Kathleen Hansen
Summary
A self motivated and results driven professional with a successful record of accomplishment in loan origination, processing and file analysis. A self starter with a keen sense of personal responsibility, who enjoys being the liaison between clients, referral partners and team members.
Overview
14
14
years of professional experience
Work History
Wealth Management Associate
US Bancorp Investments
Chicago, IL
05.2023 - Current
- Opened new accounts
- Prepared and submitted account update documents with attention to accuracy
- Support daily operations, expanding knowledge of new technology and software applications
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
Mortgage Loan Assistance/Loan Processor
US Bank Home Mortgage
Schaumburg, IL
05.2016 - 01.2023
- Managed annual pipeline of $25 - $40M
- Contributed to departmental goals by meeting or exceeding monthly closing targets.
- Prepared files for underwriting and closing by verifying client income, credit reports, and all related file criteria.
- Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.
- Reviewed loan files for completeness, accuracy, product adherence, identified and acquired missing documentation
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
- Managed full pipeline while ensuring timely completion of each step required without compromising on compliance or quality standards.
- Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.
ECOA Specialist / Sr Mortgage Processor
BMO Harris Bank
Naperville, IL
05.2012 - 11.2016
- Performed thorough review of declines/withdrawn file
- Verified adherence to regulatory and compliance requirements
- Ensured communication to customer was timely and accurate
- Surpassed all established SLAs
Sr Mortgage Processor
Wintrust Bank
Schaumburg, IL
03.2010 - 04.2012
- Ensured compliance with federal and state regulations by conducting thorough reviews of loan documents.
- Managed a high-volume pipeline of loans, prioritizing tasks for optimal efficiency and client satisfaction.
- Worked closely with clients to gather necessary documentation for fast-tracked mortgage processing timelines effectively.
- Mentored junior processors, sharing knowledge and best practices to improve overall team performance.
- Contributed to the growth of the organization by consistently meeting or exceeding sales objectives.
Education
Bachelor of Arts - Journalism, Broadcast
University of Wisconsin - Milwaukee
Milwaukee, WISkills
- Solution Driven
- File Structuring, Product Knowledge
- Detail Oriented, Due Diligence
- Analytical Thinking, Problem Solving
- Construction Lending
- Regulatory Compliance
- FHA/VA FNMA, FHLMC, Jumbo
Timeline
Wealth Management Associate
US Bancorp Investments
05.2023 - Current
Mortgage Loan Assistance/Loan Processor
US Bank Home Mortgage
05.2016 - 01.2023
ECOA Specialist / Sr Mortgage Processor
BMO Harris Bank
05.2012 - 11.2016
Sr Mortgage Processor
Wintrust Bank
03.2010 - 04.2012
Bachelor of Arts - Journalism, Broadcast
University of Wisconsin - Milwaukee