LaserPro
Open To Work
Julie Deaton
Eugene,Or
Summary
Well-qualified team member bringing demonstrated knowledge and abilities in loan documentation. Effective at organizing paperwork, resolving discrepancies and working with Laserpro, nCino, Lereta and iLien. Proficient in commercial lending standards and regulations.
Overview
12
12
years of professional experience
Work History
Senior Commercial Loan Document Specialist
Summit Bank
10.2019 - Current
- Prepare loan documents using LaserPro for commercial, HELOC, SBA, and HOA loans, ensuring that the procedures are carried out effectively and within the given deadline.
- Review the closing documentation to ensure that the term and structure of the loans are in conformance with the policies of Summit bank.
- Review entity documents, UCC filings and have working exposure with title and insurance companies.
- Collect, verify and update collateral insurance.
- Reviewed and analyzed loan documents for accuracy and compliance with regulatory standards.
- Managed electronic filing systems, ensuring organized access to sensitive financial documents.
- Developed training materials for new team members on loan documentation procedures and best practices.
- Responsible for LaserPro administrative level information in GSS, developing templates, and maintaining provisions.
Mortgage Loan Processor
Pentagon Federal Credit Union
11.2015 - 10.2019
- Provide support to underwriters by ensuring the timely, judicious and accurate processing of mortgages.
- Review and verify borrowers’ income, credit reports, employment histories, property appraisals, flood and title information to prepare loan applications for underwriting submittal.
- Ensure compliance with company policies, underwriting guidelines and lending-program requirements.
- Ensure that the members have the best product that fits their individual needs.
Member Service Representative
Pentagon Federal Credit Union
09.2014 - 11.2015
- Successfully acquired and developed new member relations.
- Counseled members on checking, savings, loan, and retirement products.
- Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.
- Interface daily with internal partners in accounting, field services, new business, operations and consumer affairs divisions.
Education
Associate of Arts - General Studies
Cypress College
Cypress, California06.1993
High School -
Loara High School
Anaheim, California06.1998
Skills
- Using Outlook for efficient workflow
- Level headed
- Strong attention to detail
- Loan closing procedures
- Teamwork orientation
- Decision-making confidence
- Time management
- Data entry efficiency
- Collateral evaluation
- Regulatory compliance
Software
NCino
Fiserv
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$55000/yr - $100000/yrTimeline
Senior Commercial Loan Document Specialist
Summit Bank
10.2019 - Current
Mortgage Loan Processor
Pentagon Federal Credit Union
11.2015 - 10.2019
Member Service Representative
Pentagon Federal Credit Union
09.2014 - 11.2015
Associate of Arts - General Studies
Cypress College
High School -
Loara High School