Commercial Support Specialist
First Citizens Bank
150 S Beverly Drive, Beverly Hill, Ca 90212
Assembled commercial real estate loan application packages, reviewed financial statements, schedules K-1s for additional entities and investments for 1 to 30+ entities and W-2sReviewed “Know Your Client” responses, and other supporting documentation for accuracy Submitted loan requests using BOSS software (averaging input of 20 loans per week while working on approximately 10 active loans simultaneously) for approval, upon approval requested loan documents Prepared additional documents (SNDAs, Addendums for special covenants) required for signing Coordinated with Escrow and Title companies; collected documents needed for closing; ensured that the appraisal report was returned, and appropriate insurance coverage had been bound to protect bank’s collateralAttended loan signings with Commercial Real Estate Bankers to provide Notary services; prepared documents for the Title company to record, and finalized Escrow package, closed and booked the loan Lead contact for account/loan clients as well as internal staff and external third parties; answered questions, took messages and relayed to relevant parties as necessary Monitored 180 day-maturing loan report monthly, calendared annual loan reviews for upwards of 75 loans in a portfolio of approx. $100M. Prepared and reviewed weekly past due report improving loan default by 5%Co-ordinated loan signings with clients, title, escrow and officers, calendared appoints, and prepared expense reports Trained newly hired Commercial Real Estate Loan Support Specialists which resulted in those individuals becoming valued/top performing team members