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
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
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
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
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