Karen Bodine
Chatham,IL
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
36
36
years of professional experience
Work History
Systems Analyst
Family First Funding
04.2021 - Current
- Managed supervisor itinerary and appointments and streamlined scheduling procedures
- Monitored front areas so that questions could be promptly addressed
- Devised creative solutions to critical customer and user needs
- Interacted with customers and clients to identify business needs and requirements
- Demonstrated strong writing and presentation skills to develop briefs, memorandums, and analytical reports for Executive Management
- Managed multiple strategic projects with numerous sub-projects or workstreams.
Office Associate
State of Illinois
10.2020 - 04.2021
- Delivered clerical support by handling range of routine and special requirements
- Organized, stored, and retrieved files to enhance daily operations and support customer needs
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments
- Managed daily data entry and kept clerical information accurate and up to date
- Collaborated with various departments to complete assigned tasks.
Research Remediation Representative
Wells Fargo
06.2020 - 09.2020
- Responsible for analysis and resolution of escalated, high dollar, or high-profile inquiries and complaints requiring special handling in areas such as underwriting, regulatory compliance, fraud, fair lending, and servicing
- Provides a complex variety of support services in account management, operations, documentation, customer service and technical support.
Assistant Vice President, Correspondent Client Service Consultant
Wells Fargo
01.2006 - 01.2019
- Analyzed correspondent clients, banks, and mortgage lenders in accordance with various risk benchmarks including financial standing, loan performance, and adherence to regulatory compliance guidelines
- Corrected various regulatory findings by facilitating calls with clients to discover root cause, develop corrective action, and conduct validation and execution of the corrective action
- Reviewed incoming correspondence and drafted appropriate responses for CEO and other high-level stakeholders
- Achieved or exceeded sales and productivity benchmarks on consistent basis.
Business Design Analyst
Wells Fargo
01.2004 - 01.2006
- Participated in daily strategy meetings involving the development of systemic, procedural, and process changes necessary for new product and programs and Regulatory and Credit Policy changes
- Analyzed and processed project specifics before capital deployments
- Collaborated to develop and maintain targeted profit plans to sustain growth.
Compliance Analyst
Wells Fargo
01.2003 - 01.2004
- Collected detailed notes on investigations and other communication to adhere to legal requirements and enhance recordkeeping
- Assisted with development of compliance objectives and strategies
- Maintained up-to-date knowledge of applicable laws and regulations
- Communicated materials documentation deficiencies to project engineer, project staff and design-builder
- Developed and implemented corrective action plans for non-compliance issues.
Account Executive
Wells Fargo
12.1998 - 12.2000
- Executed successful sales strategies to convert leads into customers
- Qualified leads, built relationships and executed sales strategies to drive new business
- Prepared additional quotes for current clients to upsell products and services
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
Prior History in Mortgage Banking
Wells Fargo
05.1987 - 01.1998
- Developed summaries to assess each client's participation level and determine targets for follow-up plans
- Cross-trained and backed up other customer service managers
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates
- Logged call information and solutions provided into internal database
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
Associate of Science - Respiratory Therapy
LINCOLN LAND COMMUNITY COLLEGE
06.1993
Skills
- Product Knowledge
- Sales and Marketing
- Time Management
- Risk Management
- Critical Thinking
- Verbal and Written Communication
- Business Development
- Relationship Review Process
- Regulatory Compliance
- Client Relationships
- Client Meetings
- Proficient with Microsoft Word, Excel and PowerPoint
Timeline
Systems Analyst
Family First Funding
04.2021 - Current
Office Associate
State of Illinois
10.2020 - 04.2021
Research Remediation Representative
Wells Fargo
06.2020 - 09.2020
Assistant Vice President, Correspondent Client Service Consultant
Wells Fargo
01.2006 - 01.2019
Business Design Analyst
Wells Fargo
01.2004 - 01.2006
Compliance Analyst
Wells Fargo
01.2003 - 01.2004
Account Executive
Wells Fargo
12.1998 - 12.2000
Prior History in Mortgage Banking
Wells Fargo
05.1987 - 01.1998
Associate of Science - Respiratory Therapy
LINCOLN LAND COMMUNITY COLLEGE