Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over five years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.
Overview
10
10
years of professional experience
Work History
Mortgage Loan Specialist
Case Credit Union
12.2019 - 05.2023
Maintained high level of member satisfaction by providing prompt and accurate loan status updates.
Diligently fulfilled members' mortgage obligations by settling homeowners insurance and property tax payments.
Worked with underwriters to fix application problems and resolve issues.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Checked loan documents for accuracy prior to closing.
Established plans and payoffs for members' mortgage and home equity loans, prioritizing control of overall costs.
Monitored pipelines to track and log status of loans.
Explained very technical financial information to applicants in easy to understand language.
Generated loan growth of $1.4 million in 2021 with the original goal of $900,000.
Generated loan growth of $1.6 million in 2022 with the goal of $1 million.
Member Relations Specialist
Case Credit Union
09.2019 - 12.2019
Helped large volume of members every day with positive attitude and focus on customer satisfaction.
Responded to member calls and emails to answer questions about products and services.
Opened accounts and provided deposit and withdrawal receipts.
Educated and engaged members with new bank products and services.
Cross-sold bank services and products to uplift member investments.
Generated account activity reports to identify upgrade and sales opportunities.
Followed up with members about resolved issues to maintain high standards of customer service.
Promoted available products and services during service, account management, and order calls.
Member Service Representative II
Case Credit Union
03.2018 - 09.2019
Verified member identification and documentation for compliant transactions.
Maintained friendly and professional customer interactions.
Managed daily bank operations by processing transactions and providing exceptional member service.
Mentored and trained new tellers on credit union procedures and member service standards.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Counted, verified and handled deposits and armored car transactions.
Referred members to other departments for specialized services.
Performed vault, alarm and door duties to facilitate opening and closing of operations.
Investigated staff out-of-balance conditions and instituted corrective procedures.
Assigned and distributed workflow to support efficient and effective front line operations.
Receptionist
Spartan Toyota
10.2017 - 03.2018
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Kept reception area clean and neat to give visitors positive first impression.
Answered phone promptly and directed incoming calls to correct offices.
Provided clerical support to company employees by copying, faxing, and filing documents.
Handled cash transactions and maintained sales and payments records accurately.
Restocked supplies and submitted purchase orders to maintain stock levels.
Sorted, received, and distributed mail correspondence between departments and personnel.
Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
Compiled information from files and research to satisfy information requests.
Sales Associate
Villa
11.2013 - 03.2018
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Helped customers locate products and checked store system for merchandise at other sites.
Prepared merchandise for sales floor by pricing or tagging.
Managed returns, exchanges and refunds in accordance with store policy.
Answered customer questions about sizing, accessories, and merchandise care.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Education
General Studies - Business CommunicationsManagement
Lansing Community College
Lansing, MI
06.2012
High School Diploma - General Studies
Eastern High School
Lansing, MI
06.2007
Skills
NMLS Registration
Microsoft Office
Relationship Selling
Active Notary Public
Residential Mortgage Lending Regulations
Loan File Maintenance
Application Review
Credit History Review
Attention to Detail
Property Evaluation
Timeline
Mortgage Loan Specialist
Case Credit Union
12.2019 - 05.2023
Member Relations Specialist
Case Credit Union
09.2019 - 12.2019
Member Service Representative II
Case Credit Union
03.2018 - 09.2019
Receptionist
Spartan Toyota
10.2017 - 03.2018
Sales Associate
Villa
11.2013 - 03.2018
General Studies - Business CommunicationsManagement
Lansing Community College
High School Diploma - General Studies
Eastern High School
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