Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
21
21
years of professional experience
2
2
years of post-secondary education
Work History
Real Estate Investor
DC Squared Investments
01.2019 - Current
Coordinate and direct financial or budget activities to fund operations, maximize investments, and increased efficiency by 17%.
Monitor suppliers to ensure efficient and effective supply needed goods and services within budgetary limits, saved 15%.
Evaluate comparable properties that had recently sold to determine competitive market price.
Negotiate sale, lease, and development of property and complete and review proper documents and forms.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Self-motivated, with strong sense of personal responsibility.
Reduced vacancy and unit turnover rates by 37% through carefully developed marketing and leasing efforts
Private Client Home Equity Team Lead
JP Morgan Chase
11.2014 - 11.2019
Promoted to Team Lead
Managed and resolved customer complaints and requests while supporting excellent professionalism standards according to company policies and procedures.
Executed exceptional customer service to reach one-call issue resolutions and maintained quality scores of 98%.
Reviewed direct report cases to ensure quality and compliance with Chase, TILA, RESPA, and Predatory Lending RESPA.
Provide performance feedback via coaching for 12 agents regarding call time, escalation rates, hold times, customer rapport, daily workflow and phone behavior which led to 15% improvement in one call resolution.
Home Equity Loan Processor I II III
JP Morgan Chase
01.2005 - 11.2014
Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
Displayed positive, professional and empathetic tone to deliver consistently superior service.
Coordinated and managed all daily workflow requirements and improved communications between processing personnel, funding and underwriting departments, elevating operational productivity by 44%.
Maintained average of 97% CSAT (customer satisfaction) goal each quarter for department and maintained 97% customer satisfaction survey rating and minimal complaints.
Minimized points of contact for customers by communicating on behalf of loan specialists, land examiners and other internal groups.
Education
Associate of Applied Science - Human Resources Management
MATC
Milwaukee, WI
01.2015 - 05.2017
Skills
Zendesk
Privacy & Compliance
SLA
Operational Efficiency
Desktop Support
Project Management
CRM Systems
Investigative Research
Quality Assurance
Call Center Operations
Motivational Leadership
Call and Email Handling
Confidential Records Management
Key Performance Indicators (KPIs)
Team-Building Exercises
Excellent Verbal and Written Communication Skills
Call Volume Analysis
Employee Coaching and Mentoring
Collaborate Cross-Functionally
Scheduling and Coordinating
Remote Assistance
Loan Modification
Asset Statements
Residential Loans
Banking Standards
Client Interviews
Government Standards
Fraud Prevention and Detection
Real Estate Title Concepts
Zendesk
LoanMaster Loan Servicing
NMLS Registration
FHA Loan Processes
Loan Restructuring
Community Reinvestment Act
Desktop Underwriter
Encompass (Mortgage Software)
Risk Mitigation
Consumer Lending Processes
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract Work
Location Preference
Remote
Important To Me
Work from home option4-day work weekWork-life balanceHealthcare benefitsCareer advancementFlexible work hours
Interests
Genealogy, family history research and preservation
Timeline
Real Estate Investor
DC Squared Investments
01.2019 - Current
Associate of Applied Science - Human Resources Management
Leadership Development Program & Territory Sales Representative at Sherwin-Williams — Protective & Marine Coatings DivisionLeadership Development Program & Territory Sales Representative at Sherwin-Williams — Protective & Marine Coatings Division