Bernardo Hernandez
Weston,FL
Summary
Organized SBA 7(a) Closing Specialist with over 5 years of experience in managing the complete closing process for SBA 7(a) loans. Expertise in preparing and reviewing loan closing packages while ensuring compliance with SBA SOPs and lender guidelines. Proficient in LaserPro, E-Tran, and PandaDoc for document preparation and management. Recognized for attention to detail and ability to deliver a seamless borrower experience in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Customer Service Representative
NEWITY LLC
Chicago, IL
12.2021 - 10.2025
- Assisted customers with inquiries and resolved issues efficiently.
- Managed customer accounts and processed orders accurately.
- Collaborated with team members to enhance service delivery.
- Documented customer interactions in the CRM system diligently.
- Trained new staff on customer service protocols and systems.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Senior Loan Closer/Analyst
NEWITY LLC
Chicago, IL
12.2021 - 09.2025
- Reviewed loan documents for accuracy and compliance with regulations and new SOP.
- Coordinated with clients to gather necessary closing documentation.
- Assisted in preparing closing disclosures and settlement statements for transactions.
- Organized and maintained electronic files for all loan closings efficiently.
- UCC Search CSC and State SOS
- Ensure all actions taken and documents collected meet the specific requirements of the SBA and relevant governing bodies.
Assistant Manager
21st Century Labels International
Santiago, Dominican Republic
07.2015 - 01.2025
- Assisted in developing and implementing operational strategies for store efficiency.
- Coordinated staff schedules to ensure optimal coverage during peak hours.
- Trained new employees on company policies and customer service standards.
- Facilitated team meetings to discuss goals, challenges, and performance feedback.
- Monitored daily sales reports to identify trends and areas for improvement.
- Managed customer inquiries and resolved issues to enhance satisfaction levels.
Education
Bachelor of Science - Business Administration
Pontificia Catolica Madre Y Maestra
Santiago, Dominican Republic01-2020
Skills
- SBA Loan documentation
- Regulatory compliance
- SBA guidelines
- Risk assessment
- Financial analysis
- Customer relationship management
- Underwriting expertise
- CRM management
- UCC Search with CSC and SOS
- PandsDocs, LaserPro, Hubspot, Quickbooks
- Genreal Liablity and Business Personal Property
- New SBA SOP
Languages
English
Native
Native
Spanish
Proficient (C2)
C2
Timeline
Customer Service Representative
NEWITY LLC
12.2021 - 10.2025
Senior Loan Closer/Analyst
NEWITY LLC
12.2021 - 09.2025
Assistant Manager
21st Century Labels International
07.2015 - 01.2025
Bachelor of Science - Business Administration
Pontificia Catolica Madre Y Maestra