Experience

Atlantic Capital Bank

• United States
• Banking
• 1 - 100 Employee

• SBA & Franchise Loan Operations Associate

  • May 2017 - Present

  • Fund and process new loans and modifications into the Fiserv Navigator system for Franchise Lending loans and SBA loans, 7(a), 504, SBA participation loans, construction to perm, express loans, bridge loans, letter of credits, term loans, and Lines of credit. • Create the applicable borrower/guarantor customer’s record with collected (CIP) information into the Fiserv system. • Analyze and interpret loan documents and customer Identification documents (CIP) in order to successfully book new and modified loans into the Fiserv loan system. • Create loans into the Fiserv system based off the agreed loan documents which includes (but not limited) Payments, interest rates, swap rates, codes, and collateral so that the loan will properly generate bills, auto debit payments, accrued interest, defer cost and fees, and provides reporting to the credit bureau, IRS, FHLB, FRB, FDIC and shareholders accurately. • Process all loan maintenance and work orders related transactions into the Fiserv loan system daily included (but not limited) respective accounting entries, payments, payoffs, incoming wires and request, update the release of collateral. Clear all exceptions/ticklers on the due date for original documents and UCC’s. • Review, update and clear various recon reports daily to ensure loans are balanced and cleared in a timely manner • Respond in a timely manner to all loan inquiries. • Review loan fields and transactions to determine the root cause of any loan issues. • Ensure all UCC’s are updated in the Ilien system for future tracking and monitoring. • Work closely with management staff to ensure operational efficiency and unmatched customer satisfaction Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Loan Verification Analyst II

  • Nov 2003 - Aug 2015

  • Reviewed loan documentations for purposes of verifying and preparing information and decisions in support of legal proceedings, for foreclosures • Interpreted, and researched correspondence and legal documents including summons, subpoenas, and liens, deeds of trust, promissory notes, and assignments of mortgages to determine specific issues and/or course of action. • Manually calculated judgment figures for escrow that includes; tax advances, hazard insurance advances, MIP/PMI advances, property inspections fees, appraisal fees etc. • Prepared foreclosure affidavits and sign as supporting officer for Wells Fargo Company. Provides information relevant to the status of the account, payment history, fees, and escrow, payoff and reinstatement facts. • Typically created ad-hoc and, at times, complex correspondence and maintains key information related to the foreclosure review process. • Worked with a variety of in house partners, and foreclosure attorney’s throughout the servicing and default organizations for foreclosure. ----------------------------Previous Rolls with Wells Fargo over my 11 year tenure------------- 1. Collector 2. Loss Mitigations 3. Loan Adjustor Negotiator 4. Loan Servicing Specialist 5. Mediation, Litigation Specialist Show less