• Asset managed the firm’s loan portfolio of 250 loans with a total value of 400 million including all loan servicing activities and special servicing matters. • Supported the administration of the firm’s five investment funds regarding investor contributions and distributions. • Managed borrower monthly payment processing, loan funding, payoff processing and collection efforts. • Assisted with annual fund audits, quarterly and annual compliance testing and monthly and quarterly reporting to the firm’s fund administrator. • Oversaw and assisted in the onboarding of newly originated loans into the firm’s mortgage servicing software.• Administered construction loan budgets and draw requests related to our fix and flip loan product.

• Monitored daily data entry and escrow activities for accuracy and to ensure any revisions or changes to loan policy and/or procedures are communicated and adhered to by staff.• Supervised the real estate tax disbursement process for a portfolio of roughly 7,000 escrowed loans.• Prepared annual escrow analysis.• Managed lender placement of insurance on residential and commercial properties.• Oversaw the private mortgage insurance process which includes, activation of new policies, payment of single premium mortgage insurance and cancellations consistent with the Homeowner’s Protection Act. • Collaborated with other departments to prepare, organize, and respond to audit inquiries.• Responded to escalated customer inquiries and complaints.• Supervised the timely payment of hazard insurance, flood insurance, and mortgage insurance. • Managed the accuracy of rate changes for adjustable-rate mortgages and mailings of rate change letters within contractual timeframes.

Manage and update the consumer loan pipeline to maximize bank profitability through timely completion and closing of files.Evaluate and review loan applications for accuracy, completeness and integrity of information to ensure documents are in compliance with lending requirements and regulations.Analyze credit reports, title insurance, and appraisals to pre-underwrite loans files, assuming what conditions may be needed prior to underwriting.Assist and monitor income and credit information with a focus of credit quality and overall risk management.Work closely with vendors to develop policies and procedures for best practices and effective delivery of loan packages.Input application and loan information into the bank’s loan operating system for processing.

Prepare bankruptcy petitions for Chapter 7, Chapter 13, and Chapter 11 individual and business debtors. Draft proofs of claims for creditors and analyze petitions to determine if creditors have other available actions against debtors.Use BestCase software to prepare, process, and manage bankruptcy cases for a diverse and sophisticated clientele from file intake until completion. Work collaboratively with multiple bankruptcy attorneys to plan and schedule bankruptcy case filings and court hearings to minimize negative effects on debtors’ estates.Draft various pleadings, included but not limited to Motions to Avoid Liens, Homestead Exemptions, Motions for Relief from Stay, and Objections to claims filed by opposing parties and trustees.Meet independently with clients to explain the various bankruptcy processes and timelines, to acquire information necessary to file bankruptcy petitions and to prepare documents for the Trustee’s review prior to 341 hearings.

Prepared bankruptcy petitions for Chapter 7 and Chapter 13 consumer and business debtors using EZ Filing software for a caseload of over 250 clients.Drafted pleadings and motions for Federal bankruptcy proceedings.Reviewed and negotiated reaffirmation agreements with secured creditors on behalf of consumer debtor clients.Electronically filed bankruptcy petitions, motions, amendments, and Chapter 13 plans with the Federal Court.

Provided client services to a database of over 300 clients, assisted the accounting department with the management of over 60 million in client proceeds and administered 1031 exchange documentation.Educated and guided clients, attorneys, accountants, financial advisors and real estate professionals on the rules and regulations of the 1031 process.Formed, negotiated and maintained banking relationships with key financial firms which managed company assets.

Managed and assisted processing team to educate and counsel clients, attorneys, accountants, financial advisors and real estate professionals in the 1031 process.Prepared and processed 1031 exchange documentation for a clientele of over 500 clients.Traveled approximately 25% of the time to meet with potential clients and set up new divisions within the companyAdministered and upheld national visibility through business development events and meetings with associations and key law, accounting, banking and real estate firms.