Jeff Bishop Email & Phone Number

Phoenix, Arizona, United States

In addition to the below:*Mentor teammates and assist with the training of new Loan Administrators*Assist with managing pipeline and assigning workload when Team Lead is unavailable*Serve as a resource to coworkers and a leader in the department

Phoenix, Arizona, United States

*Prepare closing loan packages for a variety of loan products, including Tech, Middle Market, C&I, and RE*Coordinate the closing of both LaserPro and attorney prepared loans*Input data into our commercial lending software*Image appropriate documentation after loan closing is complete*Identify and ensure collection of required KYC documentation*Maintain a high-level workload while still completing additional projects outside of my regular duties*Maintain a positive working relationship with colleagues in all departments throughout the bank

Manhattan, Kansas, United States

*Prepare LaserPro closing loan packages for a variety of products including RE, Construction, and C&I*Process construction draw requests*Assist with commercial loan application data gathering and compliance*Assist with identification and collection of client KYC documentation*Assist with client communication through email, written correspondence, phone, and in person on pending or existing loans*Input data into our commercial lending software*Image appropriate front-end documentation*Assist with the loan pipeline as the loans are moving through the process*Maintain a positive working relationships with title and insurance companies across the country*Manage and maintain the banks collateral vault and records

Manhattan, Kansas

*Responsible for overall loan operations management and oversight of the mortgage, consumer, leasing, and commercial loans operation staff*Duties of the Loan Operations department included the processing, servicing, accounting, reporting functions, and customer service*Supervised all aspects of the Loan Operations department including booking of loans, posting of payments, payoffs, escrow accounting, escrow analysis, draw requests, balancing, disbursement of loan funds, verification of outgoing wires*Planned, assigned, and directed work; employee performance management; addressed complaints and resolved both team and interdepartmental problems that arose.*Improved efficiency immensely by implementing a more structured environment and a clearer understanding of duties among team members. *Created workflows using Microsoft Teams which allowed members of multiple departments to easily route work to one another efficiently without fear of something being lost in email*Placed in charge of financial tracking for our commercial customers and created a series of sheets in Microsoft Excel to assist with tracking of customer information and creation of request letters while also maintaining a numerical count of ticklers per loan officer*Audited morning reports for all of the previous day's loan activity looking for discrepancies and addressing issues when found*Responsible for completing the loan department's section of the quarterly Call report, our bank's weekly 'mini-Call' report; and the monthly Board report for our bank President*Update loan rates in bank's lending software weekly*Manage and Maintain the banks collateral vault and records

Topeka, Kansas Area

In addition to the duties listed for 'Compliance Officer' below:*Senior Compliance Officer for the state of Kansas.*Reviewed Compliance Officer file inspections for accuracy prior to the issuance of 60-day notices being sent.*Led a team of 4 REAC Certified inspectors for KHRC's Asset Management division which conducted physical property inspections across the entire state of Kansas.*Personally performed physical property inspections while also conducting quarterly Quality Assurance (QA) reviews of each team member by accompanying them or making unannounced visits on their inspections.*Maintained contact with HUD staff and actively participated in HUD's Alignment Initiative.*Represented KHRC and the state of Kansas by attending conferences and HUD Alignment meetings across the country.*Kansas was recognized as having the only physical inspection team in the country which conducted LIHTC and HOME inspections using the production version of the REAC software. *Led weekly staff meetings.*Reviewed all 8823 tax forms before they were sent to the IRS*Reviewed and approved extension requests from management companies*Reviewed and approved schedules, travel requests and reimbursement requests for my team*Assisted with the hosting of the annual Kansas Housing Conference*Developed and wrote the State of Kansas Physical Inspector Procedure Manual.*Constantly looked for ways to improve efficiency through training opportunities and the use of new technology.*Received a rating of "Exceeds Expectations" on all performance evaluations during my employment at KHRC.

Topeka, Kansas Area

*Conducted compliance reviews on a variety of housing programs, each with their own complex and sometimes overlapping regulations, for the state of Kansas.*Reviewed file compliance for LIHTC Section 42, HOME and FDIC properties. *Performed onsite Management and Occupancy Review (MOR) inspections for HUD, Section 8 housing projects throughout the state of Kansas.*Issued 60-day Notice to properties for compliance findings and followed-up with properties until issues were corrected. *Filed form 8823 with the IRS for deficiencies found during compliance reviews of LIHTC properties.*Assisted in hosting the annual Kansas State Housing Conference

Manhattan, Kansas

*Navigate and effectively communicate all aspects of leasing contracts to current and potential residents.*Monitor and maintain Section 42 file compliance of 220 resident households spread between multiple sites.*Required an understanding and ongoing reference to the Kansas Landlord Tenant Act as well as Section 42 Tax Credit guidelines and Fair Housing regulations.*Effectively manage property occupancy and delinquency to ensure maximum cash flow while managing on-site staff at multiple locations.*Requirements of this position included interviewing/hiring/evaluation/coaching/termination of employees; creating weekly, monthly and annual reports as well as creating and executing annual budgets and marketing plans.*Received "Superior" or "Above Average" rating during each required state file/physical inspection during my employment.*Named the 2013 "Manager of the Year" for Key Management Company.