Dana Neas Email & Phone Number

Blue Bell, Pennsylvania, United States

Manage the day-to-day responsibilities of the Due Diligence Team performing post-closing/quality control and file audit prep for SBA loan transactions while adhering to established policies of 44 Business Capital, Berkshire Bank and, most importantly, the SBA SOP. Develop Due Diligence Team to assist in executing on department goals to meet operational objectives. Assist Director of Closing with ensuring compliance with all banking laws, rules, regulations, and to manage risk and controls.

Blue Bell, Pa

Close SBA loan transactions while adhering to established closing policies of 44 Business Capital, Berkshire Bank, and, most importantly, the SBA SOP. Develop and continue to improve closing policy based on market conditions and changes in SBA regulations. Primary point of contact for borrower after credit approval and acceptance of loan commitment, generating closing checklists, reviewing due diligence items, packaging all SBA loan requests for SBA approval submission, and interacting with Title agents, Insurance Agents, and Closing Counsel on legal matters which arise during the closing process. Work with President, Credit Manager and Loan Officer to address closing issues in a timely manner. Assist in servicing the existing loan portfolio including, addressing any post-closing audit exceptions, ensuring Lender has the correct insurance endorsements, and acts as the liaison to Berkshire Bank for billing questions from borrowers.

Greater Philadelphia Area

Ensure proper communication with various departments to help handle customer concerns and loan closings. Communicate with attorneys, agents and other entities to procure proper documentation for timely closings. Ensure that commercial loan files contain documents with proper signatures, dates and other relevant data. Prepare monthly reports for Senior Management. Recipient of the Senior Leadership Team Award for outstanding performance in 2014 and 2015.

Radnor, Pa

Quality Monitoring and Performance Measurement Consultant specializing in the development and improvement of customer service, sales and retention skills of front line personnel. Primary training initiatives include facilitating interactive coaching to representatives within a call center organization. Responsible for evaluating live customer service performance based on program goals and performance standards that are required by the client organization. Provide direct feedback to drive effective changes in front line performance. Analyze recorded customer interactions, and provide comments which include recommendations that are useful to supervisors when coaching the front line personnel.

Plymouth Meeting, Pa

Identified opportunities for new business in existing portfolio, from referrals, and through proactive marketing efforts. Assisted borrowers with loan applications and assessed adequacy of information provided. Responsible for credit analysis, underwriting and proper loan structuring within the parameters of bank policies. Maintained strong relationships with borrowers by providing quality customer service and account management.

Bala Cynwyd, Pa

Identified opportunities for new business in existing portfolio, from referrals, and through proactive marketing efforts. Assisted borrowers with loan applications and assessed adequacy of information provided. Responsible for credit analysis, underwriting and proper loan structuring within the parameters of bank policies. Maintained strong relationships with borrowers by providing quality customer service and account management.

Philadelphia, Pa

Managed and serviced Philadelphia Market commercial lending portfolios. Prepared loan addendums and documents for settlement, as well as attended closings.Generated monthly performance and budget reports for Senior Management. Hired, supervised and trained administrative support in the Philadelphia Market. Composed and presented annual employee performance reviews and action plans.

Jenkintown, Pa

Prepared bi-monthly loan activity reports for Vice President and Senior Lender. Maintained customer loan relationships by addressing questions and concerns. Collected and organized loan information for presentation to loan committee. Prepared AIA forms for construction loan advances, as well as apply monthly interest accrual.

Bs, Business Administration/Marketing

Certificate, Commercial School Of Lending

Education record

Education record