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Gateway Bank - Loan Settlement Specialist Resume Example

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Amelia Cooper
Professional Summary

Efficient, detail oriented and dedicated to achieving meticulous accuracy in all task.

Loan Settlement Specialist Jun 2009Present Gateway Bank Oakland, CA
  • Reviews funded files for completeness, accuracy, and compliance with bank policy.
  • Initiates corrective action with customers when deficiencies are found.
  • Maintains control over incoming wire and purchase advices for timely settlements.
  • Balances incoming wires and prepares settlement statements
  • Update the mainframe with settlement data for uploads to FPS system to general ledger and client credit entries.
  • Prepares concentration reports and meetings. Sends out daily reports and settlement statements to clients.
  • Responds to customer inquiries concerning status of loans and reports.
  • Manual posting for general ledgers and accounts thru GoldTeller.
Accounts Receivable Clerk May 2008Jun 2009 Sysco San Francisco Fremont, CA
  • Post and applied cash, check and credit card payments to customer accounts.
  • Reconciled customer payments - reviews discrepancies from automatic reconciliation and makes manual adjustments as appropriate.
  • Configures customer accounts for ACH pulls/payments as appropriate
  • Maintain daily spreadsheets and reports.
  • Supported ongoing accounting by updating electronic accounts receivable records.
Loan Processor Apr 2006Feb 2008 Wachovia Bank (World Savings Bank) San Leandro, CA
  • Efficiently and accurately process loan application.
  • Order required credit report and appraisal.
  • Prepare and send out loan kits to borrower.
  • Correct technical exception submitted by loan officer.
  • Input, verify and examine information and accuracy of loan application and closing documents.
  • Maintain a high level of knowledge regarding policy and procedures.
Sr. Accounts Receivable Representative Dec 1996Nov 2002 Bank of America San Francisco, CA
  • Responsible for processing incoming checks to lockbox accounts.
  • Manually sort, open and process checks for deposits.
  • Ensure timely and accurate processing of accounts assigned to desk.
  • Mail customer's work using various types of mailing.
High School Diploma Jun 1994 Woodrow Wilson High School San Francisco, CA
San Francisco State University San Francisco, CA
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Resume Details

This is a real resume for a Loan Settlement Specialist in Fremont, California with experience working for such companies as Gateway Bank, Sysco San Francisco, Wachovia Bank World Savings Bank. This is one of the hundreds of Loan Settlement Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Loan Settlement Specialist resume.

Previous Companies:

  • Gateway Bank
  • Sysco San Francisco
  • Wachovia Bank World Savings Bank

Previous Job Positions:

  • Loan Settlement Specialist
  • Accounts Receivable Clerk
  • Loan Processor
  • Sr Accounts Receivable Representative


  • Woodrow Wilson High School
  • San Francisco State University

Level of Education:

  • High School Diploma

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