
Banking and loan operations professional with 7+ years of experience supporting consumer and mortgage lending, financial operations, regulatory compliance, document validation, income analysis, account servicing, and client resolution. Experienced in reviewing loan documentation for accuracy and completeness, analyzing borrower income, coordinating with loan officers and closers, and ensuring files meet internal and regulatory requirements. Proven ability to manage high-volume workloads while maintaining quality, accuracy, and service standards.
Safely operated transit vehicles while providing professional customer service in a fast-paced, safety-sensitive environment. Conducted pre- and post-trip inspections, accurately documented vehicle defects using ZONAR, followed strict safety and operating procedures, and assisted passengers in accordance with ADA requirements.
Reviewed high-volume financial and operational documentation for accuracy, completeness, and compliance with bank policies and regulatory requirements. Conducted detailed research and analysis to identify discrepancies, resolve operational issues, and prevent process disruptions. Performed compliance reviews across significant volumes of client accounts while maintaining established quality standards. Analyzed customer complaint cases and service interactions to determine appropriate resolution and ensure documentation met enterprise and regulatory requirements. Collaborated with multiple teams on operational and compliance initiatives, supporting process improvements and risk mitigation.
Processed mortgage loan applications by collecting, reviewing, analyzing, and validating required borrower documentation, including income, tax, and appraisal documents. Performed detailed income analysis for wages/salary, Social Security, and pension income to support loan qualification and processing. Reviewed loan files for completeness, accuracy, regulatory requirements, and adherence to internal policies before submission to underwriting. Maintained multiple loan-processing workflows simultaneously while meeting established quality and service standards. Communicated complex loan and documentation requirements to loan officers and closing teams, resolving issues and keeping files moving through the process. Collaborated across lending teams to ensure accurate and timely completion of loan requirements.
Assisted consumer and business clients with account openings, auto loan applications, credit products, wire transfers, and account servicing. Reviewed client needs and financial information to identify appropriate banking and lending solutions. Resolved fraud-related and account-service issues while maintaining a professional, compliant client experience. Collaborated with mortgage lending, financial advisory, and other banking professionals to support client needs. Consistently exceeded sales and service goals while maintaining accuracy and compliance.
Processed banking transactions for customers while following bank policies and regulatory guidelines. Assisted clients with inquiries about banking products and account services. Identified and reported suspicious activities while maintaining accurate records and protecting confidential information.
Consumer Loan Processing
Loan Documentation Review
Income Verification & Analysis
Loan File Quality Control
Document Validation
Regulatory Compliance
Account Servicing
Financial Research
Data & File Review
Customer Service
Fraud Detection & Prevention
Complaint Resolution
Microsoft Excel
Salesforce
Cross-Functional Collaboration