Lisa Lattanzio
Loan Operations and Financial Services Professional
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About
Detail-oriented loan operations and financial services professional with 20+ years of experience in commercial lending, SBA loan processing, and portfolio management. Proven expertise in loan origination systems, data accuracy, and regulatory compliance. Skilled at streamlining processes, maintaining confidentiality, and collaborating across teams to ensure timely, accurate loan servicing.
Experience
Work Order Management Team (WOMT) Coordinator - Beacon Hill Staffing (Jones Lang LaSalle) - Pittsburgh, PA (Remote)
(2024-09 - 2025-11)
- Coordinated work order data administration and generated accurate reports to streamline operations
- Received and triaged maintenance repair calls, updating scheduled service appointments for timely tracking
- Prepared repair service quotes and documented details in company databases for transparent cost communication
- Resolved service request discrepancies, improving record accuracy and customer satisfaction
- Conducted post-service verifications, documenting work order completions to maintain reliable data
Individual Applicant Services Specialist - U.S. Department of Homeland Security (FEMA) - Washington, DC
(2018-08)
Intermittent/On-Call
- Registered disaster survivors by accurately entering and verifying applicant information, maintaining strict confidentiality under the Stafford Act
Syndications Loan Specialist - Heitmeyer Consulting (First National Bank of PA) - Pittsburgh, PA
(2023-09 - 2023-12)
- Processed daily bank loan notices received from agent banks
- Performed daily maintenance and record-keeping for syndicated bank loans held in mutual fund and structured portfolios for multiple clients
SBA Commercial Loan Specialist - Community Reinvestment Fund - Minneapolis, MN (Remote)
(2022-01 - 2023-01)
- Reviewed, boarded, maintained, and modified SBA loans as needed
- Managed reporting requirements for the SBA and commercial loan portfolio
- Processed loan disbursements for SBA loans and commercial lines of credit, and executed releases for the commercial loan portfolio
Operations & Services Specialist, PPP Loans - Varite, Inc. (KeyBank) - Pittsburgh, PA (Remote)
(2021-09 - 2022-05)
- Conducted PPP loan reviews and partnered with Relationship Managers to obtain SBA-requested documentation
PPP Loan Processing Assistant - Aerotek - Pittsburgh, PA (Remote)
(2021-01 - 2021-08)
- Analyzed PPP loan applications as part of a virtual processing team
Account Associate, Commercial Loan Processor - South End Capital Corporation - Boston, MA
(2017-05 - 2018-05)
- Collected and verified loan application documents, ordered appraisals, and verified income and assets
- Resolved discrepancies, tracked deadlines, and coordinated with third-party services to ensure smooth closings
Field Reporting Specialist - Reliable Reports - Texas (Remote)
(2014-09 - 2017-05)
- Inspected commercial and residential properties for insurance carriers across a multi-state region
- Assessed liability, replacement value, and wind mitigation factors
Commercial Loan Closing Assistant - Home Savings and Loan - Youngstown, OH
(2013-02 - 2014-07)
- Coordinated communications with clients, asset managers, title companies, and agents to gather required information and ensure timely loan processing
Portfolio Manager - Mahoning Valley Economic Development Corp - Youngstown, OH
(2010-06 - 2013-02)
- Managed account resolution and loss mitigation for federal, state, and local commercial loan programs, ensuring compliance and efficiency
- Oversaw timely resolution, reporting, and classification of delinquent loan accounts, minimizing financial losses
Assistant Portfolio Manager - Community Capital Development Corp - Columbus, OH
(2000 - 2010)
- Supported senior portfolio managers across all aspects of client portfolio management
- Developed, prepared, and reviewed portfolio summary reports for management
