Results-driven professional with expertise in compliance monitoring, application evaluation, and risk management. Known for exceptional customer service and proactive problem-solving, consistently exceeding funding quotas.
Overview
11
11
years of professional experience
Work History
Funding
Kiavi Funding Inc
Pittsburgh
04.2022 - Current
Analyzed and processed signed loan packaging to ensure compliance.
Served as the primary point of contact for closing agents, providing exceptional customer service and guiding them through the funding process.
Proactively communicated with agents, borrowers and other departments to resolve issues and receive status updates.
Exceeded daily and monthly quotas for funding.
Contributed to weekly team meetings and collaborated cross-functionally.
TRID Compliance
Mi Mutual
Port Huron
10.2020 - 04.2022
Identified compliance issues by statements, company records, and employee activities.
Managed correspondence between applicants and decision-makers determining the validity of individuals and provided materials.
Under limited direction, perform independent transaction testing reviews and monitor adherence with applicable laws and regulations related to the compliance functions of Residential Lending
Branch Manager
Eastern Michigan Bank
Marysville
02.2018 - 10.2020
Manage all operations of the bank
Assist with customers
Manage accounts, take loan applications and manage the vault
Stayed informed, well trained, and up to date on standards
Created a positive atmosphere while driving for results.
In charge of staffing, payroll, training, reviews, scheduling and all HR type needs.
Assistant Branch Manager
The Huntington Bank
Fort Gratiot
06.2014 - 02.2018
Adhered to Bank Secrecy Act requirements and applied organizational policies and procedures in activities.
Leveraged extensive knowledge of banking products, programs, services, and promotions to build revenue.
Demonstrated proactive sales strategies to attract, expand, and retain customer relationships and achieve sales objectives.
Education
A Paralegal Certificate - Legal Studies
University of Michigan
Flint, MI
02.2014
Associates Degrees - Applied Science and Criminal Justice
St Clair County Community College
Port Huron, Michigan
05.2010
Diploma - General Studies
Lutheran High School North
Macomb, MI
05.2004
Skills
Compliance monitoring
Application evaluation
Communication
Processing
Risk management
Time Management
Auditing processes
Strong Relationship Builder
Affiliations
Notary Public
NMLS
Rotary Club
Timeline
Funding
Kiavi Funding Inc
04.2022 - Current
TRID Compliance
Mi Mutual
10.2020 - 04.2022
Branch Manager
Eastern Michigan Bank
02.2018 - 10.2020
Assistant Branch Manager
The Huntington Bank
06.2014 - 02.2018
A Paralegal Certificate - Legal Studies
University of Michigan
Associates Degrees - Applied Science and Criminal Justice