Kelly McCutcheon
Friday Harbor,WA
Summary
I have now been working as a Sr. Commercial Loan Doc Specialist for Banner Bank since February 2021. I know currently only work on Commercial loan documents. Laser Pro has been updated a lot since I converted over from Islanders Bank.
I am Motivated.
Not afraid to ask questions
Adaptable
Resourceful
Reliable
Multi-Tasker
Detail Oriented and organized.
Self-Starter/Work well independently
Consistency in work product
Ability to effectively prioritize Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
17
17
years of professional experience
Work History
Senior Commercial Loan Doc Specialist
Banner Bank
01.2007 - Current
- Started with Islanders Bank, Corporation of Banner Bank. Teller and also worked behind the scenes with customer service from January 8, 2007 until I moved over into the loan department in October of 2010.
- Loan Servicing department for over 14 years.
- creating all new loan packages, to final closing of loans. From Consumer, unsecured all Consumer Real Estate and most all aspects of Consumer lending. Commerical loans, from Unsecured to titled, Real Estate and much more.
- Lending department our team did everything from loan payments, editing payment, reversing payments, booking loans on Jack Henry system, doing maintenance on Jack Henry system after loans have been booked, Creating loan files. Closing loan files after any loan closed and mailing Notes back to customers.
- I have working on Jack Henry for 14 years and worked in Laser Pro for 14 years.
- This last year I have been getting more training on certain loans that as a small community bank we did not do. Asset Based loan, Ag Loans, SBA loans. Still need more training on SBA lending. I have really enjoyed work on Commerical side of lending. There's' still lots to learn out there.
- Followed all company policies and procedures to deliver quality work
- Assisted with staff training to enforce quality, safety and sanitation guidelines
- Helped meet changing demands by recommending improvements to business systems or procedures
- Developed and updated tracking spreadsheets for process monitoring and reporting
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs
Education
West High School
Anchorage, AKSkills
- DAILY: with Islanders Bank
Morning reports,
AFT:
Billing:
Loan Transaction:
UNPOSTED:
Loan Settlement:
Reviewing Loan Settlement
SOX Report
Loan File Maintenance:
Loan Docs:
Laser Pro I do all CNS, PLOC, DDL, CLM, CMLRLOC, CMLRE, RE, HEQ and CIT on all types of loans
Review and Print Loan Doc and Book Loans:
DAILY:
I answer emails and phone calls regarding loans I order flood, credit reports, Tax services, OFAC, UCC Filing, Appraisals and much more We try to help out the lenders out as much as we can
WEEKLY:
Realtor Rate - Laser Pro and update the Rates in there On Wednesday’s I will go in to
- e-Oscar to check and see if there has been any credit disputeI mail out the Proof of Insurance to Pritchard
Construction Report email lender
Don Reay sends me a spread sheet of all the Banner Bank Participations I check on the system to make sure that all the Watch Codes, Principal Balance and Interest Rate all match
BANNER BANK PARTICIPATION PAYMENTS:
Banner Bank is sending, to the loan Billing and the wire
SOX AUDIT REPORT:
over Draft Report
- Remote Office Availability
- Friendly, Positive Attitude
- Relationship Building
- Troubleshooting
- Team building
Timeline
Senior Commercial Loan Doc Specialist
Banner Bank
01.2007 - Current
West High School
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