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.

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.