Lending Associate Resume Samples
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Lending Associate Resume Samples
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MM
M Miller
Maybelle
Miller
60801 Koch Rest
San Francisco
CA
+1 (555) 693 4157
60801 Koch Rest
San Francisco
CA
Phone
p
+1 (555) 693 4157
Experience
Experience
Chicago, IL
Eagle Lending Associate
Chicago, IL
Reynolds LLC
Chicago, IL
Eagle Lending Associate
- Support Eagle RM in the day to day activities in business development and PBO support activities. Assist in managing ERM and PBO’s pipeline of transactions in process as well as vetting and completing initial analysis on new applications
- Incumbent will be responsible for providing data and reports as well as individual transaction information to Eagle RMs and PBO’s on a weekly basis as well as coordinating contests and other sales activities
- Provide direct support to ELRM in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending loan client
- Work in conjunction with Eagle Lending team to assist with rollout of new partner lending programs by providing support for initial deposit and product relationships development/setup at inception. Meet with each PLP borrower to ensure clarity on loan programs and products
- Ensure that all borrowers are aware of FRB deposit services, lending products and wealth management services/products
- Create and maintain monthly reports to track how often a client is contacted and the services/products cross-sold to each client, in addition to services that can still be offered to each client
- Ensure that all borrowers are aware of First Republic Bank's deposit services, lending products and wealth management services/products
Dallas, TX
Associate, Lending Administration
Dallas, TX
Hammes, Cassin and Welch
Dallas, TX
Associate, Lending Administration
- Manage a portfolio of high value Syndicated and Bilateral deals
- Help design, support and drive continuous improvement initiatives
- Daily reporting and ensuring all work is completed accurately and efficiently
- Input high value Swift payments, ensuring they are processed within cut-offs for relevant currency
- Initiate all New Deals, Amendments, Utilisations, Rollovers and Fee Payments in the Loan IQ system
- Act as a first point of contact for Relationship Sets and Customers
- Motivated and strives for excellence
present
Houston, TX
Credit Risk CRE Lending Associate
Houston, TX
Grady-Klein
present
Houston, TX
Credit Risk CRE Lending Associate
present
- Monitor existing portfolio of CRE transactions including periodic reporting of risk profiles, trends, and concentrations
- Review and verification of compliance certificates, debt covenants, and financial accounts
- Prepare timely and insightful annual reviews including assessment of performance against base case projections
- Assess progress of syndication efforts against Credit Committee approved timelines and prepare regular presentations for senior Credit management
- Prepare an independent assessment and recommendation on the credit quality of proposed transactions including proposed rating and credit appetite
- Collaborate with origination teams on structuring and documentation for proposed transactions
- Review of due diligence and involvement in due diligence sessions including asset site visits
Education
Education
Undergraduate Degree in Business Preferred
Undergraduate Degree in Business Preferred
The University of Kansas
Undergraduate Degree in Business Preferred
Skills
Skills
- Strong written and verbal communications skills
- Self-motivated and highly organized
- Ability to prioritize multiple competing tasks
- Ability to analyze and comprehend complex financial data and provide financial alternatives
- Previous out-of-industry sales experience with a focus on generating self-source business or less than 18 months mortgage experience in operations role, previous mortgage originating experience
- Strong computer skills including a fundamental understanding of MS applications
- Familiar with FHA and HUD guidelines
- Government Processing Experience
- Mortgage processing experience
- Flexibility to work extended hour during heavy workload period
15 Lending Associate resume templates
Read our complete resume writing guides
1
Dedicated Lending Associate Resume Examples & Samples
- Pipeline and key date (consent, lock, lock expiration, anticipated closing dates) management
- Undergraduate degree in Business preferred
- Banking experience preferred. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures
2
Lending Associate Resume Examples & Samples
- Explains documents to clients and executes all documents. Resolves problems that arise during closing, e.g., problems with titles, document deficiencies, missing documents, problems with insurance, etc
- Follows up as necessary to obtain additional documents that may be required
- Files notice with state after collateral has been accepted in order to comply with the Uniform Commercial Code
- Maintains a log of applications for loans that have not been processed and various loan ticklers to ensure that documents sent for signatures are returned within required timeframes
- Processes loan disbursements, payoffs, renewals, and general ledger and data processing input generated by these transactions. Keeps abreast of operational or systems changes
- Enters new loans, paid loans, maintenance, and various other transactions on the on-line data
- 2 years of commercial loan administration
3
Associate, Lending Administration Resume Examples & Samples
- Manage a portfolio of high value Syndicated and Bilateral deals
- Initiate all New Deals, Amendments, Utilisations, Rollovers and Fee Payments in the Loan IQ system
- Act as a first point of contact for Relationship Sets and Customers
- Input high value Swift payments, ensuring they are processed within cut-offs for relevant currency
- Help design, support and drive continuous improvement initiatives
- Daily reporting and ensuring all work is completed accurately and efficiently
- Liaising with senior stakeholders, internally and externally
- A Passion for Customers
- Attention to detail and excellent time management skills
- Risk adverse nature and the ability to follow established procedures at all times
- Motivated and strives for excellence
- Commitment to Kaizen, making it simple
- Experience with Misys Loan IQ is desirable
4
Credit Risk CRE Lending Associate Resume Examples & Samples
- Monitor existing portfolio of CRE transactions including periodic reporting of risk profiles, trends, and concentrations
- Review and verification of compliance certificates, debt covenants, and financial accounts
- Prompt escalation, as appropriate, of any excesses, exceptions, and/or areas of non-compliance
- Prepare timely and insightful annual reviews including assessment of performance against base case projections
- Assess progress of syndication efforts against Credit Committee approved timelines and prepare regular presentations for senior Credit management
- Prepare an independent assessment and recommendation on the credit quality of proposed transactions including proposed rating and credit appetite
- Collaborate with origination teams on structuring and documentation for proposed transactions
- Review of due diligence and involvement in due diligence sessions including asset site visits
- Calculate and periodically re-assess key inputs for capital calculations using the UK PRA Slotting Methodology
- Be the first point of call regarding credit-related matters for your portfolio
- Ensure adherence to credit and other relevant internal policies and practices
- Senior level interaction and collaboration with origination deal team
- Top class undergraduate degree or equivalent from a leading university
- Experience in corporate credit risk
- Good understanding of financial markets and the key drivers of the EMEA CRE market
- Have a good knowledge of transaction structures, documentation, and the lending process
- Strong credit, analytical, and modelling skills
- Excellent written and verbal communication skills with ability to quickly establish credibility with Credit senior management and senior deal team executives
- Demonstrable track record of working under pressure and managing multiple projects with limited supervision
- Knowledge of basic accounting and financial concepts with a sound ability to analyse businesses
- A background in risk management, investment banking, PE, or advisory in the Real Estate space
- Additional European language skills are an advantage but not essential
- LI-CL1
5
Lending Associate Resume Examples & Samples
- Previous out-of-industry sales experience with a focus on generating self-source business or less than 18 months mortgage experience in operations role, previous mortgage originating experience
- Strong computer skills including a fundamental understanding of MS applications
- Government Processing Experience
- Ability to analyze and comprehend complex financial data and provide financial alternatives
6
Eagle Lending Associate Resume Examples & Samples
- Support Eagle RM in the day to day activities in business development and PBO support activities. Assist in managing ERM and PBO’s pipeline of transactions in process as well as vetting and completing initial analysis on new applications
- Incumbent will be responsible for ensuring service quality, supporting the ERM as needed. Goals will be directly related to the incentive program and will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling a full private banking relationship
- Incumbent will be responsible for providing data and reports as well as individual transaction information to Eagle RMs and PBO’s on a weekly basis as well as coordinating contests and other sales activities
- Daily client support activities will include, delivering paperwork to prospects/clients, answering general questions on products and procedures, collecting completed paperwork and sending the package to processing, following up on missing documents with borrowers as well as answering borrower's questions about their loans already funded. Will also assist ELRM with maturities and renewals, as needed
- Provide direct support to ELRM in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending loan client
- Work in conjunction with Eagle Lending team to assist with rollout of new partner lending programs by providing support for initial deposit and product relationships development/setup at inception. Meet with each PLP borrower to ensure clarity on loan programs and products
- Ensure that all borrowers are aware of FRB deposit services, lending products and wealth management services/products
- Create and maintain monthly reports to track how often a client is contacted and the services/products cross-sold to each client, in addition to services that can still be offered to each client
- Ability to work with a variety of different client-facing professionals and be flexible in approach/style
- Ability to build relationships with Partner firms and individual firm borrowers
- Passion for extraordinary service
- 2 years of business or private banking experience
7
Associate Director, Lending Administration Resume Examples & Samples
- Ensuring that the business is conducted in a way that positively supports revenue generation
- Delivering on productivity targets
- Developing strong working relationships with key stakeholders, business partners, external service providers and other service functions
- Driving NAB's endeavour to become the leader in Customer Service best-practice
- Acting as the point of escalation for all Internal Stakeholders and Customers
- Coaching team members to promote high levels of engagement and development. Delivering a high performance team culture
- Establishing a culture of continuous improvement and innovation
- The ability to quickly assess highly complex issues, and make sound risk decisions
- Strong Syndicated Loan Documentation experience, with working knowledge of APLMA, LMA and/or LSTA guidelines
- A natural hands-on approach and role-modelling tendencies
- An enduring work ethic
8
Associate, Lending Administration Resume Examples & Samples
- A passion for Customers
- Experience in Syndicated Transactions and/ or Bilateral Loans in an operational position
- Have the ability to successfully manage competing agendas while driving positive business outcomes
- Strong system knowledge of Loan IQ and SWIFT is desirable
9
Lending Associate Foster City, CA Resume Examples & Samples
- Teamwork and customer service skills a must
- Familiar with FHA and HUD guidelines
- Mortgage processing experience
10
Eagle Lending Associate Resume Examples & Samples
- All-in-One: Student Loan Refinancing
- Eagle Gold Personal Loans and Lines of Credit
- Eagle One Small Business Loans and Lines of Credit
- Home Equity Line of Credit (HELOC)
- Professional Loans
- Support Eagle RM in the day to day activities in business development and PBO support. activities. Assist in managing ERM and PBO’s pipeline of transactions in process as well as vetting and completing initial analysis on new applications
11
Eagle Lending Associate Resume Examples & Samples
- Home Equity Lines of Credit (HELOC)
- Professional Loan Program (PLP)
- Support Eagle Lending Relationship Managers (ELRMs) in the day to day activities in business development and Preferred Banking Office (PBO) support activities. Assist in managing ELRM's and PBO’s pipeline of transactions in process as well as vetting and completing initial analysis on new applications
- Incumbent will be responsible for ensuring service quality, supporting the ELRMs as needed. Goals will be directly related to the incentive program and will emphasize Eagle Lending production, demand deposits, money market accounts and building a full private banking relationship
- Associate will be responsible for providing data and reports as well as individual transaction information to ELRMs and PBOs on a weekly basis
- Daily client support activities will include delivering paperwork to prospects/clients, answering general questions on products and procedures, collecting completed paperwork and sending the package for processing, following up on missing documents with borrowers as well as answering borrower's questions about their loans. Will also assist ELRM with maturities and renewals, as needed
- Work in conjunction with Eagle Lending team to assist with rollout of new Professional Loan Programs (PLP) by providing support for initial deposit and product relationship development/setup at inception. Meet with each PLP borrower to ensure clarity on loan programs and products
- Ensure that all borrowers are aware of First Republic Bank's deposit services, lending products and wealth management services/products
12
Credit Risk CRE Lending Associate Resume Examples & Samples
- Assess new CRE transactions both direct lending as well as warehouse. This includes an independent assessment and recommendation on the credit quality of proposed transactions including rating and credit appetite
- Prepare timely and insightful annual reviews including assessment of performance against underwritten base case projections and key CRE metrics
- Direct commercial real estate risk management experience
- Good understanding of the key drivers of the EMEA CRE market and experience in underwriting CRE transactions
- Have a solid knowledge of typical transaction structures, documentation, and the lending process
- Strong credit, analytical, and modelling skills (particularly with Excel)
- A background in risk management, investment banking, PE, or advisory in the Real Estate space would be ideal
13
Associate Direct Lending Analyst Resume Examples & Samples
- Analyze core retail granular pricing programs to ensure profitability objectives are met·
- Run and maintain the pricing model -- P-L calculations, amortization schedules, basic understanding of interest rates, pro-forma models
- Develop alert mechanisms to effectively monitor retail granular pricing cells
- Leverage quantitative models for guidance in developing business pricing strategies to support revenue projections
- Work with functional partners to find opportunities to grow business and maximize profitability
- Understand competitive environment and other drivers of economics to optimize returns
- Strong critical thinking skills and problem resolution skills required
- Ability to collaborate with other team members
- Ability to multi-task effectively in high profile environment to ensure deadlines are met
- Ability to translate modeling/analysis results into business recommendations
- Must demonstrate ability to learn and adapt quickly Education/Experience Required
- Bachelor's degree with emphasis in Statistics, Mathematics, Economics, Finance or Quantitative Research and or 0-2 years business experience
- Prior pricing experience is a plus
- Proficiency in Excel including the ability to create, manipulate and formulate spreadsheets (including VB macros, pivot tables, charts and graphing)
- Basic to intermediate SAS - SQL programming skills including the ability to create basic programs, is preferred
14
Cb-wholesale Lending Services Credit Products Execution Associate Resume Examples & Samples
- Coordinate documentation across core corporate lending categories, with a focus on bilateral and syndicated working capital facilities and traditional trade finance facilities for EMEA clients
- Deliver best-in-class credit documentation processes including managing the negotiation and execution of credit facilities and ancillary documentation. Maintain oversight of the deal closing process
- Manage controls framework, reporting and escalation for transaction execution (including. preparing and coordinating documentation deviations and approvals during negotiations)
- Obtain input from appropriate stakeholders (Compliance, Credit, Tax, etc) as necessary, ensuring they are brought into the debate in a timely manner to reach resolution
- Participate alongside and contribute to functional areas to ensure all operational, financial and technology risks have been addressed
- Collaborate with business' and support functions to drive best practices both internally and in the external markets
- A strong interest in/ sound understanding of credit execution, transaction management, credit products and banking processes
- Technical understanding of lending products and agreements (e.g. Loans (including LMA) and Traditional Trade products)
- Demonstrated ability to manage relationships, both internal and external
- Highly organised, detail oriented and proactive
- Ability to work well under pressure and tight deadlines, including strong prioritisation skills
- History of success working in a team
- Solid decision making capabilities and the ability to identify problems and drive to resolution
- Focus on continual improvement and capacity management
- Spanish or German language skills preferred
15
Associate Director Lending Services Resume Examples & Samples
- Extensive experience within Agribusiness Banking/Financial services industry with broad knowledge of banking products
- Proven experience in demonstrating sound credit judgement in significant transactions whilst in a senior Lending Services or Relationship role
- Strong credit and analytical skills
- Strong client facing experience
- Builds Relationships: Highly developed negotiation and influencing skills
16
Private Lending Associate Resume Examples & Samples
- Ability to provide exceptional service delivery to both external and internal clients in an efficient and professional manner
- Strategic thinking skills
- Problem solving and decision making skills
- High level written and verbal communication skills
- Strong commercial thinking skills balanced with risk management to ensure delivery of client/business outcomes within a regulatory framework
- Understanding of credit, risk & compliance principles
- Strong analytical skills, credit awareness & quality risk assessment
- Self Leadership - Manage performance, growth and development
- Strong influencing and negotiation skills across business partners
- 5+ years exposure to bank lending or credit environment
- Knowledge and application of risk principals
- Experience working with complex financial structures
- Experience in property related lending (investment/development) desirable
- Experience in financial statement analysis (cash flow analysis is desirable)
- Use of Optimist financial modelling application
- Exposure to wealth, insurance and equities products is desirable but not essential
- Relevant tertiary qualification (Finance, economics, accounting, etc) is desirable
17
Structured Lending Associate Resume Examples & Samples
- Assist Senior Lending Officers, located in JAX and NYC, in all phases of preparing initial credit approvals
- Assist Lending Officers, located in JAX and NYC, in all phases of maintaining a portfolio of existing loans – including preparing annual reviews, tracking covenant requirements, analyzing collateral maintenance requirements, obtaining & analyzing financial statements and tax returns, etc
- Assist Loan Service Officers in loan servicing matters
- Work with various models and methodologies to perform complex and sophisticated financial & database analysis functions
- Maintain internal spreadsheets and databases as needed
- Provide analytical and administrative support for other inititiatives related to lending activities as needed
18
Leveraged Lending Associate Resume Examples & Samples
- Review loan packages, and analyze credit information to make a general assessment of borrower’s creditworthiness
- With guidance from Relationship Manager or Senior Associate, prepare written summary of loan terms and conditions (Indicative Term Sheet) and a written narrative explaining business background, outlining risk factors and justifying assigned risk rating, ensuring conformity with bank credit policy and procedures and with applicable banking regulations
- Complete Annual Reviews of all customer relationships
- Research industry trends and norms. Develop working familiarity with industry issues in areas of loan portfolio concentration
- Assist with the review of new lending opportunities for leveraged loans to support private equity-backed and entrepreneur-owned buyouts, recaps and refinancing. Prepare both short and long Financial Models of the transactions. Analyze ability of borrowers to manage different levels of debt and debt service
- Analyze financial statements and projections on spreadsheet software and develop the ability to produce independent, supported projections of customer performance and ability to repay debt
- Provide financial analysis, leveraged finance idea generation, financial modeling, business and industry research, term sheet preparation and due diligence support
- Keep SalesForce up to date with the latest pipeline information. Maintain databases and templates for analysis, monitoring and underwriting
19
Associate, Tailored Lending Specialist Resume Examples & Samples
- Prior banking, lending, and business management experience preferred
- Detail orientation with strong analytical skills
- Ability to multi-task and efficiently complete assignments within tight deadlines
- Comprehensive and logical
- Ability to collaborate with many levels and functional areas within and outside the organization
- Strong MS Office skills including Excel, Access, PowerPoint, etc
20
Senior Associate Fair Lending Resume Examples & Samples
- Strong communication and presentation skills with the ability to write and present technical papers/documents in a clear, cogent manner to a wide range of audiences (both technical and non-technical)
- Strong ability to work both collaboratively and independently
- Expertise in designing and conducting fair lending statistical analysis for non-mortgage products
- Experience in disparate impact test a plus
- Knowledge of EOCA, FHA, HMDA and state fair lending laws
