Documentation Specialist Services Representative

To obtain a position within an organization which will allow me to utilize my existing skills and enable me contribute to a team of professionals.

Summit Bank-Oakland, CA 2016-Present

Notes/Documentation Specialist

Provide support regarding all operation aspects of the loan process, loan payments, advances, and transfers. Process wire transfers, incoming deposits, mail loan related documents and notices. Scan all loan related documents into an image program. Process all paid loans, follow-up for insurance and tax service. Daily balance of GL’s, do certifications/ reconciliations. Process and make payments to all SBA loans, complete 1502 reporting for Colson. Input and maintain data of loans in computer system utilizing Laser Pro, drafting new loan documents and or completing Change in Terms on exiting loans. Board loans and perform pre audit. Answer and research client inquiries. Assemble loan files; order Uniform Commercial Code (UCC) filings and searches, verify flood zone for the area of the loan. Assist customers with general account information, maintain audit of accounts to guard against improper charges and fund overdraft, process invoices to resolve problems. Verify outgoing wires, through (FRB) Federal Reserve Bank and (PCBB) Pacific Coastal Banker’s Bank.

Bay Commercial Bank - Walnut Creek, CA 2010-2016

Loan Servicing Specialist

Provide support regarding all operation aspects of the loan process, loan payments, advances, and transfers. Process wire transfers, incoming deposits, mail loan related documents and notices. Scan all loan related documents into an image program. Process all paid loans, follow-up for insurance and tax service. Daily balance of GL’s, do certifications/ reconciliations. Process and make payments to all SBA loans, complete 1502 reporting for Colson. Input and maintain data of loans in computer system utilizing Laser Pro, drafting new loan documents and or completing Change in Terms on exiting loans. Board loans and perform pre audit. Answer and research client inquiries. Assemble loan files; order Uniform Commercial Code (UCC) filings and searches, verify flood zone for the area of the loan. Assist customers with general account information, maintain audit of accounts to guard against improper charges and fund overdraft, process invoices to resolve problems, produce daily reports for management.

Tamalpais Bank -San Rafael, CA 2008-2010

Loan Documentation Specialist

Responsible for organizing and directing the Bank’s loan servicing operations, Assist with processing mortgage loans which includes from inception until the loan is paid off. Maintain regular contact with mortgage loan customers to help them resolve inquires and issues. Responsible for Loan servicing providing support regarding all operation aspects of the loan process, accounting and funding back up.

Tri-Valley Bank - San Ramon, CA 2005-2008

Loan Documentation Specialist

Provide support regarding all operation aspects of the loan process, loan payments, advances, and transfers. Process wire transfers, incoming deposits, mail loan related documents and notices. Scan all loan related documents into an image program. Process all paid loans, follow-up for insurance and tax service. Daily balance of GL’s, do certifications/ reconciliations. Process and make payments to all SBA loans, complete 1502 reporting for Colson. Input and maintain data of loans in computer system utilizing Laser Pro, drafting new loan documents and or completing Change in Terms on exiting loans. Board loans and perform pre audit. Answer and research client inquiries. Assemble loan files; order Uniform Commercial Code (UCC) filings and searches, verify flood zone for the area of the loan. Assist customers with general account information, maintain audit of accounts to guard against improper charges and fund overdraft, process invoices to resolve problems, produce daily reports for management.

Community Bank of the Bay, Oakland, CA 1998-2005

Loan Operations Assistant/ New Accounts & Customer Services Representative

Provide support regarding all operation aspects of the loan process, loan payments, advances, and transfers. Process wire transfers, incoming deposits, mail loan related documents and notices. Input and maintain data of loans in computer system Laser Pro, boarding of loans and subsequent verification of input, answer and research client’s inquiries regarding their loan(s). Assemble loan files; order Uniform Commercial Code (UCC) filings and searches, verify flood zone for the area of the loan. Assist customers with general account information, maintain audit of accounts to guard against improper charges and fund overdraft, process invoices to resolve problems, produce daily reports for management.

References available upon request

Contact this candidate