Experience

TriState Capital Bank

• United States
• Banking
• 300 - 400 Employee

• Senior Client Services Representative

  • Sep 2015 - Present

  Coordinates the end to end Private Banking loan and deposit account opening process including assisting in gathering client data, preparing applications, completing due diligence, preparing the file for underwriting, creating documentation, engaging outside counsel, gathering all executed documents to open the account, preparing funding requests, following up on post-closing requirements, clearing exceptions, setting up accounts to the system and processing ongoing servicing requests. Responsible for the Letter of Credit process from application to issuance. Work directly with Capital Markets on derivatives products for our clients. Show less



PNC

• United States
• Financial Services
• 700 & Above Employee

• AVP - Loan Closing Officer

  • Oct 2007 - Sep 2015

  Exercise judgement and make decisions to facilitate closings of new loans, modification and extensions, based on the interpretation and application of approvals, legal documents, bank policies and procedures and regulatory requirements. Work with databases to help accurately improve processes. Accepted a lateral position in the Agency Services Closing Department to further develop closing skills

• Real Estate Loan Adminstrator / Real Estate Loan Closer

  • Oct 2004 - Sep 2007



National City Bank

• Banking
• 700 & Above Employee

• Loss Mitigation Specialist

  • Apr 2000 - Jan 2004

  Loss Mitigation and Collection Specialist for Residential Mortgages. Preform outbound calls to clients who were past due on their mortgage. Make appropriate plans with clients to pay back the past due mortgage payments. Loss Mitigation and Collection Specialist for Residential Mortgages. Preform outbound calls to clients who were past due on their mortgage. Make appropriate plans with clients to pay back the past due mortgage payments.