Experience

Hanover Bank

• United States
• Banking
• 1 - 100 Employee

• SBA Commercial Loan Closer Team Lead Officer

  • Sep 2022 - Present

• SBA Commercial Loan Closer

  • Feb 2022 - Oct 2022



People's United Bank, N.A.

• United States
• Financial Services
• 700 & Above Employee

• Sr. Commercial Lending Rep.

  • Oct 2013 - Feb 2022



TD

• Canada
• Banking
• 700 & Above Employee

• Commercial Loan Closer II

  • Aug 2006 - Nov 2011

  *Constructing loan and receiving loan documents required to process small business and large business loans: Installment Loans Lines of Credit Letters of Credit Mortgages Equity Lines for future purchases Derivative/Swap Loan Advised Lines of Credits Club Loans Participations Construction products Series Bond loans/products Participation Loans SBA Loans Non-For Profit products Marina/Yacht mortgages Fleet loans Bankers Acceptance *Worked closely and coordinated with Lenders, Bank Attorneys and Title companies from approval to closing of all commercial products * Trained and developed of new employees * Work closely with other departments to ensure products preform to client’s expectations * Handled large volume and large value loans and products * Tested new procedures and applications *Worked closely with management and lenders to maintain number of exceptions for the Bank *Worked diligently to ensure all closings met Bank and Fed compliance and regulation *Attended all real estate closings * Worked with the Title Company to coordinate funding for real estate products * Worked with Collateral Department to ensure all collateral was received, filed, recorded and maintained correctly * Processed products to Banking systems *Worked closely with the Lending teams to maintain products, advances and customer relationships Show less



North Fork Bank

• Banking
• 1 - 100 Employee

• Commerical Loan Adminstration

  • Nov 2002 - Aug 2006

  *Constructing loan and receiving loan documents required to process small business andCommercial business loans: Installment Loans Lines of Credit Letters of Credit Mortgages Equity Lines for future purchases LIBOR Loans Advised Lines of Credits State of Israel Loans Participation Loans*Work closely with Loan Officers*Liaison between the Banks attorneys and the Loan Officer*Worked closely with the Administrative Assistants for the Small Business and Middle Market Lending Divisions of North Fork Bank *Work closely with Management for Small Business and Middle Market Lending Divisions of North Fork Bank*Implement North Fork Bank policy in daily functions*Assisted Management with Bank merger tasks*Apply all increase, decrease and changes that need to be made to the loans on a daily basis*Responsible for archiving all closed loans*Responsible for State of Israel Bond Loans *Wire transferring money to various banks for closings, paying off customer’s loan with other banks*Processing all Mortgage Closing Binder*Filing of all Mortgage Closing Binders*Processed payoff letters for various Small Business Mortgages and Loans Show less

• Validation Clerk

  • Aug 1999 - Nov 2002

  *Managed and maintained the largest portfolio of car dealership loans*Processed vehicle and other consumer products for the Bank’s Consumer Lending Division* Built relationships and collaborated with internal team members and departments as well as external parties such as Car Dealerships, Sales Representatives and Vendors.*Efficiently processed all contracts and data entry timely and with accuracy while keeping in compliance with the Bank’s policy. *Managed heavy call volume while providing excellent customer care * Collaborated with the Bank’s IT department to test new Bank applications for future use*Trained and mentored new employees Show less



Comply Inc

• Dix Hills, NY

• Admin Assistant

  • Jan 1999 - Aug 1999

  *Prepared documentation for compliance for government agency requirement and needs *Took responsibility for sales, vendors and prospective clients *Managed accounts payable and account receivables as well as other aspects of office management *Stepped in to Assist Technical and Testing staff during staff shortages *Researched and followed industry trends and product opportunities *Prepared documentation for compliance for government agency requirement and needs *Took responsibility for sales, vendors and prospective clients *Managed accounts payable and account receivables as well as other aspects of office management *Stepped in to Assist Technical and Testing staff during staff shortages *Researched and followed industry trends and product opportunities



Burns Ford

• Huntington, NY

• Sales Associate

  • Jun 1996 - Aug 1998

  *Efficiently controlled high volume customer flow in the showroom *Managed and maintained customer information database for prospective and existing clients and information used to sales, and credit decision *Provided excellent customer service for Dealer Sales Force, Maintenance and Finance Departments * Eagerly took on additional responsibility, including assisting the Sales Manager, Finance and Leasing Manager and the Billing Department *Efficiently controlled high volume customer flow in the showroom *Managed and maintained customer information database for prospective and existing clients and information used to sales, and credit decision *Provided excellent customer service for Dealer Sales Force, Maintenance and Finance Departments * Eagerly took on additional responsibility, including assisting the Sales Manager, Finance and Leasing Manager and the Billing Department