Julie Duran Jacobsmeyer Email & Phone Number

Denver, Co, Us

Fort Collins, Colorado, United States

• Conduct in-depth consultations with clients to assess their financial needs, goals, and creditworthiness. • Effectively communicated loan options and educated clients on the lending process.• Managed the end-to-end loan origination process, from application intake to underwriting and approval. • Ensure compliance with all relevant regulations and company policies.• Conduct comprehensive credit analysis and risk assessments to determine the suitability of loan applicants. Utilized financial statements, credit reports, and other data to evaluate creditworthiness.• Tailored lending solutions to meet the unique needs of clients, whether it be for consumer purchases, home mortgages, or commercial ventures. Suggested appropriate loan products and terms.• Effectively manage a pipeline of loan applications, ensuring timely follow-up and documentation throughout the loan origination process.• Kept abreast of industry trends, interest rate movements, and changes in lending regulations to provide clients with the most current and relevant information.• Ensure all loan documentation was accurate and complete, adhering to both internal guidelines and external regulatory requirements.• Collaboration with underwriters, processors, and other colleagues to facilitate smooth loan closings and resolve any issues that arose during the process.

Lakewood, Colorado, United States

• Performed Merchant, Wires and ACH underwriting.• Approval of permanent and temporal limits for ACH, wires, and internal transfers.• Management of risk from business exposure to the regulatory, reputational, operational and credit framework• Professional and effective communication with customers and vendors, and internal departments.• Knowledge of products like Lockbox, Cash Vault, Positive Pay, ACH Block and Filter, and Clover.• Management of supervisors and staff on an ongoing basis. • Preparing periodic/quarterly credit facility reporting and compliance activities.• Reporting - Assisting with month end and quarter end management reporting.• Special Projects - Support other treasury and finance projects as needed.

• Order and basic follow up of loan file documentation.• Professional and effective communication with title companies, other third-party vendors, and internal departments.• Data entry.• Prepared and reviewed loan documents/disclosures to comply with Loan Policy, investor guidelines and/or regulatory requirements.• Familiar with flood determinations, subsidence searches, payoff statements, title commitments, disclosures, tax verification.• Provided excellent customer service to branch officers and employees (non/customer contact/facing)

Denver, Colorado, United States

➤ Cared for three children aged 1 1/2 , 4 and 8 five days per week while developing trust, giving high-quality physical and emotional care, and providing structured learning ➤ Instructed children in Spanish, painting, drawing, handicrafts, and songs➤ Tutored children in math, writing, reading and collaborated in completing assignments➤ Followed parents’ daily instructions regarding schedules, chores, discipline, and free time➤ Drove children to and from school daily and to 5 to 10 appointments and outings per week

Neiva, Huila, Colombia

➤ Gathered economic data, performed research and built an econometric model to determine the relationship between different types of crime and GDP growth in the Colombian state of Huila➤ Teamed with 6 students to write a 111-page academic research study on the economic and societal effects of the Armed Conflict on the Colombian town of Algeciras and post conflict policy recommendations➤ Performed descriptive and multivariate statistical analyses of data, using Stata ➤ Collaborated with team of students and faculty in the design and implementation of surveys used to gather information on career preferences of more than 500 students for the Business School of the University

Neiva, Huila, Colombia

➤ Conducted research, compiled market data and analysis and prepared presentations on findings to support new Startup businesses in defining business strategies and missions➤ Developed relationships with government agencies and business partners and assisted Startups in making network connections➤ Completed daily and weekly administrative tasks including scheduling, printing and document deliveries for Center Director

Micromaster, Statistics And Data Science

International Business

Organizational Management

Bachelor Of Science - Bs, Economics

Intercambio Académico, Economics