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Commercial Loan Documentation

Location:
Chino Hills, CA
Posted:
December 04, 2023

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Resume:

Henrietta Fuentes

714-***-****

ad1osl@r.postjobfree.com

SUMMARY

Seasoned Loan Administrator with over 10 years' experience in Commercial Loan Documentation and Commercial Loan Operations. Seeking a career opportunity in a highly motivated company where I can utilize my experience and skills while broadening my knowledge in the field. Professionally driven to succeed. Strong ability to communicate effectively with Customers, Relationship Managers, Credit Executives and Internal Departments to deliver exceptional service at all levels of each transaction.

Prior to my commercial loan experience, I worked for 8 years as a Loan Documenter and Funder for a Residential company where I was responsible for documenting and funding FHA, VA, and Conventional Loans.

SKILLS

Efficient in communications over the telephone and through written communications Work well under time constraints

Attention to detail

Experience in AFS (automated financial systems), Microsoft Outlook, including Word, Excel, and Outlook)

CLSA (commercial loan servicing application), NCino, FileNet, and Racer. Computer literacy data processing knowledge (Windows) EXPERIENCE

November 2020 to July 23, 2023

Senior Loan Admin/Loan Documentation Specialist

MUFG Union Bank, N.A./U.S. Bank, N.A.

(Acquired by U.S. Bank)

• Review and analyze loan approvals for commercial customers.

• Prepare a needs list of outstanding items needed prior to boarding.

• Verify and Update collateral coverage for (CD, TCD, Savings, and UCC Filing) by interfacing with company vendors, legal counsel, and line partners to ensure lien perfection.

• Responsible for accuracy of documentation and timely delivery.

• Prepare new loans, renewals, and modification legal documents for commercial private bank loan documents through Word and CLSA, and Ncino.

• Gather and review signed documents and outstanding conditions, execute closing actions to ensure a timely and efficient closing.

• Forward booking package to the Boarding Team to book in the AFS system. July 2015 to November 2020

Senior Commercial Loan Operations Specialist

MUFG Union Bank, N.A.

• Manage the Customer Service line.

• Process loan transactions including payments, advances, incoming and outgoing wires and payoffs and daily Libor roll over.

• Process incoming mail and faxes in accordance with internal controls and procedures.

• Follow policies and procedures to ensure tasks are accurate, complete and on time.

• Assisted in Libor roll over.

June 2008 to July 2015

Senior Loan Documentation Specialist

Union Bank, N.A.

• Review and analyze credit approvals for commercial customers.

• Prepare a needs list of outstanding items needed prior to boarding.

• Verify and Update collateral coverage for (CD, TCD, Savings, and UCC Filing) by interfacing with company vendors, legal counsel, and line partners to ensure lien perfection.

• Responsible for accuracy of documentation and timely delivery.

• Prepare new loan renewals, and modification legal documents through Word, CLSA.

• Gather and review signed documents and execute closing actions to ensure a timely and efficient closing.

• Booking Package forwarded to the Boarding Team to book in the AFS system.

• Responsible for maintaining Ticklers in AFS.

Education

Santa Ana High School

Santa Ana, California

High School Diploma

Santa Ana College/Nursing Program



Contact this candidate