Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Loan Review Specialist
Discover Financial Services
Columbus, OH
06.2022 - Current
Reviewed client documentation and contracts for discrepancies and mistakes.
Updated client account information and records in company databases.
Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Informed customers of loan application requirements and deadlines.
Loan Processor
Sunlight Financial
Charlotte, NC
05.2021 - 06.2022
Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
Communicated with customers via telephone and email to answer questions, process transactions and resolve issues.
Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Personal Banker
Fifth Third Bank
Charlotte, NC
08.2019 - 05.2021
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Met with clients to facilitate budget management and financial guidance.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Fraud Investigator
Discover Financial Services
New Albany , OH
10.2016 - 08.2019
Conducted reviews of specific transactions and reports that showed potential suspicious activity.
Reviewed and investigated customer accounts to determine the level of business risk to the company.