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Loan Portfolio Management Specialist

Location:
Bellingham, MA, 02019
Salary:
25.00
Posted:
February 26, 2023

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Resume:

Doreen Sawyer

Woonsocket, RI 401-***-****

Work Experience

Commercial Loan Portfolio Management Specialist

Independence Bank - East Greenwich, RI

**-**** ** *-**-2023

Making collection calls, set-up payments responsible for helping past due customers with payments solutions. Record all activity into Chron system. Prepare Note Modifications, Reaffirmation Agreements, order site visits. Loan Monitoring, request yearly financials and analysis financials received, resolved customer's complaints and worked on escalated calls received. Prepare Workouts, Offer in Compromise, Subordination Agreement, Run ACH report, LexisNexis, Xactus, PACER, CSC, Military Search, Set-up ticklers in loan management system.

Documentation Loan Administrator

Prepared and reviewed all SBA (7a) Commercial documentation for closing. Prepared commitment letters and loan packages for disbursements and funding. Prepared Mortgage Discharges and UCC's filing, continuation, and termination. Insurance tracking.

Loan Operation Analyst/Commercial Loan Operations

Randstad Professionals - East Providence, RI

Citizens Bank

4-2015 to 01-2016

Primary responsibility is to book the loan onto the bank's system of record and perfecting bank's collateral. Responsible for maintaining control of Bank collateral through set-up, exception tracking and standardization of collateral files. Prepared Mortgage Discharges and UCC's filing, continuation, and termination and Insurance tracking. Processed and pledged loans on the AFS Vision system.

Shareholder Services Specialist II

BNY Mellon-Dreyfus/Easton Personnel - Westborough, MA

7-2014 to 4-2015

Respond to written customer service inquiries, requests received with incomplete information or documentation and complaints. Ensure compliance with applicable federal regulations, association guidelines and consumer regulations.

Loan Operation Analyst/Commercial Loan Operations

Randstad Professionals - Cranston, RI

Citizens Bank

4-2013 to 06-2014

Processed and pledged loans on the AFS Vision system, Set-up paid FASB and FLAT fees payments. Worked the Threshold report to pay fees that are 15 days and over. Facilitated Header adjustments as needed. Researched for back-up to pay fees, transferred money using e-post to different G Ls#.

Loan Clerk/Data Entry Administrator

Navigant Credit Union - Smithfield, RI

8-2012 to 3-2013

Entered new loans and ensured agreement to closing documents and Amblers. Serviced loans to maintain accurate transaction and account positing. Corresponded with customers regarding applications, credit reports, verifications, appraisals, and closings. Prepared Mortgage Discharges and UCC's filing, continuation, and termination and Insurance tracking. Completing appraisal requests, flood reviews, forwarding and monitoring receipt of title reviews, data enter loan information.

Correspondent Documentation Analyst II:

Citizens Bank – Cranston, RI

10-2008 to 7-2012

Corresponded with customers regarding approved Commercial, Participations, Syndication, and Commercial Real Estate loan funding and increased to existing loans. Processed and reviewed all commercial and commercial real estate documentation to ensure compliance with bank policies. Identify, update, and clear documentation ticklers. Input and maintain all collateral records per set standards. Compose/edit documentation including memos, correspondence, and spreadsheets. Prepare Daily Investment Communications overview reports, Service Bulletins, Compliance updates, and UIT Product List.

Collateral Loan Administrator I

Bank of America - Providence, RI

9-2004 to 9-2008

Global Product Solutions

Primary responsibility is to book the loan onto the bank's system of record and perfecting bank's collateral. Responsible for maintaining control of Bank collateral through set-up, exception tracking and standardization of collateral files. Prepared Mortgage Discharges and UCC's filing, continuation, and termination and Insurance tracking.

Administrative Assistant II

Bank of America - Lincoln, RI

7-1992 to 9-2004

Small Business Services and Premier (Telephone Banking)

Provided administrative support for two Senior Vice Presidents. Assisted with special projects as required, including site level events planning.

Commercial Loan Assistance

Eastland Bank – Woonsocket, RI

9-1989 to 7-1992

QC Commercial Loan documentations, Prepared Mortgage Discharges and UCC's filing, continuation, termination, and Insurance tracking. Sent out insurance monthly letters, Collateral tracking, Stock pricing make sure customer has effort collateral to cover their loans.

Computer Skills:

Microsoft Word, Microsoft Excel, Power Point, AFS, MDA system, Outlook, Intranet, Action, Virtual Vault, Relay, Shaw, Navision, Medici, PAC, and E-post, Loan Management, PACER, CSC, Avantus.

Education

Certificate

Community College of RI, Lincoln, RI, New England College of Finance - Lincoln, RI

Skills

•Customer interaction

•Customer service oriented

•Organizational skills

•Excellent written

•Problem solving

•Excel

•Microsoft Excel

•Intranet

•Outlook

•Microsoft word

Certifications and Licenses

Notary Public of Rhode Island March 2016 to March 2024

PRIMARY RESPONSIBILITIES:

Pull credit bureau reports and background checks, review credit bureau reports and background checks.

Correspondence to applicants for any missing information and requited documents.

Request IRS transcripts and review of same for verification of IRS returns provided.

Obtain online UCC Searches



Contact this candidate