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Commercial Loan and Banking Administrator

Philadelphia, Pennsylvania, United States
October 29, 2016

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Teresa Moskowitz

**** ******* ******, ************, ** 19116


Experienced Loan Administrator

Commercial banking professional with 15+ years of experience in maximizing operational profitability through exceptional client relationship skills and commitment to detailed accuracy.


BrynMawr Trust / Bryn Mawr, PA

Commercial Loan Servicing Administrator (9/2015 – 2/2016)

Contributed to company-wide revenue growth by providing detailed administrative support to lenders in the timely and accurate processing of commercial loan packages.

Protected customer accounts by monitoring and reconciling ACH and wire transactions daily.

Completed 100% of assigned loans with total accuracy and within lender deadlines.

The Bancorp / Philadelphia, PA (6/2006 – 6/2015)

AVP Client Relationship Manager (Business Banking)

Supported company profitability by managing relationships with high net worth clients (up to $5M in liquid assets), ensuring that all banking needs were quickly serviced and issues were thoroughly resolved.

Selected by management to maintain the most challenging customer accounts; commended for providing genuine rapport and support.

Processed time-sensitive balance transactions with 100% accuracy.

Expertly implemented and serviced the Total Cash Manager and My Branch in a Box (check scanner) program for all bank clients.

Served as the branch go-to person for check by phone processing of loan payments and deposits.

Earned excellent to good ratings on all performance reviews throughout career.

Loan Administrator (Commercial Real Estate)

Seamlessly executed all processing tasks throughout the life cycle of commercial loans valued from $100K to $12M.

Delivered 100% of loan packages accurately and on time.

Comprehensively trained 3 high-performing Loan Administrators on all aspects of job responsibilities; provided coaching on best practices and informal performance feedback.

Recognized for proactive attention to all submitted and pended loans; ensured consistent forward progression.

Promoted to AVP Client Relationship Manager based on proven results in nurturing productive relationships and proactivity in addressing issues.

Sovereign Bank / Philadelphia, PA

Loan Administrator (Commercial Real Estate) (1/1999 – 6/2006)

Maximized departmental production by managing the organization’s most complex loan packages.

Expertly analyzed all documentation for accuracy, completeness, and compliance with company policies and government regulations.

Served as the primary contact for both internal and external customers.

Selected to provide temporary administrative support to the incoming CEO based on bank operational knowledge and attention to detail.

Commended for adaptability in managing myriad branch tasks, particularly during transitional phases.


Notary Public – Philadelphia County

Member – Pennsylvania Association of Notaries

Peirce College / Philadelphia, PA

Completed two years of Business Administration program

Software Proficiencies

Microsoft Office Suite (Word, Excel, Outlook)

FIS, IBS Insight, Treev, Datastore

Adept at learning new software application and tools

Key Skill Areas

Lending Operations, Procedures, and Functions

Regulatory Compliance and Reporting

Bank and Client Liaison

Time Management and Workflow Prioritization

Client Relationship Management

Branch Banking / Money Handling

Administrative Operations

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