Robert Angell Email & Phone Number

Plano, Tx, Us

United States

Richardson, Texas, United States

· Perform comprehensive post-closing Loan Documentation Audits for various collateral typeswhich includes, but is not limited to: Commercial, Consumer, Real Estate, Energy and ResidentialBuilder (includes participations and syndications).· Comprehensive knowledge of all related loan document and lien perfection requirements.· Ensure all required documents are received and reviewed for completeness.· Comply with all Bank and department policies and procedures as well as state and governmentbank regulations.· Identify, track exceptions and work with the Business Units to clear Loan Documentation Auditexceptions.· Review and receipt in for Negotiable Collateral per department procedures.· Perform Collateral Review upon receipt of original loan documents, processing and recording allliens to ensure Bank obtains priority lien position.· Monitor and assist with incoming requests via the group email box.· Process Research and Maintenance Requests from Business Units.· Order and review Post UCC Lien Searches.· Perform other duties as assigned, including but not limited to: acting as back up for otheremployees, special projects, data scrub, updating policies and procedures and system testing.· Conduct 90-day training of new hire associates including overseas training.· Ongoing resource for guidance to less experienced associates

Richardson, Texas, United States

· Train new associates to be proficient in the insurance monitoring process which includesinsurance certificate review/audit, insurance certificate renewal processing via Fields Tickler & Nautilus programs, and identifying coverage needs for specific collateral· Identify inefficiencies in the insurance monitoring process, propose solutions to management, andimplement solutions resulting in greater efficiencies· Assist management with the creation of process procedures for Insurance Monitoring and FloodInsurance Monitoring· Research insurance requirements via the Credit Authorization document, Legal DocumentationSummary Sheet, Loan Documentation Control Checklist, Security Agreement, UCC-1, and Deed ofTrust· Create and monitor weekly insurance reports for the purpose of obtaining current hazard &liability insurance policies for the bank’s collateral· Create and monitor daily insurance reports for the purpose of obtaining current flood insurancepolicies of the bank’s collateral· Perform data entry into the Fields tickler system for exception clearing of insurance or attemptsmade to obtain insurance· Cross trained with Exception Clearing and participated in reviewing various loan documents

Richardson, Tx

• Efficiently review and deposit over 2,000 Notes monthly in the WarehouseNow System• Scan and package Notes for delivery to over 100+ permanent investors for purchase daily• Accurately file deposited Hold Notes and Custody Notes in Vault by Team/Client• Sort and log incoming collateral by Team/Client following established procedures• Accurately endorse Notes based on investors, custodians, and client guidelines • Collaborate with Relationship Specialists and Management to research and resolve collateral issues in a timely manner• Maintain collateral files in a secured vault and assist with weekly File Audits

Carrollton, Tx

• Directed strategic initiatives to achieve 92% team career pass audit rating on over 220 randomly selected loans • Ensured documentation was complete and accurate for loan modification which included an analysis of 4506t, 1040, RMA/710 form, borrower pay stubs, Dodd-Frank certificate, & other documents as needed• Prepared manuals and trained professionals in use of new forms, reports, procedures, according to organizational policy • Acted as a Subject Matter Expert (SME) on the process development team to document functional requirements and assist with site coherence • Trained, coached and mentored fifteen professional to ensure smooth adoption of new programs • Established quality objectives and work plans and delegated assignments to subordinate managers • Evaluated analytical methods and procedures to determine how they might be improved

Bachelor Of Science (B.S.), Business Management - Finance

Associate Of Arts (A.A.), Psychology