Josh Berry
Owensboro,KY
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Mortgage Associate
U.S. Bank
08.2019 - 06.2023
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Reviewed loan files and updated to match current standards.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
Customer Representative
U.S. Bank
03.2017 - 08.2019
- Collected customer information and analyzed customer needs to recommend potential products or services.
- Provided primary customer support to internal and external customers.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer service orders promptly to increase customer satisfaction.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Machine Operator
Omico Plastics Inc, Owensboro, Kentucky
01.2014 - 03.2015
- Operated machining equipment safely with team of operators.
- Followed detailed instructions to operate machines with accuracy and produce quality products.
- Inspected products and machines to maintain quality and efficiency.
- Inspected finished products for quality and adherence to customer specifications.
- Investigated processing errors and malfunctions, resolving issues with minor machine repairs.
- Prepared reports and technical documentation of day-to-day production processes.
Education
No Degree - Accounting And Finance
Owensboro Community And Technical College
Owensboro, KYHigh School Diploma -
Owensboro High School
Owensboro, KY05.2013
Skills
- General Mortgage Associate
- Loan Information Recording
- Microsoft Office
- Oral and Written Comprehension
- Productivity Standards
- Document Analysis
- Financial Accounting
- Closing Documentation
- Quality Control Standards
- Closing Costs Calculation
- Economics Understanding
- Reviewing Documentation
Timeline
Mortgage Associate
U.S. Bank
08.2019 - 06.2023
Customer Representative
U.S. Bank
03.2017 - 08.2019
Machine Operator
Omico Plastics Inc, Owensboro, Kentucky
01.2014 - 03.2015
No Degree - Accounting And Finance
Owensboro Community And Technical College
High School Diploma -
Owensboro High School
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