Detail-oriented professional with a strong background in regulatory compliance and loan document review. Proven ability to manage workloads efficiently while maintaining accurate records and fostering effective communication across teams.
Overview
18
18
years of professional experience
Work History
Doc Review Specialist
First Western Bank
Rogers, Arkansas
2022.01 - Current
Reviewed loan applications for compliance with regulatory standards and internal policies.
Reviewed and analyzed loan documents to ensure compliance with federal, state, and local regulations.
Evaluated collateral adequacy using appraisal reports, surveys, title insurance commitments.
Collaborated effectively with various teams across the organization when needed.
Maintained detailed records of review findings and recommendations.
Managed workload efficiently by prioritizing tasks based on urgency and importance.
Loan Settlement Account Recon
Forced Place Insurance Account Recon
E-file Account Recon
Maintained Quarterly Large Loan Concentration Report
Loan Processor
First Western Bank
Rogers, AR
2019.07 - 2022.01
Assisted team members in troubleshooting loan processing issues.
Implemented process improvements to enhance operational efficiency within the team.
Investigated discrepancies with loan data and resolved them promptly.
Prepared disbursement requests, funded loans, and updated customer accounts in the system.
Loan Settlement Account Recon
Maintained Quarterly Large Loan Concentration Report
Loan Assistant
First Western Bank
Fort Smith, Arkansas
2014.03 - 2019.07
Assisted loan officers in preparing and processing loan applications.
Managed client communications and addressed inquiries regarding loan status.
Reviewed financial documents for accuracy and compliance with guidelines.
Coordinated with underwriting team to facilitate timely loan approvals.
Maintained organized loan files to ensure easy access and retrieval.
Assisted customers with loan-related inquiries and requests for information or documentation.
Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
Managed loans from application to submission to closing by coordinating file movements between underwriter, mortgage lender and closing parties.
Performed data entry tasks related to loan processing activities including entering borrower information into the system.
Teller
First Western Bank
Fort Smith, Arkansas
2008.07 - 2014.03
Processed customer transactions efficiently and accurately.
Mortgage/Condo Project Review Specialist at South State Bank f/k/a First Federal of CharlestonMortgage/Condo Project Review Specialist at South State Bank f/k/a First Federal of Charleston