Highly skilled Notary Loan Signing Specialist with expertise in data accuracy and security. Hardworking professional with over four years of experience assisting clients, reviewing legal contracts, and conducting document notarizations. Knowledgeable in all credit procedures.
Overview
7
7
years of professional experience
Work History
Personal Banker
Branch Banking and Trust, BB&T
01.2015 - 06.2019
Interviewed borrowers and took loan applications.
Interacted with clients to prepare necessary documentation.
Worked with team to prepare commitment and pre-approval letters.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Developed and maintained relationships with customers, lenders and other third parties.
Identified opportunities to cross-sell and upsell loan products to customers.
Compiled closing packages for drafting and presentation accuracy.
Evaluated loan requests and documents to verify accuracy and completeness.
Assisted customers with completing loan applications and other paperwork.
Proactively identified solutions for customers experiencing credit issues.
Processed loan applications and monitored progress from start to finish.
Monitored pipelines to track and log status of loans.
Assessed loan portfolios for compliance with underwriting policies.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Researched and updated industry knowledge on changing legislation and regulations.
Negotiated loan terms and conditions with customers to secure best deal.
Explained very technical financial information to applicants in easy to understand language.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Supported Loan Officers with new and past clients' needs to lock loans and increase monthly production.
Reviewed income documents from clients and assessed suitable solutions.
Account Executive
Comcast Corporation
04.2012 - 09.2014
Built diverse and consistent sales portfolio.
Contributed to event marketing, sales and brand promotion.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Set and achieved company defined sales goals.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Met existing customers to review current services and expand sales opportunities.
Monitored service after sale and implemented quick and effective problem resolutions.
Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.