Jalissa Buie
Charlotte,NC
Summary
Hardworking and reliable Business Support Relationship Representative with 2 years of operations experience. Highly organized, proactive and punctual with team-oriented mentality.
Overview
5
5
years of professional experience
Work History
Business Support Relationship Representative
Wells Fargo
Charlotte, United States
11.2022 - Current
- Provide support for a small portfolio of customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Produce loan reports and forms related to initiation of the documentation process
- Assist in financial statement analysis for non-complex relationships
- Handle customer issues and assist in decisions with business client managers
- Evaluate profitability and risk of designated portfolio
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
Loan Closer
Wells Fargo
Raleigh, United States
04.2020 - 11.2022
- Prepare loan closing packages to ensure correct loan settlement and complete loan documentation
- Schedule loan closing with borrowers and Settlement Agent
- Address customer inquiries related to meet loan closing needs
- Ensure all conditions and regulatory requirements are met prior to closing
- Completed reporting task from supervisors
- Train team members in loan closing process
- Coordinate with Settlement Agent to collect documents required for closings
- Associate documents to stipulations for closing documents
- Review escrow accounts and documents for including but not limited to HOI, tax certs and payoff
- Communicate with borrowers and team assigned to close on refinance mortgage loans
- Certified to close Veteran Affair Loans, FHA, other specialty loans.
Customer Service Representative
Wells Fargo
Raleigh, United States
04.2019 - 04.2020
- Assisted customers answering inquiries about loan origination and maintenance (title, tags, lien release and etc.)
- Researched and advise solutions for payments and refunds
- Submitted workflow requests for loan documentation
- Communicated with customers using verbal and written communication
- Reviewed loan documents for accuracy
- Met key performance monthly metrics
- Answered and routed incoming calls to correct department
- Provided exceptional customer service with a genuine attitude.
Education
Bachelor in Social Work -
Fayetteville State University
05.2017
Skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Strong organizational, multi-tasking, and prioritizing skills
- Strong data entry and attention detail skills
- Ability to imitative and work independently with minimal supervision
- Experience with Jabber
- ECS and ACH experience
Timeline
Business Support Relationship Representative
Wells Fargo
11.2022 - Current
Loan Closer
Wells Fargo
04.2020 - 11.2022
Customer Service Representative
Wells Fargo
04.2019 - 04.2020
Bachelor in Social Work -
Fayetteville State University