Hi, I’m
Bernard Adams
Surprise,AZ
Summary
Talented Partner with many years of industry experience. Highly skilled at handling all types of issues successfully. Known for effective problem-solving and goal-oriented planning.
Overview
17
years of professional experience
Work History
Better.com Mortgage Co, Fintech
Enablement Partner, Lead Trainer & Underwriter
09.2020 - 03.2022
Job overview
- Collaborate with key stakeholders to facilitate ways to identify and address business needs, and training needs to improve customer experience
- Project Management: Build comprehensive training decks to meet learning objectives.
- Train and advise U.S. and international-based employees via Zoom.
- Evaluate training material to measure effectiveness
- Utilize advanced data-driven techniques to analyze financial documentation (credit, income, assets, etc.) and assess loan risk
- Help shape Underwriting team culture
- Maintain company productivity standards and comply with business timeframes
USAA Federal Savings Bank
Mortgage 101 Instructor/Mortgage Underwriter
10.2014 - 09.2020
Job overview
- Demonstrate an in-depth understanding of various mortgage products and processes
- Conduct thorough financial analysis of client documents, including credit reports, income statements, business and personal tax returns, etc. to determine loan eligibility.
- Instruct Real Estate Communication and Teamwork classes for all branches of the Mortgage department and other internal stakeholders.
- Negotiated and communicated with loan officers, processors, and loan applicants to reach satisfactory loan terms.
- Prepare comprehensive reports to provide insight regarding final loan recommendations.
USAA Federal Savings Bank
Executive Resolutions Specialist, Helpline
10.2012 - 10.2014
Job overview
- Simplify and communicate complex mortgage concepts for clients and internal stakeholders.
- Serve as primary resource to team members, sharing knowledge and expertise to enhance the collective understanding of mortgage products, and strategic insights
- Educated customers on company systems, form completion, and access to mortgage services.
- Learned and maintained an in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Followed through on all critical inter-departmental escalations to increase customer retention rates.
- Identified workflow improvements and developed new procedures.
USAA Federal Savings Bank
Loan Originations
11.2010 - 10.2012
Job overview
- Became an industry expert and tailored mortgage solutions to meet the unique financial needs and goals of clients
- Maintained thorough knowledge of fair lending compliance regulations, ensuring all transactions complied with legal requirements
- Cultivated strong and lasting relationships with clients, gaining their trust and confidence as their mortgage advisor
- Participated in sales training programs, enhancing product knowledge and techniques, leading to improved sales performance.
Charles Schwab, Financial Service CO
Sr. Operations Specialist
09.2005 - 11.2010
Job overview
- Accurately process financial transactions for a high volume of clients
- Review Trusts and other legal documents to process account distributions.
- Provide internal representatives and external customers with superior customer service.
- Provide guidance, support, and training to junior operations specialists to help them develop their skills and knowledge.
- Managed internal operational standards and productivity targets.
Education
Menlo CollegeAtherton, CA
Bachelor of Arts from Communications
University of PhoenixPhoenix, AZ
MBA from Business Administration And Management
Skills
- Management, and organizational skills
- Knowledgeable in Google Suite Tools, multiple Microsoft Office products (Word, PowerPoint, etc), CRMs and multiple internal and external communication platforms such as SlackLesson Planning
- Client relationship management
- Training material development
- Employee training
- Verbal and written communications
- Training and mentoring
Timeline
Enablement Partner, Lead Trainer & Underwriter
Better.com Mortgage Co, Fintech
09.2020 - 03.2022
Mortgage 101 Instructor/Mortgage Underwriter
USAA Federal Savings Bank
10.2014 - 09.2020
Executive Resolutions Specialist, Helpline
USAA Federal Savings Bank
10.2012 - 10.2014
Loan Originations
USAA Federal Savings Bank
11.2010 - 10.2012
Sr. Operations Specialist
Charles Schwab, Financial Service CO
09.2005 - 11.2010
Menlo College
Bachelor of Arts from Communications
University of Phoenix
MBA from Business Administration And Management
Similar Profiles
Prateek MalhotraPrateek Malhotra
Senior Analyst- Operations at Better.comSenior Analyst- Operations at Better.com
Yashasvi TyagiYashasvi Tyagi
Shipping Analysts at Better.comShipping Analysts at Better.com
Yash SrivastavaYash Srivastava
Closing Expert- Operations Analyst at Better.comClosing Expert- Operations Analyst at Better.com
Michael StewartMichael Stewart
Housekeeping Aide at Central Arkansas Veteran Health SystemHousekeeping Aide at Central Arkansas Veteran Health System
CHRISTI CHANEY JENNESSCHRISTI CHANEY JENNESS
RN Labor and Delivery at Banner HealthRN Labor and Delivery at Banner Health