Debbie Derry
Phoenix,AZ
Summary
Dynamic professional with a rich background in mortgage processing at Bank of America and a passion for fitness. Excelled in multitasking and problem-solving, significantly enhancing customer satisfaction and efficiency. Skilled in motivational coaching and exercise program design, adept at fostering positive client relationships and achieving goals.
Overview
24
24
years of professional experience
Work History
Personal Trainer
Self Employed
07.2020 - Current
- Educated customers on preventive care, nutrition, fitness, stress management, and ergonomics.
- Motivated clients to stay on track with fitness goals with positive and friendly approach.
- Educated clients on proper exercise techniques, reducing risk of injury during workouts.
- Motivated participants through one-on-one instruction and positive feedback.
- Trained clients during strength training, cardio vascular exercise, and stretching.
Mortgage Loan Processor
Eagle Home Mortgage, LLC
04.2011 - 09.2012
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
Mortgage Loan Processor
Bank of America
06.2008 - 04.2011
- Processed mortgage loan applications accurately and successfully.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Handled any conditions sent from underwriting departments.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
Mortgage Loan Processor
Countrywide Mortgage
05.2006 - 06.2008
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Handled any conditions sent from underwriting departments.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Loan Processor
Wells Fargo Financial
03.2004 - 05.2006
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Set up and completed loan submission packages.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Premier Phone Banker
Wells Fargo
08.2000 - 03.2004
- Navigated multiple banking systems simultaneously to access account information, process transactions, and update client records accurately.
- Maintained high call quality standards with clear communication and active listening skills for optimal client experiences.
- Improved efficiency by assisting with the implementation of new processes that streamlined workflows within the phone banking team.
- Handled sensitive personal and financial information with discretion, ensuring the privacy of clients at all times.
- Retained valuable clientele by skillfully resolving complaints or concerns regarding account management or service delivery discrepancies.
- Increased customer satisfaction by promptly addressing inquiries and resolving issues in a timely manner.
Education
High School Diploma -
Brea Olinda High School
Brea, CA06.2000
Skills
- Passion for fitness
- Strength training
- Exercise program design
- Motivational Coaching
- Excellent customer service
- Multitasking
- Problem solving
- Teamwork
Languages
Hungarian
Native or Bilingual
Timeline
Personal Trainer
Self Employed
07.2020 - Current
Mortgage Loan Processor
Eagle Home Mortgage, LLC
04.2011 - 09.2012
Mortgage Loan Processor
Bank of America
06.2008 - 04.2011
Mortgage Loan Processor
Countrywide Mortgage
05.2006 - 06.2008
Loan Processor
Wells Fargo Financial
03.2004 - 05.2006
Premier Phone Banker
Wells Fargo
08.2000 - 03.2004
High School Diploma -
Brea Olinda High School
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