Experience

Peoples National Bank

• United States
• Banking
• 1 - 100 Employee

• Loan Processor II

  • Aug 2016 - Present

  Process various business/commercial and consumer bank loans, including TRID loans, from new loan documentation and renewals. Order and review supporting documents, prepare and review new loan documents for closing and funding, fund and book new loans / renewals, make/process payments and servicing, including collateralization, loan draws, maintain loan files, including tickler report, and pay-offs and verification of mortgages. Processing Systems included Jack Henry (SliverLake), Encompass, Syngery and LaserPro Loan Documentation system. Maintained the department’s birthday celebrations. 20 plus loan pipeline monthly with multiple loan officers, included Colorado Springs and Denver Area



Mortgage Solutions Financial

• United States
• Financial Services
• 200 - 300 Employee

• Loan Coordinator

  • Apr 2015 - Aug 2016

  My position was in the compliance/submissions department. Review the initial submission packages on the wholesale side, of FHA, VA and Conventional Loans, with our third party brokers and forward the file to underwriting or cancel the submission. Duties include stacking and reviewing each file, input data into our processing systems, determine if the Loan Estimate (LE) needs to re-disclosed, along with any additional initial disclosures to the borrower, and run reports, including FHA Connection, flood certification, credit reports, loan safe fraud guard, pull NMLS status and verify AUS findings. In communication with brokers, processors and account executives on each file. Processing systems are BytePro Enterprise and idsDOC system, DataTrac, DataTrac Web. 100 plus loan pipeline per month. Work with brokers and account executives nationwide



Mountain View Bank

• United States
• Banking
• 1 - 100 Employee

• Loan Processor / Teller

  • Feb 2012 - Apr 2015

  *including 3 months of Temp to Hire thru Apple One Temp Agency. Process various business/commercial and consumer bank loans, from new loan documentation and renewals. Order and reviewing supporting documents, prepare and review new loan documents for closing and funding, fund and book new loans / renewals, make/process payments and servicing, including collateralization, loan draws, maintain, including tickler report, and pay-offs. Funded, balanced and maintained various accounts and GLs. Cross-trained on the deposit side to help business needs. Processing Systems included Navigator/Director and Arta Loan Documentation system. 20 plus loan pipeline monthly with 3 to 4 loan officers, included Colorado Springs and Denver Area



First Citizens Bank

• United States
• Banking
• 700 & Above Employee

• Loan Servicing Specialist II

  • Jul 2011 - Dec 2011

  No longer employed at FCB due to system conversion and department elimination. *During the interim to close and merge out the department. Maintain current duties from the previous bank in the loan operations/compliance department. The duties included reviewing various business/commercial and consumer loan types for post closing exceptions, review the previous day’s bookings for accuracy, and maintain the exception report. Quality Control. Processing systems included Xerox Blitz Docs and DCI iCore system. Loan Servicing Area: state of Colorado



Colorado Capital Bank

• Banking
• 1 - 100 Employee

• Senior Loan Processor, Loan Operations Dept

  • Mar 2009 - Jul 2011

  No longer employed at CCB due to bank closure. Worked in the Loan Operations/Compliance Department. The duties included reviewing various business/commercial and consumer loan types for pre and post closing exceptions, review the previous day’s bookings for accuracy and maintain the exception report. Quality Control. Processing Systems: Xerox Blitz Docs and DCI iCore system. Maintained the department’s birthday celebrations and fund account. Loan Servicing Area: state of Colorado No longer employed at CCB due to bank closure. Worked in the Loan Operations/Compliance Department. The duties included reviewing various business/commercial and consumer loan types for pre and post closing exceptions, review the previous day’s bookings for accuracy and maintain the exception report. Quality Control. Processing Systems: Xerox Blitz Docs and DCI iCore system. Maintained the department’s birthday celebrations and fund account. Loan Servicing Area: state of Colorado



Southwest Securities

• United States
• Banking

• Interim Construction Administrative Assistant

  • Jun 2003 - Jan 2009

  No longer employed at SWS due to a bank wide staff reduction. This office was a loan production office. Processed interim construction loans, mini-perms, master docs, mechanic liens and consumer loans, including the order and reviewing supporting documents, from third party vendors, including title company and appraisers, order and review attorney prepared documents. Received package from title company, review the funding package, fund the loan in various GL accounts. Maintain the files and reports. Weekly draws were also processed, working closely with inspectors and the builders. Worked with 3 loan officers, Service Area: Dallas/Fort Worth Metroplex



LegacyTexas Bank

• Banking
• 100 - 200 Employee

• Interim Construction Coordinator/Administrative Assistant (1999-2003)

  • Apr 1996 - Jul 2003

  Coordinate interim construction draws for residential customers including initial draw sheets and affidavits, along with processing and coordinating of the weekly draws for entire bank. Maintain the Residential Interim Month End Report for the officers and executive and loan committee board. Cross-trained to help business needs ordering supporting documentation and loan documents for the loan administrators in the Real Estate Department. In the Home Equity/Home Improvement department, processed loans, ordering supporting documentation, the loan documents, and provide assistance in closings. Started on the deposit side of banking and continued to cross-trained to help business needs. Processing Systems: Jack Henry and Vertex Teller. Servicing Area, Dallas/ Fort Worth Metroplex ---Teller/New Accounts (1996-2003) Handled large sums of money, balance the vault, ATM and teller drawer. Backed up the Teller Supervisor when asked or needed. Handle customer transactions and problems/complaints. Open new accounts and accept and review loan applications