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• Ensure collateral gets properly recorded and tracked• Train and mentor co-workers on bank procedures and systems. Allocate work to team members daily and ensure it is done in accordance with our service level agreement• Act as liaison between lenders, customers, title companies and counsel to facilitate and expedite loan closings• Assist testing of Laser Pro releases to put effective documentation into production

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• Acted as department liaison regarding the accounting and servicing aspects of loan department• Provided customer service to both internal and external customers• Worked on system conversion project to ensure accurate and timely release of a customized loan system

• 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