Open To Work
Colleen Morrison
Citizens Bank & Trust
Work Preference
Desired Job Title
Loan ProcessorOwner's RepresentativeAccount Executive
Work Type
Full Time
Location Preference
Remote
Important To Me
Work-life balanceWork from home optionHealthcare benefits401k matchPaid time off
28
years of professional experience
Detail-oriented Loan Processor with strong skills in loan documentation, compliance management, and client relationship management. Proven ability to manage multiple loans and enhance project outcomes.
Work History
Loan Processor
5 Years 2 Months- Reviewed financial documents to assess borrower eligibility and creditworthiness.
- Processed loan applications, ensuring accuracy and compliance with regulatory requirements.
- Managed communication between clients, real estate agents, and lenders throughout application lifecycle.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
Owner's Representative
15 Years 2 Months- Developed comprehensive project plans that incorporated risk assessments and mitigation strategies.
- Facilitated communication between stakeholders to streamline decision-making and project execution.
- Mentored junior team members, fostering professional growth and enhancing team collaboration.
- Safeguarded project timelines by proactively addressing scheduling conflicts and coordinating resources as needed.
- Enhanced project outcomes by effectively managing communication between owners, architects, and contractors.
- Provided hands-on support during various stages of construction, troubleshooting on-site challenges swiftly for minimal disruption.
Account Executive
6 Years 1 Month- Developed tailored mortgage solutions based on client needs and financial profiles.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Led cross-functional teams to streamline loan processing and improve efficiency.
- Mentored junior staff on best practices in sales techniques and client management.
- Conducted presentations to clients, showcasing product offerings and value propositions.
- Implemented CRM systems for improved tracking of leads and customer interactions.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Education
Bachelor of Arts - Communications
Skills
Loan documentation
Loan closing
Document review
Compliance management
Application oversight
Data analysis
Process management
Client relationship management
Software proficiency
Microsoft office
Team collaboration
Policy adherence
Timeline
Loan Processor
Citizens Bank & Trust
06.2021 - CurrentRead More
Owner's Representative
Falling Waters, Inc
06.2005 - 08.2020Read More
Account Executive
Interfirst Mortgage, ABMAMRO
02.1999 - 03.2005Read More
Eastern Michigan University
Bachelor of Arts from Communications
Read More