Allison Mann
Peyton,CO
Summary
Dynamic and professional financial management and client relationship management expert with a proven track record at TD Bank and other leading institutions. Successfully leveraged Salesforce to drive business growth and enhance customer service, resulting in exceptional outcomes. Proficient in strategic marketing and effective negotiation, consistently surpassing expectations and achieving outstanding results.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Black Diamond Lending
10.2024 - Current
Financial Aid Officer
Stacey James Institute
10.2024 - Current
Real Estate Agent
Coldwell Banker Beyond
09.2024 - Current
Lending Specialist
Ent Credit Union
11.2021 - 08.2024
- I am responsible for the processing and approval of new loan applications, and for managing existing loan accounts
- I collect credit and varied documents from customer as well as third parties required to support decision of loan approval
Loan Officer
Cornerstone Home Lending
01.2021 - 11.2021
- I am expected to collect and prepare all materials needed to secure a loan
- In this, I am responsible for the following:
- Oversee the staff that does the paperwork for mortgage applications
- Verify the information provided on applications to obtain more information if missing data or mistakes are present
- Communicate with customers to help them choose the best mortgage loan they can afford
- Collect data from customers, such as their assets, salaries, debts and employment status
- Review file documentation for missing or erroneous information
- Verify information about applicant history with credit bureaus and other agencies so the lender can approve or deny the loan
- Remain aware of loan application deadlines and informs customers about them
Business Development
First American Title & Trust Company
02.2020 - 01.2021
- My responsibility was to create of long-term value for an organization from customers, markets, and relationships
Business Development
Capstone Title
01.2019 - 02.2020
- My responsibility was to create of long-term value for an organization from customers, markets, and relationships
Customer Service Representative
First Tech Federal Credit Union
08.2017 - 01.2020
- Customer service representatives help customers with complaints and questions, give customers information about products and services, take orders, and process returns
- By helping customers understand the product and answering questions about their reservations, they are sometimes seen as having a role in sales
Financial Educator
TD Bank
10.2015 - 05.2017
- I worked with programs and education systems within the local communities to educate all ages on the importance of financial literacy and assist in providing the steps to accomplish the individuals' goals
- I focus on ideas as simple as balancing a checkbook and maintaining a bank account to the importance and steps to improve credit and pay off debts
Customer Service Representative
TD Bank
10.2015 - 05.2017
- I was responsible for providing information, resolving issues and assisting all existent or potential customer of the bank
- I also assist in opening, closing and making changes to current accounts
- I am responsible for attracting potential customers to bank accounts, loans, mortgages and other bank products and services
Domestic/International Flight Attendant
American Airlines
10.2013 - 10.2014
- During my time as a flight attendant I was to provide exemplary customer service to all passengers before, during and after the flights
- My top responsibility was to ensure safety and security for all individuals on board
- I was trained in emergency response, cabin security and special needs assistance
- I was to abide by all FAA regulations and requirements and ensure all other cabin crew were doing so as well
Bank Teller
TD Bank
04.2013 - 10.2013
- I assisted customers in their transactions
Education
Certificate - Drug And Substance Abuse Counseling
AUBURN UNIVERSITY
Auburn, ALHigh School Diploma -
GREENVILLE HIGH SCHOOL
Greenville, SCBachelor Of Arts - Criminal Justice
CLEMSON UNIVERSITY
Clemson, SCSkills
- Business Growth Initiatives
- Salesforce Platform Experience
- Strategic Classroom Oversight
- Financial Management Expertise
- Client Relationship Management
- Fair Housing Expertise
- Strategic Account Coordination
- Credit Risk Evaluation
- Escrow Services Expertise
- Event Organization
- Financial Services
- Effective Negotiation Skills
- Mortgage Application Management
- Strategic Marketing Planning
- Research
- Data Acquisition
- Market Research
- Quantitative Analysis Expertise
- Detailed Documentation Analysis
- Advanced Excel Skills
- Effective Leadership Skills
- Skill Enhancement Programs
- Fundraising Expertise
- Results-Driven Approach
- Document Management
- Payroll Management
- QuickBooks Experience
- Digital Content Development
- Social Media Strategy
Certification
- NMLS
- Certified Notary Public
Additional Information
Confident in retail sales and customer service, Able to handle fast-paced environment, Federal NMLS License, Classroom management and organization, Community building and communication, Creating assignments and lesson plans, Encourage new ideas and critical thinking while building confidence, CPR Certified, Trained in First Aid, 70+ WPM, Advanced in Microsoft Office, Advanced in Encore Teller and Platform, Financial Instructor Certified, Provided customer service support of store operations, product, promotions and customer orders efficiently, Developed projects in a team environment while utilizing effective communication skills, Competent in handling cash and credit transactions, Coordinated and organized social events, Inventory management
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Mortgage Loan Officer
Black Diamond Lending
10.2024 - Current
Financial Aid Officer
Stacey James Institute
10.2024 - Current
Real Estate Agent
Coldwell Banker Beyond
09.2024 - Current
Lending Specialist
Ent Credit Union
11.2021 - 08.2024
Loan Officer
Cornerstone Home Lending
01.2021 - 11.2021
Business Development
First American Title & Trust Company
02.2020 - 01.2021
Business Development
Capstone Title
01.2019 - 02.2020
Customer Service Representative
First Tech Federal Credit Union
08.2017 - 01.2020
Financial Educator
TD Bank
10.2015 - 05.2017
Customer Service Representative
TD Bank
10.2015 - 05.2017
Domestic/International Flight Attendant
American Airlines
10.2013 - 10.2014
Bank Teller
TD Bank
04.2013 - 10.2013
Certificate - Drug And Substance Abuse Counseling
AUBURN UNIVERSITY
High School Diploma -
GREENVILLE HIGH SCHOOL
Bachelor Of Arts - Criminal Justice
CLEMSON UNIVERSITY