Stephen Davis Email & Phone Number

Cambridge, Ma

Servicing a $ 1.5 billion commercial loan portfolio for a Boston area community bank.• Responsible for UCC fillings, CRA government reporting, SBA reporting and insurance tracking.• Input new commercial loans onto DNA loan system.• Responsible for performing post-closing quality control review of all Commercial Loan requests. Identify missing/incorrect Commercial Loan documentation using Bank’s document management software (docSTAR).

Cambridge, Ma

Servicing a $ 1.5 billion commercial loan portfolio for a Boston area community bank.• Responsible for UCC fillings, CRA government reporting, SBA reporting and insurance tracking.• Input new commercial loans onto DNA loan system.• Responsible for performing post-closing quality control review of all Commercial Loan requests. Identify missing/incorrect Commercial Loan documentation using Bank’s document management software (docSTAR).

West Roxbury, Ma

Newton, Ma

Tracked and spread financial statement filing requirements for a regional commercial loan portfolio.• Implemented a plan to streamline customer reporting which reduced exceptions by 75%.• Assisted the Relationship Managers by spreading financial statements on Moody’s software allowing for timelier loan decisions by management.• Served as the back up to the Commercial Loan Administrator due to my extensive knowledge of the current policies and procedures.

Newton, Ma

Assisted four Relationship Managers with all daily business needs to allow business to flow without interruption.• Recognized by management for providing quality customer service as the first line of contact between the customer and the lenders.• Performed the entire loan closing procedure from placing the loan onto the loan system and acquiring the required documentation to providing payoff quotes and loan discharges.

Greater Boston Area

Serviced all commercial loans including lines of credit, real estate and term loans for a small community-sized bank.• Performed required maintenance on loans that required manual rate changes and insurance monitoring.• Filed and discharged UCC Statements and mortgage discharges on all paid loans.• Assisted on all problem loans with calculation issues resulting in special commendation from Senior Management.

Bachelor'S, Accounting

High School