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.
November 28, 2022
Communicate with the Relationship Manager/borrower regarding any deficiencies or issues discovered during analysis of all submitted documentation to ensure completeness and accuracy of all documentation supporting the loan.
December 04, 2022
Review commitment letters and underwriting files, complete escrow analyses, review closing statements, work with closing attorney, borrower, investors and participants, and coordinate post-closing follow-up for construction loans to ensure completeness of requirements before loan fundings/disbursements.
December 10, 2022
Completes documentation checklists and reviews loan files after closing to ensure all documentation was obtained and liens on collateral are perfected.
December 28, 2022
Provides for the collection and instructions on the proper application of loan payments (regular installment payments, special principal payments, loan payoffs, etc.
January 18, 2023
Manage fundings and payments and collect and analyze loan documentation for a portfolio of commercial real estate and/or multifamily residential construction loans.
February 08, 2023
Assist Director, Loans & Grants Finance Administration with a variety of responsibilities including but not limited to responding to internal and external auditors inquiries, pulling files for FOIL, and running queries from PeopleSoft Financial Management System.
March 28, 2023
Follows established guidelines to accomplish routine loan servicing processes such as posting monthly payments, preparing and reviewing journal entries, reconciling servicing system balances with general ledger balances, prepares loan payoff statements, responds to requests for subordination, prepares all year-end customer payment histories, IRS forms and escrow reconciliations, and ensures compliance with City cash management and receivables policies.
April 09, 2023
Prepare documentation required by lender for execution by CIO prior to submittal to lender and forward to Treasury for submittal to lender for funding.
April 23, 2023
Act as a liaison between relationship managers, loan documentation and funding, in-house counsel and all interested parties to coordinate documentation, funding and closing of commercial loans including but not limited to CRE and C&I loans.
May 02, 2023