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Bio

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Susan Ivester is a seasoned banking professional with 30+ years of experience in lending, credit, and mortgage operations. She has held various roles at Lowell Five Bank, Carrollton Bank, First Eastern Mortgage Corp, and Bard Employees' Federal Credit Union. Susan holds a Business Administration degree from UMass Lowell / Middlesex Community College and has expertise in loan origination, servicing, and customer service.

Experience

    • United States
    • Banking
    • 100 - 200 Employee
    • Mortgage Officer
      • May 2017 - Present

    • Mortgage Processor
      • Jan 2013 - Present

  • Carrollton Bank
    • Columbia, Maryland
    • Loan Servicing Processor
      • Dec 2010 - Jan 2013
      • Columbia, Maryland

      Main focus was to process and transfer loans to banks secondary market in accurate and timely fashion. Also worked with commercial credit to process wire loan advances per loan officers approval. Discharged mortgages and released collateral upon payoff of loan.

    • United States
    • Banking
    • 100 - 200 Employee
    • Commercial Loan Specialist
      • Apr 1995 - Jun 2010

      SUMMARYResponsible for the upload and initial set-up of all commercial loans and residential mortgages from Sound LOS system to OSI/DNA core systemProcessed appropriate GL entries for the accountsReviewed all loan documents and files accordinglySet-up, labeling, and collating of all documents into respective commercial and residential loan filesPost-closing review of all commercial loans and residential mortgagesInitial follow-up with appropriate parties including Attorney, Appraiser, Insurance Agent, Account Officer, and Loan Administrative Staff to rectify any documentation deficienciesDaily monitoring, tracking, and filing of any loan documentation once receivedResponsibilities included quality and neatness of all commercial and residential loan files, including filing of all paperwork in a timely and efficient mannerActed as initial liaison with Commercial Loan and Residential Mortgage Departments regarding any inquiries and issues pertaining to loan documentationWorked as part of the team to respond to all customer inquiries

    • Teller
      • Jan 1995 - Jan 1996

      Branch Local Community Bank- Administered customer servicing.- Responsible for balancing cash draw on a daily basis.- Report any shortage/overage of cash draw to Supervisor.- Cross-sell any products to customers to meet their banking needs.

    • Closing Assistant
      • Jan 1992 - Jan 1994

      Calculated closing figures, prepared documentation, scheduled closing dates and insured the accuracy of closing instructions.- Worked closely with attorneys, clients and supervisors.- Interfaced with clients and government officials through telephone contact.- Attain Loan files for Loan Officers as needed daily.

    • Customer Service Representative
      • Jan 1990 - Jan 1992

      Managed all branch operations, completed start and end-of-day reports.- Maintained supplies, handled wire transfers, notarized documents and issued loans approved by New Jersey Headquarters.

    • Teller
      • Jan 1981 - Jan 1988

      Balanced cash drawer on a daily basis.- Reported discrepancies and servicing customers.- Cross-sell any products to customers to meet their banking needs.

Education

  • 1971 - 1975
    St. Joseph's High School
    Business Administration Curriculum
  • UMass Lowell / Middlesex Community College

Suggested Services

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Industry Focus. “Banking”

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