Administrative Assistant
Resume:
Jennifer Grady
Byhalia, MS 38611
*************@*****.***
linkedin.com/in/jengrady1978
Work Experience
The Bank of Fayette County
January 2021 to November 2023
1. Post-Audit Real Estate Loans
A. Ensuring that compliance policies and procedures are followed and met B. Title commitments and polices are correct and clear of any errors C. Ensuring that all collateral documents are recorded correctly and filed. D. Checking appraisal documents are in file and information documented correctly in the system.
E. Checking LTV is correct on all documents and on system F. Hazard/Flood Insurance in file and input correctly 2. Loan Operations Specialist
A. Scan and Indexing Real Estate Loans
• Ensuring that all real estate documents are imaged correctly B. Loan Edit Report
• Reviewing rejected transactions and having them rerun correctly C. Construction Loan Draw Specialist (Backup)
• Ensuring that all construction draws are made timely and accurately
• Work all draw emails
• Order inspections
• Coordinate with construction customers and inspector
• Ensure that all construction draw sheets are maintained
• Ensure that all inspection sheets are maintained D. Online Payment Report
• Review all online payments to ensure that the payment was posted properly
E. Construction Overdraft Report
• Report any construction accounts overdrawn to the construction loan draw specialist
F. Vehicle Title Clerk
• Ensure that the titles match the loan documents and what is on the system
• Ensure that the titles are imaged to the correct loan and filed with the respective Note Jacket
Jennifer Grady Page 2 of 4
First Security
July 2019 to July 2020
1. Loan Assistant
A. I supported 2 loan officers with a total portfolio of $50M+ B. I multi-tasked in various areas with officers and clients
• Loan payoffs for real estate closings
• Prepare residential and commercial loan packages
• Order and review Title Commitments and Lender’s Title Polices to ensure that there are no discrepancies or outstanding liens on subject property
• Work property insurance monthly report
• Create and maintain detailed filing systems for each loan officer
• Communicate future maturities and exceptions with each loan officer
• Support loan policy and compliance guidelines by reviewing each loan of any possible errors
• Communicate with attorneys, paralegals and financial institution to ensure proper documentation is received for each respective loan package
• Coordinate loan closing between financial institution, attorneys and clients
• Maintain strict confidentiality of bank records and client information CSR Duties
• Collect client information and execute paperwork to open new accounts
• Describe to clients the differences of benefits and value of recommended accounts
• Perform account maintenance as needed
• Manage inquiries regarding account balances and other concerns
• Question the client to have a better understanding of their short-term and long-term financial goals
BancorpSouth
June 2007 to June 2019
1. Sr. Loan Administrative Assistant
A. I supported 6 loan officers with a total loan portfolio of $30M+ B. I muti-tasked in various areas with officers and clients:
• Loan payoffs for real estate closings
• Prepare residential and commercial loan packages
• Order and review Title Commitments and Lender’s Title Polices to ensure that there are no discrepancies or outstanding liens on subject property
• To manage respective monthly loan officer reports
• Manage client debt sheets
• Work property insurance monthly report
• Create and maintain detailed filing systems for each loan officer
• Communicate future maturities and exceptions with each loan officer Jennifer Grady Page 3 of 4
• Support loan policy and compliance guidelines by reviewing each loan of any possible errors
• Communicate with attorneys, paralegals and financial institutions to ensure proper documentation is received for each respective loan package
• Coordinate loan closing between financial institutions, attorneys and clients
• Maintain strict confidentiality of bank records and client information BancorpSouth
September 2003 to June 2007
1. CSR
• Collect client information and execute paperwork to open new accounts
• Describe to clients the differences of benefits and value of recommended accounts
• Perform account maintenance as needed
• Manage inquiries regarding account balances and other concerns
• Question the client to have a better understanding of their short-term and long-term financial goals
2. Teller/Interim Head Teller
• Receive payments for a variety of accounts
• Find resolutions to transaction issues
• Manage monthly reports
• Coaching tellers with daily duties to meet and exceed expectations
• Assisted with Vault/ATM daily/monthly audits and orders
• Perform teller audits
• Provide excellent customer service and lasting relationships with our customers Memphis Children’s Clinic
February 2003 to September 2003
Front Desk Receptionist/Bookkeeper
• Prepare patient files for upcoming visits
• Receiving copays and payments
• Reconcile patient treatment sheets at end of day
• Appointment scheduling
• Direct incoming calls to the appropriate department/person
• Verifying insurance coverage prior to upcoming visits Jennifer Grady Page 4 of 4
Education
Home School
Salina, KS
1993-1997
High School Diploma
Salina Area Vocational Technical School
Salina, KS
1993-1997
Certification in Computerized Business Applications Skills
• Time Management (20+ yrs)
• Administrative Office Experience (20+ yrs)
• Attention to Detail (15+ yrs)
• Document Management (20+ yrs)
• Data Management (20+ yrs)
• Team Player (20+ yrs)
• Microsoft Office (15+ yrs)
Excel
Word
Outlook
• Google Drive (15+ yrs)
Google Docs
Google Sheets
Google Mail
Google Calendar
Google Chat
• Typing (20+ yrs)
• Customer Service (20+ yrs)
• Organizational Skills 20+ yrs)
• Interpersonal Skills (20+ yrs)
• Active Listening Skills (20+ yrs)
• Computer Skills (20+ yrs)
• Verbal and Written Communication (20+ yrs)
• Grammar Skills (20+ yrs)
• Banking (20+ yrs)
• Credit Analysis (10+ yrs)
Software Programs
Fiserv/Director
Precision Graphical
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