Sandra Allen Whelan Email & Phone Number

Louisville, Kentucky, United States

• Responsible for accurately uploading new loans to the Core system in a timely manner.• Ensures proper creation of new physical loan files and imaging of all loan documents.• Responsible for all loan file maintenance.• Ensures proper application of loan payments.• Provides accurate payoff information to requestors.• Produces and processes various reports related to post-closing loan file monitoring and maintenance.• Ensures accurate loading of loan modifications and/or loan extensions to Core system.• Evaluate loan servicing data, research issues along with exceptions and execute apt changes.• Resolves issues/problems related to loan servicing and payment application.• Ensures proper collateral documentation is maintained in the loan file.• Responsible for flood zone tracking and force placed flood insurance along with hazard insurance tracking.• Works cooperatively and communicates effectively with loan officers, processors, and underwriting regarding loans, documentation, and exceptions.• Perform administrative and clerical duties for the department.• Maintain accurate reports of all member business loans from all loan servicers (CUSO’s).• Ensures that all loan covenants and annual review financial requests are updated and placed in file.• Assist in other areas of the department, as needed.• Responds to miscellaneous inquiries from credit union members and credit union personnel.• Maintain detailed records of files in storage.• Willingly performs other duties and projects as assigned.

Louisville, Kentucky, United States

• Setup and analyze all incoming loan files for all items needed to process the loan (approval, collateral, signers, borrowers, guarantors, etc.).• Work with the lending officer to ensure that all the proper documentation has been received in order to complete the file based on the product and the approval.• Verify accuracy of data boarded on new loans.

Louisville, Ky

Reviewed Business and Private Banking New Loan Bookings and making sure the bookings are done correctly based on loan documentation.Performed reviews for Business Banking Document Review, Collateral Releases, Private Banking Document Review, Real Estate Banking Releases and Franchise Finance Document Review based on current processes and procedures.Constantly provided feedback to multiple functions when needed. Also, involved in department focus group requiring consistency throughout the department.Proofreaded all procedures, processes and miscellaneous documents for QIP team.Assist when needed on weekly challenge calls for Doc Review all lines of businesses and Business Banking RM Channel Loan Booking and Funding.Maintained a great working relationship with internal and external customers.

Reviewed closed loan packages and communicated exceptions, load and maintained collateral data, performed lien perfections, responded to research requests related to titled collateral.Worked tickler reports and took appropriate action to update ticklers.Performed an edit of input and ensured any errors were correct.Contacted bankers, customers and other recording agencies in order to receive any assistance in clearing exceptions.Worked the SBB Collateral Mailbox when necessary, which means assigning releases to the Collateral Release Specialist, routing email to the appropriate department, scanning documents into IGDS system for Imaging and ordering files from Iron Mountain.Maintained the procedural proficiency of work units and developed the ability to recognize issues creating a potential risk to the company.Participated in quarterly round tables with departments that are audited to give insight on updates to their procedures.Maintained a great working relationship with all departments.Effectively maintained account data in multiple loan tracking systems.Became a loan servicing subject matter expert and was consulted for detailed product and process information; quickly absorbed new knowledge in order to remain current on various functions.Released all forms of collateral in a timely manner for the benefit of the customer.Contacted county officials for proper requirements on releasing liens on customer's collateral.Collaborated with the State of Louisiana parish clerks to update the state forms needed to release collateral.Retrieved, received and completed all pertinent documents needed for completion of loan.Filed all forms of collateral to ensure that the loan was a secured loan.Worked off daily reports to maintain service levels.Organized and implemented the retrieval of Tax Identification Numbers for customers needed to update their information.

Assisted Sales Staff in securing new business.Coordinated Sales Representatives in all aspects of the sales order process from initial contact to completed installation.Helped with proposals, contracts, service orders, change orders, work orders, sales presentations and seminars.Managed reports, sales literature and brochures.Provided a positive initial contact for new prospects.Distributed incoming Sales calls.Issued proper local telephone service and long distance orders when necessary and manage due dates for implementation.

Bachelor Of Science (B.S.), Business Administration And Management, General

Activities and Societies: Gamma Phi Beta

High School Diploma