Customer Service Sba Loan
Resume:
RESUME
Carole L. Potter
***********@*****.***
SKILLS
• Over 27 years of SBA/Commercial Loan Processing experience and over 11 years of Title/Escrow experience
• Extensive experience in Windows; Laser Pro; DOS; Microsoft Outlook; Lotus Notes; Microsoft Word;
Microsoft Excel; Input Abilities; 70-80 WPM, 10 Key by Touch, Blast/Athena; AFS/Hogan and Sales Force
• A total of over 7 years of management experience. Management experience in both Banking and Title including excellent organizational and customer service skills. Responsible for all Risk and staying within Compliance of the job description PROFESSIONAL EXPERIENCE
Midwest Regional Bank May 2022 – Present
SBA Loan Closer
• Responsible for Risk and staying within Compliance.
• Duties include all aspects of processing United States Small Business Administration (SBA) Loans.
• Assigned new files, order searches, title work, appraisals, package and submit loans to SBA Standard.
• Collect all required/condition items, required by Bank and SBA.
• Work with the Bank’s attorneys on complex documentation procedures.
• Draw loan documents and coordinate closings with title, escrow, borrowers and attorneys.
• Any and all processing related tasks as required by the Bank and SBA. Wells Fargo Bank, Phoenix AZ
SBA Loan Closer November 2021 – May 2022
• Responsible for Risk and staying within Compliance.
• Duties include all aspects of processing United States Small Business Administration (SBA) Loans.
• Assigned new files, order searches, title work, appraisals, package and submit loans to SBA PLP, GP or CLP.
• Collect all required/condition items, required by Wells Fargo Bank and SBA.
• Work with the Bank’s attorneys on complex documentation procedures.
• Draw loan documents and coordinate closings with title, escrow, borrowers and attorneys.
• Any and all processing related tasks as required by the Wells Fargo Bank and SBA. Wells Fargo Bank
SBA Loan Administration Manager – Booking Scanning Department April 2018 to November 2021
• Duties include managing nine (9) team members in AZ, CA and MN.
• Responsible for Risk and staying within Compliance. Assigning and overseeing all Wells Fargo SBA Loans are booked and uploaded into the ICMP System in a timely matter.
• The department is also responsible for tracking original closing packages and trailing documents.
• Uploading all Withdrawn/Declined SBA Loans along with CMG/Servicing loans into the ICMP System.
• Upload all SBA Authorizations into SBA Etran system. Wells Fargo Bank
SBA Loan Documentation Specialist
August 2008 – April 2018
• Responsible for Risk and staying within Compliance.
• Duties include all aspects of processing United States Small Business Administration (SBA) Loans.
• Assigned new files, order searches, title work, appraisals, package and submit loans to SBA PLP, GP or CLP.
• Collect all required/condition items, required by Wells Fargo Bank and SBA.
• Work with the Bank’s attorneys on complex documentation procedures.
• Draw loan documents and coordinate closings with title, escrow, borrowers and attorneys. Comerica Bank, Sacramento, CA April 2004 – July 2008 SBA Loan Administrative Officer
• Duties include all aspects of processing United States Small Business Administration (SBA) loans.
• Assigned new files, order searches, title work, appraisals, package and submit loans to SBA PLP, GP or CLP.
• Collect all required/condition items, required by Comerica and SBA.
• Work with the Bank’s attorneys on complex documentation procedures.
• Draw loan documents and coordinate closings with title, escrow, borrowers and attorneys. Bank of the West, Sacramento, CA August 2000 – April 2004 Management Team Lead/Senior SBA Loan Processor
• Duties include assigning all loan files to processors and answering SBA documentation questions for the division; maintain current pipeline and exceeded funding requirements for the department.
• Train incoming processors and ensure all new and old procedures are maintained with the Processing Department
• Draw loan documents and work with the Bank’s attorneys on complex documentation procedures
• Review all processor’s SBA loan documentation prior to signing and funding
• Research all procedures specific to states in which the Bank lends
• Responsible for assuring department goals are met consistently
• Encourage constructive use of time within the Department; promote team environment
• Assist in Laser Pro maintenance
• Provide backup for processors during high volume and vacation periods; assist with difficult loans.
• Utilize my documentation knowledge of SBA Commercial and Construction Loans to coordinate closings and signings
• Review loan files from beginning to end to ensure all conditions are met
• Responsible for providing excellent customer service to internal and external clients. First Union Small Business Capital/The Money Store May 1996 – August 2000 Sacramento, CA
SBA/Commercial/Mortgage Loan Processor
• Duties included documentation of SBA Commercial/Construction/Mortgage Loans
• Draw loan documents and coordinated closings and signings
• Reviewed loan files from beginning to end to ensure that all conditions were met
• Performed assigned duties utilizing my knowledge of SBA requirements
• Provided excellent customer service to internal and external clients.
• Mortgage Duties- included credit analysis; appraisal review; loan processing; verification of mortgages, employment, credit, taxes, title and other information; document preparation, creation and editing
EDUCATION
Solano Community College / First American Title Company – CLTA Title Training
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