Sandy Whitesell Email & Phone Number

Los Angeles, California, Us

Review, board and service commercial and complex participation loans.• Process the new loan boardings for participation loans with master commitments and manage these loans for rate changes, modifications and renewals on a monthly basis.• Review and process loan advances for new money disbursed from participation commitments.• Assist with new loan review and boarding of business, commercial lines of credit as needed.• Handle any assigned projects from management as applicable.

Involved in all aspects of servicing the loan portfolio of consumer and commercial loans.• Responsible for new loan boardings and renewals for all loan types within the required same day funding timeframe, no exceptions.• Review and process payments, payoffs, loan advances.• Process demand requests and handle reconveyances/UCC releases through third party vendor.• Assist with payment of yearly impounded property taxes/insurance along with the analysis and set-up of new escrow accounts.

Part of a team providing servicing to the bank loan portfolio with emphasis on new loan call back review, SBA reporting, resolving customer service issues and assisting with payment processing.•Manage the call back review of new loans and purchased loan portfolios, improving the quality of data to the system of record, received a satisfactory review with no exceptions from the external bank servicing audit.•Handle the monthly SBA 1502 reporting and any related SBA loan issues during the month.•Provide assistance with new loan boarding and payment processing on high volume days as necessary.•Assist with incoming customer requests, resolving issues in a timely manner.

New York, Ny, Us

Involved in all aspects of loan servicing and client assistance with emphasize on the review and accuracy of loan system data to loan documents on a loan portfolio over 6 billion.• Responsible for the accurate review of loan documents and boarding of all new commercial loans ranging in size from 20MM -200MM including balancing of new loan funding and undisbursed commitments.• Key person for quality control of all loan modification data entered into the web based loan system.• Tracked and balanced outgoing construction holdback draws, maintaining the integrity and accuracy of the remaining undisbursed holdback dollars.• Accountable for the accuracy of interest accruals on loans, processing adjustments for any out of balances on loan system after posting activity.• Responsible for the balancing of loan participations and draw remittances.• Processing of outgoing wires, payments in addition to interest reserve holdback draws.• Assist with customer service requests, general ledger balancing and A/P invoice processing.

Beverly Hills, Ca, Us

See previous experience under iStar Financial.

Managed the loan processing and funding of new loans within timeframes and institution guidelines.• Responsible for the processing of single family and tract construction homes, coordinating with borrowers for loan application documentation.• Initial review of legal entity documentation and preliminary title reports for exceptions prior to final underwriting/legal department review.• Coordinate the drawing and signing of loan documents in preparation for the loan funding and closing instructions.