SUSAN MATA
Raleigh,NC
Summary
Administrative professional with experience in customer service and a strong background in commercial loan processing. Proven ability to excel in fast-paced environments by leveraging problem-solving skills, exceptional interpersonal communication, and superior organizational capabilities. Seeking a position in which to utilize and build upon existing skills and knowledge.
Overview
12
12
years of professional experience
Work History
Loan Closer
Dogwood State Bank (Merged With TowneBank)
Raleigh, NC
08.2025 - 04.2026
- Prepared all loan documents for signature, verified the accuracy of the loan files, and ensured the file has all completed documents prior to closing.
- Communicated with borrowers, title companies, and/or attorneys to schedule closings.
- Ordered all necessary documents needed for the loan which include UCC search, Flood Determinations, and all Organizational Documents.
- Ensured loan closing is progressing while working with the cross-functional team of Bankers, Credit Administration, and Commercial Relationship Specialists.
- Executed the transfer of lender funds for disbursement.
- Maintained a pipeline report and notified management of status as needed.
- Had responsibility for following regulatory requirements and all bank policies and procedures, federal and state regulations, and laws.
CLA Closing Coordinator III
Provident Bank (Merged with Lakeland Bank)
Paramus, New Jersey
05.2024 - 07.2025
- Coordinate with all parties involved to manage expected closing date.
- Prepare and review pre-closing documentation for all commercial lending and/or commercial real estate.
- Assure receipt of all required documentation and compliance and satisfaction of all conditions and covenants.
- Responsible for loan set-up including completion of load sheets, prepaid interest, and general ledger entries.
- Perform all searches including escrow analysis, flood determinations, corporate and judgment searches.
- Conduct due diligence on all closing parties utilizing OFAC.
- Prepare, review, and approve the closing package and settlement statement.
- Initiate wires for funding and ensure funding was processed and properly established on the system.
- Identify exceptions that require post-closing follow-up.
- Maintain loan closing reference procedures to guide and regulate closings, modifications, and conversions.
- Assist in daily department responsibilities including customer inquiries and problem solving.
Commercial Loan Administrator
Lakeland Bank
Waldwick, New Jersey
05.2017 - 05.2024
- Maintained all department reporting and tracking of all originated loans in Baker Hill. Including past due loans and overdrafts.
- Prepared and monitored month end reports.
- Processed daily advances and paydowns.
- Prepared payoff letters.
- Coordinated with all parties involved to manage expected closing date.
- Evaluated all closing documentation to ensure all pre-closing conditions and issues have been appropriately identified and accurately addressed.
- Reviewed proposed loan documents for conformance with the loan approval/commitments.
- Ensured adequate insurance is obtained prior to closing including flood determination.
- Performed all searches, escrow analysis, and escrow holdbacks.
- Prepared, reviewed, and approved the closing package and settlement statement.
- Actively engaged and managed all vendors involved in the transaction.
- Reviewed legal documents for completeness and accuracy.
- Prepared wires for funding and ensure funding was processed including OFAC.
- Responsible for confirming that the closed loan was properly established on the system.
- Uploaded complete closing package.
- Identified exceptions that require post-closing follow-up.
- Assisted with audit requests.
Commercial Loan Administrator
Valley National Bank
Wayne, NJ
05.2014 - 05.2017
- Supported the commercial lending team in all day-to-day functions.
- Reconciled monthly aging, inventory, and borrowing base certificates for ABL loans.
- Processed daily work in STUCKY system.
- Performed all tasks relative to Loan Closings and Funding’s.
- Updated Pipeline and Monthly Reports. Input data into Baker Hill.
- Prepared Commitment Letters and ordered all reports required.
- Processed all daily advances, paydowns, and payoffs.
Education
Some College - Paralegal Studies
Berkeley College
Little Falls, NJSome College - Sociology
Montclair State University
Montclair, NJSkills
- Experienced in Jack Henry SilverLake System
- Proficient in Laser Pro software
- Knowledge with Treasury Management System
- Experienced with Microsoft Office
Languages
Spanish: Native/ Bilingual
Timeline
Loan Closer
Dogwood State Bank (Merged With TowneBank)
08.2025 - 04.2026
CLA Closing Coordinator III
Provident Bank (Merged with Lakeland Bank)
05.2024 - 07.2025
Commercial Loan Administrator
Lakeland Bank
05.2017 - 05.2024
Commercial Loan Administrator
Valley National Bank
05.2014 - 05.2017
Some College - Sociology
Montclair State University
Some College - Paralegal Studies
Berkeley College