Timothy McSwain
Loan Servicing Admin Ii @Bank of America
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WORK HISTORY
Loan Servicing Admin Ii @Bank of America
Oversee a portfolio of Syndicated Primary, Secondary and Third-Party market assignments with little to no supervision Delivered superior customer experience to our business partners and clients in a timely manner Facilitated training for new employees & provided support as needed Evaluated the Assignment and Assumption Agreements to ensure loan amounts, signors and all related parties match the details in the loan system and contact the appropriate trade closer to correct any inconsistencies and add buyers and sellers where applicable to accurately complete loan transaction to move pending status to close Reviewed legal documents in regards to credit agreement Responsible for understanding product data and trade lifecycles and gathering requirements for setting up loan trade deals in LoanIQ and ClearPar/Markit (S&P Global)• Initiated trade assignments by transferring lending obligation from selling investor to a buying investor, based on the terms indicated in the credit agreement• Pulled and reviewed the Daily Settled Trade Report for errors and open loans and reverse loans that did not close in the system the prior day
EDUCATION
Western Carolina University
Bachelors of Science Business Administration (B.S.B.A), Finance / Computer information systems
Western Governors University
Master of Data Science , Finance, General
SKILLS
ABOUT TIMOTHY MCSWAIN
A professional dedicated to building the most effective, and efficient strategies possible. In my current position, I corporate budget operating plans for multiple facility locations, travel budgeting, financial planning for (internal and external) reimbursable agreements. I incorporate analytical and evaluation methods and techniques in the development of program requirements, and funding methodologies to incorporate spending plans and strategies to help accomplish company goals by helping maintain and drive potential revenue.When I’m not on the job, I love hiking with my dog, working on future plans, and indulging my love for seeing new things and places.If you’d like to learn more about how my services can better help your company, please reach out via email (T••••••••@gmail.com).
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