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Customer Service Consultant Resume

Montebello, NY

SUMMARY:

Extensive experience in. Commercial Loan Support; Risk Management; Administration of Loan Syndication; Banking Compliance and Credit Documentation.

SKILLS:

Project Management, Proficient in Microsoft Office, Word, Excel, PowerPoint

EXPERIENCE:

Confidential, Montebello, NY

Customer Service Consultant

Responsibilities:

  • Respond to inquiries concerning branch operations
  • Investigate mortgage loan transfer inquiries

Confidential, New York, NY

Telephone Operator

Responsibilities:

  • Provided telecommunication support to staff, patient, physicians and community
  • Responsible for monitoring alarm system and dispatching emergency personnel

Confidential, New York, NY

Credit Risk Associate, Assistant Vice President

Responsibilities:

  • Managed the reporting requirements of Asset Finance Group’s $2 (Two)Billion portfolio of investments in complex loans, leases and other asset backed structures including private equity and tax equity
  • Interfaced with Transactors, Analysts and Risk Managers on new deals, amendments and restructurings to ensure the accuracy of the Obligor and its facilities in the appropriate Citi systems
  • Managed Loans, Leasing and other Credit Documentation for compliance, covenant and financial reporting requirements
  • Investigated and corrected all exceptions across the various Credit Risk Systems
  • Responded to requests for information from Risk Management, Regulators and Auditors
  • Monitored the portfolio reporting of Anti - Money Laundering (AML)

Confidential, Jersey City, NJ

Loan Consultant

Responsibilities:

  • Reviewed Loan Documents to ensure policy compliance
  • Examined promissory notes and supporting documents pledged to the Federal Reserve Bank

Confidential, New York, NY

Senior Loan Administrator

Responsibilities:

  • Managed high profile accounts with Fleet as the agent
  • Participated in the closing of new deals and trades
  • Reviewed documentation for proper set up of accounts
  • Identified the risks associated with the booking and funding of loans
  • Ensured policy compliance on all new loan agreements prior to closing
  • Controlled the accurate reporting of financial covenants

Confidential, New York, NY

Documentation Liaison

Responsibilities:

  • Reviewed daily exception notifications to ensure accuracy.
  • Investigated inquiries from customers

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