Bevin Coffee
Eau Claire,WI
Summary
Mortgage finance professional prepared to leverage extensive experience in loan evaluation and underwriting. Proven track record of enhancing loan approval processes and ensuring adherence to compliance standards. Focuses on team collaboration and consistently achieving optimal results, showcasing skills in customer service and financial analysis.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Owner
Bevin Coffee Bookkeeping
Eau Claire, WI
01.2025 - Current
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Reconciled bank statements monthly to maintain accurate financial records.
- Implemented accounting software solutions to streamline bookkeeping processes.
- Prepared financial reports for management, highlighting key insights and trends.
- Analyzed expense reports, identifying cost-saving opportunities for improved budget management.
- Maintained and processed invoices, deposits, and money logs.
Mortgage Loan Specialist
NC State Employees' Credit Union
Asheville, NC
02.2016 - 09.2025
- Evaluate borrowers' financial status including income, credit history, and debt to determine eligibility for loan products.
- Simplify mortgage terms, interest rates, and repayment schedules for members to ensure understanding.
- Guide borrowers through the mortgage process, assisting with documentation and compliance requirements.
- Review and decision mortgage and HELOC loan applications.
- Collaborate with underwriters, processors, real estate agents, and members to ensure all documentation needed is received.
- Maintain compliance with federal and state regulations.
- Provided guidance on loan products and financing options to members.
- Provided exceptional customer service throughout the entire loan process, addressing inquiries promptly and professionally.
Call Center Supervisor
Sitel
Asheville, NC
08.2011 - 02.2016
- Supervised a team of 15 call center agents in an inbound contact center.
- Consistently achieved or exceeded call center performance metrics.
- Implemented training programs to enhance team performance and customer service skills.
- Monitored call metrics, identifying trends to improve overall team productivity.
- Resolved escalated customer issues, fostering positive relationships and satisfaction rates.
- Conducted performance evaluations, providing constructive feedback to support employee growth.
- Reason for Leaving: Accepted position at NCSECU
Education
High School Diploma -
McLean High School
McLean, VABachelor of Fine Arts (BFA) - Photography, Digital Imagery
Shepherd University
WV05.2001
Skills
- Customer Relationship Management
- Compliance & Regulatory Knowledge
- Team Leadership & Training
- Financial Analysis & Documentation
- Communication & Member Education
- Loan Origination & Decisioning
- Small business operations
- Relationship building
- Verbal and written communication
- Staff management
Certification
MLO
Timeline
Owner
Bevin Coffee Bookkeeping
01.2025 - Current
Mortgage Loan Specialist
NC State Employees' Credit Union
02.2016 - 09.2025
Call Center Supervisor
Sitel
08.2011 - 02.2016
High School Diploma -
McLean High School
Bachelor of Fine Arts (BFA) - Photography, Digital Imagery
Shepherd University