Accomplished client professional with over twelve years of experience in the customer service field. Customer experience driven, with nearly perfect customer service scores over the last five years. Proven effective leader. Adept problem solver, employing creativity and innovation to overcome challenging and complex issues in a ever changing work environment.
Overview
18
18
years of professional experience
Work History
Mortgage Loan Processor II
U.S. Bank
Merrillville, IN (Home Based)
09.2021 - Current
Improved loan processing time by streamlining the application review process and enhancing communication with clients.
Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
Facilitated smooth closing processes by collaborating effectively with title companies, appraisers, and attorneys.
Boosted team efficiency by training new Mortgage Loan Processors on company policies, procedures, and software systems.
Streamlined client communications by creating an organized system for tracking correspondence and followups.
Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Coordinated closing process with attorneys, title companies, and government clerks.
Personal Banker
U.S. Bancorp
11.2014 - 09.2021
Assist customers with setting up or closing accounts, and signing up for new services.
Helping customer with debt consolidation, lowering interest rates and financing home projects
Promoted all financial products by maintaining excellent service offering knowledge.
Established rapport with new clients to increase satisfaction and loyalty.
Personal Banker
Fifth Third Bank
08.2013 - 11.2014
Cultivated and strengthened relationships with new and existing clients.
Converted community contacts into potential clients through networking, consistency and credibility.
Developed and executed targeted relationship and account development strategy.
Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content.
Mobile Sales Consultant
Best Buy Co Inc.
06.2006 - 07.2013
Maintained excellent knowledge of complex technology devices and products to assist customers in making selections to meet business and personal needs.
Provided information about network policies, contract parameters and payment plans.
Achieved top performance by strategically adapting to rapidly changing, competitive environment.
Selected correct products based on customer specifications and explained details and functionality of each.
Education
Some College (No Degree) - Business
Purdue University - North Central
Westville, IN
Skills
Interpersonal and client communications
Personal discipline
Sales strategies
Strategic planning
Task and goal oriented
In-depth lending experience
Analytical Thinking
Relationship Building
Clerical Support
Time Management
Multitasking
Analytical and Critical Thinking
Social Perceptiveness
Accomplishments
U.S. Bank Star of Excellence recipient
Featured on the the cover of U.S. Banks Private Client Banker news letter.
Managed a branch for eight months without a manager all while having the most loan growth in my district
Processed my own pipeline with the fastest turn around time in my district.
Set a record in my territory for the quickest turnaround time for a processed loan, 4 business days start to finish.