Profile: I have more than 12 years of experience in the construction and
commercial real estate lending industry. I have the capability to combine strong
analytical skills with business sense to positively contribute to the
organizations’ bottom-line.
Qualifications: Type - 60 wpm, 10-key by touch, WordPerfect, Microsoft Office
(which includes Word, Excel, Power Point, Access, and Outlook), Laser-Pro
Documentation software, ITI Banking software, and Adam Banking Disbursement
software.
Work Experience:
AppleOne Employment Services, Temecula, CA Oct, 2009 – Dec, 2009
Temporary position
Data Entry
•Logged in contracts and invoices received into Access database.
•Reviewed contracts to invoices and corrected errors in Access database.
•Checked all contracts received and created weekly report showing all
outstanding contracts in Access database.
•Created monthly reports showing all contracts with corrections in Access
database.
Cared for a terminally ill family member. Apr, 2008 – May, 2009
Lehman Brothers Bank, FSB, Lake Forest, CA Oct, 2005 – Mar, 2008
Customer Service/Loan Administrator
Customer Service
•Coordinating with the borrower, multiple internal departments, outside brokers,
and title companies, to ensure all items were received to process the loan.
•Communicating via email, telephone, and mail with multiple parties.
•Scheduling, organizing and meeting with borrower to sign loan documents.
Administration
•Coordinating with the borrower, multiple internal departments, outside brokers,
and title companies, to ensure all items were received to process the loan.
•Communicating via email, telephone, and mail with multiple parties.
•Scheduling, organizing and meeting with borrower to sign loan documents.
•Composing correspondence to the borrower, outside brokers, and title
companies.
•Calculating financial data, percentages, appraised values, and loan values.
•Reviewing title, appraisal and environmental reports.
•Reviewing loan documents for errors and ensure loan meets bank guidelines prior
to loan signing.
•Coordinating loan funding.
Inland Community Bank, Ontario, CA Feb, 2005 – Oct, 2005
Customer Service/Loan Processor
Customer Service
•Coordinating with the borrower, multiple internal departments, outside brokers,
and title companies, to ensure all items were received to process the loan.
•Communicating via email, telephone, and mail with multiple parties.
•Scheduling, organizing and meeting with borrower to sign loan documents.
Administration
•Composing correspondence to the borrower, outside brokers, and title
companies.
•Processing and creating loan documents.
•Calculating financial data, percentages, appraised values, and loan values.
•Reviewing title, appraisal and environmental reports.
•Calculating and processing loan payments.
•Maintaining General Ledger log for payable/receivable fees.
•Maintaining reports for pending insurance, title reports and other recordable
documents.
•Reviewing loan documents for errors and ensure loan meets bank guidelines prior
to loan signing.
•Coordinating loan funding.
•Maintaining loan file for the duration of the loan.
Vineyard Bank, Corona, CA Dec, 2002 – Feb, 2005
Customer Service/Loan Specialist
Customer Service
•Coordinating with the borrower, multiple internal departments, outside brokers,
and title companies, to ensure all items were received to process the loan.
•Communicating via email, telephone, and mail with multiple parties.
•Scheduling, organizing and meeting with borrower to sign loan documents.
Administration
•Composing correspondence to the borrower, outside brokers, and title
companies.
•Processing and creating loan documents.
•Calculating financial data, percentages, appraised values, and loan values.
•Ordering, maintaining and communicating with title and escrow throughout the
loan process.
•Maintaining General Ledger log for payable/receivable fees.
•Maintaining reports for pending insurance, title reports and other recordable
documents.
•Reviewing loan documents for errors and ensure loan meets bank guidelines prior
to loan signing.
•Coordinating loan funding.
•Maintaining loan file for the duration of the loan.
Stay at home Mom Jul, 1998 – Dec, 2002
Pacific National Bank, Irvine, CA Apr, 1991 – Jun, 1998
Customer Service/Construction Loan Processor
Customer Service
•Coordinating with the borrower, multiple internal departments, outside brokers,
and title companies, to ensure all items were received to process the loan.
•Communicating via email, telephone, and mail with multiple parties.
•Scheduling, organizing and meeting with borrower to sign loan documents.
Administration
•Composing correspondence to the borrower, outside brokers, and title
companies.
•Processing and creating loan documents.
•Calculating financial data, percentages, appraised values, construction cost
breakdowns, and loan values.
•Ordering, maintaining and communicating with title and escrow throughout the
loan process.
•Calculating and processing loan payments.
•Maintaining General Ledger log for payable/receivable fees.
•Maintaining reports for pending insurance, title reports and other recordable
documents.
•Reviewing loan documents for errors and ensure loan meets bank guidelines prior
to loan signing.
•Coordinating loan funding.
•Inputting and processing constructions loan disbursements.
•Maintaining loan file for the duration of the loan.
Education: Mount San Antonio College, Walnut, CA 1988 to 1991
Mount San Jacinto College, Menifee, CA 2004
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