JENNIFER PORTER

Home Equity Closer and Senior Home Equity Reviewer - February 2015 – Present:

Duties included, but not limited to:

• Schedule closings for home equity products and maintaining service excellence
• Draft payoff documents and escrow updates
• Create CDs and provide to members for review while assisting with inquiries
• Preparing legal documents for the Home Equity closing process
• Facilitate loan closings
• Train new hires and position transfers
• Resolve escalated and rush files in closing
• Proficient in compliance and federal regulations
• Maintain my own pipeline while managing a team of 4 closers
• Analyze and review 100 + closing documents for home equity closings for accuracy, make corrections as needed
• Address escalated issues for my team when needed
• Problem solve and assist with different situations with closers on files
• Proficient in HMDA requirements
• Maximize production through report analysis
• Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
• Reduced turnaround time for reviews by effectively prioritizing tasks and managing deadlines.

Home Equity Originator and Home Equity Processor - February 2014 – February 2015:

Duties included, but not limited to:

• Process newly submitted loan applications
• Upload loan supporting documents
• Take walk in members and assist with application process and answer questions pertaining to loan and process.
• Assign applications to loan officers

• Duties Include, but not limited to:
• Assisting members with account needs
• Open new accounts
• Process personal, auto, and home equity loan applications
• Notarizing documents for members
• Provide overrides to less tenured representatives
• Open and close Safe deposit boxes
• Create debit cards for members in branch location

• Duties included, but not limited to:
• Assisted phone representatives with customer accounts
• Aided clients on escalated issues concerning general customer service, new account opening concerns and finding a resolution for our clients.
• Initiated fraud investigations for clients concerning ACH withdraws, Regulation E issues, and debit card purchases.
• Process faxed documents and forward to correct back-office staff concerning New Account Opening applications.
• Assist branch employees with guidelines and processing procedures.
• Did home equity servicing including completing subordinations and payoffs
• Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.