Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Chanelle Green

Mesa,AZ

Summary

Detail-oriented and results-driven financial professional with experience in commercial banking and insurance underwriting. Proven ability to manage high value client relationships, conduct due diligence, and enhance customer satisfaction, Adept at handing complex financial transactions, underwriting processes, and compliance documentation. Seeking a challenging role where I can contribute my expertise, and grow within a dynamic organization.

Overview

6
6
years of professional experience

Work History

Client Relationship Specialist III

BOK Financial
06.2021 - 11.2022
  • Served as the main point of contact for commercial clients, managing banking transactions, wire transfers, loan draws, and account transfers.
  • Conducted thorough due diligence by obtaining and verifying entity documents, beneficial ownership information, and compliance documentation (KYC, CDD).
  • Utilized Salesforce and INC, inputting loan information for new commercial loans.
  • Produced monthly performance reports summarizing overall client satisfaction ratings using survey results collected over time.

Mortgage Underwriter

HomePoint Financial
11.2020 - 06.2021
  • Underwrote third-party refinance loans based on DU and LP standards, ensuring compliance, and risk mitigation.
  • Managed a pipeline of 20 to 25 loans weekly, analyzing creditworthiness, and financial documentation.
  • Collaborated with title and escrow companies, attorneys, and realtors to secure the necessary loan information.

Underwriting Service Assistant

State Farm
09.2016 - 02.2020
  • Reviewed and processed recreational insurance applications, ensuring compliance with state regulations.
  • Conducted detailed risk assessments using industry-standard tools, including LHR, MVR, and credit report analysis.
  • Trained in handling both new and existing auto and recreational vehicle insurance applications across multiple states.
  • Extensive data entry.

Education

High School Diploma -

South Ridge Charter School
Phoenix, AZ
05-2009

Obtaining AIC & Claims Adjuster License

The Institutes

Skills

  • Client Relationship Management
  • Risk Assessment
  • Compliance & Regulatory Knowledge
  • KYC & CDD Compliance
  • Data Entry & Document Verification
  • Complex Bank Transactions
  • Salesforce & AUS Experience

References

Available upon request.

Timeline

Client Relationship Specialist III

BOK Financial
06.2021 - 11.2022

Mortgage Underwriter

HomePoint Financial
11.2020 - 06.2021

Underwriting Service Assistant

State Farm
09.2016 - 02.2020

High School Diploma -

South Ridge Charter School

Obtaining AIC & Claims Adjuster License

The Institutes

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