I am a highly skilled and detail-oriented financial professional with a track record of success in mortgage processing, banking, and customer service. In my current role at Dovenmuehle Mortgage Company, INC., I excel in reviewing mortgage documents for accuracy, conducting audits, and ensuring document production goals are met.
Overview
10
10
years of professional experience
Work History
Bankruptcy Loan Processor / QA Auditor
Dovenmuehle Mortgage Company, INC
08.2018 - Current
Consistently provide daily and weekly reports to reflect the team's document production status, guaranteeing the achievement of set objectives
Establish effective lines of communication with bankruptcy attorneys and court officials to secure necessary documentation and address outstanding matters
Execute rigorous quality control assessments on loan packets to ensure alignment with company policies and regulatory standards
Lead regular team training sessions to keep everyone well-informed about the latest developments in bankruptcy laws and regulations
Collaborate closely with internal departments to promptly resolve any pending issues or discrepancies within loan documents.
Supervisor Relationship Banker /Assistant Manager
TCF BANK
03.2017 - 08.2018
Deliver comprehensive account services to customers, encompassing tasks such as processing deposits, withdrawals, transfers, loan payments, check cashing, and issuing checks
Conduct meticulous audits of teller and branch cash funds to ensure accuracy and compliance
Handle regulation E matters and oversee the resolution of fraud claims inquiries
Skillfully oversee a team of three to five individuals, ensuring the achievement of both daily and monthly goals
Systematically manage morning work processes, meticulously balancing daily figures and promptly rectifying any identified errors
Offer exceptional customer service to fulfill the financial needs of all clients, consistently maintaining high standards of satisfaction.
Relationship Banker
JP Morgan Chase
07.2013 - 12.2016
Safeguard customer confidentiality and fortify bank operations through stringent information security protocols
Serve as a knowledgeable resource to educate customers about our product offerings and guide them in selecting the best options to align with their financial requirements
Skillfully orchestrate the delegation of tasks to field personnel for daily projects, ensuring efficient workflow management
Diligently maintain meticulous records of all transactions and internal processes, contributing to the accuracy and transparency of financial operations
Demonstrate vigilance by promptly reporting suspicious activities and emerging trends, playing a vital role in the prevention of future fraud incidents
Conduct in-depth analysis of customer data, extracting valuable insights to pinpoint potential sales opportunities, and offer strategic recommendations to enhance the relationship manager's decision-making process.