Torenda Magee

Provide administrative support for the department. Duties include, but not limited to answering
phones and referring calls to appropriate staff, coordinating officer calendars, and scheduling
appointments, preparing correspondence, memos, reports, ordering supplies and maintenance
requests, training new associates, opening, and distributing mail, and preparing expense reports.
Gather information and prepare loan applications, disburse loan advances, accurately quote
payoffs, order credit reports, pull financial statements, collect and review documentation for
accuracy and compliance prior to submission for processing, manage exception list, work closely
with Corporate Banking Relationship Managers in attaining and approving collateral releases,
complete, file and release Universal Commercial Code (UCCs), complete application for Letters
of Credit, and retrieve and utilize information on sweep accounts
Interface with other departments including branch personnel, Loan Operations, Central Document
Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit
Analysis and Credit Operations, and the Legal Department.
Assisting customers with general banking functions (post close) as needed including transferring
funds, wires, and balancing checking accounts.
Provide excellent customer service to all clients, internally and externally.

• Advised customers of products and services and assisted bankers in delivering superior customer service.
• Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.

Reviewing of full signed loan closing package ans assuring of completed package and all requirements are met.

Completeing prefunding check list for post-closing accuracies

Reviewing of HOA, HOI, Title Reports, and Tax Certs to assure no discrepancies.

Creating wire payments

Clearing at Closing conditions prior to funding

• Maintained checklists of required documentation and open issues affecting closings.
• Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
• Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
• Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
• Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
• Built constructive relationships with customers to understand and capitalize on personalized preferences.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Reviewed and validated details of loan applications and closing documentation.
• Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
• Affirmed loan document accuracy to protect lenders from potential fraud.
• Calculated, reviewed and corrected errors on interest, principal and closing costs.
• Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.

• Delivered positive customer experiences and successful deal closures through open, constructive communications.
• Maintained checklists of required documentation and open issues affecting closings.
• Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
• Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
• Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
• Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Calculated, reviewed and corrected errors on interest, principal and closing costs.

• Delivered positive customer experiences and successful deal closures through open, constructive communications.
• Maintained checklists of required documentation and open issues affecting closings.
• Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
• Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
• Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
• Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, and loan files.
• Reviewed and validated details of loan applications and closing documentation.
• Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
• Consulted with outside vendors to identify and resolve loan closing issues.
• Calculated, reviewed and corrected errors on interest, principal and closing costs.
• Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
• Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.