James Conley
Victorville,CA
Summary
Driven Document Controller touting 15 years of success in digital file management. Proven history of streamlining procedures and mentoring team members on document workflows. Astute individual offering positivity and relative ease in tackling administrative tasks and assisting with special projects. Highly-qualified business administration professional driven to oversee operations with results-oriented mindset. Versed in best practices and strategies for streamlining workflows.
Overview
13
13
years of professional experience
Work History
LOAN DOCUMENT ADMINISTRATOR I
City National Bank
Los Angeles, California
12.2020 - Current
- Construction
- Filling UCC-1
- Provide payoff and prepayment calculations
- Verify and order Entity Documents for the borrowers
- Work with Legal or outside counsel for preparation of real estate documents
- Prepare Real Estate Loan Documents for Construction, Term, and Revolving Line of Credit loans.
- Ensure all scanning of all loan documents are completed
- Conducts call backs after loan closes
- Review title reports
DOCUMENT SPECIALIST
City National Bank
Los Angeles, California
08.2017 - 12.2021
- Reviewed all incoming Insurance policies for Real Estate loans
- Process REB Boarding checklist
- Assisted with CCAR reporting for all real estate loans
- Process payoff demands and Re-Conveyances
Document Specialist
Seek Capital
Los Angeles, CA
06.2015 - 08.2017
- Responded promptly to customer inquiries regarding status of requested documents.
- Performed quality control checks on scanned images prior to release into document management system.
- Led project team meetings to obtain expected schedule for all pending documents.
- Completed documents and work requests according to company standards.
Customer Care Representative
Total Merchant Solutions
Topanga, CA
03.2012 - 05.2014
- Liaised between customers and retail buyers to expedite orders and meet customer demands.
- Assisted customers in navigating through website features and functions to locate desired information or products.
- Answered customer inquiries over the phone and via email.
- Updated databases with new and modified customer data.
Bankruptcy Specialist
Bank of America
Lancaster, CA
10.2010 - 11.2013
- Worked closely with bankruptcy attorneys to review documents and made all required corrections.
- Responded to client calls and inquiries to deliver applicable information.
- Analyzed legal statutes, codes and previous court decisions to determine optimal course of action.
- Liaised between bank and outside parties such as agencies, attorneys, and trustees to handle bankruptcy matters.
Education
High School Diploma -
Palisades Charter High School
06.1997
Skills
- Data Archiving Program Operations
- Confidential Document Control
- Preventive Maintenance
- Presentation Creation
- Information Management
- Continuous Improvement
- Resourceful and Analytical
Timeline
LOAN DOCUMENT ADMINISTRATOR I
City National Bank
12.2020 - Current
DOCUMENT SPECIALIST
City National Bank
08.2017 - 12.2021
Document Specialist
Seek Capital
06.2015 - 08.2017
Customer Care Representative
Total Merchant Solutions
03.2012 - 05.2014
Bankruptcy Specialist
Bank of America
10.2010 - 11.2013
High School Diploma -
Palisades Charter High School
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