Jackie Dulay Email & Phone Number

Portland, OR, US

Hillsboro, Oregon

Tigard, Oregon

• Providing high level of operational coordination throughout the entire commercial loan function and coordinating the daily workflow to ensure that current loans are in complete conformity with terms.
• Ensuring timely system inquiries to obtain credit history information on potential borrowers and providing documents to the loan processing/servicing department for new and renewal loan closings.
• Preparing routine and non-routine correspondence, processing account changes, researching and resolving account related problems and responding to client inquiries.
• Researching, compiling and preparing month end reports. Reviewing for accuracy and completeness; ensuring bankers are apprised of any issues that may arise and need immediate attention, prior to management distribution.
• Working with bankers to ensure high level of client action planning, portfolio management and discussing entire portfolio of clients and prospects to ensure timely receipt of and analysis of financial information.

Hillsboro, Oregon

• Provided administrative support to Loan Officers by obtaining necessary documents needed to prepare and finalize files for approval, documentation and funding.
• Obtained and reviewed information prerequisite to the closing of real estate, term and revolving loans. (i.e. Title reports, UCC’s, operating agreements, articles of incorporation, etc.)
• Funded and boarded new and renewed commercial and consumer loans, monthly balances with pay downs and advances.
• Set-up and monitored all automatic payments for loans; handled requests for payoff letter and processed construction draws as needed.
• Processed loan participations, including documentation, set-up of participations, remittance of payments due to investors, and any other necessary duties.

Portland, Oregon

• Determined appropriate information needed for use in performing a credit quality analysis.
• Investigated all available sources of credit and financial information including reporting services, credit bureaus, other companies and current files.
• Conducted credit analysis and underwriting for the approval/denial of small loans.
• Reviewed property appraisals, lease agreements, and other documents to determine whether a property will generate sufficient cash flow to repay any bank loans.
• Analyzed and interpreted credit quality information for an existing loan portfolio or a prospective loan.
• Coordinated relationships between bankers and management to facilitate the loan approval/portfolio review process.

Portland, Oregon

• Responsible for managing work flow distributions.
• Trained new staff and monitored staff adherence to bank policies.
• Reported and monitored daily production volumes and promoted the Five Star Service Guarantee.
• Researched, reviewed, and gathered financial data and minimized the risk of the portfolio by ensuring credit quality.
• Counseled Business Bankers on proper structuring of approved loans including real estate and non real estate loans.
• Prepared reports, corresponded, and updated other information and loan documentation, account actions and information.