Principal Commercial Loan Service Coordinator Commercial Loan Coordinator Resume
4.00/5 (Submit Your Rating)
Melville, NY
COMPUTER SKILLS:
ACBS, AS/400, CBS, Emulator, Excel, Access, Word, PowerPoint, Lotus Notes, Outlook, Bloomberg, Research
PROFESSIONAL EXPERIENCE:
Confidential, Melville, NY
Principal Commercial Loan Service Coordinator Commercial Loan Coordinator
Responsibilities:
- Running queries to pull data from libraries relating to customers, facilities, and loans
- Participating in mapping of processes for conversion of a portfolio of 15,000 loans
- Collaborating intensively with internal and external consultants with a bank wide core software conversion
- Liaising heavily with internal areas, such as credit, underwriting, loan administration, and derivatives marketing
- Communicating problems and recommending options and solutions
- Reviewing Credit Agreements for accuracy, extracting pertinent information such as administrative provisions
- Working with all types of legal documentation related to commercial lending, summarizing for internal use
- Booking and servicing new loan transactions
- Commercial Real Estate, Multifamily, Middle Market, Small Business, SWAP, Specialty
- Maintaining and updating client account database, first point of contact for customer inquiries
- Processing modifications, renewals, and extensions based on loan documentation
- Conducting investigations of discrepancies between client database and legal agreements
- Posting payments and disbursements to general ledger accounts
- Training new and existing employees in order to adapt to new procedures caused by recent acquisitions
Confidential, New York, NY
Business Appraiser, Consultant
Responsibilities:
- Advanced financial modeling in Excel with Visual Basic language applications
- Analyzed current, historical, and projected information relevant to reporting
- Performed financial valuation of business enterprises and/or intangible assets
- Utilized OneSource, Bloomberg, and other data sources in due diligence research processes
- Prepared and delivered high level graphical presentations utilizing PowerPoint and web conferencing
- Composed standard and customized reports to meet clients’ needs
- Communicated with executive level client representatives throughout each project and traveling frequently
- Handled multiple simultaneous assignments of various duration and nature
- Worked consistently with project managers located in various regions
- Used Lotus Notes and internal databases to ensure organized documentation