Credit Operations Specialist with Banking Experience
Resume:
MARCUS J. WISNER
**********@*****.***
WORK EXPERIENCE
JPMORGAN CHASE: FORT WORTH, TX 2022 - 2025
Credit Support Analyst – CCBSI COE
• Initiate credit facility proposals in ICRD for new facilities, existing facilities and data maintenance. Engage Bengaluru partners as needed.
• Populate facility and obligor data per information provided by Credit and the Closing Coordinator, in accordance with Risk Policy prior to routing proposals for approval.
• Attach supporting documents to ICRD proposal.
• Work jointly with Closing Coordinators to ensure no client impact related to closings.
• General knowledge of financial exposure and ability to understand simple to moderate customer structures.
• Ability to work in a team-based environment consisting of assigned markets and national cross coverage. Build engagement and trust with members of a virtual team. JPMORGAN CHASE: FORT WORTH, TX 2019 - 2022
Wholesale Lending Services – Collateral Service Specialist IV
• Conduct collateral file reviews and prepare/mark-up schedules, including loans with Consolidation Extension Modification Agreements (CEMAs); prepare commercial loan documents accurately with high attention to detail.
• Research and obtain outstanding recorded loan documents via verbal and written requests to third parties (clients, vendors, title companies).
• Quality review of recorded loan documents, obtain outstanding title polices from title companies, assist with monitoring Aurora cases using that system to process loan documents.
• Assist with escalated issues and requests, provide back-up support for peers.
• Lead notary for the Collateral Real Estate team. Currently the SME for the new remote notary process using the WebEx platform. Train other WLS internal and external notaries and signers to use the CSC E-prepare platform and WebEx remote notary platform when notarizing documents for JPM Chase bank.
• Communicating and implementing suggestions for the build out of the Creos platform for the Cancel Deny team
• Created the standard layout of the SharePoint site for the Cancel Deny team via MS Excel
• Create and implemented the layout for the HMDA (Home Mortgage and Disclosure Act) for Creos
• Perform all UAT data testing for the HMDA functionality data that is captured
• Perform all UAT data testing for the Collateral Real Estate team for the third party vendor platform CSC E-Prepare and WebEx Remote Notary platform. Lead presenter for the Empower Now presentation module
• Perform other duties as assigned by manager/team lead. JPMORGAN CHASE: FORT WORTH, TX 2018 - 2019
Compliance Investigator
• Focuses on meeting regulatory reporting requirements pertaining to the Bank Secrecy Act
(BSA), Anti-Money Laundering (AML) and US Patriot Act
• Conducts investigations and is required to manage a portfolio of multiple investigations, gather evidence, document findings in FCOI’s case management system
• Complies with regulatory requirements and FCOI policies
• Encounters highly sensitive and confidential information JPMORGAN CHASE: FORT WORTH, TX 2015 - 2018
CTL Business Process Management Sr Specialist QIP
• Responsible for conducting the final review in CeLT and Creos data systems of all cancelled, denied, and funded loans created by the sales teams on the West, East and Central coasts.
• Verifying multiple data points and appropriate scoring, is recorded with attention to detail and multi-tasking with high quality.
• Review and sample the HMDA LAR report to ensure that the data captured and sent to the federal government is accurate
• Perform all UAT testing for HMDA data in Creos
• Track and ensure completion of submitted data fix request.
• Interpret data from Chase system reports.
• Backup liaison ensuring that the Cancellation team SLA’s are constantly met. JPMORGAN CHASE: IRVING, TX 2012 – 2015
CTL Analysis & Reporting Specialist
● Responsible for managing the Cancellation and Adverse Communications for Commercial Term Lending.
● Produce and manage reports from various Loan Servicing Systems.
● Ensure all Cancellations and Denials are complete and in line with internal SLA.
● Comply with Commercial audit and compliance regulations.
● Identify control risk issues.
● Respond to business-driven data quality action items.
● Monitor workloads via SharePoint site effectively manage and respond to inquiries in the General mailbox.
● Communicate with Internal Audit team.
JPMORGAN CHASE BANK formerly (WAMU: IRVING, TX) 2006 – 2012 Commercial Loan Servicer II
● Responsible in assisting the Special Assets Group
● Processing of daily routine Allocations of funds; required review of (Promissory Note, Deed of Trust, CSR, ARC).
●Generate and analyze reports for Maturity, Maturity Notices, NOI, Investor Delinquency Notices, Investor Delinquency.
●Assist the Special Asset Management Group in QC functions on short payoffs and Reconveyance information.
●Report delinquent accounts by creating spreadsheets and preparing reinstatement.
●Act as the single point of contact (SPOC) for reporting and correspondences for performing bankruptcy loans.
●Assist with NOI procedures
SUMMARY OF SKILLS
• MS Office (all versions), WordPerfect (various versions), MS Excel, MS Word, MS Outlook Express, MS Access, MS Business Objects, Cream Database, Strategy AS400, Strategy CS, Business Objects, CeLT, SharePoint database, CeLT and Creos data system of record.
References Provided Upon Request
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