Dynamic financial services professional with a proven record of managing high‑volume loan portfolios, resolving complex client issues, and ensuring full regulatory compliance. Skilled in loan processing, credit analysis, and customer relationship management, consistently delivering accurate results in fast‑paced environments. Recognized for reliability, adaptability, and strong cross‑team collaboration, with a commitment to enhancing client satisfaction and supporting organizational goals.
Work History
Small Business Loan Servicer
3 Months
Reliance Financial | 06.2026 - Current
Conducted thorough reviews of loan agreements to confirm completeness, accuracy, and integrity in alignment with regulatory compliance standards.
Calculate repayment schedules and issue prompt post funding email notifications to all key stakeholders
Managed loan application processing and documentation for accuracy and compliance.
Supported loss mitigation efforts by proactively identifying at-risk borrowers and developing appropriate action plans to minimize defaults on loans under management.
Analyzed complex issues to identify root causes and implement effective solutions.
Optimized case management systems to track progress more accurately while improving the efficiency of complaint resolution workflows.
Participated in quality assurance audits, reviewing complaint files for compliance with company policies and regulatory requirements.
Client Service Representative
2 Years
Fidelity Investments | 08.2023 - 08.2025
Managed client accounts, ensuring data accuracy and compliance with regulatory standards.
Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Home Mortgage Associatee
4 Years 4 Months
Wells Fargo | 01.2019 - 05.2023
Analyzed financial documents to determine borrower eligibility and creditworthiness.
Processed mortgage applications efficiently, ensuring compliance with regulations and company policies.
Served as a reliable resource for both internal staff members and external partners seeking guidance or clarification on complex industry regulations.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Education
Certificate of Technical Studies - Bookeeping
Intuit Academy | Salt Lake City, UT | 01-2026
High School Diploma
Kosrae High School | Kosrae, Micronesia | 01-2001
Skills
Loan documentation
Financial analysis
Payment processing
Reporting records
Quality control
Client relations
Conflict resolution
Effective communication
Attention to detail
Multitasking
Client needs assessment
Organizational development
Accomplishments
Enabled the closing of 300+ mortgage loans annually by managing high‑volume borrower documentation, resolving issues quickly, and ensuring files moved smoothly from application to funding.
Certification
SAFE ACT Certification NMLS Certification, 2020
Top Dollar Award
Awarded the Top Dollar Award for exceptional reliability during COVID after being the only team member to report onsite for two weeks, handling 200+ customer calls per day and maintaining full operational continuity