Enthusiastic professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
8
8
years of professional experience
Work History
Team Lead - Loan Purchase Specialist
US Bank Home Mortgage
Minneapolis, MN
06.2016 - 03.2024
Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
Developed strategies to increase team productivity and improve customer service levels.
Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
Trained new staff in relevant processes and procedures.
Resolved escalated customer complaints or queries promptly and efficiently.
Ensured compliance with company policies and procedures throughout the team.
Monitored team performance against targets, taking corrective action where necessary.
Supported the manager in developing plans for future projects, initiatives and objectives.
Coordinated resources across multiple teams to achieve project goals within budget constraints.
Collaborated with other departments to develop effective solutions that meet customer needs.
Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Temp Worker
Mortgage Compines
Minneapolis, MN
Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
Conducted interviews with prospective clients to gather information regarding loan applications.
Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
Ensured compliance with all federal, state and local regulations related to mortgage lending.
Negotiated terms and conditions of loan agreements with borrowers.
Maintained current knowledge of secondary market trends, government programs and other available financing sources.
Processed new loan applications in accordance with established guidelines.
Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
Resolved borrower complaints in a timely manner while providing excellent customer service.