Chee Thao
Saint Paul,MN
Summary
Proven Mortgage Disclosure Specialist with a track record of reducing errors and managing high-pressure deadlines at Bremer Bank. Skilled in Microsoft Word and document review, demonstrating exceptional teamwork and adaptability. Achieved high customer satisfaction through effective communication and meticulous attention to detail.
Overview
7
7
years of professional experience
Work History
Mortgage Disclosure Specialist
Bremer Bank
05.2020 - 08.2024
- Set up loan file with accurate fees according to selected loan program and other loan parameters.
- Reduced errors in disclosure documentation through meticulous attention to detail and thorough proofreading.
- Demonstrated adaptability during periods of change, effectively navigating shifts in policies or procedures while continuing to exceed expectations.
- Collaborated with cross-functional teams to ensure complete and accurate information was disclosed.
- Successfully managed high-pressure situations, maintaining composure and decisiveness in order to meet strict deadlines without sacrificing the quality of work.
Consumer Loan Representative
Hiway Federal Credit Union
01.2019 - 08.2019
- Negotiated favorable repayment terms with clients experiencing financial difficulties to minimize losses while maintaining goodwill between parties involved.
- Maintained a high customer satisfaction rate with thorough communication and timely updates throughout the loan application process.
- Submitted loan applications to underwriter for verification and recommendations.
- Explained very technical financial information to applicants in easy to understand language.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Senior Lead Teller
Hiway Federal Credit Union
12.2017 - 01.2019
- Adhered to all bank security protocols, safeguarding sensitive information from unauthorized access or disclosure.
- Balanced multiple responsibilities including supervising staff, reconciling accounts, auditing procedures while anticipating potential bottlenecks.
- Assisted in risk mitigation through vigilant fraud detection and adherence to compliance regulations.
- Enhanced customer service by efficiently managing teller transactions and addressing client concerns.
- Managed high-volume cash transactions while maintaining strict attention to detail and accuracy during peak hours of operation.
- Supported new hire training, sharing best practices for efficient transaction processing and customer service excellence.
Education
High School Diploma -
PCYC Arts And Tech
03.2010
Skills
Microsoft Word
Document Review
Data privacy
Teamwork and Collaboration
Timeline
Mortgage Disclosure Specialist
Bremer Bank
05.2020 - 08.2024
Consumer Loan Representative
Hiway Federal Credit Union
01.2019 - 08.2019
Senior Lead Teller
Hiway Federal Credit Union
12.2017 - 01.2019
High School Diploma -
PCYC Arts And Tech
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