Experience

• 

  Fremont Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Manager, Commercial Documents & Funding

    • Jul 2020 - Present

  • Commercial Loan Pipeline Manager

    • Jul 2019 - Jul 2020

• 

  US Bank Housing Capital Division

  • San Mateo, California

  • Commercial Real Estate Administrator

    • Apr 2018 - Jul 2019
    • San Mateo, California

• 

  Umpqua Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Sr. Commercial Loan Specialist

    • Jan 2016 - Apr 2018

  • Commercial Loan Specialist III

    • Sep 2011 - Dec 2015

    Review approvals, process loan funding of commercial real estate (CMRE), commercial and industrial (C&I), term and lines of credit, disbursements, and payoffs in accordance with established policies and procedures.Review entity documents, appraisals, environmental reports, leases, UCC searches and filings, CIP, LaserPro loan documents, taxes, and insurance to ensure they meet the bank’s requirements.Responsible for preparation of files for FDIC and internal bank auditsMaintain files with current financial reporting, covenants and compliance.

• 

  Far East National Bank

  • San Francisco, Ca

  • Loan Administrator

    • Sep 2004 - Aug 2011
    • San Francisco, Ca

    Portfolio ManagerManage customer portfolio and service relationships Review and analyze financial covenants.Continued job duties as a loan assistant/document specialist.Loan Assistant/Documentation Specialist Prepared loan documents using LaserProAssisted with loan funding of CMRE and Construction loans, construction loan disbursements, construction property inspection reports, LOC disbursements, and loan payments.Handled appraisal orders, property insurance, ordering credit reports, order and review Preliminary Title Reports, Title Policies and Endorsements, Trust Deed recordings, property taxes, obtaining entity documents from state.