Shelly Hardin

• Maintained accurate documentation in accordance with agency standards and policies.
• Collaborated with other professionals to ensure coordination of care between multiple agencies and providers.
• Monitored client progress toward individualized service plan goals through periodic reviews of records and reports from other agencies or programs involved in the delivery of services.

• Greet and assist consumers at the front counter.
• Determine what action is to be taken to bring delinquent accounts to conclusion.
• Interface and assist in the day-to-day requests, questions or problems over the phone or in person, from clients and staff.
• Assist in the processing and balancing of all funds received in the Court.
• Interface balancing process as established with the San Diego office.

Responsible for the handling and safekeeping of the money receiving at the court house and the safe must be kept locked at all times.

Complete manual data entry.

Document and complete all correspondence and adjustments in a timely manner.

• Acted as court cashier, processing billing and payments for fines, bonds, bail and other court fees, also recording details of payment and reporting.

Responsible for the building of Loan Files (hard or electronic, as applicable) according to the Bank's credit policies and procedures
Prepares Introduction Letter to applicant with a detailed list of informational items necessary to process the Collect incoming informational items requested from applicant/borrower and review to ensure accuracy.
Collaborate and effectively communicate with internal staff (Sales, Credit, Loan Servicing, Accounts Payable, (Departments) and external clients (Client/Borrower, Title/Escrow) Initiates Title/Escrow order to obtain Preliminary Title Report for review Gathers third party reports.
Credit, OFAC, Westlaw, UCC search, Lereta Flood Determination Certificate, Tax Verification).
Prepares insurance coverage letter of request required for collateral being taken for subject loan.
Upon receipt of insurance coverage requested, responsible for reviewing per initial letter of request.
Manage borrower funds received for processing costs incurred (to be deposited to bank "GL" account)
Ensure outstanding invoices associated with loan request are paid prior to or at closing.

Maintain knowledge and comprehensive understanding of all types of entities in order to prepare Commercial Loan Documents.

Ensure notes are input in communication software with all updates identifying stage of process.
Submit request for UCC filing (if applicable) and place tax service order with appropriate vendor.

Complete Funding Journal, Modification Fee Sheet, Wire Request Form, payment of invoice(s), note payoff(s) and boarding (Complete checklist) Create ticklers for outstanding conditions and trailing documents.

Assist Processing Manager with Special project.

Managed 700 + commercial and SBA for upcoming financials request in timely manner as well as follow up's on financials request, tracking closed/active loan report.
Ensure Annual Loan Reviews are processed and forwarded to Loan Officers in accordance with established procedures, knowledge of reviewing CM, ALR's

Ensure ticklers (including non-ALR related covenants) are current and advised to Loan Officers.
Excellent communication with loan officers and underwriters
Tax Service Monitoring/Notification of past due taxes

Special Projects as assigned
Loan Maintenance including basic loan transactions (loan advances, loan

payments, loan payoffs) Loan Refund Checks, Borrower Deposits, MTX payments, pay down-LOC
Process all mail for the loan servicing department, Verification of Mortgage Post Reconveyance process, run soft credit on all SBA, Commercial loans Process loan maintenance for all loan types on system platform

Track Insurance for property/liability/personal property, etc Contact Insurance agents and mailed letters to customers

Responsible for property inspections to ensure they are ordered/completed.