Reviews announcements/bulletins pertaining to investors, vendors, mortgage insurance companies, distributes to appropriate areas and follows-up, and actively seeks out updates.
September 30, 2022
Supports Bank's efforts on all corporate compliance audits and Agency compliance examinations, including advance preparation, coordination of all information gathering between business units during the audit/exam and remediation actions.
December 02, 2022
Works with a sense of urgency, seeks out and adapts to best practices, seeks constant improvement, motivated by personal and departmental goals.
January 15, 2023
Manage activities through heavy communication with external clients and internal business partners and act as a single point of contact throughout the letter of credit process.
February 01, 2023
Performs all escrow related responsibilities including verification of initial escrow deposit requirements for loan closings, set-up for commercial accounts and completion of monthly analysis.
February 06, 2023
Complete Guarantee of Title forms received from insurance companies, provide them with documentation needed to send payment and mail title after payment is received.
February 22, 2023
Provides the highest quality of service to our members attempting to maximize the number of service relationships the member has with the credit union.
April 06, 2023
Assist Commercial Lending Officer in developing new lending and depository business with existing and prospective customers including preparation of advance presentation packages for bank product presentations.
April 11, 2023
Prepare and finalize legal commercial documents for new loans, modifications, renewals, and annual reviews as well as organize files to be sent to Loan Operations for boarding and document management.
April 27, 2023
Demonstrate ability to multi-task, prioritize, and accept change and function in a team environment and deal professionally with internal and external customers.
May 13, 2023
