Allison Frederick
Marion,United States
Summary
Dynamic financial services professional with over 10 years of experience, recognized for a visionary approach that enhances operational efficiency and customer satisfaction. Expertise in mortgage lending and client relationship management, with a proven track record of guiding clients through complex loan processes to secure favorable terms. Strong analytical skills and a deep understanding of regulatory compliance ensure that all financial solutions are effective and compliant. Committed to fostering long-term relationships while delivering exceptional service and strategic insights to drive business success.
Overview
14
14
years of professional experience
Work History
Licensed Mortgage Loan Originator
Union Home Mortgage
Marion, IN
06.2021 - 08.2024
- Managed comprehensive loan origination processes, from application to closing
- Ensured compliance with federal regulations, safeguarding both client and company interests
- Fostered a collaborative environment with processing and underwriting teams, driving seamless transactions
- Elevated customer satisfaction rates and reviews, reflecting commitment to excellent service
- Streamlined loan processing techniques, demonstrating an innovative approach to operational efficiency
Relationship Banker II
Regions Bank
Marion, IN
08.2024 - Current
- Cultivated strong customer relationships through personalized banking solutions and attentive service.
- Facilitated account management transactions and addressed financial product inquiries for clients.
- Guided customers in utilizing digital banking tools to enhance convenience and satisfaction.
- Facilitated collaboration among team members to enhance process efficiency.
Financial Relationship Consultant
Regions Bank
Marion, IN
07.2015 - 06.2021
- Oversaw customer financial portfolios, building genuine client relationships
- Implemented innovative banking solutions as well as coaching plans for myself and staff
- Applied analytical skills to identify customer needs and opportunities while working closely with mortgage, commercial banking, and investment departments.
- Guaranteed safe and secure bank practices while adhering to all applicable laws and regulations
- Enhanced client investment returns by aligning strategies with market trends.
- Introduced digital tools to improve financial tracking and reporting.
Mortgage Loan Coordinator
Amerifirst Home Loans
Marion, IN
01.2012 - 04.2013
- Facilitated seamless communication between clients and underwriters
- Boosted loan processing speed through innovative strategies
- Actively utilized problem-solving skills to resolve client concerns promptly
- Maintained high level of accuracy in document management, ensuring compliance with federal regulations.
- Provided ongoing support to clients, aiding them in understanding complex loan terms and conditions.
Education
Communications
Indiana State University
Terre Haute, IN08-2004
Skills
- Skilled in team leadership
- Effective time management
- Ability to adjust to new challenges
- Credit analysis proficiency
- Teamwork and collaboration
Timeline
Relationship Banker II
Regions Bank
08.2024 - Current
Licensed Mortgage Loan Originator
Union Home Mortgage
06.2021 - 08.2024
Financial Relationship Consultant
Regions Bank
07.2015 - 06.2021
Mortgage Loan Coordinator
Amerifirst Home Loans
01.2012 - 04.2013
Communications
Indiana State University