Works in partnership with RMs as primary liaison with customers, attorneys, inspectors, and title company representatives, during all phases of financing, by keeping them apprised of the loan closing status and any issues that may exist as well as responding to inquiries in a professional and efficient manner.
February 13, 2020
Demonstrated ability to close commercial real estate loans and administer a commercial real estate loan portfolio.
March 13, 2020
Prepare disbursement worksheets, prefunding packages, loan documentation checklists and other communications necessary to properly document the credit files.
May 02, 2020
Completes collateral trend reports and collateral support reports including top debtors, ineligible collateral and other collateral reports as designated by group management.
May 11, 2020
Reviews all collateral information submitted by the client ensuring it is accurately posted to the loan system.
May 25, 2020
Provide support through resolution to the area with respect to customer inquires that are submitted via all communication channels- phone, mail and/or internet.
May 31, 2020
Assist Loan Administrators record loan ticklers and covenants in the Sageworks system for each Commercial Loan closed which include Commercial Mortgage loans, Commercial Lines of Credit and Term Loans.
June 08, 2020
Track monthly reserve submittals, communicate with and/or respond to any questions from lender associated with submittal.
June 24, 2020
Demonstrates the ability to resolve problems and cope with a variety of situations with minimal assistance.
July 11, 2020