Summer Xu Email and Phone Number
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.
-
Lead AnalystMitsubishi Ufj Trust And Banking Corporation, New York BranchNew York, Ny, Us -
Mortgage Loan Originator & OperationOrangepath Financial Mar 2024 - PresentDuluth, Georgia, Us -
Lead AnalystMitsubishi Ufj Trust And Banking Corporation, New York Branch Mar 2023 - Mar 2024Managing 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 -
Bilingual Chinese/English Loan ProcessorQuontic Apr 2021 - Mar 2023Astoria, Ny, UsWork 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. -
Bilingual Chinese/English Loan Officer AssistantQuontic Apr 2018 - Apr 2021Astoria, Ny, UsAssist 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
Summer Xu Education Details
-
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial