Bethanny Rodgers
Warrenville,IL
Summary
Strong leader and problem-solver with 18 years mortgage industry experience, including 7 years as a frontline manager of 10 employees, seeking a position in retail atmosphere. Responds with flexibility to shifting priorities and rapid change to improve products, services and customer satisfaction. Committed to adhering to operating procedures to protect assets and keep employees safe. Warm and friendly, easy to work with, open-minded and excited to learn :)
Overview
18
18
years of professional experience
Work History
Mortgage Closing Manager
JPMorgan Chase Bank, NA
04.2016 - 03.2023
- Maintaining a team of 10 remote closers, including daily virtual team meetings, one-on-one training and feedback sessions, coaching based on business needs, writing employee reviews and engaging employees in their career path progression
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills
- Trained new employees on proper protocols and customer service standards
- Daily pipeline maintenance, including management of cycle times, escalated issues and rush scenarios
- Encouraged atmosphere of teamwork by supporting staff and fostering cooperation and trust through fairness and consistency
- Training new employees and co-workers on FHA/VA procedures
- Served as first contact in escalation path to resolve questions between team members, customers and third-party vendors
- Closing and funding FHA/VA and conventional mortgage loans
- Working with mortgage brokers on origination (loan scenarios, setting up pricing, evaluating income/assets, placing borrowers in well-suited loans)
- Working with numbers and analyzing mortgage rates based on the many facets of each file
- Working with underwriters to resolve and satisfy outstanding conditions
- Contacting employers to complete VOEs
- Collecting various income documents; paystubs, bank statements, W-2s, tax returns, social security/pension docs, etc
- Ordering loan documents; flood certificate, appraisal and ROV, credit reports, purchase contracts, title commitments and deeds, tax transcripts, homeowner’s insurance binders and requesting updates
- Ordering pre-closing documents; final VOEs, MERS or DataVerify final run, payoffs, scheduling closings, ordering tax certs
- Some underwriting skills (trained to be a junior underwriter; calculating and validating income, verifying assets, setting conditions, calculating DTI, LTV/CLTV, clearing title, and trust docs)
- Researching state compliance requirements and requesting mandatory documents
- Sending out funds to complete the loan and disburse to the outside parties
- Entering closing document information into various systems quickly and accurately
- Analyzing data in regard to necessary compliance issues
- Requesting conditions for closing and working with title companies to obtain proper documentation for funding
- Utilizing various computer programs effectively and accurately (SLiM, Closr, MPX, Excel, etc.)
- Delivering superior service to all customers and co-workers, resolving any issues immediately
- Utilizing problem solving techniques and discovering new ways to approach obstacles.
Mortgage Closer
JPMorgan Chase Bank, NA
11.2006 - 04.2016
- Delivered positive customer experiences and successful deal closures through open, constructive communications
- Closing and funding FHA/VA and conventional mortgage loans
- Working with mortgage brokers on origination (loan scenarios, setting up pricing, evaluating income/assets, placing borrowers in well-suited loans)
- Compiled closing packages for drafting and presentation accuracy
- Working with numbers and analyzing mortgage rates based on the many facets of each file
- Working with underwriters to resolve and satisfy outstanding conditions
- Collecting various income documents; paystubs, bank statements, W-2s, tax returns, social security/pension docs, etc
- Ordering loan documents; flood certificate, appraisal and ROV, credit reports, purchase contracts, title commitments and deeds, tax transcripts, homeowner’s insurance binders and requesting updates
- Ordering pre-closing documents; final VOEs, MERS or DataVerify final run, payoffs, scheduling closings, ordering tax certs
- Some underwriting skills (trained to be a junior underwriter; calculating and validating income, verifying assets, setting conditions, calculating DTI, LTV/CLTV, clearing title, and trust docs)
- Researching state compliance requirements and requesting mandatory documents
- Sending out funds to complete the loan and disburse to the outside parties
- Entering closing document information into various systems quickly and accurately
- Analyzing data in regard to necessary compliance issues
- Requesting conditions for closing and working with title companies to obtain proper documentation for funding
- Utilizing various computer programs effectively and accurately (SLiM, Closr, MPX, Excel, etc.)
- Delivering superior service to all customers and co-workers, resolving any issues immediately
- Utilizing problem solving techniques and discovering new ways to approach obstacles.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Business Operations Analyst
JPMorgan Chase Bank, NA
12.2005 - 11.2006
- Monitored service delivery metrics to detect and correct deficits in compliance with standard operating procedures
- Created new procedures to streamline operations by minimizing average completion times and reducing failure rates
- Participated in special and emergent projects, adapting quickly to shifting financial realities to produce exceptional outcomes
- Reviewed internal systems and organized training plans to address areas in need of improvement
Pricing Coordinator
JPMorgan Chase Bank, NA
08.2005 - 12.2005
- Guided loan officers through scenarios to price mortgage loans in wholesale banking
- Responsible for setting pricing and transmitting loan lock requests/extensions
Education
Associate's degree -
Joliet Junior College
12.2005
High school diploma -
Plainfield High School
12.2001
Skills
- Strong computer skills (Office Suite; Access, Excel, PowerPoint, etc)
- Compliance Regulations
- Training and Development
- Exceptional communication abilities
- Relationship Building
- Extensive customer service experience (including internal partners, 3rd party affiliates as well as customers and their attorneys)
- Outstanding organizational and time-management skills
- Compassionate, understanding and emotionally intelligent
- Strong work ethic and goal-oriented
- Some bilingual skills (Spanish)
- Works well with others
- Excellent leadership qualities
- Strong teamwork skills
- Very quick to learn, eager to learn
- Very ambitious and dedicated
- Strong mathematical and logical reasoning skills
Accomplishments
-2019 National Leader's Club Award (Chase)
-2009-2012 Ambassador Award (Chase)
-2006 Elite Club Award (Washington Mutual)
Professional References
Heidi Dowdell, Chase Senior Team Manager, 630-362-3567
Marissa Bonamer, Chase Team Manager, 630-251-7465
Timeline
Mortgage Closing Manager
JPMorgan Chase Bank, NA
04.2016 - 03.2023
Mortgage Closer
JPMorgan Chase Bank, NA
11.2006 - 04.2016
Business Operations Analyst
JPMorgan Chase Bank, NA
12.2005 - 11.2006
Pricing Coordinator
JPMorgan Chase Bank, NA
08.2005 - 12.2005
Associate's degree -
Joliet Junior College
High school diploma -
Plainfield High School
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