KLANCIA RAYFORD
Naperville,IL
Summary
Documentation Specialist experience ensuring organization's documents are stored efficiently and are easily accessible to staff. High level of organizational skills, attention to detail, and communication.
Overview
14
14
years of professional experience
Work History
Loan Doc Imaging Specialist II
Talentbridge / Heartland Financial
07.2024 - Current
- Indexes scanned loan documentation to the appropriate loan to ensure files contain the most recent information, are organized and are maintained in accordance with bank guidelines, while meeting Service Level Agreements
- Processes RFC tickets and perform requested maintenance tasks within the Info Access/OnBase system
- Ensures the imaged documents are complete, as well as any applicable signatures are attached, in accordance with established procedures
- Re-indexes and/or satisfies Document Requirements
SBA Loan Document Specialist
BYLINE BANK
09.2016 - 09.2023
- Prepared and reviewed loan packages ensuring documents are in compliance with loan approval requirements and regulations
- Coordinated the procurement of critical third-party reports such as tax returns, Uniform Commercial Code (UCC) searches, property appraisals, background checks, and title commitments.
- Detected and addressed discrepancies in documentation, proposing solutions to enhance the integrity and completeness of loan files.
- Oversaw the digitization and organization of loan documentation for post close review, ensuring efficient file transfers to the Loan Operations Department.
- Reviewed signed loan documents and booked loans in banking systems
- Prepared the Loan Reconciliation for loan boarding to ensure all fees are accounted for.
Student Service Coordinator / Verification Specialist
KAPLAN UNIVERSITY
04.2012 - 09.2016
- Coordinated the verification and eligibility determination of student financial aid, adhering to federal and state regulatory requirements.
- Conducted thorough research on Title IV funding, utilizing various computer systems to ensure prompt and accurate information management.
- Enhanced student service delivery by proactively identifying and resolving customer issues, maintaining a focus on student satisfaction.
Education
Bachelor of Science - Psychology
Chicago State University
Chicago, IL05.2010
Skills
- Experienced with Microsoft Office applications
- Structured documentation
- Effective written communication
- Effective decision-making
- Cross-functional teamwork
- Experience with NCino and Salesforce
- Experience with FISERV solutions
- Experienced with Laser Pro software applications
- Prioritizing tasks effectively
- Experience with SAP software
- Experienced with Jack Henry applications
Timeline
Loan Doc Imaging Specialist II
Talentbridge / Heartland Financial
07.2024 - Current
SBA Loan Document Specialist
BYLINE BANK
09.2016 - 09.2023
Student Service Coordinator / Verification Specialist
KAPLAN UNIVERSITY
04.2012 - 09.2016
Bachelor of Science - Psychology
Chicago State University
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