Salesforce
RONNA MARTINEZ
Loan Processor
Clovis,CA
Summary
Versatile, results-oriented loan processing professional specializing in customer service and efficiency. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Expert negotiator, problem-solver and organizer.
Overview
8
8
years of post-secondary education
13
13
years of professional experience
Work History
Senior Loan Processor
Fresno Community Development Financial Institution dba Access Plus Capital
Fresno, CA
04.2018 - Current
- Create, prepare, update and maintain both paper and electronic loan files for closing, including submission of credit, property profile and flood determination reports.
- Communicate with staff and clients to obtain all necessary documentation for the loan file.
- Perform insurance due diligence by contacting insurance companies and clients to obtain updated policy information.
- Prepare and mail monthly invoices and default notices.
- Process purchase orders and prepare invoices for submittal to accounting department.
- Review initial loan approval and gather appropriate documentation to close and fund loan based on different funding sources and/or guarantees.
- Review and satisfy all loan conditions when received from Underwriter and Client.
- Order and review title reports, flood certificates, UCC searches and other due diligence searches.
- Prepare loan documents using LasePro software and closing checklists.
- Communicate with other professionals, including insurance agents, county clerks and escrow officers to perfect collateral and insurance coverage.
- Provide Notarial services for entire agency.
- Release loan collateral at time of loan satisfaction.
- Assist supervisors and managers with any special projects as needed.
Credit Analyst II
Bank of the West through Avalon Staffing
Fresno, CA
10.2017 - 04.2018
- Using an approved Credit Memo, create Extension Letters for facilities that need a short-term extension of the maturity date.
- Review entity documents and organization charts to determine beneficial owners and run OFAC screenings on all eligible parties.
- Order certificates of good standing, UCC searches and obtain current evidence of insurance covering loan collateral.
- Order third party reports including appraisals, environmental reports, and flood determinations.
- Assist supervisors and managers with any special projects as needed.
Loan Support Specialist II
Central Valley Community Bank
Fresno, CA
03.2017 - 06.2017
- Assemble, inventory and submit loan documents for boarding and scanning.
- Coordinate department calendar, special projects and time‐sensitive activities.
- Monitor tickler system and advise account officers of document/information requirements.
- Request/order reports, searches and supporting documentation, e.g.
- Credit reports, statement of good standing, UCC.
- Assist customers with loan and account transactions and servicing requests.
- Review daily overdraft report and alert account officer of action needed.
- Order, prepare and review loan and deposit‐related documents and agreements.
- Prepare and send routine customer correspondence.
- Answer phones and direct incoming calls and correspondence.
Loan Process Specialist II
Rabobank N.A
Fresno, CA
12.2014 - 03.2017
- Review incoming loan closing requests and identify any issues by performing quality review of documents provided.
- Take appropriate action to ensure all pertinent documents are within compliance guidelines.
- Consult with manager and internal customers to resolve any issues.
- Follow procedures to input information into database system in a timely manner while maintaining a low error ratio.
- Perform callback audits to ensure the loan boarding process is being completed correctly by all team members.
Loan Boarding Processor II
03.2014 - 12.2014
- Input and boarded various types of consumer and commercial loans.
- Performed general ledger balancing after payments and advances are processed.
- Performed electronic loan file maintenance and maintained loan ticklers.
- Processed closed loans and released collateral when appropriate.
- Monitor and redirect loan servicing emails.
- Research and resolve issues related to returned mail.
Customer Service Representative
Fresno, CA
02.2007 - 02.2013
- Answer calls and respond to emails.
- Handle customer inquiries both telephonically and by email.
- Research required information using available resources.
- Manage and resolve customer complaints.
- Provide customers with product and service information.
- Enter new customer information into system.
- Update existing customer information.
- Process orders, forms and applications.
- Identify and escalate priority issues.
- Route calls to appropriate resource.
- Follow up customer calls where necessary.
- Document all call information according to standard operating procedures.
Education
Diploma -
Madera High School
Madera, CANotary Public -
National Notary Association
Chatsworth, CA 06.2017 - 06.2025
Economic Development Finance Training Course - Underwriting 101 And 201
National Development Council
Los Angeles, CAIntro To SBA Lending I & II, Closing And Funding The SBA 7a Loan, SBA Community Advantage Participant, Underwriting And Cash Flow, Form 1502 Reporting, Capital Access Financial Systems, Environmental Policies And Procedures, 10-tab -
Small Business Administration Webinars/Training
Skills
Goal Crusher
undefinedSoftware
LaserPro
Microsoft Office
Portfol
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Interests
Community Service
Reading
Swimming
Baking
Nature
Organizing
Timeline
Senior Loan Processor
Fresno Community Development Financial Institution dba Access Plus Capital
04.2018 - Current
Credit Analyst II
Bank of the West through Avalon Staffing
10.2017 - 04.2018
Notary Public -
National Notary Association
06.2017 - 06.2025
Loan Support Specialist II
Central Valley Community Bank
03.2017 - 06.2017
Loan Process Specialist II
Rabobank N.A
12.2014 - 03.2017
Loan Boarding Processor II
03.2014 - 12.2014
Customer Service Representative
02.2007 - 02.2013
Intro To SBA Lending I & II, Closing And Funding The SBA 7a Loan, SBA Community Advantage Participant, Underwriting And Cash Flow, Form 1502 Reporting, Capital Access Financial Systems, Environmental Policies And Procedures, 10-tab -
Small Business Administration Webinars/Training
Economic Development Finance Training Course - Underwriting 101 And 201
National Development Council
Diploma -
Madera High School
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