Melanie Lein Email & Phone Number

Madison, Wisconsin, United States

Oversee the development and ongoing implementation of a comprehensive commercial loan closing and administration program. Lead, manage and coordinate the Client Relationship Specialist team.

Madison, Wisconsin, United States

Madison, Wisconsin Area

Provide a high degree of personal service to the client and serve as a co-loan manager with and under the direction of the Business Development Officer(s).Obtain documentation to support loan closings in accordance with loan approvals and compliance with policies and procedures, and directions of Business Development officer.Assist Business Development officer(s) and loan support staff in the closing of loans as necessary with clients. Assist Business Development officer(s) in the maintenance of loan files.Provide follow-up support to the Business Development Officer(s) for any and all information needed for loan files in the ongoing administration of the credit. With oversight, assist Business Development officer(s) with ordering title commitments/policies, lien searches, payoffs, and other loan administration duties which may be assigned.Receive walk-in clients that are leaving financial information or loan documents for Business Development Officer(s); and handle telephone inquiries for the assigned client base and provide back-up support to other loan clients.Facilitate all functions involved with loan transactions, including advances, pay downs, research, and error correction in coordination with the Business Development Officer(s) and Loan Operations. Manage monthly past due report assuring that Business Development Officer(s) and CRS are proactively working to manage the renewals and late payments in order to keep reporting length to minimum.Prepare commitment letters.Review Maturing Notes Report to ensure timely renewals of matured loans.Review loan documents to ensure accuracy.Prepare Renewal/New Loan Request Form (detailing, rate, term, signers, etc.) then forward to Loan Support for loan document preparation.Support Bank PresidentRun Reports used by Senior ManagementAct as Salesforce Data StewardServe as Secretary on the Sponsorship CommitteeProject Management and other Responsibilities as needed

Madison, Wisconsin Area

• Provided excellent customer service• Drafted commercial loan documents• Verified loan requests matched loan approvals and all “subject tos” had been met• Verified loan package is complete before submitting to the Edit Group• Entered loans onto commercial loan system• Applied, ran and researched any commercial related transactions• Drafted satisfactions and partial releases• Assisted Business Development Officers and Client Relationship Specialist with any other loan documentation and accounting tasks as needed.

Madison, Wisconsin Area

• Provided commercial portfolio management:o Act as the primary contact for commercial customers' service requests. o Support and Assist Commercial Loan Officers o Analyze Commercial Loan Approvalso Review weekly future maturing loan reports.• Created and Maintained Commercial Loan Files:o Conduct UCC Searches, order environmental audits, flood certifications, appraisals, credit reports, and title commitments. o Collect supporting documents including; financials and insurance information. o Provide preliminary review and exception reporting off all of these documents. o Review closing documents prepared by the Commercial Loan Processors or attorneys for accuracy and completeness. o Ensure proper collateral has been received. o Review loan file for compliance with regulations, policies, and Senior Loan Committee provisions. o Respond to Title Companies, customers, realtors, and attorneys to resolve closing concerns. o Take independent action to resolve designated problems. o Conduct in house closings. o Take appropriate action to complete file or make corrections.• Special Projects:o Assist the organization in preparing for and servicing bank auditors.

Madison, Wisconsin Area

• Distributed the residential lending rates daily. • Filed, prepare, tracked, and funded loans in investor contracts. • Applied participation loan payments. • Processed purchased servicing loans. • Worked closely with secondary market investors and Anchorbank’s participating banks. • Processed participation loan payments and bill participants for construction draws• Entered loans onto Anchorbank’s lending system• Reported to secondary market investors• Delivered and fund investor loans

Madison, Wisconsin Area

• Provided excellent customer service• Drafted commercial loan documents• Entered loan onto commercial loan system• Processed modifications & renewals• Reviewed documents for quality control• Applied, ran and researched any commercial related transactions• Balanced general ledgers• Drafted satisfactions and partial releases

Madison, Wisconsin Area

• Worked mainly one on one with a Residential Mortgage Loan Officer:o Assisted with administrative duties including customer service• Processed & Prepared loan files• Maintained the loan files through Underwriting, Closing and Post closing review