Administrative Assistant Loan Processor
Resume:
GLYNIS J. WIMMERS
Garland, TX 75043
***********@*****.***
Back Office Administrator, Supervisor, Administrative Assistant, and Receptionist with 20+ years of experience. Demonstrates a dedicated passion for timeliness and flawlessness of workflow. Constant preparedness for change and highly adaptable. Always maintains the utmost confidentiality. Possesses a B.S. in Business Administration from the University of Southern California. Can work onsite, hybrid, or remote.
Integrity: Do what is right, even if no one is looking.
PROFESSIONAL EXPERIENCE
Citigroup 10/2022 – 12/2022
Loan Processor Expert (Contract role)
Cash break reconciliation
Use AFS, Stars and Sales Force to track history of transactions
Notify management when research is complete
Currently training on TLM. It is another source of cash break reconciliation
Worked with Participations, Syndications, and Commercial Loans
Union Bank – MUFG 6/2021 – 2/2022
SBA Commercial Loan Processor (Contract role)
Provide back- office support to loan funder/closers
Prepare loan closing checklist
Pull flood certificates, UCC searches, zip code searches, pull certificates of good standing, create RC and Sales transmittal for Business Development Officer
Create AFS/RUMBA file for all borrowers and guarantors
Use program called STP to ensure loan file is set up properly – verifies all borrowers and guarantors, loan amount and product information is correct
Create required documents need to verify tax transcripts from IRS match up to the client’s tax returns
Create insurance request letter to agents to ensure proper loan amount coverage
Build insurance package after closing and route to the correct department
Prepare loan closing documentation including AFS boarding sheet
Prepare Regulatory check list
Review credit narrative to ensure all required items to close and fund the loans are complete
Independent Financial 1/2021-03/2021
Team Lead – PPP Loan Documentation Review Specialist (Contract role)
Review and approve PPP loan applications for submission to the SBA ($50k-$150k)
Extract information from 1040 Tax Returns, 941’s. W-2’s and W-3’s to check for qualifying information for applicant.
Work with Lenders and Liaisons to reach back to applicant when additional information will be needed to move forward with loan.
Use Abrigo/Sageworks.
Simmons Bank 03/2020 – 12/2020 (Covid)
Commercial Lending Assistant III/Administrative Assistant/Office Manager
Administrative Support to Banking Center President
Run past due reports and clear collateral exceptions with Teslar
Use LoanVantage/Jack Henry to set up new loans
Open new deposit accounts with Argo
Close and fund PPP loans and coordinate collection of required documents for funding
Order all office supplies, and handle all facility issues
Castleview Partners, LLC (R. I. A.) 06/2018 – 09/2018
Senior Relationship Manager
Assist in kickoff of new advisory platform with Global View Management, Advisors (140+) and clients (4000+ accounts)
Heavy telephone volume and AlphaPort servicing for the Advisors client’s needs
Managing workflow through the dashboard:
Asset movement between TD Ameritrade brokerage and client’s bank
Ensure timely execution of trades and assist in the deployment of assets
Open and close new accounts and make all changes as needed including updating distribution and contribution information, address changes, update beneficiary information
UBS Bank USA, Wealth Management Americas 06/2016 - 3/2017
Administrative Assistant (Contract role)
Scanned, labeled and uploaded client’s loan documents to Loan Span and client’s folder in the shared drive
Provided modification loan offers to financial advisors
Maintained excel spread sheet of modification reviews, offers, and ineligible offers
Coordinated all offsite events; picked up lunch for team: ran errands as needed
Maintained Outlook calendar for conference room reservations for meetings, special events and handled new hire training
Ensured office supplies were ordered in timely manner, and maintenance of the multi-functional device
Handled any special projects as needed including back up for Pur/Purl Log, mailings, Consult Works and Real Quest
Marsh and McLennan/Mercer 10/2015 - 02/2016
Credit Service Analyst (Contract role)
Processed Defined Benefit Plans for American Airline employees and families.
Santander USA, Chrysler Capital 07/2013 - 04/2015
Relationship Assistant/Administrative Assistant II
Provided administrative support to Auto Finance Group including Regional Credit Director (Twenty plus teammates)
On-boarded new hires
Tracked and scrubbed credit files for OCC audit
Maintained several Excel spreadsheets for various special projects as needed
Scanned new credit files to shared drive and copy to Share Point
Followed up Credit Committee meeting to track which new dealers have been approved and complete loan closing process
United Central Bank 12/2012 - 3/2013
Senior Administrative Assistant – Special Assets Group (Bank out of business)
Provided administrative support to the EVP-Chief Special Assets Officer; operationally supported SVP Risk Officer, Liquidation Officer, and sixteen SAG officers. Maintained EVP’s Outlook meeting calendar
Assisted in gathering and presenting loan information for the McGladrey audit
Researched delinquent property taxes, make payments with OREO officer approval, track payments via Excel spread sheets, coordinated the payment process and follow through to ensure payments to proper jurisdictions for loans in bankruptcy and/or foreclosure have been received to ensure UCB did not lose first lien position
Prepared documentation for Liquidation Officer to file ‘an answer’ to present to the attorneys when UCB was served
Provided guidance to the three new Administrative Assistants as to protocol and procedures in the SAG Department
Generated and sent to all Senior Management, SAG officers and Credit Analysts over 5 and 30 days past due reports
State Bank and Trust Company 03/2012 - 11/2012
Loan Assistant/Administrative Assistant (Bank out of business)
Handled document preparation for complex loans including Real-Estate, Participations, Interim Construction, Assignment of Notes, Commercial and Consumer Loans
Coordinated loan closings with Title Companies, and close loans personally by appointment
Transferred balances between client’s bank account and loan account, or between client’s bank accounts
Followed up on high volume solidifying closed loan transactions
Handled phone high volume call volume and immediate contact with walk in potential/existing clients
Clear Credit and Collateral exceptions
Open new accounts and transfer funds to other accounts or paydown on loan
Bank of Texas 03/2000 - 01/2011
Brokerage Associate/Administrative Assistant
Backoffice Operations Assistant for fourteen brokers, four sales assistants and various lenders
Placed equity, mutual fund, and fixed income trades and confirm timely and correct executions
Process equity and mutual fund trades for all internal clients including SVP’s, the CFO and all external clients
Benefit administration/processing claims for all clientele
Knowledge of mutual funds, fixed income, and equity products
Initiated DTC and DWAC instructions on the back-office system with our clearing firm Pershing
Transferred in new accounts from other Broker/Dealers
Processed money market transactions between client’s brokerage account and bank account
Placed Goldman Sachs, Federated and AIM trades
Responsible for all sweep activity for clients including settlements and wire transfers
Responsible for ensuring proper deposit of funds for all annuities
Trained new brokers on operational activities
Acted as main point of contact for all new clients or existing clients
Treasury Services Administrative Assistant before BOSC (Investments)
EDUCATION
University of Southern California, Los Angeles, CA
Bachelor of Science, Business Administration, 1988
Southern Methodist University, Dallas, TX
Core Studies, 1986
ADDITIONAL SKILLS
Microsoft Word, Excel, Outlook, Salentica (CRM), NetXChange Pro, WealthScape (Fidelity), TD Ameritrade, DocuSign, SAMS, CAIVRS, AFS (6+ years), Sales Force, Stars, Share Ppoint, Laser Pro
Expense Reports, travel arrangements including Concur, event planning, Outlook calendar management
Office procurement, manage facility issues
ADDITIONAL WORK EXPERIENCE
Frost Bank – Administrative Assistant
NationsBank – Private Client Group Relationship Associate and Administrative Assistant
Shawmut Bank in Boston – Six years as Asset Based Lending Supervisor also worked with Participations, Syndications, LIBOR rate notes, commercial loans
The Boston Five Cents Savings Bank – Customer Service Representative
First City Bank- Commercial, Consumer and Participation Loan Processor
Bank of Texas – Bookkeeping and Proof Operator
ADDITIONAL EXPERIENCE
Previously held Series 6 & 63 licenses
Assistant Teacher/Volunteer in Youth Ministries at Park Cities Baptist Church (5 years)
REFERENCES AVAILABLE UPON REQUEST
Contact this candidate