Sandra Simenson Email & Phone Number

Minneapolis, Mn

Prepare confidential documents to be imaged. Review, index and clean up of imaged documents for quality. Convert documents from fiche to the AX program. Perform quality control in reviewing other team member's files for accuracy in indexing and clean, readable images.

St. Louis Park, Mn

Direct cashier coverage and customer flow at the front of lines to ensure efficient service. Coordinate cashier training. Run daily reports to award and/or coach cashiers in making their goals in providing excellent customer service. Open store on computer system, replenish cash drawers and open registers prior to opening. Count down cash drawers at end of night to balance, complete deposit and close store. Assist management team in communicating promotions and company updates. Received award for being the fastest scanner at checkout in the region. Numerous accolades for exceeding customer expectations in store surveys.

Greater Minneapolis-St. Paul Area

Provided full in-home caretaking responsibilities for my mother with dementia. Provided support for all financial affairs. Coordinated doctor appointments. Determined the best fit for a formal assisted living facility for her advanced stage of dementia.

Greater Minneapolis-St. Paul Area

In addition to carrying a pipeline of loans for closing, responsible for quality assurance review of Commercial Real Estate Specialists’ loan files for all CRES loan centers, tracking and monitoring exceptions. Provided technical and legal guidance to all levels of Wells Fargo personnel. Acted as an escalation point to resolve issues and provide training. Acted as a liaison between lenders and legal department.• Carrying a pipeline included but was not limited to: the review of the credit approval, ordering and reviewing pre-closing due diligence requirements such as title work, appraisal, phase I and phase II reports, etc., drafting of commercial, agricultural and construction loan documents, schedule closing and fund loan. Perform post-closing review of documents, tracking exceptions and working with appropriate party to resolve issues. • Key member of project group in implementing the Commercial Real Estate Specialist (CRES) team in Minneapolis loan center.• Key member of project group creating a standardized quality assurance checklist and new assessment methodology to improve consistency across all CRES loan centers, as well as ongoing project group surrounding checklist changes. As a key member, brought forward center differences to work toward gaining resolution and consensus. • Key member of project group teaming up with Real Estate Resource Center (RERC) construction team implementing a process and procedures for construction loans for all CRES loan centers.• Led project group in drafting full procedures for commercial construction loan process, including the draw monitoring process and loan documentation for all CRES loan centers and bankers. Training all levels of personnel.

Greater Minneapolis-St. Paul Area

Determined documentation and preliminary search requirements for commercial, consumer and real estate loan requests. Prepared commercial and commercial real estate loan documents. Prepared loan closing packages, closed loan. Perfected security interest on more complex transactions. Acted as a resource to lenders, analysts and co-workers on policies, procedures, regulations and compliance.• Detected and resolved loan documentation problems increasing bank’s interest income, saved bank closing cost fees and potential of jeopardizing bank’s security interest.• Minimized negative impact on customers during 100% turnover in loan officers by taking on additional responsibilities and training new loan officers and analysts. Received REAL award• Exceeded customers’ appreciation in timely responsiveness in completing documentation for commercial real estate loan closings.  Received REAL award

Greater Minneapolis-St. Paul Area

Performed review of loan documentation to ensure documents are in compliance with regulations and lending policy and are completed according to established policies and procedures. Responsible for compliance monitoring, tracking exceptions and working with lenders to resolve issues. HMDA/CRA monitoring and reporting.• Set up document tracking system for financial reporting requirements, covenant monitoring, lien perfection and outstanding exception tracking.• Implemented workflow plan as part of a team by restructuring operations support of Marquette Capital retail to facilitate the increased focus on sales.  Received REAL award

Greater Minneapolis-St. Paul Area

Prepared documentation and closing packages. Acted as resource.• Implemented operations and procedures for the Direct Sales lending staff and loan processing function through telephone banking, increasing market share in targeted market sector. • Installation and testing of booking loans through LP+ and branch automation as part of a team to improve efficiency of loan booking process.• Correcting and rewriting procedure manual for LP+ and branch automation and training all levels of Marquette Bank personnel. Received REAL award

Greater Minneapolis-St. Paul Area

In addition to supervising the retail support staff including workflow and schedules, reviewed loan documents to ensure compliance with regulations, policies and procedures. Processed charge offs and bankruptcy claims and reported to credit bureau.• Reduced temporary staff expense by utilizing the full potential of three part time employees.• Key member of retail task force, platform task force and sub-committee from there to standardize forms and procedures throughout Marquette Banks to reduce inconsistencies and compliance issues. Received employee of the month award