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Stocha Scranton

@stochascranton

Portfolio Monitoring Specialist at Lendistry, creating insurance processes and monitoring coverage across 175+ accounts.

United States

Message

What I'm looking for

I'm looking for a company that will allow me to take on projects and responsibilities that challenge me to grow my skillset.

At Lendistry, I create force-placed insurance processes with teams across departments and monitor coverage for 750+ policies across 175+ accounts. I also prepare loan modifications and draft transfer summaries for delinquent accounts moving to Special Assets.

Previously at Lendistry, I risk-rated loans in a 250+ account portfolio, managed and underwrote line-of-credit renewals, and supported compliance and program reporting. At BCL of Texas, I handled portfolio reporting, ACH tracking, payoff requests, and loan servicing modifications.

At PeopleFund, I coordinated SBA loan packaging and closing, reviewed tax transcripts, and prepared closing documents. I also supported office operations, onboarding, and coordination across teams.

Experience

Work history, roles, and key accomplishments

Current

Portfolio Monitoring Specialist

Current

Lendistry

Jun 2024 - Present (2 years 4 months)

Lead in creating force-placed insurance processes and monitor insurance coverage for 750+ policies across 175+ accounts. Prepare loan modifications and draft transfer summaries for delinquent accounts.

Salesforce Lucidchart Monday.Com NLS PCF Ventures LenderFit Microsoft Office Tableau Insurance Tracking Collateral Validation Loan Modification Compliance Monitoring

Portfolio Manager

Lendistry

Dec 2022 - Jun 2024 (1 year 6 months)

Ensured portfolio compliance with policies and regulatory requirements, risk-rated loans within a 250+ account portfolio, and managed line-of-credit renewals. Led customer file management and compliance efforts.

NLS Salesforce PCF Risk Rating Compliance Loan Underwriting Reporting Data Collection

Loan Servicing Specialist

BCL of Texas

May 2022 - Nov 2022 (6 months)

Led loan portfolio reporting including Guidehouse 504 reports, managed ACH tracking and payoff requests, and developed internal controls for loan file organization. Updated lending data points for compliance reporting.

Ventures LenderFit ACH Tracking Payoff Processing Loan Servicing Compliance Reporting

SBA Loan Specialist / Loan Closing Officer

PeopleFund

Dec 2020 - May 2022 (1 year 5 months)

Coordinated packaging and closing of SBA loans in accordance with SBA SOPs, submitted 4506-Cs, and reviewed tax transcripts. Drafted closing documents and filed UCC liens.

SBA Standard Operating Procedures 4506 C Tax Transcripts Loan Closings UCC Filings Customer Records Reporting

Office Manager

PeopleFund

Apr 2020 - Jun 2021 (1 year 2 months)

Managed hiring portal and onboarding processes, maintained employee resources and corporate records, and supported IT, facilities, vendor relations, and expense reconciliation.

Hiring Onboarding Employee Records Vendor Relations Expense Reconciliation Meeting Coordination

Operations Assistant

PeopleFund

Apr 2019 - Apr 2020 (1 year)

Supported facility management, IT, and vendor relations, assisted with bookkeeping and expense reconciliation, and coordinated visits, meetings, travel, and scheduling.

Facilities Management IT Support Vendor Relations Bookkeeping Expense Reconciliation Scheduling