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Loan Documentation Specialist / Loan Servicing Specialist

Los Angeles, CA
October 16, 2018

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*** *** ******, ***. **

Long Beach, CA 90802



To grow with an organization by utilizing acquired skills and experiences


Microsoft Certified Professional (MCP) with an in-depth training in computer technology

Strong communication and organizational skills, detail-oriented, intuitive, interpersonal and analytical

Quick-study with an ability to easily grasp new responsibilities and tasks

Proficient in various applications, such as Word, Excel, Outlook, PowerPoint and LaserPro

Energetic and self-motivated team player

Fluent in English and Korean


Loan Closing Officer 2016 – 2017

Commonwealth Business Bank, Los Angeles, CA

Responsible for closing all of the commercial and industrial loans that have been approved by the Loan Committee

Reviewed and requested all required documents to ensure that they were in order prior to submitting them to the Loan Operations Department to prepare loan documents

Reviewed signed loan documents and submitted them to the Loan Operations Department in order to have them boarded in the system

Processed loan advances and loan paydowns on a daily basis

Responsible for processing, checking the system and preparing General Ledger spreadsheets for various branches to be submitted to the Loan Operations Department

Loan Documentation Specialist 2015 – 2016

State Bank of India (California), Los Angeles, CA

Processed commercial and industrial loan documents to be reviewed by a Manager and submitted them to Loan Officers

Reviewed and verified that all required documents were in order and current prior to preparing loan documents

Reviewed title policies to verify all of the information were accurate as on the requests of the lender’s instructions sent to title companies

Processed Tax Return Transcript requests online and when completed, downloaded from the website and uploaded them in the system for Loan Officers to review

Loan Services Specialist 2013 – 2014

Banc of California, Los Angeles, CA

Responsible for post-boarding loans, which have been transported to the system at the headquarters

Reviewed and verified information in the files to ensure that they were accurate and current

Ordered tax services online in order to enter the information into the system

Processed flood profiles, tax profiles, insurances and CIPs

Loan Documentation Specialist 2012 – 2013

The Private Bank of California, Los Angeles, CA

Prepared commercial loan documents to be sent to Relation Managers for customers’ signatures

Reviewed files to ensure all of the required documents were in order

Checked the system to verify customers’ information were current and accurate

Ordered required documents online, such as Statements of Information and UCCs

Prepared closing documents and submitted them to Loan Servicing Department for funding

Loan Processor 2012 – 2012

Pacific Commerce Bank, Los Angeles, CA

Reviewed files to verify all of the required documents were in order

Prepared commercial loan documents to be submitted to a third-party bank for processing

Ordered various documents online, such as Flood Certificates and Tax Services

Processed payoffs, including reconveyances

Checked the system daily and processed UCC continuations and terminations

Mortgage Sales Associate 2009 – 2010

Wells Fargo Bank, El Segundo, CA

Checked the system daily for the status of all of the loans

Gathered required documents, such as applications, disclosures, tax returns, credit reports and asset statements to submit for approvals

Coordinated with escrow companies and processing center for funding of the loans

Communicated with customers regarding the status of their loans

Administrative Assistant 2008 – 2009

Israel Discount Bank, Beverly Hills, CA

Responsible for various tasks in regards to commercial real estate loans

Responsible for filing and ordering various reports to check the customers’ or potential customers’ credit histories, status of their entities and position of collaterals

Coordinated with head of the department and prepared various reports in an effort to monitor our loans

Prepared and submitted customers’ required documents to headquarters for approvals

Prepared spreads with financial statements provided by the customers

Personal Banking Officer 2005 – 2007

Mercantile National Bank, Los Angeles, CA

Prepared credit memos to be submitted to Credit Administrators for approval of various types of loans

Responsible for construction loan disbursements

Coordinated advances and pay-downs of the loans with the Loan Service Department

Reviewed files to ensure all of the documents and information were current and accurate to meet the terms and covenants

Communicated with customers to accommodate their needs in regards to loans and various types of accounts


Mt. Sierra College, Monrovia, CA 2001 – 2001

MCSE Certification Course – Completed with 4.0 GPA

Bryan College, Los Angeles, CA 1993 – 1994

Court Reporting

Pasadena City College, Pasadena, CA 1987 – 1988

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