Experience

Conestoga Bank

• United States
• Banking
• 1 - 100 Employee

• SBA Loan Specialist ► Loan Documentation & Processing ♦ Compliance ♦ Reports ♦ Problem Solving

  • Aug 2013 - Present

  For more than 125 years, Conestoga Bank has been a part of Philadelphia and the surrounding area. Conestoga Bank is a full-service financial institution with 16 locations in Center City and South Philadelphia, Bucks, Chester, Montgomery and Delaware counties. A wholly-owned subsidiary of Conestoga Bancorp, Conestoga Bank is headquartered in Chester Springs, Pennsylvania.Small businesses are what drive the American economy. As an SBA Preferred Lender, Conestoga Bank is dedicated to providing SBA loans to small businesses in the Philadelphia region and beyond.I perform administrative tasks in support of the SBA Loan Operations Department, ensuring quality service and support for all of the assigned internal and external customers. This includes coordinating the preparation of required loan documentation and the processing of new loan packages. I review all loan documents to ensure documentation is approved and in compliance with regulations and company policy. Show less

• Document Specialist ► Commercial Loan Administrator

  • Jul 2006 - Aug 2013

  In this role, I provided assistance to lenders in all aspects of Portfolio Management/Credit Quality and New Business Development, using my excellent organizational skills, attention to detail, and the ability to multitask. Specifically, my responsibilities included: 1) Processing loan advances, loan payments, payoffs, account transfers and any other client requests in a timely manner, 2) assisted with the tracking/collection of client information and monitored delinquencies, 3) tracked and updated insurance coverage on loans, 4) insured the accuracy and completeness of loan set-up/renewal information on the loan system and 5) tracked covenants, policy and loan document exceptions. Show less



Commerce Bank

• United States
• Banking
• 1 - 100 Employee

• Assistant Documentation Coordinator

  • Aug 2005 - Jul 2006

  Purchased by Toronto-Dominion Bank in 2007, Commerce Bank was founded in 1973 by fast-food restaurant franchise owner Vernon Hill, a graduate of the Wharton School of the University of Pennsylvania. Hill sought to bring fast food convenience to banking and expanded Commerce from one location to over 435 in 33 years. With growth of over 65 new stores opening annually, the company had planned to reach at least 800 stores by 2010. Purchased by Toronto-Dominion Bank in 2007, Commerce Bank was founded in 1973 by fast-food restaurant franchise owner Vernon Hill, a graduate of the Wharton School of the University of Pennsylvania. Hill sought to bring fast food convenience to banking and expanded Commerce from one location to over 435 in 33 years. With growth of over 65 new stores opening annually, the company had planned to reach at least 800 stores by 2010.



PNC

• Travel Arrangements
• 1 - 100 Employee

• Project Team Specialist ► Trust Operations Division ♦ Supervisor ♦ Special Projects

  • 1978 - 1990

  PNC Financial Services Group, Inc. (stylized as PNC) has assets (as of December 31, 2014) of approximately $345.2 billion. PNC operations include a regional banking franchise operating primarily in 19 states and the District of Columbia with more than 2,700 branches, online and mobile services together with 8000 ATMs, specialized financial businesses serving companies and government entities, and asset management and processing businesses. As a project team specialist in the trust operations division, I coordinated and planned projects, seeing them through to completion with my problem solving and follow-up skills. Show less