Florence Nelson Resume (2)
2
Florence Elaine Nelson 6742 N 52 nd Street Milwaukee, WI 53223 414-204-0888 [email protected] To secure a position that encourages participation as a team member in a dynamic work environment focused on promoting business growth by providing superior value and service. More than 14 years’ experience in the Financial and Banking Industries, with strong organizational and computer skills Competent at managing responsibilities in a high-volume atmosphere Resourceful in solving problems and maximizing resources Major strengths include strong communication skills, attentive to quality and detail, and passionate about achieving meaningful contributions to a business’ success April 2015-Present US Collections Support Specialist BMO Harris Bank, BMO Financial Group, Brookfield, WI Prepare Notice of Default Letters to customers Calculate the Fees Due, Outstanding balances and Interest Rates Work with the Foreclosure Department regarding delinquent Loans and Lines of Credit Work with the Collections Probate Department regarding monies owed from deceased customers properties Prepare Weekly Statements for customers regarding delinquent Loans and Lines of Credit 2009 – 2014 Loan Administrator BMO Harris Bank, Brookfield Operational Center, Brookfield, WI . Prepared regulatory compliant commercial and agricultural loan documents, loan agreements and covenant agreements for Small Business and Business Banking in a multi-branch environment Prepared mortgages for recording and security agreements, to ensure collateral used for securing loans are in the best interest of the bank Performed due diligence on loans to ensure the files are expedited through the process Ordered and reviewed title commitments and letter reports for owner information, liens, tax key information, and any information not disclosed in the loan information received Reviewed and confirmed parcel numbers on title for Agriculture loans to ensure correct information on deeds Reviewed approval from LiveLink to verify collateral accuracy, banker’s and customer’s information and notes included on the file Qualifications Professional Experience
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Transcript of Florence Nelson Resume (2)
Florence Elaine Nelson
6742 N 52nd Street
Milwaukee, WI 53223
414-204-0888 [email protected]
To secure a position that encourages participation as a team member in a dynamic work environment
focused on promoting business growth by providing superior value and service.
More than 14 years’ experience in the Financial and Banking Industries, with strong
organizational and computer skills Competent at managing responsibilities in a high-volume atmosphere
Resourceful in solving problems and maximizing resources Major strengths include strong communication skills, attentive to quality and detail, and
passionate about achieving meaningful contributions to a business’ success
April 2015-Present US Collections Support Specialist
BMO Harris Bank, BMO Financial Group, Brookfield, WI
Prepare Notice of Default Letters to customers
Calculate the Fees Due, Outstanding balances and Interest Rates
Work with the Foreclosure Department regarding delinquent Loans and Lines of Credit
Work with the Collections Probate Department regarding monies owed from deceased customers
properties
Prepare Weekly Statements for customers regarding delinquent Loans and Lines of Credit
2009 – 2014 Loan Administrator
BMO Harris Bank, Brookfield Operational Center, Brookfield, WI
.
Prepared regulatory compliant commercial and agricultural loan documents, loan agreements and
covenant agreements for Small Business and Business Banking in a multi-branch environment
Prepared mortgages for recording and security agreements, to ensure collateral used for securing
loans are in the best interest of the bank
Performed due diligence on loans to ensure the files are expedited through the process
Ordered and reviewed title commitments and letter reports for owner information, liens, tax key information, and any information not disclosed in the loan information received
Reviewed and confirmed parcel numbers on title for Agriculture loans to ensure correct information on deeds
Reviewed approval from LiveLink to verify collateral accuracy, banker’s and customer’s
information and notes included on the file
Qualifications
Professional Experience
Created records in a Microsoft Access pipeline and entered loan information
Reviewed and updated insurance and collateral information in Bakers Hill/Exception Advisor
Updated entity and due diligence checklist on LTSLite
Used CoreLogic and CT Lien to order, review, and challenge flood certs
Ordered and reviewed insurance declaration pages
Ordered and reviewed UCC filings for accuracy of assets
Ordered and reviewed client’s corporate records from the Department of Financial Institutions to
ensure the company was in good standing
Effectively communicated with Lenders and Coordinators to provide customer satisfaction.
Cross-trained new employees on processes and procedures in preparing loan documents.
Provided additional support to new and seasoned employees on daily assignments and rush requests.
1999 – 2009 Account Specialist II
BMO Harris Bank, Milwaukee, WI
Reconciled primary and Federal accounts for banks in Wisconsin, Illinois, and Arizona
Processed treasury tax and loan payments
Acted as liaison between banks and Internal Revenue Service
Settled discrepancies involving cashier checks, savings bond, and payroll for regional branch
offices and the federal government
Processed checks for payroll, employee expense accounts, and vendor invoices
Collected overpayments back from customers totaling over $2,000,000
MATC – Milwaukee, WI
Accounting (2011-2013)
Milwaukee Business Technical Institute – Milwaukee, WI
AS in Accounting & Computer Programming (1987)
UW-Milwaukee – Milwaukee, WI
Computer Science (1982-1985)
Proficient in MS Office, M&I Image Viewer, PeopleSoft, Oracle, Recon+, Recollector, CIS/Deposit System, Onbase, Baker Hill Exception Advisor, LaserPro, LiveLink, LTSLite, Lotus Notes, FileNet
Education
Software
