Nancy Donaldson

Nancy Donaldson Email and Phone Number

Sr Loan Administrator @ First Western Trust Bank
Bennett, CO, US
Nancy Donaldson's Location
Bennett, Colorado, United States, United States
Nancy Donaldson's Contact Details

Nancy Donaldson personal email

n/a
About Nancy Donaldson

Results oriented professional with over twenty years of problem solving experience in:--Default Debt Administration--Business Process Analysis---Regulatory & Legal Compliance--Operations Management--Staff management, Supervision, Staff Development--Customer Service and Support--Corporate Training--Project Management--System Testing and Conversions

Nancy Donaldson's Current Company Details
First Western Trust Bank

First Western Trust Bank

View
Sr Loan Administrator
Bennett, CO, US
Website:
myfw.com
Employees:
453
Nancy Donaldson Work Experience Details
  • First Western Trust Bank
    Sr Loan Administrator
    First Western Trust Bank
    Bennett, Co, Us
  • First Western Trust Bank
    Sr Loan Administrator
    First Western Trust Bank Oct 2012 - Present
    Denver, Colorado
    Duties and responsibilities consist of assisting with troubled debt administration and resolution. Responsible for customer contact regarding covenant violations and delinquent payments. Management of bank owned properties (OREO) with respect to property management, invoice review, marketing, and file documentation per bank regulatory standards. Regularly interact with accounting, auditors, regulators, legal, senior management, lenders, and various financial and real estate professionals. Maintain all troubled debt files including organization and monitoring for property tax payments and appropriate evidence of insurance, title commitments, title policies, and appraisals.
  • Compass Bank
    Team Lead/Loan Closer Iii
    Compass Bank 2011 - 2012
    Denver, Co
    Responsible for all duties associated with closing commercial loans including verification of entity documents; consultation with outside counsel, relationship managers, and relationship associates; coordinating with title companies; securing proof of insurance on collateral; review of existing and filing of new UCCs; review of Laser Pro documentation; verification of booking on loan system; post-booking modifications as needed; and forwarding all documentation for imaging.
  • Wells Fargo Bank
    Manager/Loan Administrator
    Wells Fargo Bank 2003 - May 2011
    Denver, Co
    • Managed business unit providing Wholesale Loan Support. Functions include directing and managing staff activities, ensuring accurate and timely document preparation for commercial/industrial and agricultural loans; verifying document exceptions were written and cleared appropriately, participation in management team activities, assuring policies and procedures are adhered to and controls are sufficient with respect to BSA and compliance regulations; and creating new policies and procedures as needed.
  • Wells Fargo Bank
    Agent Syndication Department Manager
    Wells Fargo Bank Feb 2001 - 2003
    Denver, Co
    Build Agent Syndication department from the ground up, including hiring, training, transition of work from San Francisco location, and managing ongoing production activities. Manage closing and daily operations of Agent Syndication loans on Automated Financial System (AFS) commercial loan system. Control risk involved in the daily work including providing consultative services to member banks, controllers department, and numerous other internal and external customers.
  • Cobank
    Senior Business Systems Analyst
    Cobank Jun 1997 - Feb 2001
    Denver, Co
    Responsible for business analysis and project management on a variety of projects including loan products, wire room functions (including OFAC module) and potential B to B internet applications. Coordinated intense cooperation activities between information technology (outsourcing services provided by IBM Global) and internal CoBank clients.Provided project management and business analysis functions for a series of human resources and payroll projects. The human resources and wire room projects impacted corporate international activities.The requirements for this position included determination of business needs, consultation with stakeholders (business users, owners, and customers), preparing and managing project plans and the change process, data mapping, writing and executing test scripts, definition of required reports, GUI specifications, evaluating impact of proposed changes, communicating with multiple levels of management on project status using MS Project and Visio, live implementation support, preparing materials and conducting end user training, and customer notifications.
  • Harland
    Developer
    Harland May 1996 - Jun 1997
    Englewood, Co
    Trained on application development and information management protocols. Worked under object oriented technologies and programmed in a proprietary language similar to C++.
  • First Data Corporation
    Regional Customer Service Manager
    First Data Corporation Mar 1995 - May 1996
    Englewood, Co
    Managed client conversions resulting in an eight million dollar increase in new business.Solved customer service issues resulting in retention of 20 million dollars in business.Recommended, implemented, and trained department on internal communication and project management software resulting in 10% productivity increase.Improved employee satisfaction by introducing team-building activities.Increased client satisfaction level by 30% based on written post-conversion questionnaires and third party phone surveys.This position included business analysis and project management duties such as consulting with internal departments and customers regarding needed or suggested changes, reporting on project status to customers and internal management, change management, and implementation support.
  • Resolution Trust Corporation (Rtc)
    Financial Reporting/Asset Operations/Conversion Specialist
    Resolution Trust Corporation (Rtc) Sep 1991 - Mar 1995
    Phoenix, Arizona Area
    Managed government contractors to ensure compliance to written policy, procedures, and contractual agreements.Verified accuracy of contractor work and invoices resulting in expense reduction of over two million dollars.Monitor and clear suspense entries from multiple institutions on a timely basis.Directed loan accounting and servicing staff of multiple lending institutions handling billions of dollars in loans.Facilitated institution conversions including commercial loans, 1 – 4 single family residential, consumer, construction, miscellaneous assets, and furniture, fixture and equipment conversions.
  • The Arizona Bank/Security Pacific National Bank
    Conversion Coordinator
    The Arizona Bank/Security Pacific National Bank Feb 1990 - Jul 1991
    Phoenix, Az
    Coordinated special projects for manual-to-automated and automated-to-automated conversions in multiple states to AFS commercial loan system.Worked one-on-one with all levels of staff and management to ensure understanding of system capabilities and limitations.Evaluated user acceptance and training issues and designed programs to address areas of concern
  • The Arizona Bank/Security Pacific National Bank
    Business Loan Systems Operations Manager
    The Arizona Bank/Security Pacific National Bank Mar 1985 - Feb 1990
    Phoenix, Az
    Manage and supervise six direct and twenty-seven indirect staff members to include training, performance evaluations, providing operations expertise on policy and procedures as well as system abilities.Development and control of annual budget.Led operations teams in the successful completion of bank acquisitions and mergers.
  • The Arizona Bank
    Business Loan Systems Operations Supervisor
    The Arizona Bank Feb 1983 - Mar 1985
    Phoenix, Az
    Supervised fifteen direct staff members. Duties included hiring, training, development, evaluation, and coaching of staff.Portfolio included commercial, consumer, and construction loans.Developed and maintained operational procedures that facilitated efficient and cost-effective operations.Structured staff responsibilities to ensure accurate and timely accounting and reporting from the automated loan systems.

Nancy Donaldson Skills

Banking Finance Visio Management Change Management Loans Financial Risk Risk Management Business Analysis Software Documentation Training Testing Team Building Mergers Accounting Employee Training Customer Service Coaching Internal Controls Loan Servicing Financial Services Credit Credit Risk

Nancy Donaldson Education Details

  • University Of Phoenix
    University Of Phoenix
    Business Administration, Management And Operations

Frequently Asked Questions about Nancy Donaldson

What company does Nancy Donaldson work for?

Nancy Donaldson works for First Western Trust Bank

What is Nancy Donaldson's role at the current company?

Nancy Donaldson's current role is Sr Loan Administrator.

What is Nancy Donaldson's email address?

Nancy Donaldson's email address is nd****@****yfw.com

What schools did Nancy Donaldson attend?

Nancy Donaldson attended University Of Phoenix.

What skills is Nancy Donaldson known for?

Nancy Donaldson has skills like Banking, Finance, Visio, Management, Change Management, Loans, Financial Risk, Risk Management, Business Analysis, Software Documentation, Training, Testing.

Who are Nancy Donaldson's colleagues?

Nancy Donaldson's colleagues are Eric Ensmann, Sherri Deshay, Mary Alred, Karen Steeves, Cody Pisciola, Melissa Montgomery-Fitzsimmons, Brandon Brown.

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