Brianna Mitchell
Finance
Milwaukee,WI
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
17
17
years of professional experience
Work History
Specialist I-C Credit Underwriting
BMO Harris Bank N.A
2021.06 - 2023.09
- Process home and/or business loans; follow up with potential/suggested collateral needed to secure loan(s)
- Apply accepted financial resources to determine an applicant's ability to repay requested loans
- Review all pertinent facts needed to determine eligibility; analyze such factors as the nature and cause of damage
- Intended use of proceeds, legislative and administrative loan limits
- Ensure each file contains the required documentation to qualify
- Process loan application via company exclusive ERP
- Respond and assist with completion of the application.
SR. Loan Processor
BMO Harris Bank N.A
2016.03 - 2021.06
- Responsible for routinely managing pipeline of 50+ loan transactions
- Assure that all customer files are complete and in compliance with regulatory agencies and internal policies
- Provide customers with timely and consistent updates of their loan application
- Prepare commitment/denial letters and cancel files when necessary
- Identify procedural improvement opportunities and reinforce commitment to continuous growth.
Personal Banker
BMO Harris Bank N.A
2013.03 - 2016.03
- Work with customers on business and personal accounts to plan their financial portfolios and assist in expanding their financial knowledge
- Respond to an average of 100 inquiries per day in regards to banking products: such as deposit, savings, investment and loan products
- Send out appropriate marketing materials to assist potential customers
- Act as a liaison between customer and the bank to provide outstanding customer service skills.
Personal Banker
American Express
2013.03 - 2016.03
- Work with private bank customers who retail value were between $100,000 and $5,000,000
- Provide input into the continuous improvement of business processes and procedures within the scope of the work team, and participate in testing and implementation of projects and new/ revised products/ services or processes
- Provide on-the-job assistance and training to new hire bankers.
Debt Collector
Wells Fargo Home Mortgage
2011.11 - 2013.03
- Responsible for contacting customers by phone to collect on outstanding bills in compliance with all FDCPA regulations, other federal and state laws and company policies
- Assist with the creation of annual compliance meeting requirements and training delivery
- Build appropriate detailed and summary reporting of periodic compliance performance, including the annual compliance requirement.
Education
Bachelor of Science -
Bachelors of Science
05.2019
Associate of Science concentration in Business Administration, Human Resource Management -
Cardinal Stritch University
12.2017
Human Resources Management
Cardinal Stritch University
Milwaukee, WI12.2017
Skills
- Customer Relations
- Proficient in Excel, Workday, NetOxygen, MicroFocus Extra
- Project Planning
- Analytical Thinking
- Improvement Plan Knowledge
- Program Evaluation
- Issue Research
- Process Improvement
- Idea Development and Brainstorming
- Experience in Leadership
- Logistics Coordination
- Data Analysis
- Quality Assurance
- Customer service specialist
- Credit services
- Credit card applications
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Specialist I-C Credit Underwriting
BMO Harris Bank N.A
2021.06 - 2023.09
SR. Loan Processor
BMO Harris Bank N.A
2016.03 - 2021.06
Personal Banker
BMO Harris Bank N.A
2013.03 - 2016.03
Personal Banker
American Express
2013.03 - 2016.03
Debt Collector
Wells Fargo Home Mortgage
2011.11 - 2013.03
Bachelor of Science -
Bachelors of Science
Associate of Science concentration in Business Administration, Human Resource Management -
Cardinal Stritch University
Human Resources Management
Cardinal Stritch University
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