Joy S. Email & Phone Number

• Prepare commercial loan documentation packages in accordance with credit approval and policies using Laser Pro documentation system
• Review attorney prepared loan documentation to ensure accuracy and compliance with policy and federal regulations
• Perform pre-closing quality control review of all loan documents to ensure accuracy
• Review due diligence materials such as entity documents, searches, title commitments and insurance certificates to effectively prepare documentation
• Review loan packages post-closing for completeness, accuracy and compliance
• Prepare and monitor reporting log to track any exceptions

Philadelphia, PA

• Prepared commercial loan document packages based on high level information supplied by underwriter’s instructions and bank policies
• Trained and mentored co-workers on bank procedures and systems
• Utilized Laser Pro, SimplyDocs and Power Form documentation systems to prepare loan documents
• Assisted in testing of documentation systems for future releases
• Conferred with legal counsel, title companies and insurance companies regarding aspects of loan closing
• Funded loan proceeds for loan closings

• Worked closely with borrower’s counsel and bank personnel to gather due diligence items required to ensure loan progressed to closing
• Prepared Small Business Administration (SBA) commercial loans based on the Small Business Administration’s rules and guidelines
• Scheduled and performed loan closings
• Reviewed executed loan documents and collateral to ensure compliance
• Sent collateral documentation for recording when necessary