Customer Service Insurance
Resume:
JAMES A. CASTELLI
MILWAUKEE, WI ****1
414-***-**** * *********@***.***
Financial services professional with significant experience in Commercial
Real Estate and Residential Lending. Developed a reputation for commitment
and reliability to helping Commercial Real Estate banker's process their
daily note renewal requirements. Responsible for preparing and processing
mortgage loan records from application through approval. Communicates with
customers, internal staff, counsel, title companies, etc. to respond to
inquires, resolve problems and obtain all necessary documentation required
for the file. Background includes customer service, loan processing,
verification skills and training other employees. Detail oriented,
flexible, productive, self-starter, excellent team player and independent
worker with analytical and problem solving skills.
BMO Harris Bank, N.A., Milwaukee WI
2012 - 2014
Special Assets Management Unit (SAMU) / Senior Deal Specialist
*Review Final Form Decisions
*Review 959's for Loan Terms
*Review Documents when received from Portfolio Managers
*Order Flood Certificates
*Contact Insurance Agents for updated Hazard Insurance
*Verify Payment of Property Taxes
*Book Loans on Loan IQ Loan System
*Establish Loan Document Tracking on Loan IQ System
*Send Original Documents to File Room
*Clear Exceptions
M&I Marshall & Ilsley Bank, Milwaukee WI
2008 - 2012 Special Assets Management Unit (SAMU) / Operations Specialist
*Receive request from Relationship Manager to begin working on renewals
*Review 959's for Loan Terms
*Request Documents from Attorneys
*Request Laser Pro Documents from the Regional Credit Center
*Review Documents when received from Attorneys
*Prepare Closing Statements
*Order Standard Flood Hazard Determinations from Vendor
*Order Title Work from Title Companies
*Contact Insurance Agents for updated Hazard Insurance
*Verify Payment of Property Taxes
*Monitor & Track Note Renewals on Tracking Log
*Submit Document Package to Pre-Closing for approval
*Process Signed Documents when received
*Process Loan Memo, Advice of Charge & General Ledger Tickets
*Route Deals through MiCredit to Post Closing
*Send Original Documents to Post Closing for Processing
*Verify Loans have been booked properly
*Clear Outstanding Document or Financial Exceptions
Commercial Banking Department / Loan Closing Associate
*Receive request from Relationship Manager to begin working on renewals
*Review LP's for Loan Terms
*Request Documents from Attorneys
*Request Laser Pro Documents from the Regional Credit Center
*Review Documents when received from Attorneys
*Prepare Closing Statements
* Order Standard Flood Hazard Determinations from Vendor
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* Order Title Work from Title Companies
*Contact Insurance Agents for updated Hazard Insurance
*Verify Payment of Property Taxes
*Monitor & Track Note Renewals on Tracking Log
*Submit Document Package to Pre-Closing for approval
*Process Signed Documents when received
*Process Loan Memo, Advice of Charge & General Ledger Tickets
*Route Deals through MiCredit to Post Closing
*Send Original Documents to Post Closing for Processing
*Verify Loans have been entered properly on Loan System
* Clear Outstanding Document or Financial Exceptions
Commercial Banking Department / Commercial Real Estate Document Processor
II
*Clear Financial & Document Exceptions
*Analyze Financial Statements
*Request Financial Statements from Commercial Customers
*Assist Commercial Real Estate Lenders with their Note Renewals
Marshall & Ilsley Support Services Company, Brookfield WI
1998 - 2008
Post Closing Department / Commercial Loan Document Review Specialist II
*Weekly Flood Insurance Report
*Contact Insurance Agents
*E-mail Flood Expiration/Deficiency Notice to Lenders
*Work with Flood Insurance Vendor
*Prepare Flood Worksheets for Mortgage Corp Loans
*Review Retail & Commercial Flood Insurance Worksheets
*Research Retail & Commercial Loan Files
Post Closing Department / Commercial Loan Document Review Specialist
*Commercial Document One Point System
*E-mail Document Exceptions to M&I Lenders
*Track for Documents entered on the One Point System
*Research Loan Files
*Monthly Title Policy, Hazard Insurance and DMV Reports
*Contact Title Companies
Commercial Paid Loan Department / Loan Service Coordinator
*Commercial Paid Loan Report
*Prepare Lien Releases, Satisfactions and UCC Continuations
*Release Stock Pledged
*Customer Inquiry
*Help train new employees
Retail Paid Loan Department / Supervisor
*Supervising 5 full time employees
*Prepare Lien Releases, Satisfactions and Monthly Paid Loan Report
*Release Stock pledged as collateral for Loans
*Daily Paid Loan Reports
*Customer Inquiry
*Purchase Loans
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Security Bank, SSB, Milwaukee WI
1973 - 1998
(f/k/a Security Savings & Loan Association)
Loan Servicing Payoff Department / Supervisor
*Supervising 3 full time employees
*Pay off Loans
*Prepare Satisfactions
*Customer Inquiry
*Annual update of procedure manual
*Investor Reporting for FHLMC, WDVA, WHEDA, FNMA, GNMA
*Purchase Loans
*Preparing various monthly reports
Loan Servicing Department / Investor Clerk
*Mortgage pay offs
*Property Taxes
*Customer Service
*M&I Lock Box Reports
*Life and Disability Insurance
*Interest Rate Adjustment letters
Savings Department / Teller
*Handling cash, checks, money orders, travelers checks, savings bonds.
SKILLS *Notary *APMS *Cognos *Microsoft Word - 2010 *Excel - 2010
*Windows 7 Professional Office *FileNet *Alltell *Livelink
*Business Objects
*Loan IQ *MiCredit *FIS-IBS Insight *UPS Shipping *E-Mail
-Lotus Notes
*E-Mail - Outlook
EDUCATION Institute Financial Education Courses taken 1977, 1980, 1984,
1992, 1995
Certificate of Achievement - 1980
Diploma of Merit - 1984
Degree of Distinction - 1992
ACTIVITIES *Boy Scouts of America - Three Harbors Council - Boy Scout
Troop 506, Greendale WI, Assistant Scoutmaster / Eagle
Coach
*OA Member
*Service To Youth Award 2002
*Boy Scouts of America - Leadership Training Plan 2004
*Wood Badge Leader Training 2008
*Earned Wood Badge Beads 2009
*District Award of Merit 2010
Contact this candidate