Senior Funding Specialist
DME Capital
New York, NY
02.2024 - Current
- Prepared financial reports detailing the status of loans, credit analysis and other related activities.
- Managed customer relationships by providing regular updates on progress towards obtaining desired funding outcomes.
- Analyzed financial statements, tax returns, credit histories, debt obligations, collateral values, and other information relevant to loan requests.
- Developed procedures for tracking customer accounts throughout the entire lending process.
- Negotiated terms and conditions of loan agreements with lenders.
- Monitored client accounts to ensure that all payments are made in a timely fashion.
- Maintained records and documentation related to all loan agreements and transactions.
- Coordinated meetings between internal stakeholders and external partners to discuss project financing options.
- Filed and maintained loan records.
- Checked applicant credit, personal references and employment histories.
- Answered questions and advised customers regarding loans and transactions.
- Provided support during audits by collecting necessary documents from team members or external parties.
