Lending Operations Resume Samples

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S Kreiger

Summer

Kreiger

78963 Braxton Hollow

Detroit

+1 (555) 152 7356

78963 Braxton Hollow

Detroit

Phone

p +1 (555) 152 7356

Experience Experience

Dallas, TX

MBD Digital Consumer Lending Operations

Dallas, TX

Dibbert, Grady and Von

Dallas, TX

MBD Digital Consumer Lending Operations

Create and manage regular dashboard reports for management review
Use workforce management software and contact volume data to manage staffing levels
Work in conjunction with Analytics team to develop and improve specific operational metrics
Assist in the identification and development of KPIs
Provide excellent customer service and provide answers to client questions within set standards
Provide report building expertise and support in the creation of performance monitoring mechanism
Communicate professionally and regularly with leadership and peers on status of accounts and escalations in accordance with established standards

Houston, TX

Manager, Lending Operations

Houston, TX

Rutherford, Marvin and Langosh

Houston, TX

Manager, Lending Operations

Prepare and regularly review personal annual goals and career development plan with manager/supervisor
Prepare and regularly review annual goals and career development plan with manager/supervisor
Provide system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
Provide Tier 3 system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
Make decisions guided by common sense and sound business judgement
Provide Lending Operations subject matter expertise in defect meetings with external vendors
Design, develop and sign-off on new functionality, testing plans, system documentation and procedure manuals

present

Philadelphia, PA

Lending Operations Specialist

Philadelphia, PA

Hettinger, Senger and Halvorson

present

Philadelphia, PA

Lending Operations Specialist

present

Prepare legal documents for Business Banking and Commercial Banking transactions using automated document prep system
Assist with the gathering, supplying and presenting of monthly work volumes and performance metrics to internal business partners
Review/update procedures according to protocols, guidelines and methods established by Lending Services
Create and maintain procedures documentation adhering to the protocols, guidelines and method established by Lending Services
Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Banking Services
Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Lending Services
Review/update procedures according to protocols, guidelines and methods established by Banking Services

Education Education

Bachelor’s Degree in Accuracy While Performing Repetitive Data Entry

Clark Atlanta University

Bachelor’s Degree in Accuracy While Performing Repetitive Data Entry

Skills Skills

Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy
Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research
Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field
Ability to train and lead group class environments and present to large audiences
Possess strong organizational and analytical skills
Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines
Occasional travel
Office environment – no specific or unusual physical or environmental demands
Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences
Work involves sitting, occasional walking, and lifting up to 50 pounds

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Lending Operations Team Manager Resume Examples & Samples

Reviewing production risk reports to identify potential exceptions
Participate in various testing franchise enhancing initiatives and projects by assigning tasks to staff, oversee and report results
Updating and maintaining department metrics that is provided to senior management and product stakeholders
Periodic updates of departmental policies and procedures in accordance to best practices
Supervisory Loan review and approvals
Assist in field escalations to ensure timely resolution
Assisting in training of newly on boarded employees to ensure compliance to best practices
Participate in staff performance evaluations to provide feedback and drive career discussions
Ensure adherence to department policies and procedures
Participate in management team meetings to inform staff of any policy changes, procedural updates, etc
Strong writing skills
Series 99, Series 7 is a plus
Clear understanding of banking rules and regulations
Strong detail and results oriented
Strong independent judgment
Strong Verbal and written communication
Strong Analytic skills
Must be self-motivated and able to work independently
High-level of proficiency in organizing, prioritizing, escalating and managing issues

Regional Director, Lending Operations Resume Examples & Samples

Credit Approval - This job has the credit authority to exercise lending limits to recommend and approve quality deals with discretionary limits
Drawdown Requests - The job has the authority over drawdown requests in determining adherence to the terms and conditions of the authorized credit
Coordinating - The job has authority to coordinate work and/or call people together to discuss/clarify issues. Can persuade people to change course and/or act in concert with one another
Information Access - The job has authority to access and utilize customer and financial information
Pricing - The job has pricing authority where delegated
2–5 years managerial leadership experience
7-10 years banking experience
Expert knowledge of BHPB processes & procedures, and interrelationships
In-depth knowledge of risk management parameters
Demonstrated ability to design, implement and manage projects
In-depth planning and organizing skills and ability to manage multiple priorities
Champions of a consultative approach and the development of integrated financial solutions
Expert credit skills as assessed by P&C/PCG Risk or regional Credit departments

Securities Lending Operations Manager Resume Examples & Samples

As part of the management team, assume responsibility for the Securities Lending Operational functions, encompassing all activities required to support the lending business, transaction processing & collateral management in accordance with the BlackRock approved credit schedule, as well as team performance measurement and transparency
Maintain appropriate procedures, controls & transparency of risk reporting to manage & mitigate risk i.e. reconciliations, recalls, fails management, corporate action event processing & restrictions
Become a subject matter expert and uphold a tight risk framework to protect Blackrock and its Clients by advocating and delivering an error-free working environment
Responsible for production resource management; ensuring sufficient trained resources are available, following best practice management, team building & coaching, holiday cover, recruitment & succession planning
Pro-actively utilize global resource analysis to contribute to the successful and timely delivery of all business initiatives while controlling and minimizing operational costs
Motivate & influence individuals to perform at the highest expected level, regular team & individual meetings, KTO setting & assessment, delegation of duties, recognition & reward for good performance, coaching & guidance where improvements identified. Provide, document & support clear training plans for team members
Inspire ownership amongst the team, drive initiatives to completion, empowering and delegating to best utilize resources and motivate people
Responsible for the day-to-day management of relationships with service providers i.e. Custodians, Borrowers & internal functional groups. Ensure appropriate structure & reporting exists to manage/monitor expected service levels, identify & partner to deliver optimum solutions for business growth & efficiency
As part of the management team, contribute & build effective working relationships with all parties (internal and external), including the Securities Lending product through regular communication & information sharing
Champion industry, global and local strategic initiatives, specifically ensuring optimum automation & connectivity between BlackRock & its partners
Champion the establishment and nurturing of a globally aligned product operations team
Develop a detailed understanding of global process & nuances
Develop expertise in local market practices through training, classes & outside reading and engagement, to ensure best of class service
Business maturity, seasoned leader
Strong evidence of thought-leadership
Demonstrable experience leading high performing teams & cultures
Experienced people manager – good with the “what” and “how”
Change management experience, not afraid to challenge the status quo
Ability to lead strong subject matter experts and strong personalities
Adept at developing credibility, trust and productive partnerships with team and key stakeholders, peers and partners
Experience setting objectives and creating accountability
Confident facing off with senior business leaders and global peers
Confident in unfamiliar environments & situations
Demonstrated ability to influence others, with or without technical knowledge
Strong team advocacy skills and disposition
Global (or at least remote) team experience
Risk aware and responsive
Service provider management & oversight experience
Exceptional written & verbal communication skills

Consumer Lending Operations Undewriter Resume Examples & Samples

Bachelors or equivalent work experience with a Mortgage Lender or Financial Institution
5+ years of underwriting experience required in retail loan products
Expert knowledge of lending/compliance regulations, underwriting guidelines and credit qualifications
Well-organized, energetic, self-starter with strong research and analytical skills
Excellent customer and customer service (written and oral) skills
Solid PC navigation skills including MS Office application such as Office, Excel, Word, etc

ML Correspondent Lending Operations Specialist Resume Examples & Samples

Key and verify the accuracy of individual loan data entered on the UniFi System. 4%
Prepare loan funding disbursement sheets completely and accurately. 2%
Perform the final detailed, accurate reverification of HMDA data input. 2%
Complete stage updating steps to ensure loans board the Servicing System timely. 2%
Prepare Broker loan closing packages for attorneys, including the Aggregate Escrow Disclosures and the final Truth-in-Lending Disclosures. 2%
Other duties as assigned. 2%
Perform the final detailed, accurate reverification of HMDA data input. 4%
Key and verify the accuracy of individual loan data entered on the UniFi System. 25%
Prepare loan funding disbursement sheets completely and accurately. 3%
Perform the final detailed, accurate reverification of HMDA data input. 6%
Complete stage updating steps to ensure loans board the Servicing System timely. 3%
Prepare Broker loan closing packages for attorneys, including the Aggregate Escrow Disclosures and the final Truth-in-Lending Disclosures. 5%
Key all escrow deposits on the Servicing System and set up escrow details. 5%
Other duties as assigned. 3%
High school graduate or equivalent education and related training
Accuracy
Six months mortgage loan processing or review experience

Lending Operations Specialist, Cyh Resume Examples & Samples

Handle complex customer inquiries and correspondence
Review/update procedures according to protocols, guidelines and methods established by Lending Services
The incumbent works under minimum to moderate supervision

Loan Administrator Business Lending Operations Resume Examples & Samples

Manage and monitor a complex portfolio of work representing a significant amount of risk
Ensure authorizations and approvals are obtained in accordance with policies and controls
Escalate all unresolved processing issues to the appropriate level, as per guidelines

Lending Operations, Analyst Resume Examples & Samples

Reviewing client collateral to provide loan recommendations to MS Bank
Data entry of client information into various loan systems
Excellent communication, organization and interpersonal skills
Knowledge of internal MS systems

Lending Operations Specialist, D Ok Resume Examples & Samples

Interpret legal and bank documents, analyze circumstances and document for action steps
Participate in special projects to include systems, acquisition or account research
Familiar with business terms
Associates’ degree

Loan Administrator Business Lending Operations Resume Examples & Samples

5 to 7 years of business purpose/commercial documentation experience handling complex transactions
Solid knowledge of area(s) of expertise and ability to perform business purpose lending activities, including but not limited to, order and review of required entity and collateral due diligence, preparation of loan documents, perfection of collateral and set-up of exception/ongoing monitoring requirements
Accurate data entry skills
Strong prioritization and organization skills

Business Lending Operations Manager Resume Examples & Samples

Advanced knowledge of the business unit’s transaction fulfillment procedures
Solid understanding of internal business partners’ business, services and organization
Strong problem-solving skills
Strong managerial leadership skills
Strong planning skills (finance, resource, tactical, input on strategy)
Strong influence management skills
Advanced written and oral communication skills

Lending Operations Specialist Resume Examples & Samples

Complete exception processing and research; resolve complex issues
Participate in process improvement initiatives
The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, automobile and recreational finance dealers and vendors/outside agencies
Proficiency with personal computers as well as pertinent spreadsheet and word processing software
Good customer service skills with the ability to use tact and diplomacy with internal and external contacts
Associates’ Degree

Lending Operations Specialist Resume Examples & Samples

Prepare legal documents for Business Banking and Commercial Banking transactions using automated document prep system
Order, track, and review due diligence reports including flood certifications, appraisals, environmental reports, UCC searches, property searches and business entity verifications
Meet turn time service level requirements
Minimum of 3 years’ proven bank, financial services and/or professional office operations experience
Previous experience with bank systems, including AFS, Hogan and Shaw
Knowledge of commercial loan documentation

Private Banking Lending Operations Analyst Resume Examples & Samples

Review client collateral accounts and confirm eligibility of the account and securities
Quality control review of loan documentation
Work in tandem with our partners in Compliance/AML to satisfy bank regulations and uphold the MS reputation
Safeguarding of pledged client assets and margin remediation (if necessary)
Loan Booking
Monitor and respond to servicing requests from Wealth Management branch offices
Participate in various testing initiatives and projects
Updating and maintaining department metrics

Lending Operations Specialist Resume Examples & Samples

Analyze and review all loan documentation for content and legal sufficiency to insure both collateral perfection and desired lien position is obtained, and is in compliance with the Bank’s credit policy, department and regulatory requirements
Setup document sets and collateral records for documentation received; and review open tasks to insure the applicable exceptions have been cited for missing or incomplete documentation in STOC (Systematic Tracking of Collateral)
Research document exceptions and identify exceptions to be cleared. Prepare responses to inquiries concerning the Document Exception report and exception status
Review legal searches such as UCC, real estate and Department of State to determine if the Borrowers status and bank security interest/position is appropriate
The position has internal interaction within the Center of Expertise (COE) or other Bank and departments/external attorneys
High School or equivalent (GED)

Lending Operations Closing Manager Resume Examples & Samples

7 to 10 years of related experience
4 to 6 years of management experience
Solid knowledge of standard desktop applications used by the business unit
Advanced understanding of internal business partners’ business, services and organization
Advanced managerial leadership skills
Advanced planning skills (re finance, resource, input on strategy)
Advanced influence management skills
Advanced conflict management/ resolution skills
Advanced change leadership skills

MBD Digital Consumer Lending Operations Policies & Procedures Analyst Resume Examples & Samples

Write, navigate approval, and deliver policies
Participate in weekly change approval board for the line of business to ensure high standards of change management
Provide change management services to the business, coordinating and communicating in order to speed change delivery
Three plus years working in technical writing for customer facing functions
Experience writing documentation for deposits and credit operations

MBD Digital Consumer Lending Operations Policies & Procedures VP Salt Lake City Resume Examples & Samples

Determine what Policies are required for lending governance environment
Work with process engineers to determine what Procedures and work-steps need to be written for customer-facing operations
Write, navigate approval, and deliver procedures for Sales, Fraud Prevention, Credit Operations, Service, Collections, and Recoveries
Design and lead weekly change approval board for the line of business to ensure high standards of change management
Provide version control and authorship of customer correspondence
Eight plus years working technical writing design and delivery for customer facing functions
Results and delivery orientation, as indicated by progressively larger documentation responsibilities
Experience in program management for Policies and Procedures standards
Two plus years managing other individual contributors in technical writing
Experience managing documentation for deposits and credit operations
Experience designing, developing, and delivering an online help tool

MBD Digital Consumer Lending Operations Service VP Salt Lake City Resume Examples & Samples

Set a strategy for enabling digital channels of choice with full online and mobile capability
Work with process engineers and product designers to develop an industry-leading service model
Work with leader of quality team to develop governance and control for all associate-delivered maintenance and monetary transactions
Work with broader operational leadership team to set team standards for talent and career path
Lead the business-as-usual delivery of service for existing customers
Establish systems to measure and improve customer satisfaction
Establish systems to measure and improve associate engagement
Lead complex problem resolution for customers, including managing the complaint program with trending and root cause analysis
Eight plus years leading customer operations
Experiencing driving development of online tools and adoption plans
Four plus years as a second level manager or higher with a team larger than 60 people
Four plus years call center operations management experience
Experience designing service models and measurement systems

ML Correspondent Lending Operations Specialist Resume Examples & Samples

Make decisions regarding pending/funding issues and provide support to other team members. 2%
Make decisions regarding pending/funding issues and provide support to other team members 2%
Make decisions regarding pending/funding issues and provide support to other team members. 4%
Other duties as assigned. 4%
Working knowledge of mortgage loan procedures and documents
Two years mortgage loan processing or review experience

MBD Digital Consumer Lending Operations Credit Resume Examples & Samples

Bachelor’s degree or equivalent military experience
Ability to adapt to and be flexible with constant change and wear multiple hats
Experience in a start-up environment

MBD Digital Consumer Lending Operations Collections Resume Examples & Samples

Bachelor’s degree or equivalent military experience with 12+ years customer service or sales experience, 6+ years experience in collections and/or recoveries
Proven interpersonal skills with a high level of energy/high sense of urgency
Strong commitment to providing excellent service to customers
Communicate information and ideas clearly, accurately, and on a professional level to management, customers and account services department employees – both in written and verbal format
Results oriented, organized, highly motivated and detail oriented
Exercises sound judgment at all times
Experience managing collections teams in a consumer lending environment
Experience in start-ups or new business initiatives
Experience designing and building digital user experiences
Experience designing workflows, organizations to support those workflow, and the incentive systems to get the most out of them

Correspondent Lending Operations Manager Resume Examples & Samples

Establish and maintain policies, procedures and methodology for due diligence activity associated with supporting the acquisition of mortgage loans in a correspondent channel
Implement efficient processes that adhere to best practices and maintain tight controls while conforming with all regulatory and compliance requirements
Provide exceptional customer experience to correspondent clients
Develop and maintain correspondent operations policies, procedures, and standards
Prepares analysis and reporting of key business processes, results and plans for senior management as needed
Responsible for overall staff performance which may include assigning and scheduling work, training, appraising performance, promotions/transfers, salary recommendations, and interviewing and hiring
Areas of responsibilities include
Minimum of 10 years general mortgage industry experience
Minimum of 5 year experience in an Operations role with managerial responsibilities
Preferably with a background in Correspondent Operations
Thorough knowledge of Mortgage origination practices, regulatory compliance requirements, and overall due diligence process associated with the purchase and transfer of mortgage loan assets
Ability to effectively manage a team of operational analysts
Excellent interpersonal skills, including verbal and written communication skills
Requires exceptional organizational skills and attention to detail
Proficient in the management of priorities and workflow
Adaptability to changing environment and business
Detailed orientated showing work commitment
Proficient with Microsoft Office (Excel, Word, PowerPoint and Access)
Ability to extract and work with large amounts of data and/or work with data warehouse tools preferred

Lending Operations Specialist Resume Examples & Samples

Responsible for the training of new and current team members
The incumbent works under minimal supervision
The position has internal interaction within the Center of Expertise (COE) or other Bank departments and business partners
Minimum five years’ work experience
Excellent PC skills with a solid knowledge of Microsoft Office
Decisiveness and good organizational skills
Strong interpersonal skills and demonstrated oral and written communication skills
Capable of interpreting legal, and policy guidelines
Ability to interact with both internal and external personnel using tact and diplomacy
Real Estate and Title Insurance experience
Familiarity with SBA products

Consumer Lending Operations Documentation Specialist Resume Examples & Samples

2 to 4 years previous banking experience required with Consumer Lending experience preferred-Loan documentation preparation knowledge is preferred
Working knowledge and ease of usage of standard office equipment (i.e. computers, phone systems, fax machines, copy machines, printers, etc.)
Time management, organization, attention to detail and multi -tasking skills

Head of Consumer Lending Operations Resume Examples & Samples

7-10 years’ experience in leading Consumer Lending teams
Bachelor’s Degree required with preferred discipline being business or finance
Excellent written and verbal communication skills including presentation skills
In-depth knowledge in consumer lending processes, practices and policies
Strong interpersonal skills and ability to deal effectively with all business partners – internal and external
Solid proven leadership and managerial capabilities
Effective Change Leader- demonstrated ability to proactively manage opportunities and act as advocate for the business
Energetic team player to interact constructively with regulatory agencies at all levels of the organization
Solid planning and organizational skills- ability to manage multiple priorities
Knowledge of and ability to execute Risk Management practices and strategies

Lending Operations Specialist Resume Examples & Samples

Minimum of 5 years’ proven bank, financial services and/or professional office operations experience
Strong problem-solving and mathematical skills
Proven interpersonal and verbal and written communication skills
Proven decision-making and organizational skills
Good customer service skills with ability to use tact and diplomacy with internal and external contacts
Capable of interpreting legal, investor and policy guidelines
Proficiency with pertinent database software

MBD Digital Consumer Lending Operations Process Resume Examples & Samples

10+ years of Consulting or Operations leadership experience
Proven skills as a change agent, building and leading teams that deliver for revenue operations
Working knowledge of process engineering, risk monitoring and WFM
Excellent writing, communication and leadership skills
15+ years change management experience with a proven track record of managing teams in successful and large-scale change management initiatives at a financial services company Experience in a consumer lending environment
Experience at a top financial services or management consulting firm leading change management initiatives
Six Sigma black belt certification
Project Management industry certification such as PMP, RMA, LEAN/Six Sigma

MBD Digital Consumer Lending Operations Service Manager Resume Examples & Samples

Two plus years sales, service or collections experience
Customer service management experience
Experience in a consumer lending environment

MBD Digital Consumer Lending Operations Collections Manager Resume Examples & Samples

Bachelor's degree or equivalent military experience
Strong understanding of customer service experience
Five plus years of experience in the financial services industry, three plus years in collections

MBD Digital Consumer Lending Operations Collections VP Salt Lake City Resume Examples & Samples

Set a strategy for enabling digital channels of choice with full online and mobile capability for collections and recoveries
Work with process engineers and product designers to develop an industry-leading collections model
Own the processes for dialer, manual, first party, third party, and special situations collections
Own the processes for bankruptcy stay, proof of claim, cease and desist, attorney representation, settlement, hardship, debt management, deceased, charge-offs, recoveries, etc
Develop job descriptions, sourcing/recruiting/screening/hiring/training strategy
Hire the initial team and get a business-as-usual flow of talent established
Work with leader of quality team to develop governance and control for all associate-delivered transactions
Lead the business-as-usual delivery of loss mitigation services for existing customers
Twelve plus years professional experience
Six plus years leading collections strategy, analytics, or teams
Experience driving development of online tools and adoption plans
Experience in managing a network of vendors to provide customer services
Experience designing collections processes/or technologies
Experience in a regulated and audited service environment

MBD Digital Consumer Lending Operations Service Manager Resume Examples & Samples

Bachelor?s degree in accounting, related field or equivalent military experience
Two-plus years? relevant experience
Knowledge of payments, financial accounting, and information systems
Four-plus years financial services experience

Lending Operations Specialist Resume Examples & Samples

Perform quality control reviews and audits of work performed by the Escrow Analysis and Tax unit and related vendors
Assist with the gathering, supplying and presenting of monthly work volumes and performance metrics to internal business partners
Assist with the annual procedure and flow chart review. Work to update according to the protocols, guidelines and methods established by Retail Lending Services
Perform exception processing and research, resolution of complex issues. Handle complex customer inquiries and escalations
Interpret loan origination documents, analyze circumstances and document for action items necessary to resolve
Participate in process improvement initiatives (LEAP)
Understand and adhere to the Company's regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management
The incumbent works under minimum supervision
The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, investors, customers and vendors/outside agencies
High School or equivalent (GED) and a minimum of 3 years’ proven bank, financial services
And/or professional office operations experience
Advanced skills with Microsoft Excel and Word applications
Proven problem-solving, organizational and mathematical skills
Excellent customer service skills with the ability to use tact and diplomacy with both internal and external contacts
Experience with Black Knight mortgage servicing system
Origination or residential mortgage experience
Escrow Analysis and/or Tax experience

Lending Operations Specialist Resume Examples & Samples

Associates Degree or in lieu of degree, 2 years of professional work experience
A minimum of 3 years of experience in operations, banking or office experience
Strong computer skills for accessing bank systems
Proficiency in Windows and MS Word
Bachelor Degree or Paralegal Degree
2 years experience with commercial loan documentation
Working knowledge of commercial loan products

Agency Securities Lending, Operations Analyst Resume Examples & Samples

Responsible for ensuring the timeliness and completeness of the team’s daily, weekly, monthly processes and deliverables
Provides transaction settlement for our Agency Securities Lending Clients
Ability to work in fast paced environment, keep pace with technical innovation and maintain a broad understanding of the GTO offering
Open minded, able to share information, transfer knowledge and expertise to others

Senior Manager, Lending Operations Resume Examples & Samples

2 – 5 years managerial leadership experience
Undergraduate University Degree or equivalent
7 - 10 years banking experience
Expert knowledge of BPB processes & procedures, and interrelationships
In-depth knowledge of technical aspects of BMO products and services
Working knowledge of personal and commercial non-credit products
Ability to manage risk in a complex cross-functional environment
Expert communication and relationship development skills
Expert impact and influence skills
Personal and commercial discretionary limits (commercial in-depth qualification)

Lending Operations Specialist Resume Examples & Samples

Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Lending Services
Responsible for technical training of less experienced team members
Complete special projects as assigned by management
Interpret legal and bank documents for internal processing through analysis of circumstances and documents; recommend action steps to management
Recommend action regarding specialized functions based upon Bank or Investor guidelines
High School or equivalent (GED) and a minimum of 5 years’ proven bank, financial services and/or professional office operations experience

Lending Operations Specialist Resume Examples & Samples

Create and maintain procedures documentation adhering to protocols, guidelines and methods established by Banking Services
The position has internal interaction within the Center of Expertise (COE) or other Bank departments, external financial institutions, and offshore resources
Previous mortgage experience highly preferred
Previous ARM experience highly preferred
Proficiency with MSP and/or Passport

MBD Digital Consumer Lending Operations Resume Examples & Samples

Sales, service or collections experience
Strong understanding of customer service delivery
Must be self-directed, detail oriented, driven, able to work independently in a team-oriented and fast paced environment

Lending Operations Specialit Resume Examples & Samples

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, and vendors/outside agencies
Proven problem-solving and mathematical skills
Proven organizational skills
Proven strong customer service skills in a call-center environment

MBD Digital Consumer Lending Operations Resume Examples & Samples

Two-plus years of experience in a QA / QC role at a financial institution
Results and delivery orientation, as indicated by progressively larger management responsibilities
Excellent interpersonal, organizational, verbal and written communication skills
Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)

MBD Digital Consumer Lending Operations Resume Examples & Samples

Seven-plus years of experience in a QA / QC role at a financial institution
Two-plus years of management experience
Bachelor’s degree in finance or a related field or equivalent military experience
Experience driving organizational change in a dynamic environment
Knowledge of consumer banking including regulations, compliance, policies, process and procedures
Experience in ORM and executing compliance methods

MBD Digital Consumer Lending Operations Resume Examples & Samples

One to two years of contact center experience
Computer efficiency: strong PC skills with basic knowledge of Microsoft Office applications
Excellent interpersonal, communication, organizational and problem solving skills are required

MBD Digital Consumer Lending Operations Resume Examples & Samples

Demonstrated financial and analytical skills
Ability to interpret data to develop action plans to improve business processes
Strong PC skills required (Excel, Access, PowerPoint, Word) – ability to learn new tools
Experience in a with metrics and reporting at a financial services company

Lending Operations Closing Manager Resume Examples & Samples

Establish and maintain managerial practices (e.g., creating a collaborative environment) that build a high performance
Develop, implement, review and recommend revisions to the business unit’s twelve- to eighteen-month business plan,
Manage costs to a favourable trend with no adverse impact on quality, customers or employees, utilizing strong working
Ensure business unit procedures/ standards are documented, reviewed regularly and updated as needed to prevent

Lending Operations Specialist Resume Examples & Samples

The position has internal interaction within the Center of Excellence (COE), other Bank departments, and external vendors/financial institutions
Proficiency with Microsoft Excel and Microsoft Word
Previous Mortgage experience highly preferred

Lending Operations Specialist Resume Examples & Samples

Handle complex customer inquiries and correspondence. Resolve complex issues
Review/update procedures according to protocols, guidelines and methods established by Banking Services
Excellent customer service skills with the ability to use tact and diplomacy with internal and external contacts
3-5 years proven customer service excellence
Notary public

Lending Operations Specialist Resume Examples & Samples

Create and maintain procedures documentation adhering to the protocols, guidelines and method established by Lending Services
Responsible for the technical training of new and current team members
Complete special projects as assigned by Lending Services Management team
Participate in project, process improvement initiatives
Recommend action regarding specialized functions based upon M&T Bank
Works under minimal supervision and exercises reasonable judgment in performing duties
Works with internal contacts within department or other M&T departments
External contacts attorneys, vendors and tax agencies
Research and resolve complex issues
Interact with vendors in support of procedural questions and issues
Acts as a backup during high volume, vacations, absences, etc
Perform other duties as assigned by management
A minimum of five years proven bank, financial services and/or professional office operations experience
Familiar with Real Estate and Escrow Processing
Escrow processing including tax payments, tax monitoring and escrow analysis
Real Estate processing including collateral and appraisals
AFS knowledge

Loan Services Lending Operations Specialist Resume Examples & Samples

Demonstrate a working knowledge of the loan accounting system
Key and verify credit account information including new loans, loan modifications, deferrals and maintenance
Key and balance monetary transactions such as payment reversals, payoff checks, accrual adjustments and fee waivers
Mitigate risk of financial loss by researching and resolving rejected items in a timely manner
Research credit disputes by responding to credit bureaus and Community Bank within Fair Credit Reporting Act and Federal Trade Commission compliance regulations
Provide support to lending personnel and work directly with other financial institutions to process and research participated and syndicated commercial loans
Work on departmental reports with varying frequencies to ensure compliance and mitigate risk
Research and resolve escalated client issues
Perform account research and analysis (e.g. account payment analysis) and prepare loan amortization schedules
Reconcile debit/credit transactions as they apply to commercial and retail credits
Possess an understanding of the global lending process from start to finish, including loan terms, attributes and system functionality for the supported lending products
Reconcile or balance general ledger information daily account transactions
Read and interpret credit documents and translate data into loan accounting system
Perform complicated credit disbursement requests by reviewing and validating funding stipulations
Mitigate risk associated with securities lending by ensuring that securities are pledged as collateral before disbursing loan proceeds
Mitigate risk associated with government guaranteed credits by reconciling and preparing monthly reports for Colson
Associate’s degree in Business or related field, or equivalent education and related training
Two years of banking or operations experience
Working knowledge of banking regulations, policies, compliance and procedures
Ability to communicate effectively across multiple levels of lending personnel, including strong written and verbal communication skills
Detail-oriented with excellent follow-up skills
Strong time management skills, problem solving and organization skills
Aptitude to read and interpret complex loan documents, including attorney prepared legal documents
Ability to grasp general accounting and financial concepts
Self-starter with the ability to work independently
Sound decision making skills that demonstrate flexibility and resourcefulness
Ability to work non-standard hours, including overtime as needed
Three years of loan-specific operations experience
Ability to identify, analyze, and organize information logically and draw sound conclusions
Working knowledge of the Shaw Retail Loan Systems (SHAW), Commercial Loan System, Automated Financial Systems (AFS), Construction Loan Control System (CLCS), Advanced Commercial Banking System (ACBS), Workflow Tools, Client Information File (CIF), and General Ledger (GL) Ticketing
Experience with Fair Credit Reporting and Service-members Civil Relief Act

MBD Digital Consumer Lending Operations Credit Manager Resume Examples & Samples

Bachelor?s degree or equivalent military experience
Competitive spirit and ability to lead and motivate teams
5+ years of experience in a consumer lending environment
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet. � The Goldman Sachs Group, Inc., 2015. All rights reserved

Credit Card Lending Operations Resume Examples & Samples

Answer customer phone calls, resolving questions and processing credit requests on new applications
Customer contact center experience preferred
Minimum of 3 years of lending experience required, consumer and business credit card lending preferred
Highly skilled in underwriting with a solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending
Strong analytical skills and the ability to efficiently make sound decisions based on analysis
Takes initiative, adjusts quickly to change, and takes responsibility for results
Motivated to deliver great customer experiences, maintaining a positive attitude in challenging situations by offering customers alternative solutions and enhanced products
Effective verbal and written communication with customers and colleagues
Engages in interactive dialogue with customers using active listening
Comfortable with conducting research when needed to ensure sound decisions
Careful compliance with all regulatory and department practices and procedures
Familiar with navigating multiple browsers, tabs, and windows, and instant messenger tools

Manager, Wholesale Lending Operations Resume Examples & Samples

Control lending fees collection
Act as a key reference and escalation point for all team matters impacting the business
Identify key stakeholders, build, develop and manage the relationships
Drive initiatives across the business to improve process and enhance customer experience
Take responsibility for keeping the team informed on policy, procedural, operational, and training issues
Lead a team of people and ensure that they are motivated towards achieving overall team and business objectives
Provide team members with individual performance feedback, ensure development plans are in place for team, and provide career guidance, coaching and mentoring
Adhere to risk and compliance framework & policy
Ensure minimisation of department risk and exposures
Drive action plans to remedy any issues arising from internal control, audit or compliance/regulatory reviews
Accountable for some regulatory and management reports
Manage budget and cost saving initiatives
Very good knowledge of credit admin functions (loan and security documentation & lending system processing) including business product knowledge
Strong understanding of risk management and practices in operations
High level of communication skills
Strong people leadership/management skills
Strong customer focus and stakeholder engagement & management
Strong understanding of regulatory and management reporting

Credit Card Lending Operations Resume Examples & Samples

Make sound judgmental credit decisions based on departmental procedures/guidelines, using our lending philosophy, and within your lending authority
Meet or exceed all departmental productivity and quality standards
Provide customers and Chase colleagues with a great experience by anticipating their needs, showing empathy, and ensuring their concerns are quickly resolved
Provide feedback to your manager and by using internal feedback tools about issues, policies, and feedback you hear from customers
Minimum of 3 years consumer and/or business lending experience required, credit card lending preferred
Solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending
Superior oral and written communication skills required
Must be comfortable working in an environment with 100% phone-based customer interaction; prior customer contact center experience preferred
Open to change, ability to quickly learn new processes
Self-motivated, takes initiative and responsibility for results
Passionate about delivering great customer experiences, maintaining a positive attitude in challenging situations by offering customers alternative solutions
Tech savvy, comfortable with working with Microsoft Office applications
Bachelor's degree preferred (Business, Finance, or Accounting majors are a plus)
Approach customer situations logically and with good judgment to ensure appropriate outcomes for customers and the company

Mortgage Lending Correspondent Lending Operations Specialist Resume Examples & Samples

Pull Sentinel Report to validate annual percentage rate (APR) disclosed by the Correspondent and clear items of concern that display “red ink” (indicate loan did not pass APR test)
Cross-train to help with preliminary file review as volume dictates
Perform manual checks of all Debarment Lists (e.g. Freddie Mac, HUD Limited Denials of Participation, BB&T (suspicious activity))
Notate files to be pended before forwarding file to pender
Cross-train as back-up support for data entry function as volume dictates
Continue to re-pend files for QM/Compliance group and Credit group if items received are not sufficient to clear pended items
Cross-train as back-up support for preliminary file review function as volume dictates
Communicate to Correspondent prior to funding of escrow items due and payable by them prior to funding
Determine loan’s ability to be bought down, calculate payment, due date, principal balance and escrow balance to be purchased
Complete the HMDA Checklist and save for audit purposes
Determine if loan is pended over seven days, calculate pended loan penalty and adjust loan price
Perform final check to ensure data verify report was pulled and cleared, Sentinel Report was pulled and cleared, QM tests were performed and indicated as passed in UNIFI, and Debarment Lists were checked and cleared
Initialize fees and ensure Sentinel Report is correct and interest due to/from Correspondent calculated correctly
Wire funds to Correspondent for loan purchase in the WPI wire system and upload supporting documentation into wire system portal
Cross-train as back-up support for preliminary file review and data entry functions as volume dictates
Demonstrated accuracy in work performed
Ability to work overtime as needed
Six months of mortgage loan processing or review experience

Home Lending Operations Specialist Resume Examples & Samples

Responsible for providing operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives
Responsible for delivering excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance
Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience
Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities. Keep up to date on regulation and policy changes. Follow all Bank policies and procedures, compliance regulations, and complete and stay up to date on all required annual or job-specific training
Assist with coaching, mentoring, or training others; teach coursework as a Subject Matter Expert or acting as a resource for other Home Lending associates as needed. Research and respond to questions and issues
Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed
Identify opportunities for continuous improvement
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Follows all Bank policies and procedures and compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."

Director, Lending Operations Resume Examples & Samples

Strong interpersonal and demonstrated team-building and coaching skills, proven teamwork and collaboration
Demonstrated analytical and problem solving skills; ability to apply sound judgment and make effective decisions
Proven ability to organize and prioritize; demonstrated success in multitasking and managing multiple, competing priorities
Experience with project management methodology
Strong ability to communicate at all levels with clarity and precision, both written and verbal
Ability to adapt in a changing work environment
Demonstrated team leadership skills; including the ability to lead, coach and develop others
Advanced technical/computer skills, including MS Word, Excel, PowerPoint, SharePoint, etc
Manage operational activities directed at B2B and B2B customers that achieve cost, quality and customer experience targets
Sponsor and provides oversight to projects designed to improve organization effectiveness and business outcomes
Analyzes key process and business reports to identify, implement or recommend process improvements and operations projects
Manages the following critical success metrics for the teams, as appropriate

Home Lending Operations Specialist Resume Examples & Samples

High School Diploma or GED, required
3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience
Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field
Basic understanding of regulatory requirements or ability to understand and comply with regulatory requirements
Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research
Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences
Possess strong organizational and analytical skills
Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines
Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy

Head of Lending Operations Resume Examples & Samples

Accountable for the end to end process of Lending Operations unit both onshore and offshore
Set strategy, direction and objective for the teams, aligned to current business themes and drivers
Responsible to provide senior leadership across India and UK and right level of representation at global decision making forums
Drive the change agenda which includes moving 150+ roles to India that will cover the complex Libor and Base rate Lending business
Libor Lending
Responsilble for £43BN balance sheet that supports a £1Bn revenue line for the Bank
This role will further strengthen Services support for multiple divisions (C&IB, C&PB, Ulster)
Base Lending
Responsible for £14BN balance sheet that supports a £300m revenue line for the Bank
Responsible for the transition of work from the front office
Demonstrate Deep technical subject matter expertise of lending systems, platforms, processes that are critical in meeting the external regulations and delivering the income targets for the different functions
Create an environment where people are developed to achieve their highest potential
Maintaining appropriate Risk management through robust control governance and frameworks
Drive disciplined cost management and a culture of cost consciousness and operational excellence
Motivate and performance drive teams to deliver against business objectives. Focus teams around appropriate service levels that demonstrate delivering value for customers
Set the tone from the top by promoting client focus throughout the strategy , communications and client engagement
Masters Degree in Management and / or 15+ years of experience
Strong knowledge of the Global Banking and Financial Services Industry, and deep domain expertise in Lending Operations
Have excellent leadership qualities with the proven ability to lead, manage coach and build a high performing Operations teams
Knowledge of the Bank’s Vision, Strategy, Organisational Structure
Deep understanding of operational processes and settlements including Operational risk management , control environments, banking regfulatory and legal requirements
Reasonably good understanding of the global economy, policies, trends etc
Proven ability to build , maintain and enhance relationships at all levels. Excellent communicator at all levels with good presentation and negotiation skills

Mortgage Lending Correspondent Lending Operations Specialist Resume Examples & Samples

Pull a Sentinel Report to validate annual percentage rate (APR) disclosed by the Correspondent and clear any items of concern that display “red ink” (indicate loan did not pass APR test)
Cross-train to help with the preliminary file review as volume dictates
Make decisions regarding pending issues and provide support to other team members
Determine loan’s ability to be bought down and calculate payment, due date, principal balance and escrow balance to be purchased
Complete the HMDA checklist and save for audit purposes
Determine if loan is pended over seven days and calculate pended loan penalty and adjust loan price
Provide back-up support for wire approvals
Make decisions regarding pending/funding issues and provide support to other team members
Two years of mortgage loan processing experience
Working knowledge of mortgage loan procedures and documents
Four years of mortgage loan processing or review experience

Securities Lending Operations Analyst Resume Examples & Samples

Ensure appropriate collateral is agreed and transacted with counterparties on a daily basis. Calculate haircuts, concentration levels, ensure compliance with internal and client guidelines, and provide reporting to auditors, management and clients
Oversee and manage internal and external service provider relationships – ensure successful delivery of contracted services, proactively address and resolve issues, create and adapt service level standards and agreements to meet the evolving needs of the business
Develop and maintain close relationships and partnerships with Securities Lending and other BlackRock colleagues (traders, product managers, technology teams, etc.), as well as with external service providers, partners and counterparties
Support the continued evolution of the Securities Lending technology platform and global process model. Participate in projects as they relate to broader business product and system development, as well as process re-design and improvement
Bachelor’s degree required or relevant work experience. Master’s degree or other certifications/achievements desirable
Strong demonstrated aptitude and interest in finance required. Demonstrable experience in the financial industry a plus
Self-motivated, confident and proactive problem solver

Lending Operations Specialsit Resume Examples & Samples

Prepare legal documents for Business Banking, Commercial Banking, and Private Banking transactions using automated document prep system, and outside counsel’s documents
Analyze loan approvals and ensure all documentation adheres to credit policy and regulatory requirements
Prepare instructional memos to assist Relationship Managers in successfully closing loans
High School or equivalent (GED) and a minimum of 3 years’ proven bank, financial services and/or professional office operations experience
Demonstrated verbal and written communication skills

Global Securities Lending Operations Resume Examples & Samples

Ensuring all new borrows and loans have been collateralized in a timely manner to expedite stock settlements
Liaise with clients to reduce collateral exposure on settled returns
Work with the repo team to manage street facing non-cash exposure
Balancing Global1�DTC EOD activity
Processing any fed wires and related journal entries
3 month contract

Manager, Lending Operations Resume Examples & Samples

Strong knowledge of FATCA/CRS and KYC compliance
Delivers strong results
Has sound judgement
Highly motivated and committed

GS Bank Digital Consumer Lending Operations Credit Manager Resume Examples & Samples

Five plus years in an operational role with increasing management responsibility and ownership to drive customer satisfaction
Passion for delivering a great customer experience at scale
Strong communication skills and ability to empathize with customers
Impeccable judgment and comfort with ambiguity

Consumer Lending Operations Documentation Resume Examples & Samples

University or undergraduate degree, or equivalent work experience
3 to 5 years previous banking experience required with Consumer Lending experience preferred
Intermediate knowledge of required loan documentation i.e. Appraisals, title products, flood certifications, trusts, car titles, bills of sale, etc
Working knowledge of MS Word and Excel required
Time management, organization, attention to detail and multi-tasking skills

Analyst Securities Lending Operations Analyst Resume Examples & Samples

Approval of daily LAMS marks in DTC
Daily return processing across platforms
Review borrow /loan excess report
Process dividend , corporate action adjustments
Coordinate funding with Cashiering
Daily Monitoring DTC activity
Daily monitoring of Loaned for DK’s, exceptions and unmatched items
Process rate changes per the desk instructions
Communicate with the desk on Tri party balances
Confirm and send bond prices to the external counterparties
Daily balancing of DTCC to Loanet for multiple PBI platforms
Daily monitoring and resolution of contract compare breaks
Confirm and send MTM’s with external counterparties
Monitor and complete daily Contract consolidation, pair offs and reversal of free drops
Monitor non 204 buy ins and potential buy ins ( process returns when necessary )
Ensure all deficits are being addressed and resolved
Process and monitor all incoming recalls and report back to sales desk
Process and Monitor AQS for recalled items
Process daily returns across platforms
At least 2 to 3 years of experience in stock loan operations or a similar settlement or funding operations environment
Ability to work as part of a team in a fast paced operations environment
Knowledge of DTC settlements and balancing
Detailed knowledge of Loanet
Experience using Broadridge BPS

Lending Operations Specialist Resume Examples & Samples

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
The position has internal interaction within the Center of Expertise (COE) or other Bank departments/external attorneys, customers, automobile and recreational finance dealers and vendors/outside agencies. BASIC QUALIFICATIONS REQUIRED
Good customer service skills with the ability to use tact and diplomacy with internal and external contacts IDEAL QUALIFICATIONS PREFERRED
Notary public (as required by department needs) About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today at www.mtb.com/careers!

Securities Lending Operations Analyst Resume Examples & Samples

Possess strong analytical and problem solving skills, excellent relationship management skills, ability to work independently, and strong attention to detail
Undergraduate degree (accounting, finance or economics preferred), or equivalent combination of training and experience
Minimum two years of relevant business experience (accounting or finance related experience preferred)
Ability to multi-task and to work in a fast-paced environment
Demonstrated financial, security market and fund operations knowledge
Strong PC skills, proficiency in MS Excel and MS Access
Ability to work independently and manage time effectively
A commitment to strengthening communities by donating time, talent, and treasure

Home Lending Operations Analyst Resume Examples & Samples

Required: Vocation or Technical Training
3 years relevant mortgage lending and/or operations experience
Knowledge of Mortgage Lending and various Mortgage Lending related software
Experience in operations, policy or procedure development and working with various loan origination systems
Possess Good communication skills, verbal and written
Proficient in the use of office software applications such as Word, Excel, Adobe, Power Point, etc
Possess Strong business operational abilities including analytical and problem solving skills
Ability to work effectively in a team environment and with individuals at various levels across company lines

Lending Operations Specialist Resume Examples & Samples

Minimum five year’s work experience
Paralegal experience preferred
Real Estate and Title Insurance experience preferred
Familiarity with SBA products preferred

Home Lending Operations Specialist Resume Examples & Samples

Provide operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives. Assist with coaching, mentoring, or training others; teach coursework as a Subject Matter Expert or act as a resource for other Home Lending associates as needed. Research and respond to questions and issues. Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed. Identify opportunities for continuous improvement. Deliver excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance. Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience. Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities
Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keep up to date on regulation changes. Follow all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words. Take personal initiative and is a positive example for others to emulate. Embrace our vision to become "The World's Greatest Bank." May perform other duties as assigned
High School Diploma or GED, required. Demonstrate strong verbal, written communication and personal interaction skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Ability to make presentations to small groups and large audiences. 3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience. Knowledge of mortgage loan documents and title, escrow, and general mortgage flow and functions or related banking or financial field. Basic understanding of regulatory requirements or ability to understand and comply with regulatory requirements. Possess strong reading comprehension skills and the ability to conduct research and make sound judgments and recommendations based on research. Possess strong organizational and analytical skills. Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines. Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy

Manager, Lending Operations Resume Examples & Samples

Minimum four years Financial Institution experience with at least two years in a lending role such as commercial lender, credit officer or loan administrator
Strong understanding of lending, including lending policy and procedures
Intermediate level knowledge of banking systems, products and services; prior experience with a loan origination system would be an asset
Basic working knowledge of Microsoft Office applications
Working within deadline requirements
Working under time pressure
Completing tasks with minimal supervision
Prioritizing and effectively handling multiple tasks
Working remotely with Branch lending staff to troubleshoot problems
Exhibiting a sense of urgency when dealing with client partner or system issues
A collaborative work style
Strong analytical skills and problem solving capabilities
Ability to build strong working relationships with client partners
Expert attention to detail
Maintain a strong line of communication with Lending Operations’ stakeholders
Demonstrate and expert level of understanding and working knowledge of programs, policies and processes
Provide system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
Design, develop and sign-off on new functionality, testing plans, system documentation and procedure manuals
Participate in future phases of WAVE project including but not limited to reporting, service pack and version upgrades of the software, system enhancements, etc
Act as the Snr Mgr, Lending Operations in their absence
Strive to ensure a high level of engagement and commitment exists within the team
Support team members through encouragement and coaching; provide coaching and training to new team members
Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
Ensure CWB’s Strategic Plan is effectively communicated to the team and new team members
Represent the Operations department by actively participating in branch/department/bank meetings and supported events
Prepare and regularly review personal annual goals and career development plan with manager/supervisor
Prepare and regularly review annual goals and career development plan with direct reports

Securities Lending Operations Resume Examples & Samples

Manage and ensure timely loan and return settlement in all markets, and resolve related issues daily
Ensure appropriate collateral is agreed and transacted with counterparties on a daily basis. Calculate margin requirements to ensure compliance with internal and client guidelines, and provide reporting to auditors, management and clients
Ensure sufficiency management is reviewed with appropriate actions taken to mitigate securities lending risks to client investment portfolios
Follow established procedures and perform appropriate controls (including cash, security and collateral reconciliations), while exercising good judgment in managing risk and following escalation procedures
Develop and maintain close relationships and partnerships with Securities Lending and other BlackRock colleagues (traders, product managers, technology teams, etc.), as well as with external service providers, custodians and counterparties
Develop expertise in local market practices through experience, training, classes and outside research, to ensure best of class service
Bachelor’s degree required. Masters degree or other certifications/achievements desirable
Strong demonstrated aptitude and interest in finance required. 3-5 years experience in the financial industry a plus
Highly risk aware and demonstrated ability to multi-task and make appropriate decisions under rigid deadlines, while adhering to established procedures and escalation/risk mitigation measures
Self-motivated, confident and proactive problem solver. Positive, “can-do” attitude and willingness to stretch self outside comfort zone and grow

Home Lending Operations Specialist Resume Examples & Samples

Provide operational support to HL departments as assigned in accordance and in compliance with Bank, investor, and regulatory policies, procedures, and guidance. Perform duties in alignment with these philosophies and directives
Research and respond to questions and issues. Assist with work flow coordination, tracking, reporting, quality assurance, compliant, file review, the review of the work of others for accuracy and compliance, and/or the review of documents for Bank, investor, or regulatory compliance and salability as needed. Identify opportunities for continuous improvement. Deliver excellent data integrity and accuracy while maintaining service level agreements and regulatory compliance. Partner and collaborate with all HL associates to ensure open communication, timely responses, expedient and accurate documentation gathering and review, and a superior customer experience. Responsible for compliance with all bank regulations for assigned job function and applying to designated job responsibilities
Assist with coaching, mentoring, or training others; teaching coursework in hourly and multiple day long sessions as a Subject Matter Expert, may give presentations to large audiences. Act as a resource for other Home Lending associates as needed
Strong verbal, written communication and personal interaction skills is essential, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
Ability to train and lead group class environments and present to large audiences
3-5 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience such as Post Closing etc
Proficient with personal computer and related software packages, including MS Office Word, Excel, PowerPoint, and Outlook, and LOS, and other business machines. Proficient with data entry and possess that ability to balance production standards with data integrity and accuracy

Lending Operations Specialist Resume Examples & Samples

Provide quality customer service to customers. This includes responding to customer inquiries, troubleshooting and resolving issues, follow-up both by telephone and email, and internal service events
Must possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high volume environment
Cross train within multiple areas of operations
1-3 years of banking experience or experience with banking or accounting systems preferred
Need to maintain a high degree of accuracy while performing repetitive data entry/transaction processing

Head of Lending Operations Resume Examples & Samples

Commercial acumen – the ability to assimilate and analyse complex information from disparate sourcing and provide sound, well-reasoned decisions and business plans that contribute to departments strategies and tactics
Manages performance – the ability to translate strategic priorities into operational reality through managing team performance, aligning communication, accountabilities, resource capabilities, internal processes, and ongoing measurement system to ensure that the priorities yield measurable and sustainable results
Extensive experience (>10 years) working in a leadership position, preferably in Banking, or within a customer-focused industry, e.g. Banking and Finance, Insurance, Retail
Understanding of competitors’ propositions and industry trends, as they relate to the banking environment
Relevant tertiary and/or industry experience

Home Lending Operations Specialist Resume Examples & Samples

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
Takes personal initiative and is a positive example for others to emulate
1-3 years of mortgage lending, processing, underwriting, funding, title, escrow or related field experience

Assistant VP-domestic Securities Lending Operations Resume Examples & Samples

Perform all daily settlement tasks
This includes, but is not limited to settlement of stock loan and borrows transactions, mark to the markets, contract compare, corporate action adjustments, end of day balancing BONY, DTC and OCC related to Borrow/Loans and daily reconciliations
Monitoring & resolution of breaks and suspense items
Internal reporting of transaction breaks, funding requirements and KPI’s
Daily balancing of DTCC to LoaNet for multiple PBI platforms
Process and escalation of 204 buy in by open of the market
Send daily CNS hard to borrow needs to 2154 to sales desk and recall in Falcon
Process daily reconciliation of recalls across all platforms
Responsibilities Cont’d
Customer support
Systems input and processing
At least 5 years’ experience in Domestic Securities Lending or Settlements Operations
Bachelors from accredited university
Adequate understanding of operational processes and risks and the ability to escalate concerns
Fundamental understanding of securities industry as it relates to the following
Domestic settlement and securities lending practices
LoaNet
DTC
Equilend
Pirum
Broadridge BPS
Detailed knowledge of Domestic Securities Lending
Experience using Equilend or Pirum
Experiences in both cash and non-cash securities lending settlements and mark to market
Not Applicable

Securities Lending Operations Resume Examples & Samples

Coordination and oversight of Business Operations Securities Lending accounting and billing to ensure timely settlement of billing within established policies and market convention Prepare rebate and fee statements and settle with counter-parties
College degree (BS/BA) preferably in Finance/Accounting/Business
Systematic thinking, efficiency, attention to detail, quality control, and striving for constant improvement
Strong time management skills with the ability to multi-task and prioritize own work
Knowledge of the financial services industry preferred

Manager, Lending Operations Resume Examples & Samples

Understand Lending Operation’s stakeholders’ process requirements by obtaining feedback, identifying common challenges and process gaps
Provide direction/guidance to ensure that stakeholder requirements are being met by taking full advantage of existing and future lending system (WAVE) capabilities
Drive Corporate departments to document/prepare their roadmaps and determine their impact on the Lending process and the Lending Operations team
Provide Tier 3 system support to users in branches and corporate office departments through regular correspondence via phone/email and meetings
Actively participate in the lending focused inter-departmental committees
Provide direction/guidance to Information Services Release Management team to ensure release processes are followed and communicated, documentation is completed and change management practices are adhered to
Ensure the defect and enhancement processes are being properly administered and managed from a Lending Operations point of view, and that all parties are being engaged at the correct time
Provide Lending Operations subject matter expertise in defect meetings with external vendors
Supervise Management Associates (when assigned to Lending Operations) and oversee/update the training portion of their program as required
Assist Human Resources with the development of role specific Lending Training for new and existing hires to the bank. Assist with presenting training seminars as required
Six years Financial Institution experience with at least four years in a lending role such as loan administrator, credit officer or retail lending
Previous management experience would be beneficial

Lending Operations Resume Examples & Samples

Transaction funding and management of deal cash flow
Preparing, processing and maintaining legal and transaction documents
Identifying and mitigating interest rate and foreign exchange risks
Identifying and addressing operational risks in the management of transactions
Operational analysis of new/proposed transactions and implementation of appropriate procedures for effective day to day management
Provide timely and accurate advice to senior management on key facility events and processes
Submitting Know Your Customer (KYC) requests to the Onboarding Team
Liaising with external stakeholders
Strong numerical skills with Intermediate to Advanced Excel skills
Attention to detail and the ability to remain organised in a dynamic environment
Ability to work effectively to meet tight deadlines as well as the commitment to follow tasks through to completion
3-5 years in a similar role within banking and finance
Experience with Commercial loans systems (Misys Loan IQ) would be an advantage
GD *LI

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