Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph Fechter

Surprise,AZ

Summary

Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

22
22
years of professional experience

Work History

Sr Home Lending Advisor

JPMorgan Chase Bank, Home Lending
Sun City, AZ
11.2015 - Current
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Maintained strict confidentiality of bank records and client information.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Senior Personal Banker

BMO Harris Bank
Phoenix, AZ
01.2004 - 11.2015
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

Customer Service Supervisor

BMO Harris Bank
Phoenix, AZ
02.2001 - 01.2004
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
  • Coached employees through day-to-day work and complex problems.
  • Resolved account issues to build rapport and relationships with clients.
  • Standardized office structures and processes to promote collaboration and increased performance.

Customer Service Representative

BMO Harris Bank
Phoenix, AZ
11.1999 - 02.2001
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Identified sales opportunities and referred customers to branch partners in financial services.

Education

High School Diploma -

Alhambra High School
Phoenix, AZ
06.1996

Skills

  • Loan File Maintenance
  • Credit File Updating
  • Application Reviews
  • Mortgage Loan Origination
  • Credit History Review
  • Analytical and Critical Thinking
  • NMLS Registration
  • Active Listening and Learning

Timeline

Sr Home Lending Advisor

JPMorgan Chase Bank, Home Lending
11.2015 - Current

Senior Personal Banker

BMO Harris Bank
01.2004 - 11.2015

Customer Service Supervisor

BMO Harris Bank
02.2001 - 01.2004

Customer Service Representative

BMO Harris Bank
11.1999 - 02.2001

High School Diploma -

Alhambra High School

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Joseph Fechter