Loan Documentation Specialist
Phoenix, Arizona Area
My experience includes but is not limited to: The tracking, reviewing and filing of received/trailing documents specific to each loan transaction to ensure adherence to bank policy and/or federal lending regulations. I also created and distributed the periodic or spontaneous reporting and analysis of such information to executive management regionally and throughout the United States utilizing (Business Objects). In addition, I was the regional administrator of the vendor software (Baker Hill) and its users pertaining to this function. The compliance responsibilities were regional and included the state of Arizona, California, Colorado, Texas, Washington and Nevada. Written or Verbal correspondence was necessary with partners and clients in these states in order to perform supportively. Additionally, from a compliant operation standpoint, it was necessary to communicate with various departments/personnel in other locations within the organization including Chicago, IL and Miami, FL. Additional Itemized Compliance/Policy/Support Experience: Flood Compliance, Lien/Recorded Document Release, Insurance, Credit Reports, Real Estate Evaluations, CRA, FHLB, Affordable Home Loans, Financial Statement/Covenant Tracking Special Project Support Assistance to my immediate supervisor and/or other departments in which our loan clients also received services or products from. For example, Trust Administration, Wealth Management, Private Banking, etc. Distribution and Issue Resolution of all specialized mail correspondence addressed to the department from Partners, Clients, Title Companies, Government, HOA’s, Vendors and Other Financial Institutions.