I have hands-on experience supporting U.S. private lending operations, with a background covering loan servicing, loan processing, asset management, loan boarding, servicing transfers, default management, portfolio reporting, collateral research, and lending systems.
In my most recent role with a U.S. private lender, I managed and analyzed approximately 140 consumer and commercial loans, including distressed/NPL files involving collections, bankruptcy, foreclosure, and borrower recovery activities.
What I Can Help You With:
Loan Servicing & Operations
•Loan boarding and setup
•Servicing transfers
•Loan payoff preparation
•Loan modifications and extensions
•Collections and borrower communications
•Default management
•Distressed/NPL loan support
•Loan deboarding/payoff processing
•Servicing-file review and open-item tracking
Collateral & Loan File Due Diligence
•Title review
•County records research
•Lien monitoring
•Property tax research
•Property insurance verification
•Collateral and servicing-file review
•Bankruptcy and foreclosure support
•Loan documentation and transaction changes
Reporting & Reconciliation
•Loan-level portfolio reporting
•Investor/asset management reporting
•Servicing collection reporting
•Remittance reporting
•Bank and loan reconciliation
•Monthly expense tracking
•Data validation and quality control
Lending Systems & Process Improvement
•Baseline Loan Origination & Servicing Software administration
•Loan workflow and field configuration
•Reports, permissions, and document templates
•Floify-to-Baseline process transition
•Data migration and reconciliation
•SOP and process-map development
•Workflow improvement and documentation
•Excel/VBA loan servicing tools
•Automated payoff calculations
•User training and internal systems support
Some Results From My Experience
•Managed approximately 140 consumer and commercial loans across servicing and asset management activities.
•Led the transition of approximately 30 commercial loans from third-party servicing to in-house servicing, including data mapping, reconciliation, system configuration, documentation, and training.
•Redesigned loan processing during a Floify-to-Baseline transition, reducing processing time by approximately 30%.
•Developed commercial loan remittance and reconciliation procedures that reduced preparation time from approximately 1 business day to 1 hour.
•Built internal Excel/VBA loan servicing tools with centralized loan data, open-item tracking, and automated payoff calculations.
Systems & Tools
Baseline • Floify • LightningDocs • SimpliFile • DocuSign • Plaid • Microsoft Excel/VBA • Microsoft 365 • SharePoint • Zapier • JotForm • JustCall • Follow Up Boss
I am particularly interested in working with U.S. lenders, private lenders, mortgage/lending companies, loan servicing teams, real estate investment companies, and other businesses that need someone who can handle both the day-to-day loan operations and the systems/process side of the business.
I am comfortable working independently, researching issues, working across multiple systems, documenting processes, reconciling data, and taking ownership of operational tasks from start to finish.
