CARRIE ALLEN
16254 County 17, Spring Grove
Overview
24
24
years of professional experience
Work History
Loan Administrator
ESB Bank
Eitzen
03.2015 - Current
- Process loan applications and verify borrower information for accuracy for all secondary market and in-house consumer loans.
- Maintain detailed records of loan transactions and file upkeep.
- Assist clients in understanding loan products and terms available.
- Review and evaluate financial documents for compliance with policies.
- Conduct verification of employment history, income sources, credit reports, and collateral appraisals.
- Review and verify loan applications and documents for accuracy, completeness, creditworthiness, and compliance with lending regulations and eligibility.
- Approve or deny loan applications and explain reasoning behind decisions.
- Maintain financial information for commercial and agricultural customers; i.e. financial statements, cash flows, and income.
- Organize and track ticklers for mortgages, UCC, and guarantee documentation to ensure timely follow-up.
- Ensure clients are notified of overdue accounts by processing and sending past due loan and overdraft letters weekly.
- Create and send out monthly Board Meeting Packets
- Ensure timely payment of SBA loans by monitoring account statuses and processing required transactions.
- Balance monthly security accounts, loan clearing account, and prepaid, accrued and fixed expenses
Financial/Eligibility Specialist
Houston County Human Services
Caledonia
10.2011 - 02.2015
- Initial and ongoing determination of public assistance benefits for clients requesting income maintenance programs.
- Maintain knowledge of income maintenance program rules, regulations, community resources and other sources of financial support for clients.in
- Data entry into multiple State and County computer systems for eligibility purposes.
- Customer contact to establish and maintain effective and confidential relationships.
Legal Assistant
Wendland & Utz Law, and Wieser Law Office
La Crescent and Rochester
06.2002 - 10.2011
- Independently manage multiple high to low end real estate transactions for residential and commercial clients.
- Maintain the accounting functions for real estate transactions for purchases, sales, refinancing, and new construction.
- Background in the following areas of law: estate planning, business transactions, family and criminal law.
Education
Paralegal Program
Winona State University
Winona, MNFinance
Western Technical College
La Crosse, WISkills
- Loan processing
- Data entry accuracy
- Documentation management
- Attention to detail
- Underwriting
- Customer service-focused
- Organizational skills
- Teamwork and collaboration
- Collections management
Timeline
Loan Administrator
ESB Bank
03.2015 - Current
Financial/Eligibility Specialist
Houston County Human Services
10.2011 - 02.2015
Legal Assistant
Wendland & Utz Law, and Wieser Law Office
06.2002 - 10.2011
Paralegal Program
Winona State University
Finance
Western Technical College