Holly Mcclain Email & Phone Number

Carlsbad, California, Us

Organize and maintain accurate financials for multiple companies in various industries. Perform AR/AP clearing, bank reconciliations, general ledger auditing and journal entry adjustments as needed. Manage positive client and vendor relationships; respond to client inquiries; provide data as needed. Prepare, organize and consolidate large data reports to be used by upper management. Perform weekly clearing of large scale AR transactions.

San Diego, California, Us

Process new, renewal and modification loan requests. Monitor loan covenants and gather financials. Initiate loan/account transfers, paydowns, and advances. Gather updated insurance certificates. Monitor monthly maturity reports. Process ACH, bonus interest rate exception, and concession pricing requests/renewals. Review borrowing base certificates and financials. Manage branch budget and process charitable contribution requests. Expense reporting. Provide customer loan research/account support. Assist with vault and ATM balancing. Provide officer approval and notary services. Initiate HELOC applications, advances and payments.

La Jolla, Ca, Us

• Monitors delinquent loans/ REOs and analyzes for impairment • Prepares market data research and foreclosure loss/gain analyses• Monitors and updates loan collateral values• Orders appraisals and appraisal reviews for new loans• Aids in obtaining documentation and information from outside servicers• Report Reconciling• Construction Loan Disbursements• Procedure Drafting• SBA Reporting

La Jolla, Ca, Us

• Reconciles and Monitors Good Faith and Reverse Mortgage Databases and corresponding general ledger accounts• Assists Manager with Month end reconciling of various loan accounts • Primary point of contact for training of new staff• Assists Manager with ongoing updates to Loan Servicing Procedures• Prepares and provides payoff statements to inquiring parties, processing necessary lien release and UCC cancellations once paid off• Processes advances, paydowns and transfers between accounts as requested• Inputs all new loan bookings into system and processes corresponding cash transactions• Assists with subservicer report reconciling• Assists customers with questions regarding account transactions, payment schedules and other loan related questions.• Updates and maintains system data as needed• Monitors and pays property taxes for escrowed loans

La Jolla, Ca, Us

• Maintained client and customer relations• Met daily loan purchase deadlines• Created and managed purchase reports• Organized and updated file databases• Communicated daily with loan vendors• Wired large daily sums to appropriate buyer accounts

La Jolla, Ca, Us