Angelique Phan
Rowlett,Texas
Summary
Persuasive, self-motivated professional with expertise on expanding network connections, persuasively introducing products, educating clients, implementing pricing strategies and revealing customer needs to deliver solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
SR. SALES LOAN PROCESSOR
Bayview Asset Management, LLC
Coral Gables, FL
11.2021 - Current
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Advised clients on mortgage, education and personal loans.
- Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
SR. SALES LOAN PROCESSOR
Caliber Home Loans
Irving, Texas
10.2019 - 08.2021
- Evaluated approvals against established bank and government lending standards.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Looked over and approved various types of loans.
- Collaborated with stakeholders about extension, guarantees and charges.
CONSUMER DIRECT LOAN ACCOUNT MANAGER
Nationstar Mortgage LLC
Irving, Texas
02.2013 - 10.2019
- Complied with established internal controls and policies.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
RESPA AUDITOR AND BUSINESS CONTROL SPECIALIST/HOME SERVICE SALES SPECIALIST II
Bank of America
Dallas, Texas
06.2010 - 12.2012
- Navigated credit agreements, collateral documentation and loan write-ups.
- Created business reporting and compelling written presentations to articulate business strategies and objectives.
- Understood compliance and key regulations to positively influence business operations.
- Developed and delivered presentations for tracking and monitoring of risk-related issues for levels of organization.
Customer Success Executive/Operations Manager
Lakeshore Healthcare Services
Dallas, TX
01.2007 - 05.2010
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Created customer support strategy to increase customer retention.
Education
Bachelor Of Science - Business Administration And Management
University of Minnesota - Twin Cities
Minneapolis, MN12.2006
Skills
- Customer Satisfaction
- Analyzing Data
- Customer Proposals
- Managing Risk
- Strategic Financial Planning
- Financial Advisement
- Issue Resolution
- Customer Interaction
- Influencing Business Growth
Accomplishments
- Presidents Cabinet
- Winners Circle Elite
Languages
English
Native or Bilingual
Vietnamese
Full Professional
Additional Information
TECHNICAL SKILLS
Microsoft Teams | Microsoft 365 | Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Certification
- Google Fundamentals of Digital Marketing
- Certificate IBM Data Science Certificate
- Google Cloud Platform Core Infrastructure
- Project Management
Timeline
SR. SALES LOAN PROCESSOR
Bayview Asset Management, LLC
11.2021 - Current
SR. SALES LOAN PROCESSOR
Caliber Home Loans
10.2019 - 08.2021
CONSUMER DIRECT LOAN ACCOUNT MANAGER
Nationstar Mortgage LLC
02.2013 - 10.2019
RESPA AUDITOR AND BUSINESS CONTROL SPECIALIST/HOME SERVICE SALES SPECIALIST II
Bank of America
06.2010 - 12.2012
Customer Success Executive/Operations Manager
Lakeshore Healthcare Services
01.2007 - 05.2010
Bachelor Of Science - Business Administration And Management
University of Minnesota - Twin Cities
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