Summary
Overview
Work History
Skills
Accomplishments
Timeline
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Brandon Charles Wilson

Avondale,AZ

Summary

Customer Care Professional Professional Dynamic Proactive Driven Over 9 years of top performance experience in the field of sales and customer service. Relevant Experience: Communication & People Skills: Consistently maintain a positive attitude and enjoys assisting others. Articulate and highly effective working with people of diverse backgrounds. Accurately record, remember, and verbally communicates detailed information. Cooperatively and effectively works with management and co-workers to produce desired results. Thrives on problem solving, quickly grasps complex situation and turns them into manageable tasks. Produces quality work consistently even under extreme time pressure and deadlines Proven ability to understand and follow complex instructions to successful conclusions. Experienced in successfully managing and organizing personal time and workloads. Skilled Collaborator in teams to produce quality reports. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

9
9
years of professional experience

Work History

Sr. Credit Underwriter

Rocket Mortgage,
10.2020 - 09.2022
  • Responsible for Underwriting Mortgage Loans for both purchase and refinance of homes
  • Ensured clients qualified for mortgages by analyzing their Credit, Income, and/or Assets all while adhering to rules and regulations implemented by Freddie and Fannie Guidelines
  • Underwrote W2 income, Self-Employment income both Sole Proprietorship and Corporations as well as Retirement, and Social Security
  • Analyzed Bank statements, bank statements, as well as Tax Returns to determine credit worthiness.
  • Consistently maintained relationship with Partner companies ensuring we received provided documents needed from clients to meet refinance deadlines.
  • Maintained Perfect Customer Service Reviews from partners month after month while closing steady amount of loans per month.
  • Promoted to Senior Credit Underwriter within 1 year of hire.

Claims Adjuster

Homesite Insurance
01.2020 - 06.2020
  • Managed over 50 customer call per day. Provided support within fast paced claims environment with frequent customer contact. Identified caller needs while demonstrating appropriate understanding and empathy, collected information from customer, asked appropriate and probative questions to gather required information.
  • Entered information into claims system, maintained accurate follow up system, established timely and accurate indemnity and expense reserves, reviewed policy status, coverage, deductibles and other policy information.
  • Educated customers regarding claim handling process and provided clear and accurate expectations.
  • Examined claims forms and other records to determine insurance coverage
  • Evaluated insurance policies and analyzed damages to determine coverage
  • Established relationships with clients and insurance companies to foster timely claims resolution
  • Negotiated with policyholders and claimants to reach mutually satisfactory resolutions

Mortgage Processor 5

Wells Fargo
06.2016 - 09.2019
  • Performed loan documentation duties on complex loan packages to ensure compliance with Company policies and government regulations.
  • Appointed as main point of contact for internal and external customers during loan process.
  • Negotiated and determined viable solutions to close deals. Worked collaboratively successfully with Loan Documentation Specialists, to ensure contracts were completed accurately by planning, coordinating, and monitoring daily activities.
  • Reviewed incoming loans for skilled processor assignment.

Credit Card Underwriter

Chase Bank
03.2014 - 06.2016
  • Effectively managed proactive and reactive Commercial and Consumer underwriting workflows to maximize profitability and mitigate risk.
  • Analyzed customer accounts by leveraging American Express program attributes, performance, credit bureau information and financial statement analysis.
  • Served in consultative manner with internal and external American Express customers.
  • Managed existing portfolio of Commercial and Consumer customers with accountability for managing relationship, requesting updated financial information, and based credit decisions factored on risk policies
  • Demonstrated high level of accuracy and thoroughness in implementing Underwriting decisions.

Skills

  • Collaborative Teamwork
  • Complex Problem-Solving
  • Special Projects
  • Mentorship
  • Continual learner
  • Credit verification
  • Credit reviews
  • Credit score understanding

Accomplishments

  • Managed high-volume workload withing a deadline-driven environment. Resolved an average of 350-400 inquiries in any given week. Consistently met performance benchmarks in all areas (speed, accuracy & volume.
  • Received commendations for initiative, enthusiasm, tenacity, persuasiveness, and dependability in performance evaluations.
  • Selected as Training Coach to new representatives. Provided hands on training in the field of customer service as it pertained to working confidently with challenging customers and situations. Mentored new representatives regarding proven methods and techniques to establish and maintain a positive rapport with clientele.

Timeline

Sr. Credit Underwriter

Rocket Mortgage,
10.2020 - 09.2022

Claims Adjuster

Homesite Insurance
01.2020 - 06.2020

Mortgage Processor 5

Wells Fargo
06.2016 - 09.2019

Credit Card Underwriter

Chase Bank
03.2014 - 06.2016
Brandon Charles Wilson