Summary
Overview
Work History
Education
Skills
Timeline
Generic
JaLeesa Wheeler

JaLeesa Wheeler

Bethlehem ,PA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Loan Documentation Specialist

Fulton Financial Corporation
06.2015 - 05.2016
  • Managed a diverse portfolio of loans, effectively prioritizing tasks to meet strict deadlines while maintaining high-quality output.
  • Assisted in achieving departmental goals through active participation in team meetings, contributing valuable insights into process improvements and best practices adoption.
  • Provided exceptional support to lending officers through proactive monitoring of application status updates, facilitating seamless transactions from initiation to completion.
  • Improved customer satisfaction levels with prompt and accurate handling of loan applications, ensuring compliance with company policies and regulations.

Loan System Support Liaison

Fulton Financial Corporation
10.2012 - 06.2015
  • Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
  • Coordinated multiple projects simultaneously, ensuring timely completion and alignment with organizational objectives.
  • Maintained up-to-date knowledge of industry trends, sharing insights with colleagues to drive continuous improvement efforts.
  • Maintained a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.

Temporary Employee

Fulton Financial Corporation
01.2012 - 10.2012
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.

Transcriptionist

Powerhouse Production
06.2006 - 06.2012
  • Maintained strict confidentiality with sensitive information, ensuring client trust and privacy.
  • Adapted quickly to new technology platforms and software programs introduced within the workplace, enhancing overall efficiency levels.
  • Followed specific guidelines and style rules to meet clients' requirements and maintain consistency.
  • Enhanced transcription accuracy by diligently proofreading and editing final documents.

Customer Service Representative (temp)

The Hartford
10.2011 - 01.2012
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Executive Assistant (temp)

Mark IV Ivhs
05.2011 - 08.2011
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for executive team and senior management group.

Education

Master Of Arts - Instructional Technology

University of Phoenix
Tempe, AZ

Associate Degree - Liberal Arts And General Studies

Northampton Community College
Bethlehem, PA

Bachelor Of Arts - English Composition

East Stroudsburg University of Pennsylvania
East Stroudsburg, PA
05.2011

Skills

  • Loan Processing Proficiency
  • Loan Closing Procedures
  • Organizational abilities
  • Fraud Detection Capabilities

Timeline

Loan Documentation Specialist

Fulton Financial Corporation
06.2015 - 05.2016

Loan System Support Liaison

Fulton Financial Corporation
10.2012 - 06.2015

Temporary Employee

Fulton Financial Corporation
01.2012 - 10.2012

Customer Service Representative (temp)

The Hartford
10.2011 - 01.2012

Executive Assistant (temp)

Mark IV Ivhs
05.2011 - 08.2011

Transcriptionist

Powerhouse Production
06.2006 - 06.2012

Master Of Arts - Instructional Technology

University of Phoenix

Associate Degree - Liberal Arts And General Studies

Northampton Community College

Bachelor Of Arts - English Composition

East Stroudsburg University of Pennsylvania
JaLeesa Wheeler