Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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LESLIE KEITH

Johnstown

Summary

Results-driven Commercial Loan Specialist with extensive experience at InFirst Bank, excelling in loan servicing and documentation review. Proven track record in enhancing workflow efficiency and ensuring compliance through meticulous collateral management and effective communication. Adept at multitasking and problem-solving, delivering exceptional customer service while maintaining attention to detail.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Commercial Loan Specialist III

InFirst Bank
Indiana
09.2013 - 12.2024
  • Uploaded commercial loans included funding via wires, deposits, and checks.k
  • Follow up on all outstanding collateral documents associated with the file: vehicle titles, UCCs, recorded mortgages, and assignment of rents to confirm the lien has been listed.
  • Uploaded participation loans (bought and sold), as well as sending and receiving participation payments.
  • Letter of Credit
  • Outgoing & incoming wires, balancing of general ledger
  • Encumbering vehicle titles (Vintek), continuation/termination of UCC filings, and satisfaction pieces
  • Scanning documents for completion of file
  • Updating tracking system
  • Loan payments, change in terms, LOC renewals, modifications, draw requests, collateral releases/additions, processing payoff letters and paid-off loan in the system
  • Experience in setting up escrow on the system. Communicating with the county tax administration/customer to obtain current tax information.
  • Insurance follow-up to ensure coverage on new loans and renewals. Including real estate, business personal property, vehicles, condo master policies, flood. Reviewed the policy to confirm that the effective dates matched the loan documents on new loans, or that the effective dates of current loans ran consecutively (no lapse in coverage), coverage amount, collateral listed, and lien position. Communicated with agents about incorrect information. Began forced-placed insurance if necessary.
  • Second review of all loans to ensure the accuracy of the terms and rates.
  • Created procedures for the department. Worked with manager to make the workflow more efficient and productive by eliminating double work.
  • Customer service.
  • Worked closely with commercial processors on complex loans regarding documentation. I'm familiar with the process of obtaining a credit report, flood insurance, requesting appraisals, and setting up a closing date with attorneys and settlement agencies.

Commercial Loan Servicer/Loan Insurance Follow Up

First Commonwealth Bank
Indiana
09.2001 - 09.2013
  • Uploaded commercial loans
  • Send the mortgage/assignment of rents for recording.
  • Follow up on all outstanding collateral documents associated with the file—vehicle titles, UCCs, recorded mortgages, and assignment of rents—to confirm the lien has been listed.
  • Encumbering vehicle titles (Vintek), continuation/termination of UCC filings
  • Scanning documents for completion of the file.
  • Updating the tracking system.
  • Insurance follow-up to ensure coverage on new loans and renewals. Including real estate, business personal property, vehicles, and condo master policies, as well as flood. Reviewed the policy to confirm that the effective dates matched the loan documents on new loans or on current loans; effective dates ran consecutively (no lapse in coverage), coverage amount, collateral listed, and lien position. Communicated with agents about incorrect information. Begin forced-placed insurance if necessary.

Education

High School Diploma -

Greater Johnstown High School
Johnstown, PA
06.1984

Skills

  • Microsoft Office Suite
  • Customer service
  • Organizational skills
  • Documentation review
  • Loan servicing
  • Team collaboration
  • Multitasking
  • Problem solving
  • Time management
  • Attention to detail
  • Adaptability
  • Reliability
  • Effective communication
  • Collateral management
  • Insurance verification
  • Document tracking

Certification

  • Driver's License, Valid
  • Certified Notary Public, Pennsylvania, 09/01/23, 09/01/27

References

References available upon request.

Timeline

Commercial Loan Specialist III

InFirst Bank
09.2013 - 12.2024

Commercial Loan Servicer/Loan Insurance Follow Up

First Commonwealth Bank
09.2001 - 09.2013

High School Diploma -

Greater Johnstown High School

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LESLIE KEITH