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Loan Officer Customer Service

Location:
Mesa, AZ
Posted:
October 08, 2023

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Resume:

David Tawil New York, NY 917-***-**** adz8rk@r.postjobfree.com

Professional Experience:

Residential Specialist First Republic Bank July 2021 - March 2023 New York, NY

• Managed a large and complex pipeline of residential appraisal orders, ensuring efficient and timely delivery of appraisal and loan products to clients

• Coordinated with multiple teams and loan specialists to provide exceptional customer service, including after-hours emails, calls, and inquiries

• Built and maintained strong relationships with internal employees, outside vendors, and key stakeholders involved in loan processes

• Provided ongoing support to loan officers and underwriters by answering questions, providing information, and resolving issues

• Ensured compliance with bank policies and regulatory requirements related to loan processing and documentation

Risk Management Analyst Silicon Valley Bank May 2020 – June 2021 New York, NY

• Conducted thorough assessments of financial risks associated with various types of lending activities

• Analyzed data from internal and external sources to identify potential risks and provide recommendations for risk mitigation strategies

• Developed and maintained relationships with key stakeholders, including credit officers, loan administrators, and other members of the lending team

• Provided ongoing monitoring and analysis of loan portfolios to identify and address emerging risks

• Converted financial data into Excel models that effectively demonstrated risk management, analysis, and projections

Loan Officer True Eagle Capital February 2019 - March 2020 Brooklyn, NY

• Assessed applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans

• Gathered and analyzed loan applicants' credit histories, financial statements, and other relevant information

• Educated customers on loan options and services, including the terms and conditions, and offered personalized recommendations

• Stayed current on new loan products and financial services to better meet the evolving needs of customers

Education: Baruch College Bachelor of Business Administration in Finance GPA: 3.6 Dean’s List Zicklin School of Business May 2021 Skills: OS X Windows Networking Communication Excel Modeling Office Word Outlook PowerPoint Tableau Workday Public Speaking Financial Analysis Detailed



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