JOETTA JANSSEN

• Responsible for overall commercial loan documentation staff, and is assisting Loan Operations Manager in leading, training and for direct supervision of all functions of Commercial Loan Documentation team inside loan-servicing department
• Able to correctly convey Bank’s policy, guidelines and procedures in regards to all commercial lending areas
• Analyze loan support processes to ensure regulations are fully adhered to
• Ensure policies and procedures are documented, compliant, and updated
• Responsible for implementing corrective measures in response to internal and external examination/review findings
• Ensured that all collateral is perfected and secondary products are ordered or filed, such as tax service, UCC filings and updating ticklers as necessary
• Assists in reviewing, updating and maintaining third party vendor systems such as Harland interface to FIS, Laser-Pro lending, nCino and any other product needed for loan documentation process
• Responsible for conducting research on new loan operations software or 3rd party vendor services and making system recommendations, possibly negotiating contracts, and coordinating implementation.
• Produced on-time communications in support of new product submissions for regulatory agencies.
• Identified audit parameters to comply with quality standards.
• Oversaw performance of team of technical writers, assigned resources and updated management on projects
• Interviewed software engineers, support staff and quality assurance personnel to understand functionality for documentation needs.
• Maintained organized and efficient document flows by using excellent planning and multitasking skills.
• Provided assistance with inbound and outbound document processes, document sorting, logging and work order creation.
• Worked with internal staff to process documents and sent for closing.
• Converted documents from one application to another.
• Compared incoming data against quality, integrity and accuracy expectations, identified faults and affected timely remedies.
• Transmitted documents, organized revisions and tracked changes.
• Reviewed document management protocols and user activities against internal records policies and document management standards.
• Prepared documents for projects in accordance with project manager, team, or client specifications.
• Worked with internal team members to remedy issues with preemptive solutions.
• Assisted in continuous improvement activities while developing and maintaining resulting documents.
• Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork.
• Collaborated across departments and levels of management to gain consensus on procedural documentation.
• Managed training courses, setup and maintenance for document control systems.
• Strengthened system efficiency by identifying lagging operational processes and implementing optimal solutions.
• Assisted with document troubleshooting and recovery of corrupt documents and files.
• Manipulated and converted documents to meet needs of individual personnel or projects.
• Utilized Image Center to scan and clean up project documents.
• Supported end-user access requirements by establishing compliant systems and effective access policies.
• Carried out in-depth needs assessments to determine document management requirements at department and individual user levels.

Responsible for the complete quality review of all commercial and Consumer loan documents produced by others

• Emphasis on complex commercial loans, both real estate and non-real estate related, as well as SBA, SWAP and participation loans
• Responsible for training and mentoring 15 team members of loan servicing center in all areas of documentation, disclosures on Consumer Real Estate loans, booking, accounting and performing monthly reconciliations
• Created processes for Loan Documentation, Consumer Loan Processing, Funding, Booking and Perfecting Collateral
• Ensured that all collateral is perfected and secondary products are ordered or filed, such as tax service, UCC filings, Deeds, Vehicle titles and updating ticklers as necessary.
• Monitored product quality at all stages of production process.
• Collaborated with production staff to establish and meet quality standards
• Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
• Identified and documented quality discrepancies to develop resolutions.
• Participated in team meetings to discuss progress and results, providing ideas and suggestions for improvement.
• Performed root cause analysis to identify and resolve defects, improving quality standards.

• Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
• Accomplished multiple tasks within established timeframes.
• Managed and motivated employees to be productive and engaged in work.
• Cross-trained existing employees to maximize team agility and performance.
• Onboarded new employees with training and new hire documentation.