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Loan Mortgage

Location:
Rowland Heights, CA
Posted:
December 19, 2020

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Resume:

Po-Hsiu Chou (Aka Grace Chou)

• Mortgage loan servicing experience

• Excellent accounting and reconciliation skill

• Familiar with mortgage, syndication loan documents

• Very detail oriented, can work at fast pace

• Computer: MS Word, Excel, Quick Books, Oracle and Fiserv systems

EXPERIENCE:

10/2019-12/31/2020

East West Bank Loan Department

Loan Specialist

• Prepared of excel spreadsheets(payment codes)with the different systems than processed revolving credit line repayment (commitment reduce) and payments.

• Accepted all 200 branch’s incoming emails for HELOC repayment and posted payments.

• Received daily incoming payment checks then posted revolving credit line payments.

• Processed Speed payment, Manual Drafts, Shadow Payment (Charge off), Return item,Advance Request and speed pay clearing.

07/2019-10/2019

AllSourcePPS / East West Bank Loan Department

Temp Loan Specialist

• Prepared of excel spreadsheets(payment codes)with the different systems than processed revolving credit line payments and mortgage payments.

11/2018-07/2019

First Commercial Bank / Loan Department

Loan Officer

• Preparation of syndication loan docs for new funding, created borrowers file, prepared wire form, set up new line code and renewed line code.

• Received fees income, issued cashiers check to pay loan fees and amortization of loan fees.

• Payment Processed(Syndication,Business,Construction, and Mortgage Loan), advances, repayment and payoff requested.

10/2017-02/2018

Platinum Coast Management Corp

Full Time Accounting Clerk

• Collection of daily sales reports, save on e-files.

• Processed credit card reports and bank reconciliations.

• 3rd Quarter sales tax return, created Excel pivot table report for project revenue.

• Analyzed and estimated revenue in the future business date. (Estimated borrowers repayment)

• Full cycle accounts receivable and monthly reports.

05/2016-02/2017

Infinity Consulting Solutions, Inc/CTBC Bank Loan Department

Full Time Loan Specialist

• Processed new mortgage loan funding and performed maintenance for loan documents on e-files.

• Processed operation ACH, updated for the China Trust Bank account change form, POA form, mortgage monthly payments, payoff and maintenances for 1098, W9, and W8 forms.

• Preparation of monthly overdue report and sent out the past due notice for 30-day, 45-day, 60-day, and 90-day notice.

02/2011-02/2016

Pan Pacific Management LLC

Bookkeeper

• Created and posted all transactions of journal entries and sent out the monthly billing statements for tenant and landlord.

• Full cycle accounts receivable for collection of monthly paid rent deposits.

• Accounts payable, handled weekly check runs, paid invoices, payroll expenses and bank reconciliations.

• Maintenance for management fees, property management rents.

• Preparation of monthly profit and loss statement, annual reports and 1099 form tax returns.

04/2010-10/2010

Hua Nan Commercial Bank

Full Time Loan Specialist

• Input data for new loan funding and outgoing wire transfers.

• Processed mortgage, business, syndication loan payments, repayments, advances.

• Requested payoffs and scheduled audit reports.

• Preparation of monthly schedule reports and quarterly reports in a timely manner.

• Renewed line code, insurance and extended effective dates.

07/2006-07/2008

United Commercial Bank

Full Time Teller

• Accepted, processed deposits.

• Handled daily transactions, scanned on e-files.

• Processed payments, checks for cashing and other transactions.

• Provided customer service.

EDUCATION:

National Kaohsiung University of Applied Sciences / Kaohsiung, Taiwan

Kaohsiung Business High School / Kaohsiung, Taiwan



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