Andy Levy
Los Angeles
Summary
Making a meaningful impact on my team’s growth and performance through the application of my diverse experience in the banking industry.
Overview
15
15
years of professional experience
Work History
Construction Administrator
Israel Discount Bank
03.2024 - Current
- Processing of construction draw packages including arranging site inspections, ordering title endorsements, analyzing budgets, and collecting required documents from clients
- Attending site inspections and reviewing consultant site inspection reports
- Ensuring quality customer service through consistent communication with clients and vendors
Assistant Manager
Israel Discount Bank
11.2017 - 02.2024
- Monitored and resolved insurance issues including expired and non-compliant policies
- Managed UCCs for the bank through CT Liens
- Prepared, maintained, and distributed loan reports for CA region
- Performed all loan servicing for CA region
- Reconciled suspense funds and submitted all invoices for payment for CA region
Credit Administration
Preferred Bank
01.2016 - 11.2017
- Prepared loan reporting for monthly board meetings as well as weekly bank-wide reports
- Managed construction loan distributions
- Assisted with loan audits requests and special projects
Loan Booking/Funding Specialist
Seacoast Bank
02.2015 - 01.2016
- Booked loans of all size and type
- Performed the daily quality control of loans booked the previous day
- Processed loan payments, payoffs, advances, reversals, maintenance, etc.
- Helped develop loan booking/funding procedures and training materials used bank-wide
Loan Operations Specialist
Grandpoint Bank
07.2012 - 05.2014
- Processed all types of loan servicing including payments, advances, payoffs, and more
- Fielded borrower inquiries, researched and resolved loan related issues
- Managed tickler reporting, insurance monitoring, and delinquent property taxes
- Filed UCCs, ordered tax service contracts and flood certificates
Loan Servicing Assistant
Pacific Commerce Bank
09.2010 - 07.2012
- Maintained and distributed all tickler and insurance reports
- Processed daily loan transactions
- Served as primary staff liaison to offsite storage vendor
- Performed daily balancing of all loan related general ledgers
Education
High School Diploma -
Wilson High School
West Lawn, PA01.2008
Moody’s Business Analytics course – Financial Accounting for Business Lenders
Skills
- Microsoft Office
- Jack Henry Silverlake, Xperience, CIF 2020
- Loan IQ
- FIS Global/Metavante
- FiServ Premier Director
- LaserPro
Systems
- Positive attitude
- Effective communicator
- Provides excellent customer service
- Successful work ethic
- Tech savvy
Attributes
Timeline
Construction Administrator
Israel Discount Bank
03.2024 - Current
Assistant Manager
Israel Discount Bank
11.2017 - 02.2024
Credit Administration
Preferred Bank
01.2016 - 11.2017
Loan Booking/Funding Specialist
Seacoast Bank
02.2015 - 01.2016
Loan Operations Specialist
Grandpoint Bank
07.2012 - 05.2014
Loan Servicing Assistant
Pacific Commerce Bank
09.2010 - 07.2012
Moody’s Business Analytics course – Financial Accounting for Business Lenders
High School Diploma -
Wilson High School