Summary
Overview
Work History
Education
Skills
Timeline
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Julie Deaton

Eugene,Or

Summary

Detail-oriented administrative professional with extensive experience in banking operations, administrative support, compliance, records management, and coordinating multiple priorities. Skilled at organizing schedules, maintaining accurate documentation, communicating with internal teams and vendors, and handling confidential information with professionalism. Experienced in coordinating projects, preparing materials, troubleshooting issues, and supporting day-to-day operations. Known for being dependable, organized, resourceful, and willing to learn new systems and processes to help keep an organization running smoothly.

Overview

19
19
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.
  • Reviewed and analyzed loan documents for accuracy and compliance with regulatory standards.
  • Reviewed entity documents and UCC filings, collaborating with title and insurance companies to ensure compliance.
  • Review entity documents, UCC filings and have working exposure with title and insurance companies.
  • Analyzed loan documents for accuracy and adherence to regulatory standards, enhancing overall compliance processes.
  • Managed electronic filing systems, optimizing access to sensitive financial documents for improved operational efficiency.
  • Developed training materials for new team members on loan documentation procedures and best practices.
  • Oversaw LaserPro administrative level information in GSS, created templates, and ensured compliance with provisions.

Mortgage Loan Processor

Pentagon Federal Credit Union
11.2015 - 10.2019
  • Supported underwriters by processing mortgages accurately and on time, facilitating efficient loan approvals.
  • Provide support to underwriters by ensuring the timely, judicious and accurate processing of mortgages.
  • Ensured compliance with company policies and underwriting guidelines to mitigate risk and maintain loan integrity.
  • Assisted members in selecting mortgage products tailored to their specific financial situations, enhancing customer satisfaction.

Member Service Representative

Pentagon Federal Credit Union
09.2014 - 11.2015
  • Acquired and developed new member relationships to enhance member engagement.
  • Successfully acquired and developed new member relations.
  • Calmed angry callers, repaired trust, located resources for problem resolution, and designed tailored solutions.
  • Facilitated daily communication among internal departments for efficient workflow with internal partners in accounting, field services, new business, operations and consumer affairs divisions.

Photographer Lead

Lifetouch National School Studios Inc.
09.2007 - 06.2014
  • Directed photography sessions for sports events
  • Planned and set up photography sessions to ensure smooth execution
  • Conducted testing of photography equipment functionality
  • Coordinated on-site operations to facilitate an efficient workflow
  • Coordinated the organization of finished jobs
  • Troubleshooting equipment and scheduling issues
  • Oversaw deadlines and organized workflow effectively
  • Organizing completed jobs
  • Preparing and sending jobs to the lab

Education

Associate of Arts - General Studies

Cypress College
Cypress, California
06.1993

High School -

Loara High School
Anaheim, California
06.1998

Skills

  • Loan documentation accuracy
  • Document management
  • Compliance expertise
  • Risk assessment
  • Closing procedures
  • Strong attention to detail
  • Time management
  • Cross-functional collaboration
  • Conflict resolution
  • Asset valuation

Timeline

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

Photographer Lead

Lifetouch National School Studios Inc.
09.2007 - 06.2014

High School -

Loara High School

Associate of Arts - General Studies

Cypress College

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Julie Deaton