Kristen Sundquist Email & Phone Number

-Prepare Single Family Builder, Consumer, and Early Disclosure loan documentation while meeting all compliance and internal requirements-Prepare UCC Filings on new loans and Continuations on existing loans, and monitor UCC report to ensure that UCC Filings do not lapse-Perform loan servicing tasks such as account/transaction maintenance, automatic payment changes, payoff quotes, and tickler updates-Responsible for daily paid loan processing and original document processing-Prepare and record lien releases when loans are paid off and when requests are received on older or unknown loans after doing any necessary research-Handle monetary tasks including posting loan payments, payoffs, and advances as well as assessing and waiving fees and cutting checks

-Prepare complex lease document packages, including Deeds of Trust, Easements, and other documents that are sent for recording, while meeting quality and service level agreement goals-Integral member of the project team responsible for the bank’s conversion to a new backend platform Responsible for all User Acceptance, Role Based Security, and System Integration Testing as well as procedure and training material development and delivery, as it relates to the Office Services team Participate in mock runs for the conversion by doing cutover tasks during the given time frame-In charge of training new associates on documentation and funding responsibilities-Assist other teams as needed, primarily helping with lease documentation reviews and account servicing tasks including setting up automatic payment for customers-Pull UCC searches and review to determine if entities have an interest in a give asset that will be put on lease and drafting the appropriate documentation to release the entity’s interest

-Primary contact person for assigned accounts, including the bank’s highest profile partners, from the -time of credit approval through booking-Collaborated with other internal departments including Sales, Credit, Asset Management and Tax to ensure that the documentation was accurate, all required approvals were obtained, and all legal and documentation guidelines were met-Provided excellent customer service to association partners and direct customers by ensuring that documentation was provided within listed turn times and that all questions were answered in a timely manner -Handled occasional post closing issues that arose in audit, ensuring the issues were resolved promptly and with proper discretion

-Processed all incoming credit applications and completed all application entry tasks-Reviewed Credit applications against internal standards depending on the type of transaction, including Level 4 Partner Authority, Leaseline, Scorecard, and Earnings Analysis-Trusted to make Credit decisions, providing my analysis to support my recommendation of approval or denial when discretion and judgement were needed, taking into consideration factors such as customer risk rating, credit score, customer relationship and history

Minneapolis, Mn

-Reviewed loan documents on suspended loans to make purchasing decisions in compliance with multiple agency and Wells Fargo guidelines-Maintained a standard of quality with regard to the volume of conditions cleared and accuracy of review-Provided excellent customer service by providing clients with valuable feedback on re-suspended loans as well as answering questions on loan level issues in a timely manner

-Received and processed incoming imaged files in a timely manner through an FTP site, CD’s and secure websites, maintaining an accurate imaged files log and ensuring the receipt of files entered in the company’s internal system-Assisted in the selections process, wherein loans are automatically or manually selected based on statistical, discretionary and targeted sampling-Performed various types of third party reverifications to supplement mortgage quality control audits