- MUFG (Tampa, FL)
- …refinancing, amendments, acquisition financings, and re-pricings. + Collect and review legal loan documentation to perform a detailed review against required ... as well as perform Facility booking in the MUFG System of Record. + Review internal loan ...Admin Agent/Lead transactions). + Assist internal colleagues with fee documentation and recognition. + Initiate and coordinate trade settlement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Manages process of documentation follow-up, financial statement receipt, including set-up on loan system + Assists in gathering data/preparing for Loan ... Review tracking process, exceptions, etc. including overseeing set-up on loan system . + Oversees the Annual Financial...closing loan transactions. + Maintaining and monitoring loan documentation to ensure compliance with … more
- Citigroup (Tampa, FL)
- …lifecycle + Participate in projects to enhance performance and efficiency. + Take part in loan remediation and loan system testing / migrations. + Actively ... (syndicated / bilateral) product and business, including an understanding of legal loan documentation , loan / funding mechanics, deal structure, funds flows,… more
- Citigroup (Tampa, FL)
- …enhance performance and efficiency. + Leadership role and serve as escalation relevant to loan remediation and loan system testing / migrations. + Actively ... (syndicated / bilateral) product and business, including an understanding of legal loan documentation , loan / funding mechanics, deal structure, funds flows,… more
- Fifth Third Bank, NA (Tampa, FL)
- …rates, applicant credit reports, and updating information in loan origination system . + Collect appropriate documentation from each applicant and deliver ... escalation exceptions. + Take applicant applications by completing information in loan origination system . + Utilize the laptop for communication and access of… more
- Fifth Third Bank, NA (Orlando, FL)
- …rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and ... outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and… more
- Fifth Third Bank, NA (Orlando, FL)
- …rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and ... referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the… more
- MUFG (Tampa, FL)
- …refinancing, amendments, acquisition financings, and re-pricings. + Collect and review legal loan documentation to perform a detailed review against required ... as well as perform Facility booking in the MUFG System of Record. + Review internal loan ...and the ability to learn new principles and dynamic systems quickly. + Keen attention to detail, strong oral… more
- Truist (Orlando, FL)
- …services experience in lending. 3. Experience in reviewing, approving and preparing loan documentation . 4. Excellent verbal and written communication skills. 5. ... documentation requirements, including those specific to state laws. 7. Prepare documentation ( system and manually generated) for closing packages including… more
- First Horizon Bank (Orlando, FL)
- …satisfactory closing of loans to clients (with supervision) + Train on loan documentation /funding, LaserPro, and basic understanding of attorney prepared ... Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to...concise manner. + Experience with data visualization tools and systems (eg, Power BI, Excel, Salesforce, nCino, and PowerPoint).… more