Experience

Legence Bank

• United States
• Banking
• 1 - 100 Employee

• Commercial & Ag Loan Assistant

  • Mar 2017 - Present

  Essential Functions of the Role• Collect and distribute documents and information pertinent to the processing and underwriting of the loan.• Strive for on-time closing by completing all required pre-closing steps and submitting the loan file to underwriting. • Communicate with applicants and business partners (Loan Officers, Production Partners, Underwriting, etc.) regarding loan status• Other duties as assigned. Essential Knowledge/Skills/Abilities• Proven organization skills• Customer Service oriented• Ability to manage multiple deadlines• Strong communication skills• Proven ability to prioritize and multi-task• Excellent time management skills• Ability to work across organizational boundaries• Strong problem-solving capabilities• Experience with MS Office SuiteMajor Tasks and Responsibilities• Assisting Loan officer in meeting with borrowers (if need be), taking applications, providing disclosures and following-up through closing• Input Team files with accuracy to make sure the correct information is in the file. • Assist Loan Officer in marketing efforts to current and new clients.• Assist Loan Officer with administrative tasks such as status reports on loans in process and making copies.• Responsible for proactive communication with management with respect to all significant challenges or opportunities. Standards of Performance:• Arrives to work on time for scheduled work hours. • Notifies Loan Officer of vacations or sick days in a timely manner. • Able to answer borrower inquiries.• Accurately prepares and inputs loan documentation.• Asks questions of Loan Officer to facilitate learning and expanding knowledge.• Communicates challenges and opportunities to Loan Officer.• Ability to multi-task in a fast paced and sometimes stressful environment.• Performs all actions in accordance with the Guiding Values of the company.• Able to make independent decision making. Show less

• Loan Processing Specialist

  • Nov 2014 - Mar 2017

  We had to prepare Commercial and Consumer loan docs with very little error. Also had to know about UCC's and different loan terms. Also, we researched customer disputes and followed up with those disputes.

• CSR

  • Feb 2013 - Nov 2014



Old National Bank

• United States
• Banking
• 700 & Above Employee

• CSR II

  • Jul 2011 - Feb 2013