Sherri Cope Email & Phone Number

Phoenix, Arizona, United States

Scottsdale, Arizona, United States

St. Louis Park, MN

• Assist multiple corporate, nonprofit and community development lenders in gathering data for new lending/depository requests. Being in communication with the borrower, title companies, attorneys as well as all other.
• Provide a high level of customer service to external and internal clients, which include resolving complex issues or concerns that may be related to loan or deposit accounts. Assist the external client base with.
• Prepare loan document worksheets on approved loans for the closing documentation preparation. Once documents are supplied, review the documents prior to passing on to the banker.
• Work closely with title companies and general contractors, process construction draws and maintain draw files while commercial loans are in the construction phase.
• Manage tickler exceptions to help limit the banks risk by proactively contacting the customers for information required. Update the tickler system as information is receive and submit all information to the central.

Little Canada, MN

• Work closely with loan officers to complete administrative tasks associated with the loan acceptance, loan processing, draw request and reporting to the borrower.
• Prepare loan closing documents.
• Prepare and disburse all payments to subcontractors for work and/or materials supplied on all construction projects and obtain lien waivers.
• Prepare daily draw request and email the report to our main finance company in order to pay all checks that are up for presentment from the controlled disbursement account.

Minneapolis, MN

• Spread, analyze, develop and prepare reports as well as portfolio analyses which include loan overviews, monthly portfolio summaries, loan presentations and ad hoc reports as needed for workout officer review.
• Analyze and prepare for distribution officer comments, property inspections, correspondence, loan applications and closing comments for appropriate review.
• Prepare and coordinate reporting of CRE delinquency reports, CRE pipeline reports, CRA tracking reports, HMDA/CRE credit denials, financial statements and property inspections.