Jana Zimmermann Email & Phone Number

Oversee the production of loan documentation relating to the opening, servicing and closing of all loans. Skilled in all areas of servicing complex loans and processing commercial construction loans. Lead, plan and manage loan services of high scope, including funding, processing, accounting, credit and collections, delinquent loan records, overdue payment notices, negotiations with delinquent borrowers for reinstatement, and related details. Setting goals and objectives for loan operations. Review, coordinate & track daily work flow and day-to-day operations of loan transactions, disbursements, payments, payoffs, and delinquent loan reports.Accurate booking of processing loan payments, transactions, and reporting.Prepare for audits and examinations. Remediate all audit and examination exceptions.Review, interpret and update by making changes to loan operation policies and procedures.

Apply a precise attention to detail when reviewing and completing the loan document preparation, lien perfection, reporting, operation, processing, pre-funding, booking, imaging and post-funding for up to 20 successful loan closings each month.• Set up automatic payments, pay off loans, send wires and run and distribute weekly and monthly reports in support of 3 Loan Officers and the Chief Credit Officer.• Assist in the management and reporting of loans assigned to the 200-loan portfolio. • Use strong IT skills to assist team in troubleshooting and resolving system and software issues.

Assisted clients through the mortgage process, from application to final approval, to successfully originate and close residential and commercial loans within Colorado communities. • Advised customers on the advantages and disadvantages of different financial products; built relationships by recommending products that best met clients’ needs and financial circumstances.

Education record

Some courses I completed over the past 3 years include: Understanding RESPA ⎮ Fair Lending ⎮ Reg AA ⎮ HMDA ⎮ Reg B – ECOA Security ⎮ CIP.

Loan Officer Boot Camp

Degree In German, Major In Czech