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Professional and highly motivated individual with administrative experience. Strong organizational abilities combined with excellent interpersonal, communication, and leadership skills that allow me to work effectively with people at all levels. Proficient in all aspects of administrative support along with cultivating excellent relationships with employers, colleagues and clients.
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Loan AssociateCardinal Capital Group Feb 2024 - PresentBoston, Massachusetts -
Commercial Loan AssistantMiddlesex Federal Savings Apr 2019 - Feb 2024Somerville, Massachusetts•Prepared commitment letters for Commercial Real Estate, Construction and C&I loans as needed following loan approval•Kept loans moving forward with skilled administrative support and proactive handling of different communication or documentation issues.•Ordered reports needed to establish credit & legal files, including individual and corporate credit reports, flood certs, Secretary of State database and UCC reports, environmental reports, appraisal reports, and OFAC•Prepared loan documents, tracking and calculate closing fees and loan funding requirements•Reviewed & executed legal documents for accuracy, prepare and monitor commercial loan documentation checklist, assisted with resolving items in the legal file documentation exception reports•Worked with Loan Officers/Portfolio Managers with follow-up to obtain updated financial information•Worked with other Bank departments as needed to facilitate responses to customer inquiries, including resolution of operational issues related to loan and deposit accounts•Set up construction files and provide support to ensure completeness of required documentation, including receipt of building permits, plot plans, insurance, construction inspection reports, loan disbursement form, and overall adhered to construction disbursement procedures•Coordinated partial release figures for attorneys for completion of Partial Release of mortgage documents•Tracked HMDA reportable loans•Tracked Withdrawn/Declined loans•Prepared department or Loan Officer/Portfolio Manager reports as assigned such as Commercial Tracking Deposit Reports and Interest Reserve Tracking Report. -
Senior Commercial Loan Administrator / Commercial Real EstateEast Boston Savings Bank Jan 2014 - Apr 2019Peabody•Performed various financial and administrative support such as process, record and monitor the Bank's commercial lending activity including preparation of loan documents and correspondence•Tracked all commercial loan account activity, producing in-house and regulatory reports and maintaining related records; respond to inquiries from customers, attorneys, real estate appraisers and fellow employees.•Delivered exceptional customer service to bolster strong relationships and build positive experiences.•Smoothed loan closings by collecting necessary paperwork and clearances. -
Lead Commercial Loan Rep.People'S United Bank (Formerly Danversbank) Jul 2011 - Jan 2014Boston, Ma•Prepared and obtained necessary loan documentation and controlled the disbursement of new loan proceeds for new CRE, C&I, and SBA loan requests, modifications, increases, renewals, and extensions, ensuring adherence to required loan terms and conditions•Was a liaison between Loan Officers and Closing Attorneys, various vendors, and customers to aid in the closing process•Monitored compliance with accounting and regulatory guidelines to ensure any issues were addressed and resolved•Developed and maintained specialized knowledge of accounting loan systems, internal policies and procedures in all applicable regulatory guidelines to act as a resource to junior staff members and assist management with a variety of day-to-day assignments. -
Assistant Treasurer/Commercial Loan AssistantDanversbank (Acquired By People'S United Bank July 2011) Mar 2008 - Jul 2011Greater Boston Area•Responsibility was to receive loan approval from the Loan Administration Manager and act as coordinator between Lender, Loan Administration Manager and third parties such as attorneys, appraisers and loan participants. •Provided administrative support to Credit Loan Administration Manager and commercial lenders. •Prepared loan documentation for loans not closed with an attorney using bank’s loan documentation EzLender software. Assured accuracy of documents based on type of loan. Worked with attorneys and other financial and/or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship. •Provided customer service, administrative support and inter/intra office communication support for the department. •Reviewed and monitored loan documents for accuracy, completeness and adherence to approval conditions. •Ordered flood insurance certifications and Credit Bureau reports. •Provided quality interaction with customers regarding loan status inquiries. •Tracked updated financial information. •Responsible for entering outgoing wire transfers for loan area.
Iris Balurdi Skills
Frequently Asked Questions about Iris Balurdi
What company does Iris Balurdi work for?
Iris Balurdi works for Cardinal Capital Group
What is Iris Balurdi's role at the current company?
Iris Balurdi's current role is Private Money Lending.
What is Iris Balurdi's email address?
Iris Balurdi's email address is ir****@****ail.com
What is Iris Balurdi's direct phone number?
Iris Balurdi's direct phone number is +161756*****
What are some of Iris Balurdi's interests?
Iris Balurdi has interest in Children, Education, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Iris Balurdi known for?
Iris Balurdi has skills like Banking, Loans, Commercial Lending, Credit, Customer Service, Finance, Lines Of Credit, Commercial Banking, Management, Financial Analysis, Retail Banking, Microsoft Excel.
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