Support Specialist Documentation
Resume:
Katie Mooney
Leesburg, VA *0176 515-***-**** *********@*****.***
SKILLS
Broad knowledge of banking and regulatory compliance across diverse loan types, which include business, housing, personal, and agricultural loans.
In-depth comprehension of loan processes, loan quality control and loan terminology.
Strong supervisory and leadership experience.
Skilled at learning and implementing new concepts quickly, working well under pressure, working well in both individual and team settings, and communicating ideas clearly and effectively.
Detail-oriented work approach.
E D U C A T I O N — EXPERIENCE
Iowa State University, Ames,
IA
Family Finance Housing &
Policy; Child, Adult & Family
Services
GPA: 3.8
Dean’s List: Spring & Fall
2009, Fall 2010
Des Moines Area Community
College, Ankeny, IA
General Studies
GPA: 4.0
Dean’s List: All 4
semesters
November 2022-Present
Risk & Controls Governance Senior/Business Management • Freddie Mac
● Support and partner with Compliance and Risk Leads by supporting the business area throughout the roll-out and execution of the Compliance testing and issues
management program.
● Support the Obligation and Regulatory Change
Management (ORCM) process by assisting in the
establishment of activities to ensure adherence to the ORCM quality and timeliness requirements.
● Manage the Single-Family Portfolio & Servicing (SFPS) Delegations of Authority.
● Manage the SFPS Records Management program.
● Support team infrastructure activities such as SharePoint site management, operational risk control (ORM) team development, meeting management and team building
events.
● Work on cross-functional projects and/or teams; assist with project management activities.
● Contribute innovative and practical solutions to the team's operations and efficiency.
November 2021 – November 2022
Loan Support Specialist • Optus Bank
Partnered with commercial and consumer groups in sales, servicing and management of clients and their loan portfolios.
Provided ongoing support to lenders which included identifying cross sale opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospects lists, and making joint calls.
Documentation support: Originated, processed and ensured accuracy of loan documentation for closings. Entered information into the loan system and ensured all necessary documentation was included in the loan
package prior to closing.
Resolved documentation exception issues, maintained service levels, updated financial statements and prepared files for portfolio reviews. Ran reports to track maturing lines/loans and service levels.
Communicated, reported and followed up on portfolio past dues to ensure they remained current, while maintaining customer contact.
Coordinated opening of deposit and other banking services with branch partners. Handled customer requests for information and problem resolution.
Ordered third party reports and items as necessary.
Prepared system-generated loan documents accurately.
Ensured compliance with bank policies, federal regulations, and security guidelines such as loan-to-value ratios, appraisal criteria, and BSA.
February 2019-November 2021
Commercial Loan Imaging Specialist II • Bankers Trust Company
Evaluated and configured complex commercial and
commercial real estate loans and ensured all documents and due diligence items had been imaged and were correct per regulations, credit approval, and loan policy.
Reviewed and analyzed documentation for completeness to clear previously issued documentation exceptions.
Ensured completion of all required documents and issued exceptions for items that affected bank's collectability and financial tracking per Business Loan Agreements.
Accurately established document tracking requirements for each loan configured.
Reviewed collateral releases for accuracy upon note payoff or during the life of the loan.
Assisted in training of new employees to the department or others that utilized the imaging system.
Updated procedures for new processes or procedure changes.
Backed up Commercial Loan Documentation Imaging Rep and Commercial Loan Documentation Specialist I.
August 2017-January 2019
Credit Specialist • South Story Bank & Trust
Worked one-on-one with commercial and agricultural lenders to collect various documents from customers, as well as third parties to support decision of loan approval.
Processed, closed, serviced, and monitored loan-related notes and disbursements.
Responsible for ensuring loans were processed per bank policies and procedures, as well as to meet all state and federal regulations.
S O F T W A R E —
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Info Access
OnBase
Fiserv Navigator
Fiserv Precision
Fiserv Director
Laser Pro
Compliance One Mortgage
Compliance One
Encompass
Fast Grade
Abrigo
SI Banking
BWise
Assisted Loan Operations Manager in ensuring loan software programs were running efficiently, accurately, and meeting all state and federal compliance guidelines.
Worked with partnered banks to process, fund, and maintain servicing and payments of sold and purchased participation loans.
Solely set-up, revised, and/or reworked credit bureau reporting with all main bureaus to ensure efficient and accurate loan credit bureau reporting, error, and dispute resolution.
Assisted in preparation of monthly board reports.
Assisted in the creation and implementation of loan processing procedures and policies.
April 2014-August 2017
Loan Operations Supervisor • First Security Bank & Trust
Managed the day-to-day work of the Loan Operations department. Assisted in hiring and provided training for new and existing employees in the department, as well as assigned work, approved time off, and was responsible for time cards.
Provided leadership and management for 10 Loan
Operations personnel. Conducted performance
evaluations of assigned personnel and provided coaching to assist employees in resolving performance issues.
Backed-up Loan Operations personnel. Maintained
working knowledge of servicing, processing, and collateral positions to assist during absences.
Ensured departmental compliance and maintenance for all required and related written policies.
Assisted Loan Operations Manager with problem-solving involving loan documentation and servicing.
Proficient in a wide range of loan software programs. Assisted Loan Operations Manager in working with
system providers to utilize applications to fullest capacity, whilst ensuring accuracy and compliance.
Analyzed, prepared, and trained for periodic updates to system software, and verified that enhancements were working correctly.
Assisted with system parameters and design to meet the needs of multiple departments. Acted as administrator of these programs, including management of all program settings and user security access.
Expert in accurate credit bureau reporting of loan data, as well as credit reporting dispute research and resolution.
Expert in all aspects of flood insurance and hazard insurance.
Prepared required monthly board reports.
Coordinated requested exam and audit information and served as point of contact for Loan Operations
department for examiners and auditors.
Worked closely with Loan Operations Manager to
maintain, revise, and implement loan department
procedures and workflows, including the training of appropriate staff.
AFFILIATIONS
Iowa Bankers Association Leadership Institute Graduate
Iowa Bankers Association Leadership Alumni Member
EmpowHER Committee Member
United Way of Central Iowa LINC Member
REFERENCES
Ms. Tanya Johnson
Vice President – Compliance Director
Bank Iowa
500 E Highway 24
Lawler, IA 52154
*********@********.****
Ms. Kim Groh
Senior Executive Assistant/Commercial Loan Associate Legacy Bank
12901 University Ave
Clive, IA 50325
515-***-**** Ext. 605
Ms. June Anderson
Commercial Lending Associate
Bankers Trust Company
201 1st Street SE
Cedar Rapids, IA 52401
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