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Emily Harper Smith
Chicago,IL
Work Preference
Summary
Financial professional and creative with experience in performing arts, brokerage, and mortgage fulfillment. Consistent focus on accuracy and effective communication. Dedication to meeting regulatory standards for the sake of clients and the company. Adaptable team player.
Overview
4
4
years of professional experience
Work History
Mortgage Fulfilment
PennyMac Loan Services
St Louis, Missouri
10.2025 - Current
- Verified borrower information and documentation to process mortgage applications efficiently.
- Ensured loan files met company policies and regulatory standards through thorough review for accuracy.
- Balanced fees and aligned all paperwork with underwriting requirements prior to closing.
- Ensured accuracy of mortgage calculations including principal balance, interest rate, taxes, insurance and other fees due at closing.
Complaint Coordinator (Contract)
Wells Fargo
St Louis, Missouri
01.2024 - 01.2025
- Reviewed ongoing complaint cases, ensuring accurate reporting to FINRA and upper management to uphold compliance standards.
- Leveraged previous client communication records and account history to inform decision-making and resolve complaints effectively.
- Monitored financial compliance regulations to ensure precise reporting of written and verbal complaints.
Brokerage Service Representative
Charles Schwab
St Louis, Missouri
01.2023 - 10.2023
- Assisted clients with account inquiries and transaction processing.
- Maintained accurate records of client interactions and transactions in systems.
- Collaborated with team members to improve service delivery and client satisfaction.
- Supported compliance efforts by ensuring adherence to regulatory guidelines.
Education
Bachelor of Arts - Theatre
Missouri State University
Springfield, MO05-2022
Skills
- Mortgage processing
- Attention to detail
- Microsoft Office
- Google Workspace
- Problem solving
- Teamwork and collaboration
- Emotional intelligence
- Public speaking
Timeline
Mortgage Fulfilment
PennyMac Loan Services
10.2025 - Current
Complaint Coordinator (Contract)
Wells Fargo
01.2024 - 01.2025
Brokerage Service Representative
Charles Schwab
01.2023 - 10.2023
Bachelor of Arts - Theatre
Missouri State University