Binish Jasani Rehman
Richmond,USA
Summary
Detail-oriented Loan Professional with extensive knowledge of loan programs and a strong network of business relationships. Demonstrates exceptional communication and collaboration skills, effectively working with diverse teams to achieve common objectives. Proven ability to promote products and increase revenue through strategic customer engagement and tailored sales recommendations. Known for outstanding organizational skills and a commitment to enhancing customer loyalty through dedicated support.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Account Manager
FC Lending Mortgage
09.2020 - Current
- Conducting account reconciliations, G/L analysis, journal preparation, and cost analysis for DVC and MBC
- Gathering information from QuickBooks for Client
- Reconsolidate the bank statements
- Monitoring, tracking, and ensuring appropriate recording of upstream flows
- Monitored and managed accounts
- Accounts receivable
- Responsible for accounting, bookkeeping functions on a daily
- Resolve accounting discrepancies
- Add notes and address red flags on accounts
- Analyzing financial results and recommending actions to management
- Identifying and recommending actions to improve efficiency
- Audit loans for compliance purposes
- Route calls to loan borrowers
- Experience with Borrower satisfaction
- Weekly backlog reports for the builders meeting
Home Mortgage Account Consultant
Wells Fargo
Katy, TX
05.2020 - 09.2020
- Responsible for the preparation and generating of weekly and monthly reports
- Managed accounts by analyzing cost and revenue
- Quoted the rate, APR and discount points
- Complete follow up activities to lock in the loan
- Analyzed financial details such as credit documents to match customer needs with appropriate loan package
- Evaluated real estate appraisal and title work information
- Developed and maintained high visibility for WFHM
Associate
DHI Mortgage
Sugar Land, TX
11.2017 - 04.2020
- Assisted with preparation and distribution of P&L
- Developed and maintained a marketing plan to include business development
- Processed daily ACH
- Developed sales strategies
- Educated and trained potential business sources (captive and non-captive)
- Conducted financial and legal research to leverage best practices
- Participated in month end closing reports
- Worked closely with other accounts groups
- Worked closely with operations groups to maintain the integrity of all financial operations
- Marketing and Training
- Help processor in different aspects of loan
- Regulatory compliance
- Weekly meetings to update the pipeline
Senior Accounts officer
Nazari PFCU
Sugar Land, TX
09.2013 - 11.2017
- Assisted with general ledger reconciliation
- Assisted with the preparation of month end procedures by doing accrual and prepayments
- Managed overall customer inquiries and relationships
- Reconsolidate the bank statements
- Order surveys and appraisal
- Verified and analyzed title
- Ensured loan package compliance with FHLMC/FNMA
- Maintained financial databases
- Analyzed financial performance and trends
Education
Bachelor of Science - Accounting
University of Houston
Clear Lake01.2011
Skills
- Share point (Calyx)
- QuickBooks
- Mortgage Bot Los
- Encompass Los
- Empower Los
- Peachtree
- Work Number
- Automated Underwriting System
- Microsoft Office Suite
- Team Training
- Client relations
- Sales solutions
- Customer service
- Bond/DPA
- Profit & Loss
- Management
- Time Management
- Attention to Detail
- Financial Management
- Problem-solving
- Decision Making
- Communication expertise
- Data Entry
- Data analytics
- Client rapport
- Product development
- Project management
- CRM software
- Converting leads
Certification
NMLS S.A.F.E, 1156335
Salesforce
References
- Sonya Maredia, (832) 858-6467
- Sean Vo, (281) 704-1679
- Brian Graham, (281) 770-3416
Languages
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Urdu
Proficient (C2)
C2
Interests
Reading, watching Documentary and Family Time
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Work-life balanceCompany CultureCareer advancement401k matchWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Mortgage Account Manager
FC Lending Mortgage
09.2020 - Current
Home Mortgage Account Consultant
Wells Fargo
05.2020 - 09.2020
Associate
DHI Mortgage
11.2017 - 04.2020
Senior Accounts officer
Nazari PFCU
09.2013 - 11.2017
NMLS S.A.F.E, 1156335
Salesforce
Bachelor of Science - Accounting
University of Houston
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