Summary
Overview
Work History
Education
Skills
Timeline
SalesAssociate
Damean Beckum

Damean Beckum

Financial
Victorville,CA

Summary

Motivated Fraud Analyst touting 3 years of expertise investigating suspicious activity for Wells Fargo Bank. Knowledgeable resource committed to finding answers and working with clients and interdepartmental personnel. Promoting exemplary skills in project management, analytics and fraud pattern detection.

Overview

20
20
years of professional experience

Work History

Personal Financial Consultant/Mortgage Loan Office

Beckum Realty Services
01.2020 - Current
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals
  • Promoted products and services by conducting educational consultations to clients and prospects remotely
  • Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement


Fraud Specialist III

Wells Fargo
10.2017 - 01.2020
  • Provided assistance and managed all customer assets and coordinated with team members on bank portfolios and new clients
  • Investigated cases of account fraud, which involved amounts over and under $10,000 per case and prepared SAR reports and analyzed large amounts of data to find patterns of fraud and anomalies
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity
  • Gathered evidence, which included recorded and written statements, financial documentation and audio materials for examination
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Used critical thinking to break down problems, evaluate solutions and make decisions

Executive Mortgage Banker/ Team Lead

JPMorgan Chase & Co
09.2014 - 03.2017
  • Originated mortgages by referrals and Internet contacts; placed and sold loan plans to borrowers; assisted in processing through post-closing; handled customer relations; and administrative duties
  • Specialized in Conventional, FHA, VA and Rural loans
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals
  • Managed 20+ loan officer submissions and updated loan files to match current standards
  • Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies
  • Recruited and hired top performers to add talent and value to department
  • Explained very technical financial information to applicants in easy to understand language

Consumer Direct Sales

Bank of America
07.2012 - 09.2014
  • Maintained up-to-date knowledge of competitor products and pricing in market served
  • Achieved customer satisfaction with forward- thinking strategies focused on addressing customer needs and resolving concerns
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations
  • Liaised between internal and external stakeholders, clients and various external vendors to develop and implement client solutions

Education

Licenses & Certifications CA , Real Estate License National Mortgage Licensing - NMLS 891652 Anti-Money Laundering Certification Property and Casualty Insurance license - undefined

College Diploma - Criminal Psychology

Pima Community College

College Diploma - Research Methodology

Alison Career College

Certified: Anti-Money Laundering Regulations - undefined

Alison Career College

Skills

  • Knowledgeable in Windows, Office, Excel, Word, Outlook
  • Investment Allocations
  • Sales Transactions
  • Goal-Based Planning Tools
  • Customer Relationship Management (CRM) Software
  • Regulatory Compliance and Documentation
  • Risk Management
  • Financial Budgeting
  • Investment Portfolio Management
  • Conflict Resolution Techniques
  • Client Confidentiality
  • Professional Industry Communication

Timeline

Personal Financial Consultant/Mortgage Loan Office

Beckum Realty Services
01.2020 - Current

Fraud Specialist III

Wells Fargo
10.2017 - 01.2020

Executive Mortgage Banker/ Team Lead

JPMorgan Chase & Co
09.2014 - 03.2017

Consumer Direct Sales

Bank of America
07.2012 - 09.2014

Licenses & Certifications CA , Real Estate License National Mortgage Licensing - NMLS 891652 Anti-Money Laundering Certification Property and Casualty Insurance license - undefined

College Diploma - Criminal Psychology

Pima Community College

College Diploma - Research Methodology

Alison Career College

Certified: Anti-Money Laundering Regulations - undefined

Alison Career College
Damean BeckumFinancial