Detail-oriented loan servicing specialist with strong client management and problem-solving skills. Committed to ensuring compliance and accuracy in loan processing while enhancing customer satisfaction.
Overview
4
4
years of professional experience
Work History
Commercial Loan Specialist II
Commonwealth Federal Credit Union
Frankfort KY
04.2026 - Current
Assisted in processing commercial loan applications, ensuring accuracy and compliance with regulations.
Compiled closing packages for drafting and presentation accuracy.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Monitored pipelines to track and log status of loans.
Order title work, appraisals and flood certificates.
Process loan modifications.
Training Specialist II
Commonwealth Federal Credit Union
Frankfort, KY
09.2024 - 03.2026
Developed and delivered training programs to enhance employee skills and knowledge.
Collaborated with subject matter experts to create engaging training materials.
Facilitated onboarding sessions for new hires, ensuring smooth integration into company culture.
Conducted needs assessments to identify skill gaps and training requirements.
Utilized Learning Management Systems to track training progress and employee engagement.
Enhanced employee performance by developing and implementing comprehensive training programs.
Developed training handbooks, computer tutorials and reference materials.
Collected data on program effectiveness to develop modifications and improvements to curricula.
Prepared videos for online and remote instruction.
Collaborated with department managers to identify skill gaps and develop targeted training interventions.
Documented participation and evaluated learning for each participant.
Conducted regular needs assessments to ensure alignment of training initiatives with organizational goals and objectives.
Facilitated virtual, in-person and blended learning sessions.
Training Coordinator
Commonwealth Federal Credit Union
Frankfort, NY
04.2024 - 09.2024
Managed logistics for training events, including scheduling, materials preparation, and participant communication.
Evaluated training effectiveness through surveys and feedback, implementing improvements as needed.
Maintained accurate records of training sessions and participant progress for compliance purposes.
Maintained accurate records of employee participation in training events, tracking progress towards learning objectives.
Coordinated logistics for training events, including scheduling facilities, securing necessary equipment, and managing participant registration.
Updated and created FETCH pages.
Partnered with external vendors to source specialized training content or services when required by organizational needs or strategic priorities.
Mortgage Servicer I
Commonwealth Federal Credit Union
Frankfort, KY
07.2022 - 04.2024
Processed mortgage payments and maintained accurate account records.
Resolved customer inquiries regarding loan status and payment options.
Reviewed loan documents for compliance with regulations and internal policies.
Ensured timely processing of insurance claims, coordinating with vendors to expedite repair work on damaged properties.
Assisted borrowers in understanding the implications of adjustable-rate mortgages, clearly explaining rate adjustments and payment recalculations as needed.
Managed escrow accounts accurately, conducting periodic reviews and updating tax or insurance information as needed.
Checked loan documents for accuracy prior to closing.
Worked with underwriters to fix application problems and resolve issues.
Explained different types of loans pertaining to client situations.
Monitored pipelines to track and log status of loans.
Compiled closing packages for drafting and presentation accuracy.