellent service to our members.
Event Handler
Adecco Tad Technical
Boise, ID
11.1999 - 01.2002
- As test operator for Hewlett Packard, I learned patience is the key to getting a job done correctly and efficiently. I soon moved up to my position as event handler. I managed my crew making sure the tests were ran correctly by tracking the results to give to the engineers.
Video & Guest Service Associate
Hastings
Boise, ID
10.1998 - 12.2000
- My skills as a Guest Service Associate included stocking, customer service, and helping out the front end of the store. I moved on to the video department where I ran reports, placed orders and helped customers on any questions about movies.
Cashier
Ross Dress For Less
Boise, ID
08.1998 - 10.1998
- My duties as a cashier included customer service, stocking, and balancing.
Cashier
Taco Bell
Idaho Falls, ID
06.1997 - 07.1998
- My skills included balancing, customer service, and making sure the order was correct for the customer. I helped prep food when there was an opportunity for me help out on the line.
Education
High School -
Shelley High School
Shelley, ID06-1998
2 years of Business
Boise State University
Boise, IdahoSkills
- Professionalism and ethics
- Policy adherence
- Strong leadership
- Teamwork and collaboration
- Time management
- Problem-solving
- Customer service
- Attention to detail
- Multitasking
- Excellent communication
- Adaptability and flexibility
Timeline
Loan Boarding Specialist III
Citizens Bank
11.2022 - Current
Loan Documentation Specialist
Columbia Bank
07.2013 - 11.2022
Assistant Manager
Moneytree Inc.
01.2004 - 06.2013
Video & Cafe Customer Service Associate
Hastings
10.2002 - 01.2004
Senior Teller
Boise US Employees Federal Credit Union
02.2002 - 04.2003
Event Handler
Adecco Tad Technical
11.1999 - 01.2002
Video & Guest Service Associate
Hastings
10.1998 - 12.2000
Cashier
Ross Dress For Less
08.1998 - 10.1998
Cashier
Taco Bell
06.1997 - 07.1998
2 years of Business
Boise State University
High School -
Shelley High School