JAMES A. CASTELLI

**** * ****

MILWAUKEE, WI ****1

414-***-**** * acgxoq@r.postjobfree.com

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

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