Professional with strong track record in loan processing. Expertise in evaluating financial documents, ensuring compliance, and managing loan applications efficiently. Adept at collaborating with teams to meet deadlines and deliver results. Known for reliability, adaptability, and keen eye for detail. Strong organizational skills and customer-focused approach.
Assist senior loan processors in ordering and managing third party services such as appraisals, title reports and verifications. Coordinate with external vendors and service providers to ensure timely completion of ordered services. Review and verify accuracy of documentation received, identifying any discrepancies or issues. Process and track client deposits to company procedures. Collaborate with senior loan officers on property build-outs and budget development. Ensure seamless execution of completed loan applications for new and repeat clients.
Key Accomplishments:
Key contributor to the Private Client Group working closely with the Lead Transaction Manager. Manage diverse investment properties for high net worth clients, aligning with their risk tolerance and financial objectives. Conducted in depth valuation analysis to identify investment opportunities and mitigate risks on large scale loans ranging from $5 - $50 million.
Appraisal Coordinator (March 2023-July 2024)
Member of the Risk Management function responsible for ensuring new clients are onboarded in line with the organization's risk appetite. Collaborate with appraisers, facility managers, Operations and Sales to ensure best in class client service. Completed appraisal reports for investment properties in compliance with valuation guidelines and best practices.
Key Accomplishments:
Provided comprehensive banking solutions to clients geared toward assisting medium and small enterprises. Responded promptly and professionally to client inquiries. Identified and escalated potential non compliance with AML/BSA regulations.
Key Accomplishments: