Experience

Liberty Bank

• United States
• Banking
• 200 - 300 Employee

• Loan Document Scanner

  • Dec 2013 - Present



SOUTHWEST SECURITIES BANK

• Payoff Specialist

  • May 2011 - Jan 2012

  Released collateral on paid loans up to $1,000.000.00 Typed and mailed letters, releases, policies and titles. Reviewed, scanned, labeled and filed documents for storage and retention. Knowledge of various computer systems which includes, but not limited to, Nautilus, Tindall and Tickler system. Answered multi-lined telephone system, distributed messages and sorted mail. Processed exceptions and payoff request with 95% accuracy on a daily basis, never missing a deadline.… Show more Released collateral on paid loans up to $1,000.000.00 Typed and mailed letters, releases, policies and titles. Reviewed, scanned, labeled and filed documents for storage and retention. Knowledge of various computer systems which includes, but not limited to, Nautilus, Tindall and Tickler system. Answered multi-lined telephone system, distributed messages and sorted mail. Processed exceptions and payoff request with 95% accuracy on a daily basis, never missing a deadline. Exception items included, but not limited to, deeds of trust, tax returns, real estate modifications, financial statements and title policies. Edited critical items to ensure errors were corrected, with minimal errors daily. Ensured loans up to $1,000,000.00 were dispersed appropriately and balanced at the end of the day. Coached and trained new Loan Processors.

• Collateral Specialist

  • May 2007 - Apr 2011

  Reviewed and loaded collateral documents as well as exception information to Tickler System. Collateral documents included Deeds of Trust, Real Estate Modifications, Title Policies, Financial Statements, Tax Returns and various other documents. Loan types included: Commercial, Interim Construction, SBA, Auto, Mortgage and other various loans.



Southwest Securities, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Payoff Specialist

  • 2011 - 2012



SUMMIT BANK/FROST BANK

• Loan Documentation Clerk

  • Jun 2003 - Dec 2006

  Reviewed and loaded collateral documents, which included: Real Estate, Interim Construction, Commercial and various other secured loans. Loaded exceptions to the bank's system as well as worked officer's exception reports. Answered phones, sorted mail, provided payoffs to Mortgage companies as well as applied payoff requests to customers accounts.



BANK ONE, TEXAS/CHASE

• Commercial New Loan Processor Spec II

  • Mar 1997 - May 2003

  Processed New and Renewed Loans. Reviewed and loaded collateral documents. Edited critical items to ensure errors were corrected. Responsible for ensuring loans were dispersed appropriately and balanced at the end of the day. Constant telephone interaction with branch personnel. Coached and trained new Processors.