Loan Fund Specialist
• Managed databases pertinent to loan clients and ongoing program enrollment, organized loan closing and transaction documents• Oversaw loan tracking systems, clients’ loan compliance, and generated loan portfolio reports for various federal and private programs• Assisted Loan Program Administrator in disbursement process, analyzed borrowers’ loan application package for underwriting and closing• Recorded loan, client and business data into company internal database, Downhome, Access databases and operations tracking systems• Managed and compiled periodic loan reports, utilizing data calculations and organization with advanced excel and analytical techniques• Serviced and prepared loan documents and packages, collected monthly payments and maintained records of payments and balances• Audited loan packages for discrepancies and annual external audits of loan packages for various institutes for review and compliance • Developed VBA scripts to automate loan tracking processes, improving data accuracy, efficiency and reducing manual reporting time• Created excel dashboard through manual inputting using compilation of data from internal databases to generate reports more efficiently• Worked with internal and external loan committees to determine loan eligibility and establish loan terms through evaluation of credit memo• Conducted monthly reconciliation of loan transactions, payment records, microloan data and prepared deposit vouchers (Checks/ACH)• Managed accounts receivables for client loan payments and monitored overdue accounts to assess potential losses and ensure collections• Created, maintained and tracked budgets for loan programs ensuring consistency with organization’s resource distribution and allocation• Assisted client service management by maintaining communication with officers and their clients to address inquiries and resolve issues