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Additional Banking Resume Samples
Loan Administrator Resume Samples
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6-10 years of experience
Provided support to underwriters, dealers and loan applicants with exceptional customer service.
- Audited borrowers’ documents for accuracy.
- Complete understanding of a borrower’s credit report as it pertains to funding.
- Facilitated outside resources to prevent fraud.
- Established reasonable expectations to process 90+loans and assure monthly goal is met.
0-5 years of experience
- Provides effective communication and professional partnership to Loan Officers, Underwriters, Mortgage Assistants
- Surpassed monthly goals of closed loans and received occasional recognition for great customer service
- Reviewed loan agreements to ensure that they were complete and accurate
10+ years of experience
Managed multi-million dollar loan portfolio consisting of domestic and foreign currency loans from Corporate Banking, Middle Markets, and Capital Markets lending.
- Processed loan advances, received principal and interest payments and fee payments.
- Assured accuracy for loan balances.
- Other duties included treasury management, invoicing, pricing of loans, collecting and reconcilement via general ledger.
- Team Validation and Training Facilitator.
- Reviewed and analyzed legal loan documentation pertaining to loan agreements and other contracts between Mellon Bank and syndicate bank members.
0-5 years of experience
- Manage the bankruptcy portfolio for Chapter 7 and Chapter 13 files
- Mitigate loss and legal risk to the company and investors by accurately managing bankruptcy processes and establishing relationships with core partners
- Direct and monitor the work performed by retained outside legal counsel in order to ensure compliance with bankruptcy court procedures and internal timelines
- Prepare procedural documentation of functional and departmental responsibilities
- Create reports for tracking and management of portfolio
- Maintain flexibility; work on special projects when needed or assigned
0-5 years of experience
Conduct maturity loan management (renewals, option extensions, loan document processing, payoff)
- Review loan documents for maturity loans
- Coordinate with Borrowers, Brokers, Attorneys, and Bank Internal Departments for maturity related matters
- Operate weekly and monthly maturity and pipeline reporting for Credit Committee
- Support management with ad-hoc projects
0-5 years of experience
Provided administrative and operational support on a multi-billion dollar syndicated portfolio that consisted of agented, participated, non-accrual, DIP, par, and bilateral loans
- Accountable for documentation review, customer service, database integrity, and monitoring lender pro rata shares
- Specialized in processing loan advances, repayments, interest payments, fee payments, and L/C activity on domestic, international, and multi-currency loans on the ACBS accounting system
- Set up and settled par loan trades on the Loan Trak system
- Confirmed trade information on trade confirmations and Assignment and Assumption Agreement
- Reconciled cash accounts to ensure receipt or delivery of loan proceeds
- Investigated and resolved discrepancies related to loans, i.e. interest, fees, commitment and facility balances
- Closed deals and processed amendments
- Investigated and resolved all investor inquiries concerning client trade account balances, principal, interest, and fees
- Responsible for ensuring loan activity was in compliance with credit agreement
0-5 years of experience
- Receive loan applications, review loans, and other documents to insure the application is complete.
- Once loan is approved, build and print loan document in Compliance One system and prepare documentation for customer to come and sign.
- Close and fund loans, build loans in precision.
- Receiving of customers’ loan payments, assisting customers with extensions or any questions they may have in regards to their loan.
- Assist as backup teller and personal banker.
- Assist customers with questions in regards to their accounts, and research credit card concerns and credit limits changes.
0-5 years of experience
- Review and approve construction advances for team members as support to Manager.
- Worked closely with the Relationship Manager in the pre-closing, closing, and post-closing process for construction loans, permanent loans, bridge loans, and agented/participated construction loans.
- Monitored construction loans for specific loan requirements and covenants.
- Prepared daily account and general ledger entries for advances, repricings, payments and loan payoffs on our loan system.
- Identify exceptions or deviations from the loan documents and communicate them to the Loan Officer to ensure that they are documented and the proper approvals are obtained from Credit.
- Identified and recommended process improvements for the loan monitoring process to Manager based on previous experience or a changing environment.
- Research and resolve problems inquiries made by the Relationship Manager, Borrowers or Portfolio Manager.
- Provided post-closing exception management by monitoring and clearing document exceptions.
- Managed loan-servicing functions after the loan is booked through final disbursement or project completion.
0-5 years of experience
- Tracked interest receipts from portfolio companies and booked them into the loan administration and accounting systems
- Maintained contact with deal teams to prepare the funding for all potential debt deals
- Kept supplementary schedules to assist in the preparation of monthly, quarterly, and annual financial statements
- Maintained contact with deal teams and portfolio companies to ensure all parties were complying with the respective covenants and requirements in the credit agreements
0-5 years of experience
- Greet customers within 15 seconds of contact while providing quality customer service
- Handle and maintain a cash drawer which includes balancing at the end of the night
- Customer account maintenance as well as managing files for customer accounts
0-5 years of experience
- Provide customer service to internal and external customers
- Prepare new loan setups and file maintenance transactions
- Loan servicing functions; advances, payment processing, participation processing, UCC filings, renewals & modifications, construction/permanent loan conversions, escrow analysis, monthly reports.
- Actively research customer’s queries
- Perform administrative duties including payoff letters, releases, billing, filing and general ledger and deposit account reconciliation.
0-5 years of experience
- Worked temp to hire (thru Spherion Staffing) as a Loan Administrator Specialist Level III
- Responsible for timely and accurate payment of association dues
- Prepare payment reconciliation documents and payment request, log requests using mortgage tracking
- Respond to escalated inquiries, complaints, legal notices
- Analyze complex HOA matters such as parcel disputes, pre-origination and potential title issues related to payments
- Assist management with audit review, project assignment as needed and other tasks as required
0-5 years of experience
- Assist the deal in the preparation of commercial loan documentation including legal and regulatory notices to customers, statistical input, tickler files and any other documents required for loans. Assist in the ordering of due diligence materials and third party reports as part of the loan package.
- Assist in the processing of commercial loan documentation packages once the internal/external processing path has been determined by either management or Senior Administrators. Works with management or Senior Loan Administrators to ensure that any deficiencies are handled in a timely manner. Once the final loan package is boarded, assists in preparation of the file imaging.
- Serves as primary support for the servicing function. Assists in the ongoing tracking and monitoring of covenants, insurance, et. Al. to management. Assists in the preparation of reconvenes, collateral releases, and archiving.
- Assists in the ongoing tracking and monitoring of collateral perfection, compliance matters, loan renewals extensions and modifications.
- Maintain loan files and imaging. Ensure complete and accurate imaged files are maintained for presentation in internal and external audits.
- Logs all activity related to the loan administrator function for loan process tracking.
0-5 years of experience
- Act as liaison between borrower, broker, underwriter, closing attorney and loan originator
- Collect required documentation from applicants and perform follow-up on missing items
- Order and oversee the timely production of third party reports
- Prepare settlement statements for loan closings
- Maintain pipeline report to be used for monthly presentations
- Assist Loan Servicing department with booking loans, loan reconciliations, financial tracking, data entry
- Assist Mortgage Banking department with reporting, reconciling, and remitting of sold loans to investors
- Function as Quality Control Manager for Mortgage Banking department – review loan files for accuracy and completeness