LINDSAY WINE
Copperas Cove,USA
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Senior financial professional with comprehensive experience in loan processing, underwriting, and client relationship management. Strong focus on collaborative team efforts and achieving measurable results, demonstrating adaptability to changing needs. Skilled in risk assessment, regulatory compliance, and financial analysis. Known for reliability, effective communication, and problem-solving abilities.
Overview
7
7
years of professional experience
Work History
Senior Loan Specialist
OneMain Financial Group
Copperas Cove, TX
11.2020 - 05.2025
- Implemented workflow improvements that increased operational efficiency within the department.
- Worked closely with sales teams to identify opportunities for cross-selling products and services, increasing revenue generation.
- Provided exceptional customer service, resolving complex issues and maintaining strong relationships with key clients.
- Collaborated with underwriting teams to ensure accuracy in loan evaluations.
- Evaluated loan applications for creditworthiness and risk assessment.
- Successfully originated high-quality loans while adhering to strict regulatory requirements and compliance standards.
- Mentored junior staff on compliance procedures and customer service best practices.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Mortgage Loan Originator
Texell Credit Union
Temple, TX
02.2020 - 11.2020
- Developed tailored mortgage solutions for clients, enhancing customer satisfaction and retention.
- Evaluated financial documents to ensure compliance with lending regulations and guidelines.
- Established strong relationships with real estate agents to generate referrals and increase loan applications.
- Streamlined loan processing workflows, improving turnaround times and reducing bottlenecks in operations.
- Conducted client consultations to assess needs and recommend appropriate mortgage products.
- Collaborated with underwriters to resolve issues, ensuring timely loan approvals and closings.
Branch Sales and Service Representative
PNC Bank
Opelika, Alabama
05.2018 - 10.2019
- Assisted customers with inquiries and product selections to enhance satisfaction.
- Collaborated with team members to address customer feedback and improve service.
- Educated customers on product features and benefits to facilitate informed decisions.
- Maintained accurate records of customer interactions for follow-up purposes.
- Resolved customer issues promptly and professionally.
- Provided customer service and sales support to customers over the phone.
- Identified potential sales opportunities by cross-selling and upselling additional products or services.
- Participated in training sessions to stay current with new products, services, technology.
Education
Associate's Degree - Communications
Western Kentucky University
Bowling Green, KY01.2011
Skills
- Financial Services
- Sales expertise
- Excellent communicator
- Loan processing
- Loan servicing
- Financial counseling
- Collections proficiency
- MS office guru
- Loan structuring
- Credit analysis
- Loan documentation
Timeline
Senior Loan Specialist
OneMain Financial Group
11.2020 - 05.2025
Mortgage Loan Originator
Texell Credit Union
02.2020 - 11.2020
Branch Sales and Service Representative
PNC Bank
05.2018 - 10.2019
Associate's Degree - Communications
Western Kentucky University
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