Khulan Kelly Amarjargal
Buffalo Grove,IL
Summary
Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Mortgage Loan Specialist
Solutions Financial Mortgage Company
06.2021 - Current
- Provided exceptional customer service throughout the entire loan process, addressing inquiries promptly and professionally.
- Coordinated seamlessly with real estate agents, attorneys, title companies, and other stakeholders for smooth transactions.
- Implemented risk mitigation measures by diligently reviewing borrower documentation and verifying information accuracy.
- Managed a pipeline of over 20 mortgage applications at all times, prioritizing tasks based on urgency and importance.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Enrolled Agent
TY Tax Services Inc.
10.2014 - 06.2021
- Completed and filed returns with tax departments at state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
Financial Assistant
UNICEF
02.2012 - 09.2014
- Documented fiscal budget and established procedures for tracking expenses.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions.
- Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
Personal Banker
J.P. Morgan Chase
01.2010 - 01.2011
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Expanded client base by promoting new financial products.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
Bachelor of Science - Finance And Management
DePaul University
Chicago, IL06.2009
Skills
- Financial Analysis
- Decision-Making
- Problem-Solving
- Multitasking
- Attention to Detail
- Organizational Skills
- Team Collaboration
- Time Management
- Excellent Communication
Timeline
Mortgage Loan Specialist
Solutions Financial Mortgage Company
06.2021 - Current
Enrolled Agent
TY Tax Services Inc.
10.2014 - 06.2021
Financial Assistant
UNICEF
02.2012 - 09.2014
Personal Banker
J.P. Morgan Chase
01.2010 - 01.2011
Bachelor of Science - Finance And Management
DePaul University
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