Seasoned Closing Manager with relevant experience in overseeing end-of-day operations, managing staff, and ensuring customer satisfaction. Strengths include effective communication skills, adaptability to evolving business needs, Processing and Closing Loans and the ability to lead teams towards meeting targets. Impacted previous work environments by fostering a proactive culture and implementing efficient processes for closing activities.
Overview
23
23
years of professional experience
Work History
Loan Closing Manager, Vice President
Zions Bancorporation
Midvale
03.2010 - Current
Ensure adherence to all closing procedures and policies.
Oversee daily operations through establishment of procedures and evaluation of team performance.
Monitor daily operations within the department to ensure compliance with regulations.
Lead team meetings and one-on-one coaching sessions to continuously improve performance.
Resolve customer complaints regarding closing processes in a timely manner.
Process audit reports for W-9s and closed loan reviews.
Develop training materials and deliver training for front office and closing teams.
Delegate tasks to closing team to ensure balanced daily workflow
Assist in processing and closing loans during team members' absences
Oversee 3-10+ employees consistently
Special Projects as required for manager position
Was Assistant Vice President/Loan Closing Supervisor and promoted to Vice President/Loan Closing Manager 4/21/2021
Loan Closer
Zions First National Bank
Salt Lake City
02.2002 - 03.2010
Provided exceptional customer service by assessing needs and proposing tailored solutions, ensuring outstanding support to Front Office and 3rd Party Lenders throughout entire loan process.
Managed pipeline of active Commercial Real Estate (CRE) deals during Pre-Closing and closing stages (including SBA 504 Loans, Conventional Loans and Construction Loans for Owner Occupied and Investment Properties).
Managed and resolved concerns, problems or issues to avoid closing delays.
Reviewed title commitment and insurance policies to support pre-closing documentation.
Prepared and typed loan applications, closing documents or legal documents using computers.
Reviewed loan documents for accuracy and completeness.
Assembled loan closing packages in alignment with lender instructions and dispatched loan documents to title and escrow teams.
Ensured that all documentation is properly signed off by parties involved prior to closing.
Scanned and uploaded loan and related documents into system.
Managed timely loan funding through precise wire submissions into Wire System
Established escrow accounts for taxes and insurance payments as needed.
Maintained accurate records pertaining to each loan file in compliance with company policies and procedures.
Oversaw post-closing activities including fee recording and title finalization
Filed and maintained loan records.
Education
Bachelor of Science - Restaurant, Hotel And Institutional Management
Texas Tech University
Lubbock, TX
05-1992
Skills
Regulatory compliance
Team management
Customer service
Conflict resolution
Detail orientation
Loan Documentation/Loan Closing
Staff training/development
Affiliations
Involved in Meals on Wheels program in Midvale
Timeline
Loan Closing Manager, Vice President
Zions Bancorporation
03.2010 - Current
Loan Closer
Zions First National Bank
02.2002 - 03.2010
Bachelor of Science - Restaurant, Hotel And Institutional Management