Barbara Weigel

Barbara Weigel Email and Phone Number

Loan Processor/Senior Operation Analyst
Barbara Weigel's Location
San Jose, California, United States, United States
Barbara Weigel's Contact Details

Barbara Weigel work email

Barbara Weigel personal email

n/a
About Barbara Weigel

Barbara Weigel is a Loan Processor/Senior Operation Analyst. Colleagues describe her as "Barbara is an absolute perfectionist when it comes to her job. My previous company that I worked at had a revolving line of credit and Barbara was our analyst. It was a pleasure to worked with someone like Barbara on our borrowing base reports and audits. She is highly skilled and knowledgeable, detailed-oriented, and is an utmost professional. Barbara truly takes the time to understand her client’s business and is extremely helpful when we needed help." and "Barbara was one of the best banking professionals that I have ever worked with. She has a great attention for detail and her follow up skills are amazing! She never left me hanging. "

Barbara Weigel's Current Company Details

Loan Processor/Senior Operation Analyst
Barbara Weigel Work Experience Details
  • Pacific Postal Credit Union
    Loan Processor
    Pacific Postal Credit Union Jun 2021 - Feb 2022
    San Jose, California, United States
    Consumer Loan Processor-Visa, Personal Loans, Secured Loans, Car Loans and Boat Loans. Kelly Blue Book-Collateral. Gap and Warranty. Debt Protection. Customer Service. Computer programs:FSP, 360 Lending, Back-office.Outlook, Word, Excel. Worksheets, pricing, promos, cross selling. Credit Checking-Experian. OFAC check, Compliance.
  • Star One Credit Union
    Consumer Loan Processor
    Star One Credit Union Apr 2018 - Nov 2018
    Sunnyvale
    Inputs consumer loan applications in Loan Origination System, reviews and analyzes applications and supporting documents. Follows up with applicants/dealers onmissing/delayed documents necessary to complete the booking process. Utilizes various loan document signing options including mail, fax, and digital. Maintains accurate pipeline management to ensure timely funding of applications. Responsible for all DMV support functions. Obtains proof of Insurance and registration, as required. Worked with perfecting Titles and Registration and DMV fees and Smog. Worked on Transmittal forms for Cash out, Private Party, Vehicle Transfers, Lease buyout,Private Party purchase.Run Renewal calculators and Purchase Calculators for DMV Registration. In excel complete Consumer Declined loans Report for Loan Committee.Ensures that members and prospective members are promptly and professionally served. Software used, 360 Lender, Dealer Track, XP2.
  • H&R Block
    Csp-Customer Service Professional
    H&R Block Jan 2018 - Apr 2018
    San Jose, California
    Customer Service Professional
  • Bridge Bank
    Loan Processing/Documentation And Due Diligence Specialist
    Bridge Bank Oct 2016 - Mar 2017
    San Jose, California
    Processed Lockbox Payments, using Cadence and IBS with regards to discounts, partial pays, unapplied cash and split payments; balanced and updated excel for end of day balancing.Printed and coordinated loan documents for filing, funding recording and booking loans. Entered request into Access and kept tracking for Compliance for "Customer Due Diligence"Reviewed checklist to ensure "Loan Compliance Worksheet's were accurate and complete and signed. Worked closely with Relationship Managers, Account Officers to resolve issues. Briefly worked on training for UCC searches, and OFAC.
  • Western Alliance Bancorporation
    Loan Processing /Documentation And Due Diligence Specialist
    Western Alliance Bancorporation Oct 2016 - Mar 2017
    San Jose, Ca
    • Inputted loan request into Access, for Loan Documentation Team and Management.• From Loan Document Que, printed and coordinated loan documents for, funding and booking loans. • Processed Lockbox Payments, using Cadence and IBS with regards to discounts, partial pays, and unapplied cash and split payments; balanced and put each client on Excel for end of day balancing.• Primary responsibility for “Customer Due Diligence” processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other risk indicators or industries. • Reviewed checklist to ensure “Loan Compliance Worksheet” was accurate and that all forms and documentation was completed and signed. • Worked closely with Relationship Managers, Business Banking Officers and Credit Administrators to facilitate and resolve issues and gather and completed and sign all documents. • Ensured correct lien position which may include ordering UCC searches and analyzing title Polices/searches.
  • Bayview Funding
    Account Executive
    Bayview Funding Jul 2016 - Sep 2016
    Santa Clara, Ca
    Monitored, reconciled and performed prescribed transactions for client's in the high risk lending industry. Performed daily collections, verifications and AR functions.Served as main customer phone contact and took actions to ensure maximum customer satisfaction; resolved client problems. Processed daily client funding requests. Reviewed Factor invoices, regarding bill of landings, identified collateral write off. Collection calls for three different companies, and wrote invoices and did verifications and notifications.
  • Silicon Valley Bank
    Senior Operations Analyst
    Silicon Valley Bank Oct 2002 - Jun 2015
    Santa Clara, California
    Performed in multi-faceted duties in support of global lender and global teams. Primary role is to support asset based lending(ABLS).High Tech, Bioscience and Life Tech Companies. Analyzed loans including Libor, multi-currency, Exim, Foreign and Syndication, outstanding portfolio at $242m. Reconciled Transaction Reports, borrowing base calculations, foreign exchange, worked with Letter of Credits, triggers in loan documents and exhibits, updated credit ratings, pay down and advances, interest statements and rates and collateral requirements. Worked with complex accounts, multi-currency, Foreign credit Insurance and hedged and unhedged loans. Generated Benchmark reports for management for CFD.Performed quality assurance of loan maintenance, reconciled sales, credits, and collections.

Barbara Weigel Skills

Asset Based Lending Accounts Receivable Customer Service Senior Operations Loan Servicing Commercial Banking Banking Loans Finance Risk Management

Barbara Weigel Education Details

Frequently Asked Questions about Barbara Weigel

What is Barbara Weigel's role at the current company?

Barbara Weigel's current role is Loan Processor/Senior Operation Analyst.

What is Barbara Weigel's email address?

Barbara Weigel's email address is ba****@****one.org

What schools did Barbara Weigel attend?

Barbara Weigel attended Work2future, Butte College, San Jose City College.

What skills is Barbara Weigel known for?

Barbara Weigel has skills like Asset Based Lending, Accounts Receivable, Customer Service, Senior Operations, Loan Servicing, Commercial Banking, Banking, Loans, Finance, Risk Management.

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