Madison Shipley, Namu®-Ccup Email & Phone Number

Cincinnati, Oh, Us

West Chester, Ohio, United States

-Responsible for reviewing commercial loan documentation to assess risk. -Reviews business tax returns, credit reports, personal financial statements and other financial documents for verification of incomes, liquidity, net worth, and cash flow. -Utilizes appropriate software, including OpenClose mortgage software, to manage pipeline of commercial and construction loans. -Works with internal personnel to obtain due diligence documentation for business membership.-Follows up with existing members to verify income and assets to ensure payback.-Works with external vendors, as needed or requested. Provides high quality and professional service to internal and external entities. -Assists Credit Union personnel and works closely with the risk and compliance departments to update policies and procedural documents as needed or requested. -Works with title company to balance and fund commercial and construction loans. -Reviews draw requests, lien waiver affidavits and appraisals for construction loans.-Performs miscellaneous risk management support functions as assigned.

Remote

- Prepares and submit loan closing packages ensuring compliance with suitable regulations- Responsible for drawing and sending accurate Closing Documents to the Settlement Agent for closing- Ensures all closing documents are properly executed and funded on time once loan closing has occurred - Meets strict closing and funding deadlines by managing high volume pipeline of loans - Works with Loan Processors and Title Companies to ensure smooth closing process for borrowers - Reviews complex financial and mortgage information/data for total accuracy and compliance

Cincinnati, Ohio, United States

• Produced various standardized financial reports for distribution to group, market and support service finance.• Supported and assisted in the annual budget process including development of tools for completing ambulatory service budgets.• Maintained knowledge and understanding of the current trends and developments in ambulatory healthcare reimbursement.• Assisted in the improvement, development and creation of standardized financial reports.• Collaborated with group, market and support service finance to develop new reports.• Created ad hoc reports utilizing various data sources and systems as needed.• Completed special projects as assigned.• Collaborated with colleagues to determine information needs, assess information availability, access and analyze appropriate data and finalize reports.• Interpreted and summarized information, performs appropriate analysis.• Created ad hoc reports utilizing various data sources and systems as needed.

West Chester, Ohio, United States

-Reviewed approved mortgage loans to determine conditions that must be met prior to closing.-Coordinated the scheduling of the loan closing with the title company, borrower and agents and requests specified documents to ensure a proper closing process. -Ensured that all Loan Estimates and Closing Disclosures have been properly prepared and executed.-Assembled documents for delivery to title company, real estate agent/broker where applicable, or loan officer for closing.-Ordered appraisals through various Appraisal Management Companies, accurately processed 4506T forms, submitted UDM (Debt Monitoring) requests, processed flood certification requests, and stacked and submitted files for Underwriting. -Tracked and verified all post closing checks paid to Kemba & third parties (appraisal, credit report, etc.).

Fairfield, Ohio, United States

-Reviewed new applications for insurance policies that are submitted by agents on behalf of their clients.-Evaluated the profitability of existing policies that are ready for renewal.-Used guidelines and tools to determine pricing for insurance policies.-Collaborated with other employees to help ensure that agents write the risks that meet our guidelines and promote profitability for agents and the company.

Cincinnati, Ohio, United States

-Researched, compiled, organized and created content for volunteer handbook (finished version below) .-Sent out recruitment emails to over 700 volunteers.-Created Excel spreadsheets to manage projects, volunteers, and information regarding Volunteer Services and volunteer tasks/projects.-Managed recruitment, and organization of volunteer projects.-Participated in outreach events.-Assisted in the implementation and organization of community and corporate volunteer projects.-Established and maintained working relationships with community members, corporate partners, employees and volunteers.-Provided updates and reports to the Volunteer Services Manager and Volunteer Coordinator.

Louisville, Kentucky, United States

-Received and validated deposits and process withdrawals and loan payments from customers.-Cashed checks following SYB check cashing policy.-Sold official checks. -Balanced Cash drawer daily.-Processed and balanced teller work through image capture.-Sold and cross-sold SYB products.

Highland Heights, Kentucky, United States

-Used Northern Kentucky Association Realtor's website to collect real estate data on 47 counties in the Northern Kentucky area. -Used the data collected from the NKAR and entered it monthly into Excel spreadsheets. -Assisted co-workers in various economic related projects.-Performed various in-office duties.-Assisted in research and information services.-Wrote economic related articles for the newsletter published by CEAD.-Use of Microsoft Excel.

Louisville, Kentucky, United States

-Responsible for retrieving and filing legal documents for attorneys.-Assisted attorneys in looking over legal documents.-Responsible for answering phones, and providing quality customer service.-Use of Powerpoint, Word, and Excel.-Responsible for making deposits to company account.-Aided employees in all in-office duties.

Bachelor Of Science (B.S.), Major In Economics With Minors In Marketing And Management, Magma Cum Laude

Associate Of Arts (A.A.)

Activities and Societies: Student Ambassador ProgramReceived Associate of Arts degree with a 4.0 GPA.