Detail-oriented team player with strong organizational skills. Organized and dependable successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
AVP, Trade Finance Service Officer II
BanescoUSA
10.2011 - Current
Handle customer inquiries.
Responsible for daily monitoring domestic and buyer credit transactions.
Responsible for engaging Attorney and being liaison between Loan Closer and Attorney to close loan.
Assist lender in conjunction with attorney to gather all documentation pending pre and post closing to finalize closing and exceptions.
Complete loan packages for new submissions and renewals to SBA and EXIM and service loans via online portals.
Monitor all insurance and guarantee maturities for renewals. Review and compare new renewals to make sure additional conditions if any are implemented in loan agreements and/or modifications.
Keep track of all insurance and guarantees maturities for renewals and assure that Private Sector Insurance premiums (paid by Borrower) are current.
Assist Credit with process of underwriting and be liaison between credit and lending.
Assist Credit Administration to keep client's financial ticklers current.
ABL Monitoring
TotalBank
04.2008 - 10.2011
Analyze/prepare ABL Borrowing Base with supporting reports on a monthly basis, or as it may apply.
Request/follow up on timely borrowers' submission of reporting.
Keep track of expiration dates for all required guarantees and insurance policies.
Follow up on all insurance and guarantees maturities for renewals. Review and compare new renewals to make sure additional conditions if any are implemented in loan agreements and/or modifications.
Maintain contact with borrower, insurance agent or respective insurance company.
For ExIm Bank Short Term insurance policies process timely extensions before the expiration date of the policy.
Trade Finance Associate
Regions Bank
03.2005 - 03.2008
Handle customer inquiries.
Gather documentation from prospective Borrower to complete file to submit to Credit for analysis.
Request/follow up on timely borrowers' submission of reporting.
Follow up on all insurance and guarantees maturities for renewals. Review and compare new renewals to make sure additional conditions if any are implemented in loan agreements and/or modifications.