Daniel Teague
***** * **** ** * Owasso, OK ***** 918-***-**** ad29d9@r.postjobfree.com
Qualification Summary
Commitment Leadership Integrity
Over 30 years experience in banking/finance
* ***rs of operations management experience
15 years of document processing/document review 7 yrs of consumer lending and 4 yrs of commercial lending
Professional Experience
2018-2023 Red Crown Credit Union Tulsa, OK
MBL Officer/Sr. Loan Officer
Responsible for preparing business loan documents and closings
Manage the credit union’s member business loan portfolio
Maintain relationships with all business members by offering available services/products
Evaluate, authorize, reject, or recommend approval of business and personal loans
2017-2018 Grand Bank Tulsa, OK
Vice President- Loan Documentation Manager
Manage and monitor loan processing department
Review and process all loan documentation
Supervise personnel
Daily checkback of loan activity
Update/improve procedures to increase efficiencies
2016-2017 Patriot Bank Tulsa, OK
Asst. Vice President- Credit Admin
Manage and monitor all loan operations and loan compliance areas
Handle loan processes (order appraisals, loan review, exception tracking etc)
Supervise loan ops personnel
Prepare weekly/monthly reports
Write and update procedures
2013-2016 American Heritage Bank Sapulpa, OK
Loan Documentation Specialist
Prepare and review loan documents for consumer and commercial loan transactions (both RE and non-RE)
Communicate with loan officers, assisting them with questions and executing loan documents timely to meet closing deadlines
Booking loans onto system after closings
Responsible for securing liens and Uniform Commercial Codes on collateral and tracking exceptions, as well as processing denials and also credit card charge-offs
Communication with title companies and appraisal companies as needed
2010-2013 Panalpina, Inc Tulsa, OK
Document Processing Agent I
To process ocean export shipments in cooperation with customer service group with high accuracy and by communicating all necessary requirements and/or exceptions found in freight instructions/documents
Prepare and issue documentation by entering shipment information
Arranging for legalization of documents
Ensure that payable and receivable documents are completed accurately
Trace shipment through all transit points up to final destination and advise clients and managers of any irregularities.
2000-07 Bank of Oklahoma, N.A. Tulsa, OK
Operations Manager
Managed loan document preparation and processing group
Experienced in both commercial and consumer loans
Worked with underwriting to implement new software system, enabling each department to receive loan information from remote locations
Met with executive management and other department managers to discuss production issues, goals workflow efficiencies and employee motivation
Responsible for hiring, firing, performance goals, reviews, and training
Education
Tulsa Community College – Associates of Arts