Committed and motivated Finance Professional over ten years experience in the Banking Consumer Lending & Mortgage Industry
Overview
25
25
years of professional experience
Work History
Closer/Funder
Union Bank
Tempe, AZ
03.2016 - Current
Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as
needed.
Conflict Resolution.
Responsible for handling customer account inquiries, accurately providing information to ensure resolution of
product/service complaints committed to maintaining business practices.
Computed Data Reports.
Provided department reports listing sales and maintenance system tracking.
Financial.
Compiled inventory lists and worked with vendors for product pricing and special orders.
Documentation.
Provided updated training materials to staff.
Coordinate / Process the execution of closing documents for First Mortgage(Conventional VA/FHA) &
Home Equity files in a timely manner.
Provide support and communication with Third Party Vendors as needed.
Process all fundings via wire for First Mortgage & Home Equity files.
Maintain quality performance policy and procedure for job function.
Ensure accuracy of system data integrity/updates.
Attend ongoing training via webinar or onsite as needed.
Provide ongoing support and communication within my department and company wide.
Resolve Servicing/Post Closing issues.
Closer/Funder
TruWest Credit Union
Tempe, AZ
09.2012 - 03.2016
Coordinate execution of closing documents for First Mortgage & Home Equity files in a timely manner.
Provide support and communication with Third Party Vendors process monthly invoices for department.
Process all fundings via wire, check, or transfer for First Mortgage & Home Equity files.
Maintain quality performance policy and procedure for job function.
Ensure accuracy of system data integrity/updates.
Attend ongoing training via webinar or onsite as needed.
Provide ongoing support and communication within my department and company wide.
Real Estate Support Specialist/Servicing
Desert Schools Federal Credit Union
Phoenix, AZ
03.2006 - 09.2012
Process payment transactions, prepare payment arrangements/options, inbound calls from customer to offer financial assistance- Federal programs or Internal
Process, Monitor, Coordinate Insurance claims for damage to home
Prepare audit files for internal/external requests
Process Mortgage payoffs, Short sales, Foreclosures, Third Party Sales
Maintain quality performance policy and procedure records
Ensure accuracy of data integrity/updates
Previous job function - Team Lead Home Equity Servicing - 2 1/2 yrs