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