Loan Operations Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the loan operations job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

D Bartell

Donna

Bartell

1079 Reichel Ports

Houston

+1 (555) 220 9193

1079 Reichel Ports

Houston

Phone

p +1 (555) 220 9193

Experience Experience

Phoenix, AZ

Analyst Loan Operations

Phoenix, AZ

Towne LLC

Phoenix, AZ

Analyst Loan Operations

Attend meetings relating to new trades
Prepare and effect payments
Prepare and distribute rate resets, invoices and drawdown advices
Perform cash reconciliation of relevant accounts, ZAR and non-zar cashbooks
Update comments and follow up on breaks
Liaise with the front office, trade capture, product control and other stakeholders on enquiries
Prepare balance confirmations for clients

Chicago, IL

Loan Operations Analyst

Chicago, IL

Grady Group

Chicago, IL

Loan Operations Analyst

To provide Trade Support / Loan Closing services to the London / European client base
To assist in the Trade Management / Cash Management process
Asset Servicing – Rollovers, rate resets, facility set ups
Interact with clients (Hedge Funds / Asset Managers / Managed Accounts), Agent Banks, Counterparties and other Internal departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
Serve as informational resource for bank loan products to clients and internal departments
Management / Oversight of offshored processes
Potential to become involved in Client Facing roles acting as senior point of contact for client escalation issues

present

Houston, TX

Loan Operations Specialist

Houston, TX

Luettgen, Stanton and Ebert

present

Houston, TX

Loan Operations Specialist

present

May perform other reconciliation/reporting duties and responsibilities that management may deem necessary from time to time
Review all work from previous day for accuracy
Maintain good punctuality and attendance at work
Recommends latest methods to improve departmental procedures
Providing answers to queries which arise relating to loans and marking limits
Perform review of incoming applications to ensure complete and accurate
Provides loan service to internal and external customers by

Education Education

Bachelor’s Degree in Business Related Field

Cornell University

Bachelor’s Degree in Business Related Field

Skills Skills

Ability to learn new knowledge/skills quickly and work in a dynamic environment
Ability to handle confidential information professionally
Strong interpersonal skills and ability to think critically
Solid interpersonal skills including the ability to write reports and correspondence,
Able to work independently and assume responsibility for transactions and/or project deliverables with minimal supervision and handle multiple assignments
Ability to respond to requests and demands professionally and promptly
We are a financially strong and stable bank
Ability to work effectively with external customers to build strong relationships
The ability to build great business relationships in a very fast paced, changing environment
Ability to demonstrate developing and sustaining sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency

Create a Resume in Minutes

15 Loan Operations resume templates

Read our complete resume writing guides

Avp-loan Operations Resume Examples & Samples

Review complex Syndicated LIBOR Loan documentation covering all Operational aspects and negotiate with the business ensuring operational viability to servicing
Coordinate with client, internal and external senior stake holders, legal and various utility teams ensuring all prerequisites like credit limit, KYC, admin details are in place and the facility is set up in ACBS as servicing ready
Work very closely with the Loans Syndication desk for primaries and on a deal by deal basis find the most efficient way to onboard primary syndicate
Work with Clearpar, generate primary documents, engage with fund managers obtain allocations and execute primary loan documents
Work with Portfolio and Treasury to ensure funding is managed in the most economic efficient way

Loan Operations Resume Examples & Samples

Loans Operations experience preferred
Ability to work well under pressure and be able to meet strict deadlines as well as having strong organizational and interpersonal skills
Ability to drive change and improve daily processes in the work place, be self-motivated and willing to assume extended responsibility

Loan Operations Analyst Resume Examples & Samples

Bachelor’s degree, preferably in Finance or Accounting
3-6 years of work experience in buy-side loan operations
Solid knowledge of MS Excel, WSO Admin/Reporting, WSO Agent, ClearPar, WSO Data
Experience with primary/secondary par loan closing and agency operations a plus
Bank Debt experience
Highly motivated, self-starter who can "run with" a variety of new tasks
Attention to detail is a must
General interest in structured market and awareness of activity

Bank Loan Operations Specialist Resume Examples & Samples

Bachelor's Degree in a relevant field with a GPA greater than 3.0
At least three years of experience in bank loan market
Extensive experience with bank loan credit agreements and other legal documents typical to bank loan transactions
Strong written and verbal communication skills with the ability to gather, organize, and illustrate ideas clearly and concisely
Strong knowledge of common financial products such as equities, bonds and derivatives
Excellent command of Microsoft Office, especially Excel
High comfort level with systems and technology: working knowledge of Sungard VPM a plus

Special Situations Group & Loan Operations Resume Examples & Samples

Confirm the correct booking of transactions
In charge of documents related to bookings and reports to regulators
Cooperate with the finance department for proper controls and reconciliations of exceptions
Analysis of requirements arising from new regulation in liaison with the legal and compliance department
Skills regarding the use of technology platforms as well as an understanding of necessary improvements
Track record in leadership roles that require strong communication abilities
Working ability is not impaired by time pressure or stress
Candidate is experienced in the field of banking and settlements
Candidate has knowledge about distressed products

Loan Services Loan Operations Specialist Resume Examples & Samples

Keys and verifies loan information including new loans, loan modifications, deferrals and maintenance
Keys and balances monetary transactions such as payment reversals, payoff checks, accrual adjustments and fee waivers
Researches and clears rejected items, unposted items and branch proof corrections in a timely manner in order to mitigate risk of loss
Researches credit disputes responding to credit bureaus and banking network within Fair Credit Reporting Act and Federal Trade Commission compliance regulations
Provides support to Business Lending personnel by processing and researching participated and syndicated business loans
Works departmental reports with varying frequencies to ensure compliance and mitigate risk
Researches and resolves complex issues escalated by client support
Assists staff with complex research as needed, such as payment analysis
Accurately sorts and distributes incoming mail in a timely manner
Follows documented procedures on all work processes
Demonstrates a working knowledge of the loan accounting system and be able to reconcile debit/credit transactions as they apply to business and retail loans
Demonstrates an understanding and takes ownership of all risks associated with all processes performed
Maintains a thorough understanding of the Loan Operations process from start to finish
Cross trains on multiple functions within the unit
Assists with training new team members and serves as a resource for less experienced associates
Recommends improvements for written procedures on work processes
Assists with the implementation of system changes and enhancements
Researches and resolves complex problems related to operational issues
Identifies efficiencies through suggested process improvements
Associate's degree in Business or equivalent education and related training
Minimum of two years of client service experience
Ability to work independently and also interact as part of a team
Capable of managing multiple tasks
Flexibility regarding scheduling and job expectations
Ability to identify, analyze, and resolve accounting related problems independently
Technical skills to include Windows systems and Microsoft Office products (Outlook, Excel and Word)
Works well under pressure of deadlines
Proficiency with calculator
Proficiency with 10-key
Previous retail or business loan experience or related experience
Related accounting experience helpful

Section Manager CRE Loan Operations Resume Examples & Samples

Minimum of six years proven, progressive and broad-based commercial mortgage and construction loan servicing experience or equivalent
Strong managerial, communications, planning, analytical, organizational, customer service and decision-making skills
Strong knowledge of commercial real estate products, services and policies and regulations impacting responsibilities

Transaction Processing Specialist Wholesale Loan Operations Chicago Resume Examples & Samples

Researching tax, insurance and escrow issues, communicating payment status and reviewing payment histories, responding to Loan Status Requests, and other requests from outside companies and departments within the Bank
Set up, update and close accounts for clients on JPMorganChase systems, and maintain related records; prepare or assist in preparing any necessary documents
Coordinate the receipt and transfer of assets with various internal and external parties
Managing files or preparing files for imaging
Bachelors degree plus 1-3 years of loan servicing and customer servicer experience or equivalent is required
Demonstrates strong verbal and written communication skills and an ability to work quickly and accurately in a high-pressure environment
Strong client focus mind-set with proficiency in consulting/advising clients, answering inquiries and providing information, and effectively managing difficult conversations
Demonstrated focus on ownership, follow-up, and relationship management
Ability to multitask: type while listening, view multiple screens and systems while conversing with the caller
Strong PC navigation skills; proficient in Microsoft Office suite
Basic mathematics/accounting understanding

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

Read and interpret complex credit documentation, determine its feasibility and provide feedback and recommendations as warranted
Provide feedback to deal structuring team on operational market trends and any preferred deal structure
Determine if any other groups need to review the documentation and ensure they are included, if necessary
Responsible for accurate and timely set up of all agency-related systems for all US, DNT and CAD system deal structures
Decide the most effective way to build the deal on the system and ensure all agency systems are in sync
Ensure the accounting team obtains all data necessary for proper accounting of the fees
Provide guidance to all parties involved, acting as a teacher for any group that may not be familiar with syndicated loans
Confirm all conditions to precedent have been met and compliance items are received
Ensuring all fundings and fees are accurately & timely wired to meet the established closing Service Level Agreements
Coordinating with the syndicate group/lenders on closing activity
Demonstrating accurate and timely completion of customer service and research
Minimizing credit and business risk through awareness of procedure, compliance, and bank policy
Excellent interpersonal and written/verbal communication skills
2-4 1-2 years of experience servicing and booking loans on Loan IQ, ACBS or AFS
Ability to solve problems and make risk assessment decisions
Ability to effectively multi-task and prioritize workloads while working within tight service levels
Highly motivated self-starter
Basic knowledge of the JPMC standard system, Loan IQ/Exposure Now/Client Central/Intralinks/ARC applications preferred
Attention to detail and accuracy in processing work
Works with sense of urgency; seeks out and adapts to best practices; seeks constant improvement; motivated by personal and departmental goals
Candidates are comfortable on the phone; possess a desire to own and resolve items; pleasant and professional demeanor
Readily share information with peers and managers; can coach others; willing to assist wherever needed; works toward team success and goals
Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adopt new systems

Loan Operations Specialist Resume Examples & Samples

Client Service & Reporting - Collateral analysis
Advance notice of upcoming interest & principal payments
Preparation and distribution of various metrics
Perform review of incoming applications to ensure complete and accurate
Covenant Monitoring - Review loan documents to ensure transaction adheres to CS policies
Assist in the monitoring of reporting deliverables
Analyze financial information to confirm compliance with loan covenants
May perform other reconciliation/reporting duties and responsibilities that management may deem necessary from time to time

Manager, Loan Operations Resume Examples & Samples

Excellent oral and written communication skills are required
Excellent influencing and negotiation skills are required
Working experience and knowledge of risk management and mitigation is required
Strategic in developing, implementing and administering programs within functional areas

Analyst, Loan Operations Resume Examples & Samples

Good oral and written communication skills are required
Knowledge of Banking procedures is preferred
Analytical and problem solving skills are required
Working towards becoming proficient in all areas of the job

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

Initiate loan activity (fundings, repricings, payments) as instructed by the client in accordance with credit agreements
Calculation and tracking of complex interest and fee accruals at various rate levels across changing lender distributions
Reconcile daily funding and payment activity to account for all daily cash transactions
Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
Initiate and reconcile automated funds movement in accordance with client/lender instructions
Monitor and escalate past due principal, interest, and fees to ensure that the loan accounting system is accurate and provide clients timely and accurate invoices
Maintenance of margin changes and proper communication to bank group
Provide information as requested by Clients, Business Partners, Middle Office, or Lenders
Monitor control reports updating applicable comments
Participate in system testing, as needed, which may occur during non-business hours
Assist with any administrative tasks associated with the terms of a Credit Agreement
Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
Back up co-workers, work with various special projects or other tasks as assigned

Loan Operations Analyst Resume Examples & Samples

To provide Trade Support / Loan Closing services to the London / European client base
To assist in the Trade Management / Cash Management process
Interact with clients (Hedge Funds / Asset Managers / Managed Accounts), Agent Banks, Counterparties and other Internal departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
Management / Oversight of offshored processes
Potential to become involved in Client Facing roles acting as senior point of contact for client escalation issues
Extensive relevant Loan Market experience
Excellent knowledge of loan closing process and detailed knowledge of LMA / LSTA documents (Par/Distressed)
Ability to understand and interpret complex financing arrangements
Thorough knowledge of loans administration process
Appreciation of controls and ability to contribute to process / workflow improvements
Knowledge of WSO Administrator desirable but not essential
Knowledge of Fund Services and fund accounting desirable

Wholesale Loan Operations Resume Examples & Samples

Qualifications Currently enrolled in an accredited Chicago area high school
Proficient reading, communication and spreadsheet skills required
Willingness to learn, and ability to be flexible with assignments

Loan Operations Specialist Resume Examples & Samples

Two-year certificate from college or technical school beneficial
Solid interpersonal skills including the ability to write reports and correspondence,
Ability to speak effectively with customers or employees of the organization
Attention to detail required
Solid skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook
Fiserv experience preferred

Mortgage Lending Loan Operations Manager Resume Examples & Samples

Responsible for management of all assigned MLA cross-functional operations and the results of those operations, maintenance of MLA's cross-functional policies and ensuring that the policies are appropriately incorporated into the supporting team procedures, controls and control validation processes
Review, analyze and recommend management organizational policies and procedures for MLA cross-functional operational processes. Participate in development of, and in some instances, develop new or revised programs, systems, accounting, procedures, and methods of cross-functional operational processes. Consult with and advise MLA senior management. Make recommendations and review and evaluate the implementation of changes
Assist in the management of MLA by evaluating existing and proposed organizational policies and procedures impacting cross-functional operational processes
Plan, organize and conduct operational studies, including improvement projects for cross-functional activities with MLA-wide significance or when a project involves a cross-functional operation within MLA
Build and expand the appropriate reporting, fiscal, and operational controls and procedures to ensure that regulatory, financial, operational, and reputational risks are properly mitigated and a controlled growth environment is always maintained
Build effective capacity models utilizing a combination of internal staffing and external outsourcing strategies to ensure that financial and operational performance metrics/service level agreements (SLAs) are seamlessly executed within budget and within regulatory and internal standards
Leverage and develop best practices within the industry to ensure that the company remains competitive on a cost per loan basis while delivering service levels which meet or exceed the needs of the customer, client and investor
Conduct, direct or participate in studies of newly defined cross-functional operations in MLA and existing cross-functional operations to determine feasibility. Resolve problems, including organizational, technical and fiscal research and analysis. Consult with MLA staff and staff of other impacted groups and agencies. Develop recommendations, prepare proposed changes and implement and monitor changes
Review existing and proposed State and Federal legislation for impact on MLA cross-functional operational processes. Consult with MLA staff, Risk and Control team and Compliance. Develop recommendations and prepare proposed changes. Prepare analyses and monitor the effectiveness and results of new initiatives addressing regulatory change to include SCRA and FDCPA
Represent MLA on committees and task forces for the development, scheduling, implementation and monitoring of programs and projects that impact MLA's cross-functional operations or that require coordination between MLA and other operational entities in BB&T
Prepare, monitor, research, analyze and make recommendations on administrative, management and procedural practices
Write logical, comprehensive, concise reports and correspondences. Prepare effective presentations of conclusions and recommendations
Establish and maintain effective and cooperative working relationships
Acquire subject matter expertise in the functions and activities of the division or other assigned work units that support MLA cross-functional operations, including applicable laws, rules, regulations, accounting, procedures and technical operations
Prioritize work efficiently; provide lead direction to subordinate administrative staff
Prepare and distribute monthly reporting on performance of cross-functional processes
Manage the internal/external loan servicing transfer program, report on progress, escalate issues and concerns with the transfer, ensure compliance with all Federal and State regulatory requirements of the transfer, and validate that all testing occurred in transfer of loan files
Responsible for FDCPA, SCRA and Payoff Statement operations. Manage compliance across all teams within MLA and ensure compliance of shared services supporting MLA
As other cross-functional operations are assigned, manage compliance across all teams within MLA and ensure compliance of shared services supporting MLA
Manage servicing transfers/loan sales and oversee custodial inventory and shipment. Coordinate property inspections, manage due diligence, and ensure compliance of CFPB requirements around servicing transfers. Oversee financial reconciliation and ensure compliance with representatives and warrants from contract (e.g. title policies, original documents). Work with Legal to ensure sale documents are properly executed on. Provide reporting as requested and ensure interim servicing compliance. Oversee Mortgage Electronic Registration Systems (MERS)/assignment reporting/order and coordinate repurchase demands and servicing re-transfer. Order Real Estate Settlement Procedures Act (RESPA) Goodbye and/or Notice of Creditor letters as needed and provide on-going support of loan-level details to resolve post- transfer issues
Bachelor’s degree in Finance, Accounting or business-related field, or equivalent education and related training
Ten years of experience with project management or program management
Ten years of relevant work experience in the financial industry
Five years of mortgage operational experience
Experience with leading large cross-functional teams to delivery of large cross-functional deliverables
Detailed knowledge of CFPB, Fannie Mae, Freddie Mac, FDIC and other various mortgage and banking regulatory knowledge
Management analysis, project/program management, excellent analytical, problem-solving and negotiation skills
Outstanding and proven interpersonal and communication skills, both written and verbal
Flexibility to adapt to the needs of various projects and cultures
Certified Project Manager

Loan Operations Associate Resume Examples & Samples

Trade capture and checkout
Ensure transactions are properly booked in risk management system
Retain transaction related documents & regulatory reporting
Monitor and process trade lifecycle events & cash flow settlements
Implement new processing platforms and system enhancements
Experience in middle office or operations
Able to engage with Client service requirements
Work experience with Banking and Settlement functions preferred
Work experience and product knowledge about Distressed Debts & Loans desired

Manager, Home Loan Operations Resume Examples & Samples

Oversee day to day productivity of Operations, including Processing Assistants, Loan Processors and Loan Closers
Monitor and manage overall pipeline to daily, weekly and monthly productivity and quality metrics
Ensure loans are actively processed in accordance with the established workflows and turn times
Constructs workflow to meet changing demands; works to maximize efficiency and provides team support
May assist with processing or funding loans when volumes require additional resources
Act as a liaison between sales, underwriting, title company and settlement agent to ensure a timely closing of loans
Provides and promotes exceptional customer service, internally and externally. Responds promptly to requests for information and other inquiries
Resolve and respond to escalation issues related to loan processing
Train and update staff on all operational procedures and investor guidelines and procedures
Engages employees through the use of regular feedback and coaching; Builds positive relationships by acting with consistent and appropriate authority
6 – 8 years home loan processing experience
3 – 5 years recent management experience with an emphasis on coaching and development
Must be able to analyze and calculate salaried and self-employed income including schedules C and E
Must be well versed in pipeline management and load balancing
Strong decision making skills and the ability to work well under pressure
Thorough knowledge of conventional underwriting guidelines and regulatory statutes concerning residential real estate lending
Knowledge of Fannie Mae’s Selling Guide
Experience dealing directly with borrowers demonstrating both excellent written and verbal skills
Proficient in MS applications, including Word and Outlook

Avp-loan Operations Resume Examples & Samples

Review and opine on Operational aspects of the credit and security agreements; communicate, discuss and negotiate operational changes to loan documentation with lawyers and structuring teams; analyze and extract relevant credit and operational terms and populate those in the bank loan system (LoanIQ)
Accurately set up deal economics to enable accurate regulatory capital calculation; correct risk exposure, mitigation and transfer; precise credit availability to borrower, allocations to lenders (on CS managed deals), and other parameter, like frequency of interest, fee and principal repayments
Work closely with Front Office, Lawyers, KYC Onboarding, product control to coordinate deal closing mechanics

Wholesale Loan Operations Manager Agency Services VP Resume Examples & Samples

Direct interaction with Clients as well as Business and Finance partners
Work with senior management and other managers in creating an efficient and risk controlled work environment
Ensure all delegated transactions are completed and approved in a timely manner adhering to required guidelines
Responsible for planning and implementation of the department’s objectives
New processes and enhancements: identify, develop, document, communicate and train
Ensure proper controls are in place and updated accordingly minimizing operating risk
Backup and assist other team leads and managers
Responsible for resolving escalation items received from the Account Managers and Supervisors
Manage and monitor all exception reporting; escalating appropriately
Client, Lender, and Banker relationship management
Manage the professional development of staff through effective leadership by providing coaching and feedback, performance appraisals, training, promotion and compensation recommendation
Actively participate in WLO initiatives working with other managers to identify system enhancements and other processes improvements

Consumer Loan Operations Manager Resume Examples & Samples

At least 10 years of banking operations experience; with at least 3-4 years in a department manager’s position
Good understanding of the mortgage lending and lien registration process, and company account lending process in China would be a great advantage
Demonstrated ability to lead and manage a team comprising of 8-15 staff members
Able to lead by example to be change agent with good planning skill and ability to coach
Good interpersonal skill and strong team player
Ability to work under pressure and tight datelines

Loan Operations Manager Resume Examples & Samples

4+ years of Loan experience
Knowledge of Credit agreements
Previous experience with Credit and Syndication process
Working knowledge of Wall Street Office

CTL Operations Manager Wholesale Loan Operations Resume Examples & Samples

Manage a processing area in Commercial Term Lending operations (WLO CTL Loan Servicing). This position is under development and may include responsibilities over loan boarding, billing, payoffs and account research. This position also may include supporting Chase Bangalore India operations on the same processes
Coach, mentor, and lead the team to achieve the highest level of performance they are capable of
Evaluate, design, and employ controls to mitigate risks in the assigned area
Ensure that the team provides timely, consistent, professional and accurate service with emphasis on a high quality customer experience for both internal and external customers
Prepare and deliver semi-annual performance reviews, monthly 1:1 reviews, monthly quality monitors and one-off coaching/performance improvement opportunities
Manage team adherence to performance productivity standards including quality standards and service levels
Make appropriate adjustments to staffing to ensure acceptable performance is maintained
Coordinate and conduct team meetings, and department presentations to senior management as required
Take escalated calls/requests and prepare appropriate responses as assigned, perform in depth root cause analysis to improve service delivery
Ensure procedures are accurate, complied with, and up to date with attestations
Accept and perform special projects as assigned
Actively participate in monthly Manager meetings
Responsible for day to day operation of the assigned area to include all personnel (onshore and offshore), workflows, compliance and controls, forecasting, expense management, and both internal and external client experience
Management experience required, prefer 5+ years
Strong interpersonal, coaching, and employee development skills
Experience with operational controls
Bachelors degree preferred, but commensurate job experience considered
Mortgage Servicing preferred, but financial services operations a plus
Strong Commercial/MFL Loan Document Knowledge preferred

Consumer Loan Operations Specialist Team Leader M-F Resume Examples & Samples

Demonstrated supervisory experience in an production operations environment
Proficient Excel application skills
Report Analysis
Previous consumer lending operations experience

Assistant VP-loan Operations Fulfillment Resume Examples & Samples

Capable of managing and supporting the Default Execution needs to include, but not limited to: Exception and Reject resolution, Accounting resolution, and Default production goals
Interacting with the client to solve exceptions and provide clarity
Interact with internal servicing partners to enhance process
Build additional control mechanisms to ensure a qualitative product
Develop production benchmarks for entire OFDE department
Continually monitor and develop process improvements to positively enhance OFDE department, as well as Seterus
Effectively deliver timely and efficient internal and external products
Constantly seek to enhance processes utilizing MSP and its ability to support OFDE departmental processes
Oversees staff training and assists in career development
Develops internal operating procedures and organizational functions that promote sound internal controls to mitigate regulatory, financial, and operational risks related to system data
Assists in presentation of departmental overview for investors and rating agencies
Resolves complex data problems
Special written and research projects as requested by Management
Maintains system and develops programming enhancements to meet business needs and solve problems at the root of their cause
Achieves consensus and develops procedures that maximize operational efficiencies while maintaining sound internal controls
Accountability:Ability to take responsibility for all work activities and personal actions
Fostering Teamwork: The ability and desire to work cooperatively with others on a team; demonstrate interest, skill and success in getting groups to learn to work together
Managing Performance: The ability to take responsibility for one’s own performance, by setting clear goals and expectations, tracking progress against the goals, and ensuring feedback
Results orientation:The ability to focus on the desired results of one’s own or one’s team work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
Stress Management: The ability to keep functioning effectively when under pressure and maintain self-control in the face of hostility or provocation
Technical Expertise:The ability to demonstrate depth of knowledge and skill in a technical area required for this position

Loan Operations Accountant Resume Examples & Samples

Process, reconcile, and book GL entries
Reconcile daily bank cash activity
Manage accounting system records and file physical records
Meet service level commitments to clientele and management
Prepare management reports and portfolio-level information
Provide operational support to managers, analysts, and fund accountants
Implement special client/business projects as directed
Bachelor’s Degree in Accounting and Finance preferred
Minimum 1 to 5 years of experience
Strong account reconciliation skills and general ledger experience in banking or lending
High level of proficiency in Excel a must
Proficiency in Wall Street Office, Solomon, FRX or similar applications is a strong plus
Relevant experience in private equity, leveraged finance, hedge fund or similar
Must be a self-starter, detail-focused, and results-oriented

Wholesale Loan Operations Asset Based Lending Manager Executive Director Resume Examples & Samples

At least 15 years of experience managing operations or highly structured/controlled processes in wholesale financial services
Sound understanding of ABL products and business practices
Successful track record of meeting the requirements of internal and external constituencies, enhancing operational efficiency, and rigorously controlling risk in a dynamic operations environment
Success attracting and developing talent and creating a positive and energizing work environment
Ability to effectively collaborate with senior members of the CBC management teams
Self-starter, motivated to manage dynamic, best-in-class operations team
Knowledge of ABLE system helpful although not required
Location is Chicago, Illinois

Loan Operations Business Specialist Resume Examples & Samples

Manages metrics reporting pertaining to business drivers, labor drivers, service levels and risk indicators. Responsible for communications to business units and internal firm-wide stakeholders on costs, efficiencies and metrics
Supports target operating models through financial, headcount and training management. Supports and interfaces with a variety of partners and affiliates
Engages in talent development initiatives. Engages with management to provide feedback and input on various initiatives. Supports the businesses management initiatives to create common standards of tools and reporting
Promotes and develops best practices
Develops and leads business continuity planning, training and testing. Identifies areas of business process improvement for the division
Responsible to work with the senior management team to provide information and analysis used for management decisions. Delivers financial information and analysis to management team and support groups on business strategies
Requires a college degree and 4+ years experience in a variety of lending business operations, management reporting, project and process management, financial and metric reporting and analysis or other directly related experience. A combination of education and experience may meet requirements
Advanced knowledge of metrics, management reporting, financial analysis and business operations
Must have excellent analytical and problem solving skills. Ability to set and maintain high quality work standards
Ability to build relationships. Ability to deal effectively with people in various job capacities
Strong project, modeling and presentation skills. Ability to think beyond the task at hand and anticipate results and effects of actions relating to a variety of business areas
Complete working knowledge of MS Office, Visio is assumed, and Excel

Business Engineer, Loan Operations Resume Examples & Samples

At least 5 years Loan/Project management experience
Ability to prioritize and adapt quickly to shifting priorities, demands and timelines
Demonstrated analytical mindset and innovative problem-solving capabilities
Excellent written and interpersonal communications skills
Proven stakeholder management skills in the interactions with various internal business partners across different seniority levels and locations (global)
Good understanding of banking operations processes and products

Assistant to VP of Loan Operations Resume Examples & Samples

Strong attention to detail, with the ability to prioritize workloads
Familiarity with regulatory and compliance guidelines(Freddie)
Residentiallending experience in banking or loan operations (preferred) Commercial lending (bonus)
Software savvy, proficient in Microsoft Office: Excel, Word & Outlook

Mortgage Loan Operations Manager Resume Examples & Samples

Review servicing complaints to assess whether addressed appropriately by the vendor based on established vendor process
Perform assessments (testing) related to key functions/areas within servicing, including Loan Administration (cash management, escrow administration, etc.), Default Management (Collections, Loss Mitigation, etc.), and Investor Accounting
Manage servicing issues identified by business assessments, in addition to issues identified by business partners (Operational Risk, Compliance, Credit/QC)
Participate on calls with business partners and vendor and prepare reporting as required based on information gathered on calls
Oversee the accuracy and timeliness of all required vendor reporting, in addition to ensuring that reports are maintained within SharePoint site
5 to 8 years’ experience within escrow, special loans, investor accounting, system administration, collections/loss mitigation, foreclosure, real estate and bankruptcy

Senior Manager UK Loan Operations Resume Examples & Samples

Oversee the management of all U.K syndicated and non-syndicated corporate loan facilities including disbursing and collecting funds, monitoring terms and conditions, providing effective and efficient procedures for handling notifications from Agents, collection, vetting and disbursement of documentation, and supporting the marketing, and relationship management functions of GBM
Ensure the integrity of the financial and non-financial reporting as required by the Bank, through proper accounting & reporting to customers and various departments of the Bank: this would include providing direction and guidance to staff on the Management Control Package and ensuring they are compliant with requirements. Providing management oversight and guidance on staff productivity, KPI, reconciliation, problem solving, performance coaching and processes. Collaborate with support teams on improvement initiatives
Assist in the recruitment and development of qualified personnel and provide strong leadership to motivate both individual and team performance. Leadership requirements include; communicating objectives and goals, recognizing training and development needs, listening and sharing knowledge with subordinates and reporting officers and ensuring the Bank’s objectives with respect to employment equity are understood and met
Assist in the execution of strategic initiatives that relate to the Scotiabank group’s wholesale loans servicing operations by effectively managing resources under their control
Provide direct support to Scotiabank corporate relationship management functions in respect of new facilities including reviewing documentation and providing guidance in connection with special closing requirements. Work effectively with other departments in coordinating closing of new transactions

Manager, Loan Operations Resume Examples & Samples

Manage and oversee the daily functions and responsibilities of the department
Research the workflow to achieve maximum productivity and compliance with Investor deadlines
Work directly with Department VP in establishing departmental goals to meet company objectives
Continuously evaluate department progress in the attainment of the goals
Prepare monthly progress and status reports
Collaborate with the Department VP in determining staffing needs and space
Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases
Manage, review and approve/reject Master Consent waivers as they relate to Insurance coverage
Manage process for Assumption reviews as they relate to Insurance coverage
Manage and oversee processes and procedures to ensure data contained in the servicing system is updated to reflect the current status regarding insurance policy effective dates, coverage amounts and compliance review documentation
Oversee the insurance policy reviews and provide expertise concerning adherence to investor requirements
Actively monitor status reports and follow-up with Supervisors to ensure their respective team insurance reviews are completed timely and policy exceptions have a well-defined resolution plan
Conduct periodic audits of the insurance loan-servicing file looking for special conditions, non-compliant items and requirements that may be problematic
Provide oversight for Supervisors to follow up to ensure the insurance specialist has resolved all non-compliant findings
Provide oversight support to the Insurance Supervisors in the organizing and gathering of data needed for the preparation of insurance waivers
Review, recommend and/or approve certain temporary forbearance to the Loan Documents
Adhere to waiver/forbearance guidelines
Oversight of the Department’s forced placement program
Perform due diligence for review of force placement rates and coverages as they relate to the insurance industry
Perform final reviews of force placement monthly submissions to vendor
Interact with borrowers and staff to resolve escalated and /or unusual circumstances or exception items, as they relate to commercial real estate insurance
Interact with other departments within the company to facilitate the timely resolution of insurance related issues
Authorize routine escrow disbursements following clearly established guidelines which includes the force place premiums
Review various queries to determine and resolve insurance and other loan-related issues
Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow
Provide oversight in training of new and current staff members to ensure all procedures are implemented and followed appropriately
Assist Department VP with special projects, as assigned
Actively participate in Industry related events and conferences as it relates to Insurance and Real Estate Capital
Bachelor’s degree in finance, economics or other business related discipline
7+ years commercial insurance experience
3-5 years of supervisory experience
Proven experience leading process improvement initiatives
High degree of analytical and problem solving skills
Ability to multi-task on a daily basis
Proficient in Legal document review and interpretation
Experience in commercial mortgage loan servicing
Insurance industry certifications and/or designations
Strong commitment to quality customer service
Creative and critical thinking in problem solving
Proactive leadership and initiative on complex and critical projects
Ability to multi-task effectively and assist other in prioritization of tasks
Leadership skills that inspire and motivate others
Strong interpersonal skills and professional conduct
Ability to manage change and foster teamwork

Wholesale Loan Operations Manager Construction Administrator Resume Examples & Samples

Prefer Bachelor’s degree in architecture, engineering or building construction
Minimum 2 plus years experience construction project management, project engineering, or cost estimating
Prefer minimum 1 year additional experience in development management and cost accounting or engineering
Possess significant experience with construction practices, contractor pay applications, project scheduling and monitoring commercial and multifamily real estate
Experience in giving presentations on findings for projects
Knowledge of real estate construction loans for a national lending organization to include solid understanding of loan structures or lending methods is strongly preferred
Excellent problem solving, oral and written communication skills
The ability to be a highly motivated productive team player
High level of dependability and intelligence
Strong customer service skills a must
Excellent reviews and referrals from your current manager and peers

Loan Operations Analyst Resume Examples & Samples

Two years of experience with the management of loan products
Experience with loan operating systems: ACBS, G-Base
Experience with specialized lending products (e.g. Asset Securitization, Leasing, Collateralized Loan Obligations, Project Finance, Loan Trading, and or Credit Derivatives, as necessary)

Loan Operations Specialist Resume Examples & Samples

Support reporting, remitting, and reconciling activities related to funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Compile data, research issues and exceptions, resolve discrepancies within guidelines and coordinate appropriate escalations and approvals
Serve as a liaison to customers regarding operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Report results and concerns to senior team members or management. Collect data regarding customer performance
Build internal and external customer relationships. Respond to inquiries
Assist in updating workflow processes
May perform projects of low to moderate complexity or participate as a team member on more complex products
1+ years of related experience
Strong problem solving and analysis skills required
Excellent time management skills required
Ability to work effectively with external customers to build strong relationships
Working knowledge of Microsoft Office and strong Excel spreadsheet skills required
Experience with Excel macros is a plus
Ability to influence, drive execution, and work efficiently required
Strong oral/written communication skills required

Loan Operations Specialist Resume Examples & Samples

Loan Post Closing experience desired
Loan Shipping Process exerience desired
Ability to communicate professionally at all levels with internal and external partners,
Solid business writing acumen – will need the ability to communicate effectively via writing, document and record project progress, analysis results and findings, key issues, etc

Loan Operations Spec Resume Examples & Samples

Perform reporting, remitting, and reconciling activities related to the funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Analyze data, research issues and exceptions, and resolve discrepancies. Ensure adherence to internal controls and regulatory standards
Provide assistance to customers regarding operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Report results and concerns to management. Collect and analyze data regarding customer performance
Able to work independently and assume responsibility for transactions and/or project deliverables with minimal supervision and handle multiple assignments
Strong verbal and written communication skills are essential to the position. Excellent interpersonal skills and a demonstrated ability to work effectively in a team environment are required
Proficiency in MS Excel, Word and PowerPoint expected and experience in MS Access and SQL is preferred

Loan Operations Specialist Resume Examples & Samples

Conduct in-depth root cause analyses of customer problems and issues. Propose solutions. Facilitate implementation
Manage special and negotiated deals, high volume deals, and new lender deliveries for assigned lenders. Recommend effective solutions for consideration by management
Monitor, and update workflow processes. Ensure processes respond to operational risk and control objectives, process improvement goals, and achievement of business goals
Support the technology group by testing system enhancements prior to release
May perform complex projects or participate as a team member on highly complex products
Able to complete tasks under general supervision in a timely and positive manner
Able to manage daily production processes
Collaborate with peers, internal partners and customers
Demonstrate experience ensuring data accuracy to assist the company in operating in a safe and sound environment
Adhere to guidelines / best practices
Question uncertainties and inconsistencies to minimize risk

Loan Operations Spec Resume Examples & Samples

Business acumen - working knowledge of the Multifamily business environment i.e, loan life cycle and real estate underwriting
Analytical/problem solving skills demonstrating the ability to identify and resolve issues associated with customer transactions, data integrity, operational and financial risk
Ability to handle multiple assignments in a deadline driven environment exercising discretion and independent judgement
Strong communications skills - ability to convey clear and concise correspondences as well as the ability to influence and drive executions
Customer service focus - develop and sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency
Flexibility/adaptability - effectively response to change in job requirements, schedules or work environments
Proficient technology skills - Excel/Word/Power Point; Access is a plus

Wholesale Loan Operations Resume Examples & Samples

Understands legal documentation supporting these products
In depth knowledge of market initiatives to streamline and automate the settlement and servicing for Loans
Management of all products currently handled by Wholesale CLO Operations including syndicated lending, securitization, supply chain and receivables finance, trade settlement
Management of all loan servicing activities including but not limited to: New Loans, Advances, rollovers, repayments of Principal, interest and fees, pricing and fee changes
Ensures all daily, monthly and periodic controls are being followed
Ensure all operational Service Level Agreements are being met
Have the ability to assess risk and the exercise judgment concerning complex problems relating to loans and letters of credit
Knowledge and experience working in a Loan Operations team
Good working knowledge of various Lending systems (ACBS,AFS,OVS )
Minimum 1-2 years of experience in a commercial banking environment or related industry

Loan Operations Associate With TRS Experience Resume Examples & Samples

Working with a variety of investment products with a focus on the trading of primary and secondary bank loans and Total Return Swaps (TRS)
Full loan maintenance; including funding, paydowns, borrows and rollovers
Interacting with SS&C GlobeOp’s hedge fund clients, agent banks and other SS&C GlobeOp departments
Development of workflows and procedures relating to bank loans to support existent and prospective client’s servicing needs
Performing financing/swap reset reconciliations against TRS counterparty
3+ years financial services/ securities industry experience working for either a prime broker, administrator or Hedge fund
Understanding of derivative/OTC products a plus
Prior experience with Advent Geneva a plus

Loan Operations, Service Agent Resume Examples & Samples

Researches and investigates each situation thoroughly to ensure information provided to the customer is accurate, complete and timely. Resolves routine problems and takes the necessary action to satisfy customers and internal departments
Takes ownership of customer concerns and strives to be the primary connection between the customer and our organization. Responds to customer questions, inquiries, requests and problems accurately, concisely and appropriately
Continually portrays and projects a positive and professional image of TCF. Consistently achieves the established standards of the position
Has a thorough knowledge of TCF policy and procedure. Keeps informed of changes in policy, procedure and services in order to provide accurate information to customers. Promotes interest in TCF products and services
Answers all incoming calls in a courteous, friendly and professional manner. Conveys expected turnaround times to customers when additional research or information is necessary
May be asked to assist customers who are unable to communicate with a representative due to a language barrier
9 months experience providing customer service or in a customer contact position
Demonstrated communication and organizational skills
PC Keyboarding and Office Calculator experience needed
May require fluency in a foreign language
Working toward 2 or 4 year college degree
12+ months customer service experience
Fluent in a foreign language such as Spanish

Loan Operations Spec Resume Examples & Samples

Thorough knowledge of Multifamily loan documents and the overall certification and document custody process
Experience in a high-volume production environment and the ability to work independently
Provide assistance and training to internal/external customers
Collect and analyze data regarding customer performance
Participate in projects as assigned by management
Strong interpersonal skills and ability to think critically are highly valued

AVP Wholesale Loan Operations Resume Examples & Samples

Understands market conventions for managing these products
Knowledge of industry standards and best practices for Syndicated and Commercial loans and ensure all transactions within Corporate Loan Operations (CLO) are handled properly in order to minimize bank’s exposure to operational risks and to protect the bank from losses by ensuring compliance with the Bank’s policies and procedures concerning loans, letters of credit
Knowledge of wire transfer systems
Ensure we provide our customers with “best in class” service
Expertise in continuously reviewing workflow and recommended organizational changes
Minimum 4-7 years of experience in a commercial banking environment or related industry
4 year college degree required or equivalent experience

Loan Operations, Associate Manager Resume Examples & Samples

Asset Servicing – Rollovers, rate resets, facility set ups
Interact with clients (Hedge Funds/ Closed ended funds), agent banks and other departments (Fund Accountants, Operations. OTC Operations, Pricing) relative to bank loan processing
Proven relevant Loan Market experience
Ability to read and interpret loan facility documentation
An understanding of Loan P&L and Loan accounting
Ability to work on own initiative and prioritise workload
Ability to contribute to process / workflow improvements
Knowledge of the mechanics of CLO’s and LTRS desirable but not essential
Knowledge of DTCC LoanServ desirable but not essential

Loan Operations Specialist Resume Examples & Samples

Experience and working knowledge of the Multifamily business environment i.e., loan life cycle and real estate underwriting
Strong analytical/problem solving skills demonstrating the ability to identify and resolve issues associated with customer transactions, data integrity, operational and financial risk
Work independently with limited supervision and/or direction
Strong communication skills (oral/written) ability to convey clear and concise correspondences as well as the ability to influence and drive execution (influencing and negotiation skills)
Ability to demonstrate developing and sustaining sustain strong productive customer relationships, collaborate effectively, act with a sense of urgency

Associate Director Bank Loan Operations Resume Examples & Samples

Managing and overseeing Bank Loan Operations staff supporting Administrative Agency, Loan Closing and Loan Administrative servicing
Working with a variety of credit investment products with a focus on the trading of primary and secondary bank loans, direct lending and or total return swaps
Interacting with SS&C’s hedge fund and or CLO clients, agent banks and other internal departments (Fund Accounting, Operations, OTC Operations, Pricing)
Serving as an informational resource for bank loan products to the firm’s clients and internal SS&C departments
Coordinating overall work plan for US client service group operations staff, which includes managing and monitoring work in progress
Working closely with India operations managers to ensure that both locations are aligned at all times
Providing coaching, training and leadership as necessary to the client service team
Overall client satisfaction including acting as the senior client relationship manager, measuring client satisfaction and ensure initiatives are project managed effectively
Bachelors Degree in Business Administration
10 + years financial services/ securities industry experience working for either a prime broker, administrator or Hedge fund
Understanding of syndicated bank loans; including Loan Servicing, Admin. Agency, Primary and Secondary Loan closings, working knowledge of corporate actions
Prior experience with Equities, Fixed Income, Futures, FX, and Options desired

Team Head Singapore Loan Operations Resume Examples & Samples

Strong understanding of applicable regulations and compliance with same
Effective Communication for both internal and external stakeholders providing regular updates on the Operations
8-10 years of which 2-4 years in Operational process management in Retail Banking Operations
Very good understanding of Leveraged Loan Operations/Wealth Management Investment Products

Manager, Loan Operations Resume Examples & Samples

Management: Effectively manage department functions including recruitment, training, performance reviews and other issues as they may arise. Manage multiple teams and business processes to ensure timely, efficient, and high quality results. Set goals and monitor team performance to ensure that Policy and Procedure requirements including quality, quantity, and timeliness of work product are met. Evaluate and plan for processing and servicing requirements or controls and their effect on other areas within the Bank and make changes as needed in response to internal or legal requirements. Manage the daily activities of all consumer loans processing and servicing
Product and Service Expertise: Stay current on all mortgage products, services, and processes. Equip staff with tools and expertise on Retail Loan products (e.g. Home Equity, Mortgage, Installment, and Overdraft Protection), services (e.g. Escrow, Command Protection) and processes (e.g. payment allocation, statement content, variable rate features). Translate product and service matters into “common sense” terms that can be translated into simple terms to ensure transparency to team members and key stakeholders (e.g. consumers, external and internal business partners, title companies
Research, Analysis, and Problem Solving: Resolve complex issues that may require in-depth research and procedural/policy interpretation. Provide technical guidance to supervisory staff as needed to support resolution of mortgage servicing issues (e.g. payment allocations, escrow shortage/analysis, variable rate payment re-amortizations, loan term modification, clouded title) using self-service tools such as online policy and procedure manuals
Policy and Regulatory Expertise: Oversee policy and procedural changes. Communicate and provide staff training to ensure compliance with all applicable internal policies and procedures as well as Local, State, and Federal (e.g. CFPB, OCC) regulatory requirements to achieve 100% compliance. Actively seek out information related to industry trends and regulatory developments, utilizes internal and external resources (such as industry web sites and trade publications) to stay current, and relay key messages to senior management team. Provide policy interpretation on all matters escalated to management
Goal orientation and teamwork: Communicate metrics and overall business objectives to supervisory staff. Lead by example and demonstrate customer-focused behaviors that influence positive team dynamics
Continuous improvement: Proactively identify systemic issues and process/quality improvement opportunities to enhance key stakeholder experience. Participate in the identification, testing, and implementation of process improvement projects. Proactively identify issues and update senior management on status in a timely manner
Technical Expert Department Operating Systems. Investigate and resolve all processing related system problems, including working with vendors to make recommendations for system enhancements, changes, and product satisfaction
Bachelor’s degree Business, Accounting, Engineering, Mathematics or equivalent combination of education and experience
7+ years of experience in consumer loan processing or operations
Minimum 3 years of supervisory experience or demonstrated ability to effectively manage people/teams
Previous experience managing a loan processing or servicing function
Ability to plan, organize and maintain accurate records and reports for management controls
Ability to communicate effectively, both orally and in writing with all levels of staff and management
Demonstrated managerial and leadership skills, with proven ability to interact effectively with all levels of staff
Thorough understanding of interface and accounting programs as it relates to consumer loans

Loan Operations Spec Resume Examples & Samples

Follow up with customers on outstanding problems and issues. Propose solutions. Support implementation
May serve as a liaison to the technology group for relevant system enhancements prior to release
Ability to learn new knowledge/skills quickly and work in a dynamic environment

Manager Central Loan Operations Resume Examples & Samples

Develop and implement best practices in Loan Operations related process and procedures including assessment of loan servicing systems and technologies
Proactively lead and influence to establish positive working relationships across the organization as well as with auditors and examiners
Develop and implement strategic plans to meet the Bank’s short and long-term loan support objectives including managing the department operational budget
Accountable for adherence to and monitoring compliance with state and federal regulations and laws as they pertain to this function
Participate on committees and special projects for the Bank or Loan Operations ensuring appropriate prioritization, implementation and education to support new initiatives
LI-KW1

Division Manager, Loan Operations Resume Examples & Samples

Identifies and implements strategic projects to close gaps, improve efficiency and effectiveness or deliver more robust offering
Supports both the business and location strategic initiatives
Manages all migration successfully
Makes staffing decisions, manages expenses and salary review process for the division
Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met

Analyst Loan Operations Resume Examples & Samples

Attend meetings relating to new trades
Prepare and effect payments
Prepare and distribute rate resets, invoices and drawdown advices
Perform cash reconciliation of relevant accounts, ZAR and non-zar cashbooks
Update comments and follow up on breaks
Liaise with the front office, trade capture, product control and other stakeholders on enquiries
Prepare balance confirmations for clients
Participate in change initiatives to automate processes
Ensure that all payments are effected within the required time frames
Investigate and resolve queries; escalating where needed
Prioritise workflow for the day
Ensure that all notices and invoices are sent to the client within the required time frames
Actively participate in current projects to enhance the systems and continually look for ways to implement efficiencies and enhance systems with the view to achieving a high level of automation
Engage with internal and external clients to resolve any issues and escalations
Receive and resolve client queries in a professional and timely manner, escalating queries that cannot be resolved
Follow up daily on outstanding queries, problem transactions with relevant parties to ensure timeous response to stakeholders, regulators and clients
Preparation of monthly Reporting and KRIs
Active participation in the maintenance of the Business Continuity Plan including the requirements of the team and any testing required
Escalation and reporting of any operational incidents or losses. Highlighting the issues and identifying processes and procedures that can be improved to avoid future incidents
Strong communication skills, both written and verbal. Fluent in English
Strong understanding of relevant and up-to-date technical knowledge, applications and techniques
Strong understanding of the changing CIB Operational environment
Ability to liaise effectively with internal and external clients
Strong Risk and Control focus
A high level of focus on strategic vision
Highly numerate with analytical problem solving ability
Self Starter / Ambitious
Ability to prioritise work depending on urgency, calculating risk impacts and knock-on effects
Ability to multi-task and work in a fast-paced environment with competing deadlines

Loan Operations Manager Resume Examples & Samples

5 years of related experience with the skills necessary to pursue required tasks
Bachelor Degree in engineering, business or finance
Understanding of New Jersey’s solar energy market, Solar Renewable Energy Credits and familiarity with local utility solar financing programs
General knowledge of operations, credit, accounting, and insurance aspects of renewable energy projects
Knowledge of business controls and SOX compliance
Excellent presentation, oral and written communication skills and an ability to explain complicated financial and technical points clearly to all levels, including clients and senior management
Ability to achieve results by building partnerships
Comfortable interacting and managing relationships with clients’ senior management, with an ability to proactively resolve borrower issues
Self-initiator and self-directed relative to responsibilities and undertaking projects with good planning and organizing skills
Committed to fostering an inclusive work environment and respect all aspects of diversity
MBA/other relevant advanced degree
High level of familiarity with SAP
Understanding and familiarity with project finance documentation, related commercial agreements and project finance modeling

Loan Operations Specialist Resume Examples & Samples

General loan file maintenance, coupon requests and code changes
Book Secondary Market, New Start, CRA and Personal Loans
Set up payments via ACH and check by phone
Process requests for charge offs, repossessions and late fee waivers
Process loan loss/bankruptcy payments
Loan payoff quotes
Post incoming wires
File and/or scan documents
Support Loan Officers, Loan Assistance and other front line staff
Post loan payments by mail
Process credit verification requests
Process returned mail
Process returned checks
Review all work from previous day for accuracy
Maintain good punctuality and attendance at work
Computer skills including Microsoft Office Suite
Ability to handle confidential information professionally
Ability to learn and perform in a fast paced environment
Ability to calculate figures such as percentages, fractions and interest
Ability to multi task and adapt to change
Ability to work without close supervision
Excellent internal and external customer service skills
Ability to work well under pressure and with deadlines
Ability to adapt to repeated interruptions
Ability to respond to requests and demands professionally and promptly
Ability to learn and follow Bank policies and procedures
High attention to detail with exceptional organizational and time management skills
Moderate noise level
Ability to work under deadlines
1 year experience with computer skills, including Microsoft Word and Excel
Ability to work extended hours as needed

Manager, Loan Operations Resume Examples & Samples

Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work within the Loan Ops team
Responsible to set up and monitor the most effective processes are in place with a focus on quality control
Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff
Carries out activities that are large in scope, cross-functional and technically difficult

Loan Operations Specialist Resume Examples & Samples

Ability to handle multiple tasks and work under tight deadlines with competing priorities
Ability to manage daily production processes and goals independently
Ability to support the departmental service agreements and metrics
Strong analytical and problem solving skills, including root cause analysis
Strong interpersonal skills and ability to think critically
Proficiency in Microsoft Office, Excel and Power Point

Loan Operations Specialist Resume Examples & Samples

Perform loan accounting functions using the Automated Financial System (AFS)
Interpret requests for boarding new and renewed loans and determine the structural hierarchy
Ensure modifications to codes are processed accurately to maintain optimum data integrity
Train less experienced staff on new products and procedures
Continuously exercise sound judgment to minimize the Bank's risk exposure
Ensure tasks performed meet regulatory requirements issued for Sarbanes-Oxley, FDICIA, Auditing and Bank policy
Participate in new loan product/facility discussions with the loan officer and Bank liaisons
Make recommendations for additional AFS codes for new products and to easily identify them for regulatory reporting
Adhere to sensitive deadlines and time constraints for loan closings
Determine if applicable the cause of deficient payments for interest, fees, and principal
Assist the supervisor with administrative and operational support
Perform steps to maintain and determine the borrowers collateral and borrowing base position upon receipt of appropriate documentation
Perform steps to certify the Bank's general ledger to the loan accounting system
Analyze and monitor exception reports to avoid unnecessary bank exposure
Excellent PC skills required especially Microsoft office and Excel
Well-developed written and communication skills
Familiar with complex loan documentation and Bank policy
Must be capable of performing multiple tasks on a regular basis

Loan Operations Specialist Resume Examples & Samples

Basic understanding of banking processes such as data input, especially keying into a banking platform
General understanding of lending products such as loans, overdrafts and credit card from mark up and drawdown for the life of the loan
Experience of reconciliation work on fee or other accounts, including movement of funds from account to account

VP Loan Operations Resume Examples & Samples

Provides guidance to all employees on Jack Henry Silverlake, Teslar, software systems including oversite for training of all new hires
Review and monitor all department production reports
Responsible for hiring, development, and leading associates in the department (currently 50+)
Responsible for the preparation and adherence of the department budget
Responsible for compiling data, preparing responses, and executing recommendations from audits and reviews
Work with the regulatory examiners and other agencies during exams and reviews
Hold the position of Regulation O officer and the duties that it requires
Serve as a member of the bank conversion team for targeted acquisitions
BS/BA Degree in Business, Finance or a related field is preferred
5+ years of experience in a leadership role in the loan operations area of a large financial institution preferred. (Over 5 billion in Assets)
Working experience in Jack Henry Silverlake (system administrative experience preferred)
Work Experience with D& H Decision Pro preferred
Experience performing diverse analysis and preparation of supporting documentation for senior management
Ability to read, analyze and interpret documents such as financial reports, legal documents, procedures manuals, general business correspondence and/or journals or government regulations
Ability to effectively present information in one-on-one and small group situations, to customers, clients, management, board of directors, other employees in the organization, and the general public

Loan Operations Specialist Resume Examples & Samples

Insures compliance South State Holdings, Inc. Code of Business Conduct and Ethics and other operating policies and procedures
Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements
Primary function is problem resolution of loans, technical or customer service nature
Responds to inquiries regarding loans received from lenders and other bank personnel on behalf of external customers
Able to perform all functions of the department by cross training in roles and functions outside primary role
Follows departmental policies and procedures pertaining to problem resolution to ensure the area is in compliance with bank guidelines including Federal and State regulations
Keep abreast of industry trends and regulations
Responsible for organizational integrity and business ethics as it relates to this position
Perform other related job duties and special projects as assigned
Education: High school graduate required. College graduate is preferred
Experience: 2 years experience in a banking operations role is preferred. Experience with FiServ systems software and knowledge in all loan servicing functions including consumer, commercial and mortgage loans is preferred
Knowledge: Good interpersonal skills. Good computer skills including working knowledge of Microsoft Word and Excel preferred
This position does not include supervisory responsibility

Consumer Loan Operations Specialist Resume Examples & Samples

Strong communication and interpersonal skills, as well as proficient mathematical skills
A high school diploma or equivalent
Two (2) years of directly related experience within a Consumer Banking industry is preferred
Coordinating the assignment of loan applications and closings
Preparation of Loan Estimates and Closing Disclosures
Employment verifications of real estate loan applicants
Preparation of loan documents within a timely manner
Ordering appraisals
Extensive communication with the branch network

Mortgage Loan Operations Specialist Resume Examples & Samples

Supplies telephone support to branch lending personnel concerning loan policies and procedures,
Loan origination system software, regulatory compliance, loan manuals and loan documents
 May provides in branch training for the lending personnel in Washington
 May provide conference call training on a variety of lending topics on a revolving basis
 Occasional optional participation in presentation of Mortgage Loan Operations meetings in all divisions of Washington Federal
 Works with MFlex and Docuprep members to provide document and system support and accuracy
 Performs Quality Control Audits of Loan Origination processes
 Provides administrative support for the work area by answering telephones and responding to emails
 Updates Consumer Lending Manual, Loan Product Guide, MFlex system manuals, etc
 Updates to workflows and changes in policies/ procedures occur
 Updates the Loan Rate Schedule as changes in lending interest rates occur
 Prepares Pre-Qual, Modifications, Additional Advance, other loan documentation, as required
 Validate custom construction loans before draws begin
 Participate in Funding from MFlex thru to DNA
 Review for accuracy and timing of disclosures on initial application for RESPA/TIL/REGZ
 Review initial disclosures, re-disclosures and final disclosures for accuracy on all loan applications accepted within the division (RESPA/REG Z/TIL)
 Review accuracy of HMDA data
 Ensure ECOA standards are met
 Document the results of reviews in the loan file to ensure compliance with the regulations
 Review closing documents to ensure consistency and completeness of the CD and loan estimates for compliance with RESPA
 Communicate guidelines on loan quality and special programs to association lending personnel
Assist in-branch lending audits for the Divisions, as needed

Loan Operations Specialist Resume Examples & Samples

Researches and resolves loan related issues which may include missing payments
Disputed accounts history request and general loan related questions
Ability to work in a fast paced
Deadline-oriented environment and a team player

Loan Operations Resume Examples & Samples

Prepare loan Documents Using LaserPro software. Ensure that all documents meet the stated terms of the Approval and all requirements are properly reflected in the loan documents. Ensure compliance with all internal and regulatory guidelines. Ensure that all due diligence requirements as outlined in Corporate Procedure are met
Create loan Documents Using LaserPro software and assist in reviewing Attorney and LaserPro prepared documentation. Ensure that all documents meet the stated terms of the Approval and all requirements are properly reflected in the loan documents. Ensure compliance with all internal and regulatory guidelines. Ensure that all due diligence requirements as outlined in Corporate Procedure are met
Review Unsecured Consumer, HELOC and Micro Business Loans for Booking/Funding and exception creation. Review select original loan packages for exception clearing
Review all loan products for booking and/or funding, exception creation, and subsequently review original loan packages to be forwarded for exception clearing
Proficient working knowledge in Letter of Credit processing
Proficient working knowledge of general loan concepts including but not limited to interest rates, maturity dates, loan amounts and collateral types
Proficient working knowledge of core processing system and functionality
3+ years experience in financial services, preferably in a loan function

Loan Operations Resume Examples & Samples

Process lien perfection tasks for Commercial and Consumer Loans, including recording collateral instruments, placing holds on cash collateral accounts, filing UCC financing statements, etc
Review all incoming loan documentation for completeness and confirm exceptions have been cleared accordingly
Process Collateral Releasing for paid loans within the defined time requirements. This process includes a thorough review of the loan documents and loan system, preparation of all release documentation needed and correspondence with the customer along with all final system updates needed to collateral tracking in place
Process ongoing collateral monitoring functions including follow-up on property insurance, flood insurance, investment account statements, property tax status, etc
Complete review of files eligible for pledging to the FRB program

Loan Operations Specialist Resume Examples & Samples

Answers all incoming calls from internal/external customers
Processes loan maintenance requests by keying and posting loan transactions for special handling
Responsible for Records Administration
Performs Other Duties and Responsibilities as assigned
Ability to read and comprehend simple instructions, short correspondence and memorandums
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
Ability to read, analyze and interpret financial reports and/or legal documents
High school diploma or its equivalents is required

Loan Operations Business Manager Resume Examples & Samples

Requires a college degree and 4+ years experience in a variety of lending business operations, management reporting, project and process management, financial and metric reporting and analysis or other directly related experience
Must have excellent analytical and problem solving skills
Excellent organizational, problem solving and communication skills, both verbal and written
Strong project, modeling and presentation skills
Ability to think beyond the task at hand and anticipate results and effects of actions relating to a variety of business areas
Ability to reconcile data, ability to understand and confirm work of others

Loan Operations Specialist Resume Examples & Samples

Detailed/organized with a strong dedication to accuracy/efficiency
MS Word, Excel
Knowledge of IBS and ACBS loan system or other comparable loan applications
3+ years of loan operations experience

Mortgage Loan Operations Specialist Resume Examples & Samples

Supplies telephone support to branch lending personnel concerning loan policies and procedures, loan origination system software, regulatory compliance, loan manuals and loan documents
May provides in branch training for the lending personnel in Washington
May provide conference call training on a variety of lending topics on a revolving basis
Occasional optional participation in presentation of Mortgage Loan Operations meetings in all divisions of Washington Federal
Works with MFlex and Docuprep members to provide document and system support and accuracy
Performs Quality Control Audits of Loan Origination processes
Provides administrative support for the work area by answering telephones and responding to emails
Updates Consumer Lending Manual, Loan Product Guide, MFlex system manuals, etc
Updates to workflows and changes in policies/ procedures occur
Updates the Loan Rate Schedule as changes in lending interest rates occur
Prepares Pre-Qual, Modifications, Additional Advance, other loan documentation, as required
Validate custom construction loans before draws begin
Participate in Funding from MFlex thru to DNA
Review for accuracy and timing of disclosures on initial application for RESPA/TIL/REGZ
Review initial disclosures, re-disclosures and final disclosures for accuracy on all loan applications accepted within the division (RESPA/REG Z/TIL)
Review accuracy of HMDA data
Ensure ECOA standards are met
Document the results of reviews in the loan file to ensure compliance with the regulations
Review closing documents to ensure consistency and completeness of the CD and loan estimates for compliance with RESPA
Communicate guidelines on loan quality and special programs to association lending personnel
Complete any other job related duties as assigned by manager or supervisor

Loan Operations Specialist Resume Examples & Samples

Equipment Used in Job Performance/Working Environment
Computer
Scanner
10-Key Calculator
Multi-Function Device

Loan Operations Manager Resume Examples & Samples

Manages the daily operations of the loan team assigned to Commercial Lending Operations by
Collaborates with Credit Administration, commercial lenders, and bank department managers to promote communication, and to ensure quality service delivery throughout the bank, as well as with external customers
Maintain expert knowledge in commercial loan quality control items: reviewing quality control reports; identifying the need for new quality control reports and providing data criteria and filters to capture full scope for review
Participates in special projects and assignments and performs other duties as assigned
Bachelor’s degree in accounting or finance with at least five (5) years banking experience managing a Commercial loan operation department within a bank or equivalent combination of education and training
Proficient understanding of the following computer systems: Microsoft Office,loan software applications (Laser Pro, Applink/BanktoBusiness (B2B), Loan Proposal Tracking System (LPTS) and SilverLake)
Ability to appropriately handle sensitive and confidential information
Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with business unit management and staff, state and federal regulators and officials and significant business partners
Strong ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals; strong project management skills desired

Loan Operations Manager Resume Examples & Samples

Experience in the retail lending, mortgages, commercial and corporate banking sectors
An understanding of customer-facing and support functions and how they operate, so the Loan Operations team can continue creating FANS for life
Lots of experience of lending products such as loans, overdrafts and credit cards, from mark up and drawdown for the life of the loan
You will have experience of leading a team of lending experts, ideally at another high street Bank or lender

Loan Operations Specialist Resume Examples & Samples

Assists in workflow processes of department as directed by manager. Gather basic information and/or related files to determine appropriate documents according to bank, regulatory and investor guidelines in order to process the loan fulfillment package
Prepare, deliver and complete non-complex loan fulfillment packages and/or loan maintenance requests according to Bank, regulatory, and investor guidelines
Review closing files of non-complex loans received from settlement agents and Account Officers to ensure that the loan is closed with the proper signatures and in compliance with the firm’s/bank’s instructions
Provide exceptional customer service by responding to business partners, account officer and external customer inquiries, requests and problems in a timely manner
Maintain the set standards and performance goals for Productivity and Error Ratios
Adhere to corporate wide policies and procedures

Loan Operations Specialist Resume Examples & Samples

Gather information and/or related files to ensure loan fulfillment packages are prepared according to bank, regulatory and investor guidelines. Documents reviewed may include loan approval forms, appraisals, title work, insurance, and all other requirements necessary to properly perfect our collateral position
Process boarding and requested loan maintenance in compliance to Bank, regulatory and investor guidelines
Prepare, deliver and complete loan fulfillment packages in compliance to Bank, regulatory and investor guidelines. Prepare instructions and engage attorneys or other third parties as necessary in order to complete closing
Review closed loan files received from settlement agents and account officers to ensure loans were closed with proper signatures/authorization and in accordance to the Bank’s instructions. Cite exceptions and clear when cured
Provide exceptional customer service by responding to requests and issues in an accurate and timely manner
Meet performance standards of established production and quality metrics

Manager, Loan Operations Resume Examples & Samples

To provide Trade Support / Loan Closing services to GlobeOps London client base
Serve as informational resource for bank loan products to clients and internal departments
Project Work – defining reporting requirements, working on systems and process migrations, etc
Knowledge of Clearpar essential
Knowledge of Geneva accounting system desirable but not essential

Senior Loan Operations Servicer Resume Examples & Samples

2-4 years banking experience is required
Knowledge of eOscar is required
Proficiency with business machines (i.e. adding machines, PC skills)
Proficiency with PC software (i.e. Microsoft Word, Excel, Internet)
Loan knowledge including, but not limited to, billing receivables, accruals, modifications, must be able to interpret and follow loan notes, bills/statements and bank policies and procedures
Average to strong interpersonal skills

Rmbs Whole Loan Operations Analyst Resume Examples & Samples

You review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
You process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
You correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
Settle or arrange for the settlement of, fund transfers related to fundings, paydowns, interest payments, fee payments, and related collateral activity
You produce interest and fee invoicing for client positions
You prepare or assist in the preparation of client margin calls
You perform periodic servicing updates on the client positions
You perform audit and Sarbanes Oxley tests as required
You prepare or assist in the preparation of Daily Activity Reporting which provides P/L information to the business unit and senior management
You prepare or assist in the preparation of client account reconciliations
You update procedures when necessary
Other tasks as needed. You will cross train within the team to provide support to other related disciplines as necessary
A preference for a dynamic environment within a global investment bank, with frequent interaction with clients, traders and other functional areas within and outside the firm

Wholesale Loan Operations Resume Examples & Samples

Continuously review workflow and recommended organizational changes
Ensures adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, Regulations Q& X, Customer identification Program, Know Your Customer, Suspicious Activity Reports
Periodically reviews the relevant procedures to ensure appropriate control and consistency with Head Office guidelines and bank regulations
Actively participate in and direct all CLO sponsored initiatives as required
Ensures all departmental structural and procedural changes are implemented where necessary
Bachelor’s Degree in either Finance, Banking, Business Administration or related industry field
2 to 4 years of experience in a commercial banking environment or industry
Computer literacy in MS Office suite and software

Loan Operations Analyst Resume Examples & Samples

Compiles and analyzes data. Make recommendations that will improve operating efficiencies and costs
Performs ad-hoc reviews as a result of events, issues or areas of concern. Applies discovery analytics to evaluate potential risks
Develops and maintains Credit Services database used by Loan Documentation and Loan Servicing. Create reports from data captured to leverage management reporting
Assists with the development of scorecards, metrics, and other line of business-level reporting
Works with Management to establish project timelines and milestones/deliverables using the appropriate tools
Provides status reports and analyzes results to identify problem areas that affect the completion of the projects as assigned
Cross-trains on new functionality and processes within the department
Manages tracking and resolution of data quality, technical and other issues
Work on mergers and system integration teams for Credit Services areas
Team member on CustomLender upgrade and enhancement project to modify and streamline workflow from start to finish including frontline and backroom functions
Creates information data flow diagrams for existing and new processes
20170508

Private Loan Operations Specialist Resume Examples & Samples

Financial aid processes
Financial aid regulations
Financial aid systems
CampusNexus
Schooldocs
Broadleaf
Lender/Servicing
Business planning – how to organize legal documents and financial package data; develop and follow a systematic approach; and organize time
Effective communication skills, both verbal and written
Proficient in MS Office (Microsoft Word, Excel and Outlook)
Goal setting
Communication – discuss and convey financial concepts, laws, and policies with campus level counterparts and provide resources and actionable guidance based on needs
Financial Aid Services
Financial Services/Lending
Quality Control Coordination
Finance and accounting

Loan Operations Servicing Manager Resume Examples & Samples

Manages the Loan Operations department: a team of 2-3 exempt direct reports and an overall staff of 15-25 non-exempt employees
Manages loan servicing to ensure all servicing related functions are completed within specified SLAs, manage suspense posting, pay off process, and the accuracy of loan maintenance, payment processing and insurance/escrow processing
Prepares management reports which communicate the effectiveness of the department in terms of volumes processed, deadlines met, and FTE utilization
Sets departmental goals that are measurable in terms of improved productivity, expense control, and operating efficiency
Responds timely to all inquiries from customers, lenders, and other bank personnel
Develops and implement policies and procedures to improve operational efficiencies and to ensure compliance with Federal and State compliance regulations and bank guidelines
Recruit, train, develop and retain a highly proficient, adequately staffed servicing team
Resolve more complex work problems and fill in or assist as necessary
Participate and lead loan servicing team through any conversion related activities. This will include data collection, process discussions, data mapping, testing phases, production conversion, and post-conversion monitoring, etc
Keep abreast of industry trends and regulations, identifies changes affecting the department and takes appropriate action, notifies staff of internal operations changes
Responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment staff as applicable
GALLUP 12 / Culture / Leadership - Effectively coaches and develops employees to perform at the highest level. Has direct, frequent and ongoing communication through one on one meetings and regular department meetings. Delivers performance reviews in a timely manner. Creates an engaged workforce by fostering collaboration within their team and their internal and external customers/partners. Creates an enjoyable work environment by being approachable, rational, and objective while building relationships with employees and consistently celebrating success. Takes ownership and accountability by supporting the Bank’s goals through goal assignment and attainment that is challenging and realistic for their team. Leaders will live and lead with the Gallup 12 as well as serve as a role model for change
Actively engages in personal development by identifying and pursuing resources needed to improve supervisory/management performance
Ensures compliance South State Holdings, Inc. Code of Business Conduct and Ethics and other operating policies and procedures. Completes compliance training, adheres to all anti-money laundering guidelines and procedures and all regulatory requirements
Education: Bachelor’s Degree in Business Administration or Organizational Management a plus
Experience: A minimum of 5 years’ experience in a Bank Operations/Servicing Management role is required. (Loan Operations background is preferred.) Must be knowledgeable in all loan operations servicing functions including consumer, commercial and mortgage loans. Knowledge of Federal and State regulatory items is required. Experience with FiServ systems software is preferred
Knowledge: Proficiencies in Excel, PowerPoint, Word, Visio

Loan Operations Specialist Resume Examples & Samples

Manage and/or perform highly complex reporting, remitting, and reconciling activities related to the funding and delivery of whole loans and securitization of mortgage backed securities (MBS) and monthly servicing activities. Analyze data, research issues and exceptions, and make appropriate changes. Ensure adherence to internal controls and regulatory standards
Monitor operational performance in areas such as monthly servicing, delivery accuracy, custodial account management, cash management, reporting, remitting, and lender compliance. Support customers in complying with guidelines and servicing requirements
Direct special and highly complex negotiated deals, high volume deals, and new lender deliveries for assigned lenders. Devise effective solutions on highly significant matters
Build internal and external customer relationships. May develop customer training and provide training in partnership with internal partners
Design, develop, monitor, and update workflow processes. Ensure processes respond to operational risk and control objectives, process improvement goals, and achievement of business goals
Assume a lead role in reviewing systems to enhance controls and simplify operations. Support the technology group by testing system enhancements prior to release
Implement quality control measures. Conduct in-depth root cause analyses of customer problems and issues. Propose solutions. Facilitate implementation
May perform highly complex projects or participate as a team member on projects at the highest level of complexity
Knowledge of multifamily servicing or investor reporting processes, secondary mortgage accounting/financial services experience is highly preferred
Ability to identify operational and process issues, document and record escalated matters and collaborate to provide solutions
Strong verbal and written communication skills are essential to the position
Excellent interpersonal skills and a demonstrated ability to work effectively in a team environment are required
Experienced in preparing data using tableau and excel workbooks and have the ability to manipulate data/run queries
Understanding of accounting or risk would be preferred

Loan Operations Specialist Resume Examples & Samples

Provides loan service to internal and external customers by
Answer questions from branch personnel via the CST Operations Helpline
Cross trains on all functions within the CST department
Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory coursed by assigned due date(s)
High School Diploma and or GED with at least 1-2 years prior banking experience or equivalent combination of education and training
Beginning knowledge of Microsoft Windows operating system & Microsoft Word and Outlook; knowledge of banking software systems preferred
Ability to perform simple mathematic calculations

Loan Operations Servicing Administrator Resume Examples & Samples

Review of complex commercial transactions to determine process necessary for funding and on-boarding; process all levels of monetary and maintenance transactions in ACBS
Daily reconciliation of outstanding items in general ledger
Communicate and respond to inquiries from Lenders, Credit Reporting, Accounting, and Quality Control Group
Assist client groups and lenders by providing research and feedback on requests

Loan Operations Specialist Resume Examples & Samples

Clears loan control and loans in process in general ledger accounts
Oversees quality control of note input
Processes ACH and NSF payments
Works the posting rejects and makes correcting entries
Responsible for research on loans as requested
Clears ARCS requests
Approves batches in PeopleSoft
Setup and maintains Guarantor records on the loan system based on process requirements
Provides quality service to internal and external customers by telephone and by assisting loan department in solving customer questions/problems
Assists the Note Department in the documentation, standardization and measurement of key business processes to promote a total quality management environment and to allow for the continual improvement and efficiency of key departmental processes
Performs certain duties related to the overall function of the Note Department. These duties will vary depending upon overall team needs and individual ability and experience
Updates knowledge and develops professionally on a continual basis through various training resources
On-going mentoring and training of department staff on IBS and new functions
Assists department with special projects as requested

Loan Operations Expert Resume Examples & Samples

Creates written processes for the loan back-office
University degree (preferably
Excellence in planning and

Business Banking Loan Operations Document Review Specialist Resume Examples & Samples

Ensures loan documentation is complete and accurate according to State and Federal regulation and Regions Credit and Loan Documentation Policies. Exceptions for documentation/policy errors are entered in the exception tracking system
Provides clear and concise written communication on missing or incorrect document exceptions
Completes system validation to executed loan documents

Transaction Loan Operations Specialist Resume Examples & Samples

Recommends latest methods to improve departmental procedures
10-key skills
Excel spreadsheet experience

Loan Operations Booking Spec-comm Resume Examples & Samples

Ensures accurate and timely data entry of commercial loans and loan servicing
Maintains the Commercial Booking Log to ensure all submitted loans are booked and post-booking tasks are completed
Performs loan maintenance tasks such as code changes, auto draft set up, payment reversals, payment schedule maintenance, interest rate changes, and adds collateral and loan covenants
Responds to customer inquiriers; researches questions and loans to identify customer issues, determines the best corrective action according to established guidelines and implements changes
Reviews and corrects data entry keying errors timely
Corresponds with processors and lenders to resolve questions
Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s)
High School Diploma and or GED with (6 months to 1) or year related banking experience in a loan operations setting or equivalent combination of education and experience
Beginning knowledge of Microsoft Windows operating system & Microsoft Word and Outlook; knowledge of commercial operations software applications, including lending software banking software systems preferred
Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing
Ability to perform simple mathematic calculations, comprehend loan servicing processes and logically resolve issues

Loan Operations Specialist Resume Examples & Samples

You need to have a basic understanding of banking back office processes
A general understanding of lending products would be useful for this role, you will probably have worked in a customer facing role in a bank or building society
The ability to build great business relationships in a very fast paced, changing environment
You will be great at taking initiative to find areas that need improvement and attending to every detail along the way

Loan Operations Analyst Resume Examples & Samples

Act as a liaison between UCBI and the Federal Home Loan Bank of Atlanta and coordinate with other areas throughout the bank: Loan Officers, Loan Officer Assistants, Treasury, Accounting, etc
Stay up to date on eligibility requirements and general processes associated with the FHLB as it relates to the pledged portfolio
Develop, recommend and maintain internal policies and procedures designed to maximize the bank’s potential utilization of FHLB funding
Ensure bank’s compliance to FHLB’s eligibility requirements and guidelines, performing periodic audits of pledged and unpledged accounts to identify potential issues with methods and systems used for reporting eligibility requirements along with ensuring the bank is capturing all available eligibility in the portfolio
Coordinate internal and external audits for collateral compliance and credit risk review
Assist department management in communication with all areas of the bank

Manager Mortgage Loan Operations Resume Examples & Samples

Manages, plans, and coordinates the functions and operations of the Production Center from application through funding
Establishes and ensures that objectives, production goals, standards, and strategies are met and correlate to corporate goals and strategies
Monitors and analyzes work quality, work methods, procedures, processes, and production standards to ensure business goals and standards of member service are met; implements changes/improvements
Ensures compliance with established policies and procedures of Navy Federal, NCUA its private and institutional investors and laws and regulations applicable to mortgage lending (e.g., RESPA, MDIA, TIL, ECOA)
Investigates and responds to member complaints and suggestions for improvements regarding mortgage lending services
Works daily with Partners, e.g., Field Mortgage, Underwriting, Appraisal Underwriting, Compliance, Mortgage Training and the Contact Center and Branch Operations to ensure quality member experience
Provides recommendations to the VP, Mortgage Products for the improvement of policies & procedures, staffing needs, etc
Recommends changes to local operation procedures to ensure compliance and/or improve efficiency and member service
Analyzes production statistics to identify/analyze trends and measure section achievement and individual employee productivity/performance, provides feedback and coaching on performance
Implements solutions to improve results and support section goals
Evaluates, requests, and determines training needs of staff
Directs others toward achieving branch objectives
Promotes a work environment which maintains sensitivity and respect for the needs and requirements of employees and members
Monitors mortgage lending control and quality control reports to ensure timeliness and compliance of work produced
Identifies discrepancies, errors and areas of concern and directs appropriate staff to take investigative and/or corrective actions
Monitors changes in production volume and directly correlates appropriate staffing
Determines causes of production decreases and recommends actions or solutions, such as home buyer seminars, direct advertising mailings, and visits and presentations to real estate professionals
Determines the impact of changes/new legislation/regulations and formulates action plans
Maintains a thorough knowledge of Federal/state laws, NCUA regulations, industry practices, and Navy Federal policies and procedures that govern the functions of the managed area
Performs management duties
Selects employees; ensures adequate staffing including the designation of essential personnel; conducts and approves performance appraisals; recommends disciplinary actions; counsels, trains, and develops employees
Monitors and evaluates workflow/productivity and implements methods/procedures for improvement
Oversees employee training and development by determining training requirements and evaluating training programs and techniques for effectiveness; develops and supervises training and support programs for staff
Organizes and promotes a work environment that emphasizes member service, accuracy, productivity, creativity, and partnership
Oversees the development and revision of procedures and processes
Serves on various committees, attends meeting, and may act as executive/VP during his/her absence
Bachelor’s Degree in a related field or the equivalent combination of education, training, and/or experience
Thorough knowledge of mortgage and equity loan products, services, processes and procedures
Extensive and progressively responsible experience involving leading, managing and controlling a multi-functional operation, preferably in a financial institution in mortgage processing/closing or underwriting with extensive knowledge of FHA, VA, FNMA, and GNMA requirements
Ability to produce desired results and achieve objectives within required timeframes
Strong analytical, problem solving, and decision making skills
Strong interpersonal, verbal, and written communication skills, including the ability to comprehend, apply, and communicate instructions, regulations, and procedures
PC experience to include proficiency in word processing and knowledge of database software
Knowledge of Navy Federal policies, procedures, products, and services
Knowledge and understanding of NFCU programs, services and organization, and their relationships

Loan Operations Specialist Resume Examples & Samples

Knowledge of the mortgage industry preferably an understanding of Delinquency Modifications Operational Processing
Knowledge of SOX and other operational controls for the business processes
Analytical & critical thinking skills focused on details
Team player possessing flexibility to perform across teams

Loan Operations Director Resume Examples & Samples

Develops, recommends, and implements plans to achieve strategic long- and short-term goals for both loan operations and specific lines of business by acquiring an in-depth understanding of the business, product and system needs, makes recommendations for system enhancements, process changes, improved operational performance, and vendor utilization; understands best in class loan operation performance and technologies and how they can be applied to the business needs
Maintains a thorough understanding of the industry, current trends, new developments and best practices in order to develop loan operation strategic plans, administrative procedures and processes; and provides information and input to the business units’ to shape and influence their strategies
Directs a multi-site professional staff which complete loan operations functions utilizing primarily systems for which Loan Operations Director owns; responsible for recruiting talent, retaining top performers, evaluating performance and eliminating low or under-performing personnel. Develops, trains and mentors new and performing personnel
Directs the design, development, implementation and operation of automated systems to measure, enhance and optimize loan operation performance including quality, productivity and service levels. Additionally, manage and mitigate risk in line with company methodology and strategic goals
Provides management and technology/system guidance, project management oversight, legal and compliance oversight, risk identification and tracking, plus various reports to all levels of management
Extensive knowledge of loan accounting systems and methodology
Extensive knowledge of loan documentation systems and methodology
Extensive knowledge of real estate, business and banking law
Extensive knowledge of collateral tracking and exception reporting systems and methodology
Extensive knowledge of image systems and methodology
Extensive knowledge of workflow systems and methodology
Advanced knowledge of risk management strategies and methodologies
Advanced knowledge of Federal and State compliance regulations
Advanced knowledge of GAAP Accounting requirements
Advanced management and project management skills
Advanced team building skills
Advanced experience with vendor management and contract negotiations
Ability to negotiate compromise and develop consensus
Excellent interpersonal skills, including oral and written communication skills
Good understanding of best in class operational performance and how they are applied in a business environment

Syndicated Loan Operations Manager Resume Examples & Samples

Providing daily oversight and operational support to SS&C GlobeOp clients engaged in a variety of investment products but with a focus on the trading of primary and secondary bank loans, private debt, total return swaps and CLO's
Processing loans on Advent Geneva and full loan maintenance, including settlements, paydowns, borrowings and rollovers
Significant Interaction with SS&C GlobeOp clients, agent banks and other internal departments (i.e.: fund accounting, operations, OTC operations and valuations) relative to loan processing
Serving as informational resource for loan products to SS&C GlobeOp clients and internal departments
Reviewing and reconciling P&L attributes as it relates to loan activity and positions
Hire/Train/Manage loan operations staff
Bachelors degree in finance or related discipline
8+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks
Advent Geneva experience a plus
Knowledge of WSO, LoanSERV and Clearpar a plus

Download Loan Operations Resume Sample as Image file

Related Job Titles

Global Operations Resume Sample

Operations Clerk Resume Sample

Operations Mgr Resume Sample

Administrator, Operations Resume Sample

Team Leader Operations Resume Sample

Digital Operations Resume Sample

Technology Operations Resume Sample

Operations Superintendent Resume Sample

Americas Operations Resume Sample

National Operations Resume Sample

Enterprise Operations Resume Sample

Operations Principal Resume Sample

Browse More

Loan Operations Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Loan Operations resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Avp-loan Operations Resume Examples & Samples

Loan Operations Resume Examples & Samples

Loan Operations Analyst Resume Examples & Samples

Bank Loan Operations Specialist Resume Examples & Samples

Special Situations Group & Loan Operations Resume Examples & Samples

Loan Services Loan Operations Specialist Resume Examples & Samples

Section Manager CRE Loan Operations Resume Examples & Samples

Transaction Processing Specialist Wholesale Loan Operations Chicago Resume Examples & Samples

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Manager, Loan Operations Resume Examples & Samples

Analyst, Loan Operations Resume Examples & Samples

Client Processing Specialist Wholesale Loan Operations Resume Examples & Samples

Loan Operations Analyst Resume Examples & Samples

Wholesale Loan Operations Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Mortgage Lending Loan Operations Manager Resume Examples & Samples

Loan Operations Associate Resume Examples & Samples

Manager, Home Loan Operations Resume Examples & Samples

Avp-loan Operations Resume Examples & Samples

Wholesale Loan Operations Manager Agency Services VP Resume Examples & Samples

Consumer Loan Operations Manager Resume Examples & Samples

Loan Operations Manager Resume Examples & Samples

CTL Operations Manager Wholesale Loan Operations Resume Examples & Samples

Consumer Loan Operations Specialist Team Leader M-F Resume Examples & Samples

Assistant VP-loan Operations Fulfillment Resume Examples & Samples

Loan Operations Accountant Resume Examples & Samples

Wholesale Loan Operations Asset Based Lending Manager Executive Director Resume Examples & Samples

Loan Operations Business Specialist Resume Examples & Samples

Business Engineer, Loan Operations Resume Examples & Samples

Assistant to VP of Loan Operations Resume Examples & Samples

Mortgage Loan Operations Manager Resume Examples & Samples

Senior Manager UK Loan Operations Resume Examples & Samples

Manager, Loan Operations Resume Examples & Samples

Wholesale Loan Operations Manager Construction Administrator Resume Examples & Samples

Loan Operations Analyst Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Loan Operations Spec Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Loan Operations Spec Resume Examples & Samples

Wholesale Loan Operations Resume Examples & Samples

Loan Operations Associate With TRS Experience Resume Examples & Samples

Loan Operations, Service Agent Resume Examples & Samples

Loan Operations Spec Resume Examples & Samples

AVP Wholesale Loan Operations Resume Examples & Samples

Loan Operations, Associate Manager Resume Examples & Samples

Loan Operations Specialist Resume Examples & Samples

Associate Director Bank Loan Operations Resume Examples & Samples

Team Head Singapore Loan Operations Resume Examples & Samples

Manager, Loan Operations Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume