Summary
Overview
Work History
Skills
Timeline
Generic

Jamie S. Braswell

Mobile,AL

Summary

Professional with 15 years of experience in customer service, payroll, loan processing and banking. Looking to bring excellent consistent service through organization and communication.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

18
18
years of professional experience

Work History

Mortgage Pipeline Analyst

Trustmark Bank
03.2017 - Current
  • Data entry for loan application to bank processing system
  • Order and collect documentation for underwriting
  • Work with originator and borrower to clear underwriting conditions
  • Interpret underwriting decision
  • Communicate with all parties involved in the loan process
  • Collaborated with cross-functional teams to improve operational efficiency.
  • Maintained accurate records of all data collected during analysis
  • Maintained positive working relationship with fellow staff and management.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Created plans to propose solutions to problems related to efficiency.
  • Maintained documentation for compliance and audit purposes.
  • Identified opportunities for process improvements.

Office Manager

Braswell Remodeling and Maintenance
07.2014 - 01.2017
  • Accounts payable, Accounts receivable, Purchase orders
  • Financial data entry and bank reconciliation
  • Verbal and written communication with customers, contractors and vendors
  • Managed office operations and administrative functions for remodeling and maintenance projects.
  • Maintained organized filing systems for contracts, invoices, and project documentation.

Financial Sales Advisor

Compass Bank
Mobile, Alabama
10.2007 - 07.2014
  • Set, reach and maintain sales goals.
  • Customer relationship building.
  • Retail account management.
  • Manage investment and mortgage referrals.
  • Process and verify retail loan applications.
  • Identified opportunities for process improvements for the branch.
  • Maintained positive working relationship with fellow staff and management.
  • Identified needs of customers promptly and efficiently.
  • Evaluated needs of departments and delegated tasks to optimize overall production.
  • Advised clients on financial products and investment opportunities.
  • Utilized CRM software to track client interactions and follow-ups.

Assistant Branch Manager

Compass Bank
Mobile, Alabama
10.2011 - 10.2012
  • Supervised daily branch operations and ensured compliance with bank policies.
  • Managed customer inquiries and resolved issues to enhance service quality.
  • Coordinated branch marketing initiatives to promote new products and services.
  • Conducted regular audits of cash handling and transaction processes for accuracy.
  • Implemented strategies to improve customer retention and satisfaction rates.
  • Supported the branch manager in strategic planning and goal-setting activities.
  • Facilitated team meetings to discuss performance, challenges, and solutions.
  • Resolved customer issues effectively in order to maintain strong customer relationships.

Skills

  • Data analysis
  • Documentation management
  • Operational efficiency
  • Problem solving
  • Attention to detail
  • Time management

Timeline

Mortgage Pipeline Analyst

Trustmark Bank
03.2017 - Current

Office Manager

Braswell Remodeling and Maintenance
07.2014 - 01.2017

Assistant Branch Manager

Compass Bank
10.2011 - 10.2012

Financial Sales Advisor

Compass Bank
10.2007 - 07.2014

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Jamie S. Braswell