Customer Service Real Estate

Jeri L. Jerome

**** ******** ***** ( Santa Rosa, CA 95405 ( 707-***-**** (

***********@*****.***

Loan management professional

Highly motivated banking professional with over 25 years of experience

specifically in loan operations; possesses excellent banking services

knowledge with hands-on experience in all aspects of loan documentation.

KEY PROFICIENCIES Confidential Document Customer Service

Management Business

Risk Management Correspondence

Compliance Process Improvement

Computer Skills - MS

Office, Various Loan

Systems, LaserPro

CAREER HIGHLIGHTS

< Instrumental in the integration of two distinction positions into one

role through identification of redundancies and opportunities to

streamline processes awards; received award from the Senior Vice

President.

< Played pivotal role in the conversion to new loan system with

responsibilities for training staff on new system.

< Oversaw a loan system being installed at First National Bank and

identified as "Go-to" person for staff training needs.

< Established a positive relationship with all account managers and

correspondent lenders that led to smooth handling of loan documentation

and transactions

< Assigned most complex loans based on proven abilities and extensive

knowledge gained from years of hands-on experience.

PROFESSIONAL EXPERIENCE

Summit State Bank - Salary $39,000 annual

Senior Loan Documentation Specialist ( 2003 - 2010

Performed routine administrative tasks in support of loan funding

department; duties included:

. Prepared all types of loan documentation, specializing in more complex

commercial real estate loans, (including consumer, commercial and some

SBA)

. Provided staff members with on-the-job training for tasks associated with

loan documentation

. Prepared reports, daily, monthly, quarterly, annually, including general

ledger balancing

. Worked closely with Title Companies on real estate loans and other

companies that required extensive monitoring

. Worked closely with loan officers and Chief Credit Officer to ensure

accuracy of loans with additional complexity

. Kept abreast of all Regulatory compliance issues, to stay in the

guidelines due to financial penalties for the Bank

Greenpoint Mortgage - Salary $39,000 annual plus bonuses

Correspondent Loan Funder ( 1999 - 2002

Funded 100+loans per month

Responsibilities included the following:

. Reviewed all documents for accuracy, i.e. promissory note, TIL, flood,

appraisals, title policies, etc.

. Maintained high standard of customer service with all correspondents

. Ensured all requests were handled in a 24 hour time frame

. Kept Account Managers (company) totally informed of the status of each

loan

. Maintained and reviewed all loans and contacted the correspondent lenders

of any necessary documentation needed to fund their loans on a timely

basis

. Tracked all "after purchase" documents

. Data input with regard to loans funded and dollars amounts

First National Bank of Marin - Salary $40,000 annual

Note Department Manager ( 1992 - 1997

Managed all activities of the Note Department for all types of loans:

. Ensured optimum loan servicing was provided

. Provided training and support to staff including technical support

. Developed policies and procedures

. Completed entire bank computer conversion in the loan area, trained staff

on new system

. Performed general ledger reconciliations

. Assisted Auditors, in-house and Federal

. Approved all monetary transactions for the note department

. Assisted with on sight property evaluations

Westamerica Bank - Salary $35,000

Loan Operations Supervisor ( 1985 - 1992

Supervised all activities of the Loan Operations Department for Consumer

(real estate, auto, personal) loans and Commercial Loans (real estate,

equipment, SBA, Lines of Credit secured/unsecured)

. Ensured optimum loan servicing was provided throughout the department

. Provided training and support to staff

. Developed policies and procedures

. Completed computer conversion for the Bank in the Loan area, trained

staff on new system

. Performed ledger reconciliations

. Prepared various reports daily, monthly, quarterly

. Assisted with Audits, both in-house and Federal

. Approved all monetary transactions

. Assisted with daily functions as needed, i.e. payments, boarding loans,

payoffs, demand and reconveyances

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