Tim Holm work email
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Tim Holm personal email
Currently looking for a position in Commercial or Private Banking. I am fascinated with the way banks operate and all the functions carried out to keep economies stable and grounded. I also am fascinated by analyzing financials of companies to see how a successful business operates.My previous experience consists of Mortgage Loan Processing, Mortgage HOI Analysis, FinCEN Review for LLC's applying for Mortgages, and Middle Market Syndicated Loan Quality Control. Over the 3.5 years of loan experience I have learned how mortgages are operated, and how banks utilize various decisions to provide mutually beneficial solutions for all parties.I enjoy looking for alternate ways to make a work process more efficient to achieve a more accurate and quality adhered product. Additionally, I am extremely adaptable to market trends, regulatory changes, and workflow increases. While working for JPMorgan Chase's Syndicated Loan Department, I aided in relieving a year long backlog while maintaining high accuracy. I enjoy proactively engaging in extra work, overtime opportunities, and supporting coworker's workflow.
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Syndicated Lending Quality Control SpecialistJpmorgan Chase & Co. Dec 2021 - Sep 2023Chicago, Illinois, United StatesPerformed comprehensive analyses of middle market syndicated credit agreements involving JP Morgan Chase, lending institutions, and borrowing clientele. Comprehensively cross-referenced critical financial information spanning commitment amounts, amortization schedules, pricing regulations, currency conversions, and lending fees, aligning it with the Finastra LoanIQ platform. Additionally, leveraged the AcesX scoring system to assess the loan processing workflow, proactively identifying and communicating necessary adjustments to ensure the precise and error-free execution of the loan process -
Mortgage Fincen SpecialistJpmorgan Chase & Co. Aug 2021 - Nov 2021Downers Grove, Illinois, United StatesThoroughly reviewed borrowing entities and cross-referenced their information with regulatory databases to ensure full compliance with US government regulations aimed at preventing money laundering schemes. Additionally, I consistently prepared FinCEN forms on a daily basis in strict adherence to US FinCEN regulations. To further enhance compliance, I verified entity standing by scrutinizing Know Your Client, LLC certificates, and legal reviews. Furthermore, I diligently determined the accurate controller and beneficial ownership structures for LLCs and trusts.
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Homeowner'S Insurance Specialist - MortgagesJpmorgan Chase & Co. Nov 2020 - Aug 2021Westmont, Illinois, United StatesConducted reviews on various homeowner's insurance documents and coverage in preparation for the closing and funding of loans. This process involved a thorough comparison of data with underwriters, referencing flood maps, and engaging in effective communication with insurance agents. The primary objective was to guarantee comprehensive coverage for all aspects of the property, thus safeguarding both the firm and the customer in the event of a loss arising from various disaster scenarios.
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Mortgage Loan ProcessorJpmorgan Chase & Co. May 2020 - Nov 2020Westmont, Illinois, United StatesCompiled and examined a range of documents, including titles, insurance policies, appraisals, payoffs, flood and tax certificates, to ensure their accuracy and completeness for document retention. Additionally, I fostered collaboration with Mortgage Specialists to address any pipeline discrepancies and strategically plan for upcoming closings. Furthermore, I maintained a daily follow-up routine with various secondary departments to ensure the prompt receipt of necessary documents and complete loan package within SLA.
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Physical Trainer9Round Fitness Oct 2018 - Dec 2018Coralville, IaGuided and critiqued clients as they performed exercises. As well as motivated clients to work harder while working out.
Tim Holm Education Details
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Banking And Financial Support Services -
High School Diploma
Frequently Asked Questions about Tim Holm
What is Tim Holm's role at the current company?
Tim Holm's current role is Seeking Employment in Banking | Finance and Banking | Passion for Process Efficiency and Proactive Problem Solving.
What is Tim Holm's email address?
Tim Holm's email address is ti****@****und.com
What schools did Tim Holm attend?
Tim Holm attended The University Of Iowa Tippie College Of Business, The University Of Iowa Tippie College Of Business, Marmion Abbey/academy.
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Tim Holm
Semi-Retired After 42 Years, And Now I Rarely Look At Linkedin Or Other Social Media Platforms, And Am Rarely Accepting New Contacts. Sorry!Palm Desert, Ca1tremperco.com -
2honeywell.com, marvell.com
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1cmpmontana.com
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