Cindy Chen Email & Phone Number

Boston, MA, US

United States

• Research and resolve servicing issues in support of lending teams and customers.
• Complete the initial review of commercial legal documents and setup forms for accuracy and completeness.
• Set up new loans for commercial, construction, lines of credit and private banking loans.
• Review and process commercial loan modifications.
• Monitor and submit monthly SBA 1502 reporting.
• Perform general ledger account balancing including reconcilement, research and correction processing as necessary.

Boston, Massachusetts

• Review and remit participation outgoing wires and processing participation bought payments.
• Perform loan maintenance as requested.
• Respond to internal and external loan inquiries.
• Review daily reports for exceptions.
• Prepare and provide loan pay off letters in accordance with established policies and procedures.
• Process account transactions for Brookline Bank, Bank Rhode Island and PCSB loans.

Boston, Massachusetts

• Serves as direct escalation point for three junior members within the team.
• Maintains staff productivity levels by delegating specialty tasks, coordinating workflow, and ensuring deadlines are met.
• Provides monthly status reports and account analyses of rehabilitated loans to Payment Solutions Management team.
• Contributes to process and system improvements through the creation of Excel spreadsheets facilitating the collection of data, including the calculation of loans, accounts balances, and interest rates.
• Invoices each lender on a monthly basis.
• Prepares monthly loan rehabilitation files and reports for Servicers, Lenders, and Business Process Analysis in order to reconcile borrower payment discrepancies and to determine the necessity for additional.

Boston, Massachusetts

• Responsible for management of all incoming program documents through organizing, cataloging, and inputting data.
• Trained new hires within the rehabilitation team by directing, aiding and providing support.
• Updated and serviced borrower account information through proprietary data systems and online systems.
• Analyzed account payment histories to confirm accuracy and eligibility for rehabilitation program.
• Filed and tracked agreements and sensitive documents relating to rehabilitation sales while holding FISMA compliancy.
• Assisted with high call volumes and provided quality customer service to borrowers by suggesting options for loan consolidation/rehabilitation.