Jeffrey McManama

Boston,MA

Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Experienced Loan Processor focused on improving the bank's loan program through knowledgeable and efficient service to customers according to program parameters.

Overview

years of professional experience

Work History

Mortgage Loan Processor

Superior Rate Mortgage

Wakefield, United States

03.2020 - Current

Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Prepared file for final clear-to-close by branch management.
Handled any conditions sent from underwriting departments.
Reviewed financial statements and contacted institutions and customers to clarify details.
Communicated with originator and applicant concerning progress of loan file.
Upheld complete confidentiality of all submitted information according to release guidelines.
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Set up and completed loan submission packages.
Checked daily reports each morning to identify priorities or issues for escalation to supervisor.

Capital One Representative

Capital One Bank N.A

Lynnfield, MA

06.2017 - 03.2020

Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims.
Understood each target customer's business model, mapped out organization and identified unique technology needs.
Researched relevant resources to assist members, identified member representation needs, and troubleshot next steps to provide optimal support for member.
Monitored service capabilities and collaborated cross-functionally to meet needs and resolve escalated issues.
Identified prospect needs and developed appropriate responses along with information on suitable products and services.
Provided basic technical support resolving issues for clients on variety of company products.
Boosted brand awareness, implemented promotional campaigns and employed sales tactics as part of territory development.

Education

Associate of Science - Business Administration

North Shore Community College, Danvers, MA

06.2020

High School Diploma -

Wakefield Memorial High School, Wakefield, MA

06.2012

Skills

Tax Receipts
Appraisal Verification
Title Abstracts
Customer Communication
Personal Reference Verification
Calyx Point

Funds Disbursement Application
Credit Bureau Contact
Commercial Real Estate
Appraisal Compilation
Loan Paperwork

Timeline

Mortgage Loan Processor - Superior Rate Mortgage

03.2020 - Current

Capital One Representative - Capital One Bank N.A

06.2017 - 03.2020

North Shore Community College - Associate of Science, Business Administration

Wakefield Memorial High School - High School Diploma,