JANN CARLSON
Wyoming,MN
Summary
Obtain a challenging position, to provide outstanding customer service, building a relationship with customers and meeting their financial needs. Managed high-volume loan paperwork in environments with high production, approval and customer relations targets. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Willingness to take on added responsibilities to meet team goals. Customer service representative with over 25 years of experience in both banking and retail environments.
Overview
25
25
years of professional experience
Work History
SENIOR MORTGAGE PROCESSOR
WELLS FARGO
10.2019 - Current
- Manages high-volume loan pipeline environment with achieving high production, approval and customer relations targets. Closed 109 loans in 2021.
- Perform clear and timely communication via phone or email, with borrowers, settlement agents and loan team
- Expertise includes reviewing and validating personal, employment and financial histories for each applicant.
- Collaborate with management and team members to achieve monthly personal and team performance metrics,
- Processed different types of loan including self-employment, CEMA, W2 income refinance loans
BANKER
WELLS FARGO
06.2018 - 10.2019
- Performed first call resolution, while following strict procedures that meets compliance guidelines
- Quickly deliver exceptional customer service to business customers
- Build relationships with other business bankers using communication with Skype
- Digital Services team Captain, Rising Star Member 2019.
ASSISTANT STORE MANAGER
PETSMART
08.2017 - 06.2018
- Provide excellent customer service and responded to customer inquiries and complaints
- Supervise and coach employees, engaged in sales goals, and strive excellent customer service for the whole team.
- Reconciled weekly sales deliveries, cash receipts, and Inventory stock levels.
MERCHANDISE EXECUTION TEAM LEAD
HOME DEPOT
05.2007 - 05.2017
- Managing my team's projects, preparing work schedules, training, and coaching all team members
- Experience with building and maintaining effective relationships with customers and vendors
- Strong organizational, multi-tasking, verbal, and interpersonal communication skills.
- Prepared interesting and innovative visual displays to grab customer interest and promote sales.
Education
AA Degree - Education
ST PAUL COLLEGE
Skills
- Customer Communication
- General Mortgage Knowledge
- Microsoft Office
- Professional Telephone skills
Timeline
SENIOR MORTGAGE PROCESSOR
WELLS FARGO
10.2019 - Current
BANKER
WELLS FARGO
06.2018 - 10.2019
ASSISTANT STORE MANAGER
PETSMART
08.2017 - 06.2018
MERCHANDISE EXECUTION TEAM LEAD
HOME DEPOT
05.2007 - 05.2017
AA Degree - Education
ST PAUL COLLEGE
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