Customer Service, Finance

Location:

Posted:

July 08, 2014

Andrea J. Edwards

Norton, OH 44203

Education and Training: Bachelor of Arts, Business Administration

University of Akron- May 1991

Work Experience: FirstMerit Bank, N.A.

Jun 2011 - Present Loan Analyst, Specialized Loan Services Dept.

• Responsible for 46 commercial loan accounts including Syndications, Capital Markets and Asset Based

Lending portfolios.

• Processed loan disbursements, funds transfer, repayments, wire transfers and ensuring that the accounts are in

balance with the corresponding bank.

• Updated interest rates for each account, open and close loans under each commercial customer.

• Input new customer information into the loan system after reviewing credit agreements. Provide funding

and booking of the facility/loans to the system in a timely manner.

• Performed research of payment that does not coincide what invoiced on our system. Send early

correspondence to customers that have auto debit transactions via email.

• Provide high level of customer service, both, internal and external, by responding to inquiries and providing

routine problem resolution within an acceptable timeframe.

Feb. 2004-June 2011 Business Banking Assistant, Business Banking Dept.

• Provided banker support, customer service, and loan production.

• Ordered and reviewed appraisals, environmental reports, title work, flood determination and complete flood

insurance, if applicable. Review evidence of insurance.

• Reviewed entity documents and completed legal name verification.

• Responsible for construction draw review and approval.

• Request payoff from existing institution and ensure closing conditions are complete prior to loan document

execution.

• Coordinate proper documentation for loan closings. Ensured timely payoff of business loans and file the

appropriate liens in timely manner.