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Vice President Loan Documentation

Location:
Tulsa, OK, 74103
Posted:
January 31, 2024

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Resume:

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



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