Sadee Gulick
Southport,NC
Summary
Results-driven professional with extensive experience as a Commercial Loan Assistant at First Bank, excelling in loan documentation and regulatory compliance. Demonstrated attention to detail and effective communication skills, ensuring accuracy in loan processing and superior client service. Proven ability to coordinate with lenders and external vendors to facilitate timely loan closings. Seasoned Commercial Loan Assistant with comprehensive background in handling and processing loan applications, preparing credit reports, and coordinating with loan officers. Strengths lie in understanding complex financial data and providing efficient customer service. Demonstrated ability to enhance loan processes and provide support for various commercial lending activities.
Overview
18
18
years of professional experience
Work History
Commercial Loan Assistant
First Bank
Wilmington, NC
06.2016 - Current
- Assisted loan officers in gathering and preparing loan documentation.
- Supported the maintenance of client records in the bank's database system.
- Reviewed loan documents to ensure accuracy and completeness.
- Collaborated with lenders to ensure compliance with applicable laws and regulations governing commercial lending.
- Provided superior client service through follow-up communication.
- Coordinated with external vendors such as title companies or appraisers in order to complete necessary paperwork for closing a loan transaction.
- Reviewed legal documentation associated with each commercial loan file prior to closing.
- Provided support during internal and external audits by collecting required documentation and responding promptly to inquiries from auditors.
- Provided administrative assistance to the loan team in preparing and processing commercial loan files.
Accounting/Personal Loan Specialist
Decatur Earthmover Credit Union
Decatur, IL
08.2007 - 05.2016
- Coordinated with team members to resolve discrepancies and issues.
- Maintained organized filing systems for financial documents and records.
- Supported audits by providing necessary documentation and reports promptly.
- Conducted audits of escrow accounts to verify fund allocations.
- Managed fund disbursements and ensured timely transaction processing.
- Managed loan files, ensuring compliance with regulatory standards and company policies.
- Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
- Created and completed loan submission packages.
Education
High School Diploma -
Meridian High School
Macon, IL05-2007
Skills
- Loan documentation
- Regulatory compliance
- Document accuracy
- Attention to detail
- Commercial lending
- Loan processing
- Loan funding coordination
- Loan servicing
References
References available upon request.
Timeline
Commercial Loan Assistant
First Bank
06.2016 - Current
Accounting/Personal Loan Specialist
Decatur Earthmover Credit Union
08.2007 - 05.2016
High School Diploma -
Meridian High School
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