Jillian Mooney
Hauppauge
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
16
16
years of professional experience
Work History
Director & Assistant Vice President
A & E Real Estate Finance, LP
09.2023 - Current
- Manages pipeline of commercial loans from origination to closing, ensuring timely completion of tasks for all parties involved.
- Engages third party vendors to order appraisal and environmental reports.
- Orders credit and background checks for entities and individuals.
- Reviews title, insurance and flood zone certifications for each property.
- Coordinates closings between borrowers, attorneys, and other relevant parties for a seamless process.
- Reviews and prepares loan closing documentation.
- Reduces potential errors through careful review of settlement statements prior to disbursement of funds.
- Creates and maintains electronic closing file through entire loan term.
- Provides clients assistance post closing on all loan inquiries.
- Contributes to team success by playing an integral role in the development of loan closing processes and procedures.
Loan Administration Team Leader
Signature Bank
03.2022 - 09.2023
- Monitors 5 team members performance and provides constructive feedback.
- Built relationships with team members to encourage willingness to address concerns and issues.
- Train new hires to understand systems and procedures to help employees achieve success.
- Reviews time and attendance, enforcing compliance with company procedures.
- Assists with interviews, to build team of top performers.
- Worked flexible hours across night, weekend and holiday shifts to ensure deadlines from heavy workflow were met.
Senior Loan Administrator
Signature Bank
02.2021 - 03.2022
- Developed and maintained relationships with clients and lenders.
- Assisted clients in understanding loan terms and resolve loan servicing issues if necessary
- Collaborated with other departments to promptly process and fund loan closings.
- Detailed review of legal loan documents ensuring accuracy.
- Reviewed liability, umbrella, property and flood insurance certificates.
- Facilitated & reviewed construction loan advance requests.
- Provided knowledge and understanding when researching system errors on loan inputting system, ACBS.
- Closed over 100 loans for the Commercial Real Estate Lending loan portfolio, including new loans, refinances, extensions and modifications.
Loan Administrator
Signature Bank
10.2018 - 02.2021
- Prepared loan closing settlement statements and loan closing instructions for Commercial Real Estate Lending portfolio.
- Reviewed insurance and flood zone certifications to meet Bank's requirements for each property.
- Responsible for entering data in loan origination system, ACBS
- Verified and obtained wire confirmations required during loan closings.
- Assisted clients questions and concerns with loan servicing inquiries.
- Addressed and researched tax escrow issues.
- Developed and maintained relationships with customers, lenders and other third parties
- Assisted in closing over 176 loans, including new loans, refinances, extensions & modifications throughout 2020.
Loan Administrative Assistant
Signature Bank
03.2012 - 10.2018
- Assisted lenders with daily administrative tasks.
- Ordered Appraisal and Environmental reports, and submitted invoices for payment pre-closing.
- Maintained insurance expiration log and contacted clients when renewals were required.
- Balanced general ledger accounts daily.
- Obtained credit checks, Lexis Nexis and OFAC reports.
- Preparing loan closing settlement statement for attorneys.
- Assembled credit files after loan closing.
- Communicated and provided clients with monthly and annual mortgage statements.
- Was responsible for tracking and storing original legal loan documentation post-closing.
- Required to maintain and submit monthly pipeline report to Senior Management.
Bank Teller
Signature Bank
08.2008 - 03.2012
- Processed client transactions, including deposits, withdrawals, issuing bank checks and money orders.
- Answered client inquiries regarding account balances and transaction history.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Monitored and reported suspicious activity in line with bank security policies.
- Filed CTR (Currency Transaction Report) for cash deposits or withdrawals over $10,000.00
- Assisted with training of new tellers on policies and procedures.
Education
GED -
Hauppauge High School
Hauppauge, NY06.2004
Skills
- Proficient in Microsoft Word, Excel, Powerpoint & Outlook
- ACBS FIS Loan Servicing Program
- nCino Salesforce
- Mainframe (Account System)
Timeline
Director & Assistant Vice President
A & E Real Estate Finance, LP
09.2023 - Current
Loan Administration Team Leader
Signature Bank
03.2022 - 09.2023
Senior Loan Administrator
Signature Bank
02.2021 - 03.2022
Loan Administrator
Signature Bank
10.2018 - 02.2021
Loan Administrative Assistant
Signature Bank
03.2012 - 10.2018
Bank Teller
Signature Bank
08.2008 - 03.2012
GED -
Hauppauge High School
Similar Profiles
Mary Grace RegondolaMary Grace Regondola
Accounts Payable Analyst at Cogir Real Estate-Galaxy Value Add Properties LPAccounts Payable Analyst at Cogir Real Estate-Galaxy Value Add Properties LP
TRACEY SHEPPARDTRACEY SHEPPARD
Finance Broker at Oxbridge Real Estate & FinanceFinance Broker at Oxbridge Real Estate & Finance
Akash RajputAkash Rajput
Graduate Assistant at DePaul University - Department of Finance and Real EstateGraduate Assistant at DePaul University - Department of Finance and Real Estate