Banking Resume Samples and Examples

  •  Review UWLR (Underwriting Wholesale Loan Report) and send out 2nd notifications as needed   •  Review URLR (Underwriting Retail Loan Report) and send out 2nd   •  Prepare letters to appropriate vendors/customers   •  Coordinate and prepares reports as needed by ...

  •  Provide analysis and interpretation of customer and industry trends requiring management’s attention   •  Executes and implements strategies for credit analysis and quality assurance   •  Manages the day to day operations in accordance with established strategic plans   •...

  •  Manage defined loan review process with objective to ensure the timeliness and accuracy of risk rating assignments and assessment of credit quality of borrowing relationships and to provide early detection of changes in the risk content of the bank’s commercial loan customers   •  Conduct targeted exa...

  •  Certifications and Licenses: Valid State Driver’s License   •  Supports and promotes a positive working environment and Bank sales and service culture   •  Solicits residential first mortgages through developing contacts with realtors, builders and developers. Solicits mortgage ref...

  •  Proven record of sound decision making, balancing risk with customer/client needs and business goals   •  Develop, maintain and support the sale of banking products and services by generating and following up on leads. Work with prospective and existing customers to assess potential overall banking ne...

  •  Review all documents to ensure compliance with federal/state regulatory requirements, and BBVA Compass’ credit policy before loans are closed   •  Ensure all ‘subject to conditions’ are met or proper approval to waive is obtained   •  Complete the Funder’s portion of the Funding ch...

  •  Manage HR vendors LI-MW1   •  Knowledge of an/or curiosity about broad suite of products and services Credit Suisse offers across both Investment Banking and Private Banking & Wealth Management   •  Proficient and experience in project management including full ownership and im...

  •  Develop investment policy statements, advise on asset allocation and manage clients’ investment portfolio   •  Auditing the team’s in force policies working with the insurance carriers and other institutional partners to verify policy information including: product, due dates, premiums, cash values, o...

  •  Markets and promotes PrimeLending’s financial products   •  Collects and analyzes information regarding the customer’s income, assets, investments or debts   •  Evaluates PrimeLending’s and other loan products and services and determines which financial products best meet the custo...

  •  Coordinates collection of Team’s supply orders for RECS Tiedeman contact   •  Lift 60 ­ 70 pounds   •  Keen eye for detail while filing loan documentation MARGINAL OR PERIPHERAL FUNCTIONS   •  Background in Collateral Line Processing and/or Commercial and Consum...

  •  To evaluate customer credit risk and agree payment terms according to company’s policy   •  To take collection actions as per company’s policy, managing legal processes and external collections agencies where applicable   •  Lead and direct credit and collection services and proces...

  •  Monitors the asset quality and administrative functions of assigned portfolio to identify potential risk areas and address accordingly   •  Reviews new customer setup requests for credit approval based on available research information through Dunn & Bradstreet, EDGAR/SEC filings, Bloomberg, Lexis...

  •  Tracks and reports sales activity, including mortgage loan funding’s, consumer loan referrals and new account referrals   •  Mortgage Sales Staff/Leadership team   •  Consumer Lending Operations   •  Other BMO Harris staff including Branch personnel   ...

  •  Interfaces with Branch Officers, HMC’s, Escrow Officers, Title Officers, and Insurance Agents   •  Supporting MS’ in sales follow-ups as needed including discussing terms and negotiating rates as appropriate   •  Work experience in mortgage loan processing or equivalent work experi...

  •  Interfaces with Branch Officers, HMC’s, Escrow Officers, Title Officers, and Insurance Agents   •  Protect Company’s reputation and image by maintaining Borrower confidence; deliver a high level of customer service and by keeping mortgage loan information confidential   •  Responsi...