Commercial credit underwriting, some financialspreading, helping structure loans in write-up, follow bank policies and federal regulations, use multiple platforms to complete financial and borrower analysis.

Detail review of loan documents and approvals to ensure regulations and bank policies followed; ensure perfection of collateral (mortgages, UCCs, vehicle lien entries). Confirm loan and other related documents are retained in the electronic app used by bank. Review SBA loans. Enter document deficiencies and required cure dates on existing tracking system. Extensive lender and staff support; limited customer support.

Manage schedule and travel, using Outlook, for busy executive and her two direct reports. Extensive research in loan system and documents to resolve lender and customer issues. Provide Customer Service. Created tracking system for Loan Operations errors and issues by using and modifying the TASK template option in SharePoint; trained bank staff on proper usage; system continues to be utilized by bank. Research and provide documentation to internal and external auditors; coordinate new hire… Show more Manage schedule and travel, using Outlook, for busy executive and her two direct reports. Extensive research in loan system and documents to resolve lender and customer issues. Provide Customer Service. Created tracking system for Loan Operations errors and issues by using and modifying the TASK template option in SharePoint; trained bank staff on proper usage; system continues to be utilized by bank. Research and provide documentation to internal and external auditors; coordinate new hire activities for Director and her direct reports, i.e., initial computer IDs, setting up work stations, providing initial log-in direction. Coordinate and order office supplies. Show less

Book executive airline travel, hotel accommodations, car service, etc. for five executives; organize and distribute weekly loan review committee packets, quarterly asset quality packets and assist in preparation of monthly board meeting reports. Collect commercial appraisal and review fees from various departs within the bank, responsible for payment submission of all commercial appraisal invoices from outside vendors across the foot print; assign and rotate residential appraisers, per OCC… Show more Book executive airline travel, hotel accommodations, car service, etc. for five executives; organize and distribute weekly loan review committee packets, quarterly asset quality packets and assist in preparation of monthly board meeting reports. Collect commercial appraisal and review fees from various departs within the bank, responsible for payment submission of all commercial appraisal invoices from outside vendors across the foot print; assign and rotate residential appraisers, per OCC regulations; maintain lending authority listing and different pages on the department web site. Show less

Provided training and support to 'front-line' lenders and administrative assistants company wide, provided corporate conversion training when loan and deposit systems were upgraded; created web site for training department to house training material; created and organized training manuals; traveled to 8 markets regularly to provide lender and ass't training on new procedures and applications, including refresher training. Training sessions were 4 days long and were provided in the markets as… Show more Provided training and support to 'front-line' lenders and administrative assistants company wide, provided corporate conversion training when loan and deposit systems were upgraded; created web site for training department to house training material; created and organized training manuals; traveled to 8 markets regularly to provide lender and ass't training on new procedures and applications, including refresher training. Training sessions were 4 days long and were provided in the markets as often as twice per month. Created on-line training (video and audio) modules; liaison for on-line transaction processing through accounting, also between frontline employees and loan operations. Show less