Alexandria Hall
Milwaukee,WI
Summary
Motivated customer service specialist with over 19 years of retail experience and over 11 years of banking experience in a fast paced, team-based environment. Very driven to exceed productivity, meet deadlines, & articulate quality work. Delivers positive experiences through high quality customer care
Overview
12
12
years of professional experience
Work History
Member Finance Representative
Educators Credit Union
07.2022 - Current
- Assisted members in achieving their financial goals through personalized consultations.
- Managed risk effectively while approving loan applications, ensuring adherence to credit union guidelines and minimizing potential losses.
- Promoted a positive work environment by actively participating in team meetings and contributing constructive feedback when necessary.
- Implemented effective fraud prevention measures within the branch, significantly reducing instances of fraudulent activity among members'' accounts.
Mortgage Loan Closer
Tri City National Bank
08.2020 - 07.2022
- Provide quality service and communication to customers, loan officers, realtors, correspondents and all other bank personnel.
- Prepare and review loan closing and funding documentation in an accurate and timely manner for all residential mortgage loan products such as Purchases, Refinances, and HELOC's.
- Complete all internal funding documentation and distribute as needed.
- Review all documentation to ensure they are accurate and in compliance with Federal Regulations that meet all requirements for FHLMC.
Asst Manager / HE Loan Processor
JPMorgan Chase
01.2013 - 11.2019
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Assist customers regarding loan needs, financial histories, and wide range of products offered by the bank.
- Educated and advised clients on the variety of solutions that could resolve their issues and meet their objectives.
- Delivered outstanding customer service and built long lasting relationships with customers, vendors and teammates.
- Maintained a pipeline averaging over 35+ files, reviewed credit documents, scheduled closings, prepared loan documents, and corresponded to inquiries from Closing Attorneys, Realtors, Title Companies and Applicants.
Education
Bachelor of Science - Human Resources
Upper Iowa University
MilwaukeeSkills
- Strong Communication Skills
- High Level of Accuracy
- Goal Oriented
- Trusted Key Holder
- Excellent Time Management Skills
- Practice Due Diligence
- Detailed Oriented
- Practice Banking Compliance
- Auditing Techniques
- Strong Leadership Skills
Timeline
Member Finance Representative
Educators Credit Union
07.2022 - Current
Mortgage Loan Closer
Tri City National Bank
08.2020 - 07.2022
Asst Manager / HE Loan Processor
JPMorgan Chase
01.2013 - 11.2019
Bachelor of Science - Human Resources
Upper Iowa University
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