Nicole Behrens
Toddville,IA
Overview
4
4
years of professional experience
Work History
Loan Secretary
Palo Savings Bank
Palo, Iowa
05.2022 - Current
- Review loan documents for accuracy and compliance with bank policies, state and federal laws and regulations.
- Maintained accurate records of all loan transactions in the banking system.
- Reviewed loan files to verify completeness and accuracy before submission.
- Provided exceptional customer service addressing borrower inquiries and concerns promptly.
- Collaborated with team members to streamline loan processing procedures effectively.
- Performed daily audits of loan files to ensure compliance with established policies and procedures.
- Entered data into computer system to maintain accurate records of all transactions.
- Provided administrative support by preparing correspondence, filing documents, and answering phones in a professional manner.
- Conducted follow-up calls to customers regarding delinquent accounts or incomplete documentation.
- Entered data into computer systems accurately and efficiently.
- Processed loan payments, including calculating interest rates, amortization schedules, and payment plans.
- Maintained up-to-date knowledge of federal regulations related to lending practices.
- Assisted customers with inquiries related to their loans or accounts.
- Prepared monthly and quarterly financial reports for executive management, communicated regularly with department heads and kept abreast of financial needs and variances.
- Filed and maintained loan records.
- Examined and verified information in loan application and closing documents.
Timeline
Loan Secretary
Palo Savings Bank
05.2022 - Current