Commercial Lending Assistant & Receptionist

Armandina (Dina) Patiño 210-***-****

************@*****.***

San Antonio, Texas 78220

Objective:

Seeking to obtain a position in a company to gain rewarding experience and utilize my present skills, experience and abilities. I am a highly motivated individual and consider myself to be an effective team player. Determined to challenge and conquer new tasks. I believe given a chance I would become an asset to any company.

Qualifications: Over 20 years of reception/secretarial experience and real estate mortgage and commercial lending

•Bilingual, English/Spanish

•Microsoft Windows (Word, Excel, Outlook and QuickBooks)

•Multi-tasked and work with minimal supervision

•Type (65 wpm), multi-line phone, E-Fax, E-File, Xerox

•Highly motivated, dependable, honest, loyal and trustworthy

Employment: First State Bank of Uvalde 01/2024 to present

Commercial Lending Assistant

Responsible for assisting Lending Officers with performing various duties and special projects related to commercial lending.

•Perform all related Lending Department responsibilities including but not limited to, running credit reports, conducting account research, process consumer, commercial and real estate payments and advances.

•Assist loan officers in addressing customer inquiries and servicing requests.

•Analyze all incoming draws with lending officer and review documentation for proper approvals.

•Monitor collateral and other tickler systems to ensure proper receipt of UCC, Deeds of Trust, Title Policy filings and other documents.

•Maintain borrower’s financial statements, cash flow and tax return documentation.

•Process commercial real estate loans, review loan approvals for completeness, generate loan documents, prepare and send commitments, entering data to ensure loans are funded.

•Assist with preparation of loan files and documentation requested for internal and external audit/exams.

•Review past due accounts and other related reports with the Loan Officer.

•Assist with general ledger transactions and balancing.

•Ensure to comply with all bank policies and procedures, as well as all applicable stated and federal banking regulations.

J.A. Davis & Associates 06/2022-08/2024

Legal Assistant

A legal law firm which specializes in Worker’s Compensation, Personal Injury, Wrongful

Death and Social Security Disability.

•Setup of client file on Time Matters Software.

•Sent out letter of representation to The Texas Department of Insurance/Division.

of worker’s comp, insurance company and opposing Counsel.

•Confirmed with Insurance Carrier Network claim information for client’s benefits.

•Assist clients in finding a treating doctor and ensure clients get proper medical treatment.

•Reviewed insurance documents upon receipt for PLN letter.

•Daily contact with opposing Counsel, client’s, medical facilities

and insurance company for claim status.

•Reviewed Employer’s Bona Fide Letters and DWC69 Notice with Attorney

•Drafted DWC32 and DWC53. E-file documents.

•Drafted and mailed withdrawal letters, close letters and no dispute Letters.

•Assisted reception with mail processing, set up appointments for potential new clients.

•Processed daily mail, scan and upload to individual client’s folder.

•Interpret Spanish- speaking client.

Garcia & Ramirez Immigration Law Firm 09/2019-06/2022

Interim Supervisor – San Antonio Office

Fast paced legal firm that specializes in Immigration processes

•Assisted with the coaching and development of new team members.

•Monitored employees to ensure they complied with policies and procedure.

•Kept record of employee attendance.

•Organized workflow and ensured employees understood their duties.

•Dealt with urgent matters in an effective way.

•Delegated tasks as deemed necessary.

•Prepared, reviewed and discussed contracts with new clients.

•Prepared and mailed DACA, FOIA and I-765 applications.

•Followed up with USCIS on application status.

•Assisted Attorneys as needed.

Senior Receptionist and Intake Coordinator

•Answered multi-line phone, screened and forwarded to Legal Assistants. Greeted clients.

•Scheduled potential new clients on Attorney calendar.

•Processed client’s payments and registered on QuickBooks.

•Scanned and E-filed client’s documents.

•Prepared daily bank deposits.

•Prepared daily cash report for all offices.

•Followed up with potential new clients after Attorney consultations.

J. A. Davis & Associates, LLP 03/2017- 09/2019

Intake Coordinator-Specialist

A legal law firm which specializes in Worker’s Compensation, Personal Injury, Wrongful

Death and Social Security Disability.

•Answered multi-line phones, E-Filing, faxing, scanning.

•Processed all incoming mail, scanned and dropped in client’s records.

•Point of contact with all potential new clients.

•Assist with client translation.

•Performed a preliminary assessment to determine the viability of a potential claim

•Prepared and submitted all letters of representation for all new clients.

•Contact insurance adjusters to verify claim status.

Olympia Trophy Center 10/2015-02/2017

Bookkeeper

Wells Fargo 01/2008-09/2011

Bankruptcy Specialist

Foreclosure Specialist

Education: Uvalde Texas High School – 1982

Dickenson Business School – 1985

Blackstone Career Institute - 2017

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