Alexis Clingerman
Waddell,AZ
Summary
. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
25
25
years of professional experience
Work History
SENIOR MORTGAGE LOAN PROCESSOR
Caliber Home Loans, LLC
09.2019 - 11.2023
- Responsible for reviewing and verifying loan applications to ensure accuracy and compliance with all applicable laws and regulations
- Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments
- Assisted Loan Officers in processing loan applications and gathering necessary documents for underwriting
- Monitored daily pipeline reports to ensure that loans were processed in a timely manner
- Verified accuracy of information on loan applications including income, employment, assets, debts and credit scores
- Analyzed credit reports for potential underwriting issues or discrepancies
- Provided excellent customer service by responding to inquiries from customers regarding loan status or other related questions
- Processed mortgage loan applications accurately and successfully for over 12 years.
SENIOR MORTGAGE LOAN PROCESSOR
Wells Fargo Home Mortgage
03.2012 - 09.2019
- Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments
- Acted as point of contact by keeping customer and referral sources informed throughout process
- Coordinated efforts between lenders, brokers and attorneys during the closing process
- Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property
- Utilized excellent communication skills when explaining complex financial terms and conditions to customers
- Conducted interviews with customers to obtain detailed information
- Processed mortgage loan applications accurately and successfully for over 12 years.
District Operations Manager, Asst. Vice President
Wells Fargo Bank, N.A.,
06.2007 - 06.2010
- Traveled to over 21 locations per week to manage each store and perform reviews of individual managers and employees.
- Developed processes to save on costs and prevent losses.
- Enhanced regional branch performance by implementing proven management processes to increase revenue.
- Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
- Led weekly meetings with regional staff to review progress, address challenges and drive timely task completion.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reported issues to higher management with great detail.
- Assisted in recruiting, hiring and training of team members.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
BRANCH OPERATIONS MANAGER
Wells Fargo Bank, N.A.
03.2004 - 06.2007
- Managed daily operations of a banking finance department, including staff supervision and development, budgeting, and customer service
- Created training materials for new staff members on banking finance processes
- Conducted regular performance reviews for team members to assess progress towards goals
- Maintained compliance with all applicable laws and regulations related to banking activities
- Monitored cash flow levels on a daily basis to ensure sufficient funds are available for daily operations
- Performed regular audits of branch operations, identified areas for improvement and took corrective action as needed
- Established internal controls to ensure accuracy of financial records
- Performed monthly compliance checks.
- Trained employees on proper procedures and strategies to improve productivity.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
FINANCIAL OPERATIONS OFFICER, Asst. Vice President
Union Bank of California
09.1998 - 03.2004
- Profiled customers to identify banking needs, referring to appropriate banking personnel and products
- Developed strong customer relationships by providing exceptional service
- Evaluated creditworthiness of applicants based on financial history information
- Analyzed customer financial needs and provided appropriate banking solutions
- Trained new staff members on banking procedures and policies
- Communicated with customers about account balances and other matters relating to outstanding loans or deposits
- Organized data entry tasks related to new accounts and account changes
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Increased company growth through collaboration with sales and marketing departments.
- Developed strategic plans for day-to-day financial operations.
Education
HIGH SCHOOL DIPLOMA -
Dana Hills High School
Dana Point, Ca06-1998
Skills
- Operations management
- Employee relations
- Staff management
- Performance evaluations
- Risk management
- Documentation review
- Credit evaluation
- Collaboration and teamwork
- Regulatory compliance
- Pipeline management
Additional Information - Telecommuting
Ability to accommodate all time zones for telecommuting purposes, if needed
Accomplishments
- Supervised team of 75 staff members.
- Achieved 100% with all branch audits due to weekly visits and monthly meetings
- Collaborated with team of 100 in the merger and acquisition of Wachovia
- Collaborated with our design teams to build and open 4 new bank branch locations
- Lead a team of 50 to conduct a security move of safety deposit boxes from one branch location to another
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteImportant To Me
Company CultureCareer advancementWork-life balanceTeam Building / Company RetreatsPersonal development programsQuote
The trick to life is to have the courage to walk down the path that's lit up your heart.
Atticus
Languages
English
Native or Bilingual
Interests
Reading
Going to sports events
Walks
Exploring
Volunteering
Certification
Certified Notary Public
Timeline
SENIOR MORTGAGE LOAN PROCESSOR
Caliber Home Loans, LLC
09.2019 - 11.2023
SENIOR MORTGAGE LOAN PROCESSOR
Wells Fargo Home Mortgage
03.2012 - 09.2019
District Operations Manager, Asst. Vice President
Wells Fargo Bank, N.A.,
06.2007 - 06.2010
BRANCH OPERATIONS MANAGER
Wells Fargo Bank, N.A.
03.2004 - 06.2007
FINANCIAL OPERATIONS OFFICER, Asst. Vice President
Union Bank of California
09.1998 - 03.2004
HIGH SCHOOL DIPLOMA -
Dana Hills High School
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