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Skills

  • Disbursement instruction accuracy verification
  • Multitasking in a fast-paced environment
  • First Aid/CPR
  • Corporate loan product knowledge
  • Data protection and privacy compliance
  • Data-driven decision making
  • Budgets
  • Document auditing and accuracy verification
  • Collaboration with legal departments on document updates
  • Attention to detail in complex transactions

Work Experiences

  • Aided in decision-making involving $6 portfolios.
  • Closed 3 commercial loans.
  • Audited disbursement instructions.
  • Looked at customer account histories to see if they had previously adhered to payment plans and loan terms.
  • Contributed to a 81% increase in annual loan disbursements.
  • Analyzed promissory notes and security agreements.
  • Achieved a 26% improvement in loan processing times.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Conducted routine compliance checks to ensure all loan documentation adhered to federal, state, and local lending guidelines, leading to 2 consecutive audits with zero issues.
  • Aligned interbank loan documentation requirements.

Summaries

  • Within Miscellaneous, senior Commercial Loan Document Specialist and outstanding performer in project management and client relations.
  • Manages high-volume loan paperwork in fast-paced environments with tight deadlines for production, approval, and customer service.
  • Accomplished report generator, analyzing data to identify document completion bottlenecks and ensuring management consistently met 81% of funding goals.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Contributed to a 28% increase in annual loan disbursements.
  • Accomplished Commercial Loan Document Specialist adept at producing weekly reports on document status, identifying and eliminating bottlenecks, resulting in meeting 56% of monthly funding goals.
  • Achieved zero security breaches.
  • Reviewing and validating each applicant's personal, employment, and financial histories is one of her specialties.
  • Commercial Loan Document Specialist is a multi-talented Commercial Loan Document Specialist who is consistently rewarded for planning and operational improvements.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Identified document management system inefficiencies and proposed solutions resulting in a 33% increase in team productivity.
  • Worked directly with bank examiners to supply accurate loan documents during 2017 audit, resulting in zero findings and process improvements.
  • Reviewed and approved legal documents, including mortgages and security agreements, fulfilling compliance obligations for loans totaling 9 in value.
  • Developed a document control process that improved error tracking, reducing review times by 18% and decreasing file handling risks.
  • Collaborated with underwriters to resolve critical document deficiencies on 12 loan packages within one year, reducing overall loan processing time.
  • Collaborated with cross-functional teams to deploy automated workflows using Salesforce, increasing loan processing efficiency by 69% and reducing error rates.
  • Consulted with legal and credit teams to streamline loan document requirements, reducing time to funding by 84%.
  • Supported a pipeline of 5 commercial and industrial loans, ensuring all legal documentation met underwriting and regulatory standards.
  • Led multiple document audit projects to ensure SOX compliance, reducing potential audit issues by 24% for 2021.
  • Managed the collection and review of financial documentation for system, supporting approval for loans worth over 3 annually.

Affiliations

  • Association of Professional Compliance Consultants (APCC)
  • International Factoring Association (IFA)
  • Risk Management Association (RMA)
  • National Notary Association (NNA)
  • Data Management Association International (DAMA)
  • Jaycees
  • International Association of Administrative Professionals
  • National Association of Social Workers
  • Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Commercial Finance Association (CFA)

Certifications

  • Ceritifed Enterprise Content Management Specialist (ECMS) - AIIM, 2015
  • Certified Business Analysis Professional (CBAP)
  • Certified Credit Examiner (CCE) - Association of Credit Professionals, 2019
  • Regulatory Compliance Certification - Meridian, 2015
  • Certified Commercial Underwriter (CCU) - National Association of Commercial Underwriters, 2018
  • Certified Mortgage Banker (CMB) – Mortgage Bankers Association (MBA), 2024
  • Commercial Lending Reporting Certification - Ironclad Systems, 2023
  • Cisco Certified Internetwork Expert (CCIE)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant (CPA)

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