Summary
Overview
Work History
Education
Skills
Timeline
Generic

Connie Chrisman

Wayland,MI

Summary

Detail-oriented individual with exceptional communication and management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

18
18
years of professional experience

Work History

Relationship Banker

United Bank of Michigan
07.2022 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assist customers with their banking needs, including processing transactions and managing accounts.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Ensure compliance and law regulations, rules and guidelines are met
  • Other general office and banking tasks
  • Back-up vault teller

Mortgage Loan Processor, Compliance

Team Mortgage
12.2017 - 06.2022
  • Processes Conventional, RD, VA & FHA mortgages
  • Verify application documents for accuracy based on investor requirements before submitting file to underwriting
  • Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
  • Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
  • Work directly with loan office to ensure timely processing of the loan file including pipeline reviews
  • Submit supplemental documentation required for underwriting clearance and prepare file for closing
  • Prepare and mail out Loan Estimate for new loan applications and process all change of circumstance requests
  • Worked on State internal audit

Mortgage Loan Processor, Mortgage Closer

Adventure Credit Union
08.2016 - 10.2017
  • Verify application documents for accuracy based on bank and investor requirements before submitting file to underwriting
  • Submit supplemental documentation required for underwriting clearance and prepare file for closing
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Handled any conditions sent from underwriting departments.
  • Ensured data integrity, meticulously entering loan information into database and updating records as necessary.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.

Mortgage Loan Processor, RESPA Processor, Teller

Chemical Bank
09.2010 - 08.2016
  • Verify application documents for accuracy based on bank and investor requirements before submitting file to underwriting
  • Processes Conventional, RD & FHA mortgages
  • Maintains knowledge of bank’s residential loan policy and credit standards
  • Prepare and mail out Loan Estimate for new loan applications and process all change of circumstance requests
  • Ensure compliance and law regulations, rules and guidelines are met
  • Recording transactions, which involves logging checks and preparing transaction reports
  • Reconciling cash drawers

Co-Manager

J Jill
01.2007 - 01.2010
  • Assisted with new hire interviewing, training, and orientation
  • Supervised employees engaged in sales work, taking of inventory, reconciling cash with sales receipts
  • Keeping operating records and preparing daily record of transactions
  • Reviewed and counseled associates on performance reviews and disciplinary actions
  • Planned and conducted new employee orientations to foster positive attitude toward company goals
  • Scheduled work hours, resolved conflicts, determined salaries and assigned employee tasks

Education

Bachelor of Science - Merchandising & Marketing

Ball State University
Muncie, IN
12.1996

High School Diploma - General Studies

Thornapple Kellogg High School
Middleville, MI

Skills

  • Microsoft Office
  • Calyx - Point
  • E3
  • Teller / Navigator
  • Lending QB
  • Relationship building and management
  • Customer Service-oriented
  • Cash handling
  • Recordkeeping requirements

Timeline

Relationship Banker

United Bank of Michigan
07.2022 - Current

Mortgage Loan Processor, Compliance

Team Mortgage
12.2017 - 06.2022

Mortgage Loan Processor, Mortgage Closer

Adventure Credit Union
08.2016 - 10.2017

Mortgage Loan Processor, RESPA Processor, Teller

Chemical Bank
09.2010 - 08.2016

Co-Manager

J Jill
01.2007 - 01.2010

Bachelor of Science - Merchandising & Marketing

Ball State University

High School Diploma - General Studies

Thornapple Kellogg High School
Connie Chrisman