Summer Xu

Summer Xu Email and Phone Number

New York, NY, US
Summer Xu's Location
New York, New York, United States, United States
About Summer Xu

A highly skilled and dependable Bilingual Mandarin and English mortgage professional with strong industry experience, including residential, bilateral and syndication loan processing. Positive attitude, strong organizational skill, detail-oriented, multi-tasking. Ability to communicate complex issues in simple manner in writing and verbally.

Summer Xu's Current Company Details
Mitsubishi UFJ Trust and Banking Corporation, New York Branch

Mitsubishi Ufj Trust And Banking Corporation, New York Branch

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Lead Analyst
New York, NY, US
Summer Xu Work Experience Details
  • Mitsubishi Ufj Trust And Banking Corporation, New York Branch
    Lead Analyst
    Mitsubishi Ufj Trust And Banking Corporation, New York Branch
    New York, Ny, Us
  • Orangepath Financial
    Mortgage Loan Originator & Operation
    Orangepath Financial Mar 2024 - Present
    Duluth, Georgia, Us
  • Mitsubishi Ufj Trust And Banking Corporation, New York Branch
    Lead Analyst
    Mitsubishi Ufj Trust And Banking Corporation, New York Branch Mar 2023 - Mar 2024
    Managing the booking process for new drawdowns, rollovers, prepayments, and repayments related to bilateral deals;Collaborating with the Treasury Group to ensure accurate coordination of daily funding position sheets;Distributing comprehensive information about each loan transaction through internal systems;Working closely with clients to monitor and communicate maturity dates, ensuring timely payment and reconciliation with the accounting department;Processing Time Deposits and determining indication rates;Updating the Borrowing Base Certificate promptly and accurately;Generating and distributing periodic internal reports to the management team;Monitoring and addressing past-due principal, interest, and fees, including the creation of past-due memos
  • Quontic
    Bilingual Chinese/English Loan Processor
    Quontic Apr 2021 - Mar 2023
    Astoria, Ny, Us
    Work effectively with clients, assist Loan Officers and process files simultaneously;Review files submitted to verify that all the required documentation needed has been supplied and submit to Underwriting Dept.;Upon receipt of file from underwriter whether suspended or approved, work closely with Loan Officer to obtain and review all documentation received by applicants as requested by the Underwriter;Prepare all documentation for the submission of final credit clearance to the underwriter;Coordinate all activities related to loan processing including verifications, appraisals, title searches, debt-to-income calculation, credit reports;Annual risk rating based on income, property tax and insurance;Provide excellent customer service to mortgage applicants, both verbal and written;Provide feedback to management on loan activities based on loan level reporting.
  • Quontic
    Bilingual Chinese/English Loan Officer Assistant
    Quontic Apr 2018 - Apr 2021
    Astoria, Ny, Us
    Assist the loan officer in inputting information in Encompass and to verify accuracy of the data;Assist wholesale files and help brokers;Review files submitted to verify that all the required documentation needed has been supplied to submit to processing;Verify with external parties such as employer, banking institutions, credit bureaus and any other sources to make sure all information provided is accurate;Assist in the coordination of loan officer's media, advertising and sales literature through marketing department

Summer Xu Skills

Customer Service Sales Executive Administrative Assistance Accounting English Mandarin Microsoft Excel Microsoft Word Climbing Shanghai Dialect Powerpoint Encompass Mortgage Lending Calendars Travel

Summer Xu Education Details

  • Empire State University
    Empire State University

Frequently Asked Questions about Summer Xu

What company does Summer Xu work for?

Summer Xu works for Mitsubishi Ufj Trust And Banking Corporation, New York Branch

What is Summer Xu's role at the current company?

Summer Xu's current role is Lead Analyst.

What schools did Summer Xu attend?

Summer Xu attended Empire State University.

What skills is Summer Xu known for?

Summer Xu has skills like Customer Service, Sales, Executive Administrative Assistance, Accounting, English, Mandarin, Microsoft Excel, Microsoft Word, Climbing, Shanghai Dialect, Powerpoint, Encompass.

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