Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. Client Processor Representative
BNY Mellon
Houston , Texas
12.2021 - 06.2024
Reviewed documentation from third parties to ensure accuracy before submitting them to underwriters.
Calculated, reviewed, and updated financial or other relevant information.
Reconciled cash breaks, accounting issues, and compiled data.
Managed loan services by handling syndication, advances, payments, fee calculations and wire transfers. Reconciling and balancing posted transactions to batch totals.
Loss Mitigation Specialist
Shellpoint Mortgage Servicing
Houston , Texas
09.2020 - 12.2021
Supported mortgage holders at risk of foreclosure.
Managed loss mitigation documents, performed financial analysis, evaluated foreclosed loans and assessed borrower financial situation.
Retained knowledge of financial products, loan reconciliation, analytical thinking, organization and planning, problem-solving, networking, and attention to detail.
Conducted preliminary investigations and performed phone interviews based on fraud claims.
Verified loan documentation and employer information to determine approval.
Home Mortgage Consultant
Wells Fargo Bank, N.A.
Houston , Texas
07.2012 - 09.2020
Independently met with prospects and customers through outbound calling, Teller referrals, and branch referrals to discuss and sell banking products in specialist areas like Investments, Private Client Group, and Small Business.
Maintain accurate and up-to-date customer profiles in the Customer Relationship Management (CRM) system. Educating client relationships about product usage, best practices, and troubleshooting tips.
Used CRM tools for logging interactions, managing customer information, and tracking the progress of customer-related tasks.
Made timely decisions to resolve issues in compliance with banking regulations and balanced customer satisfaction with company policies.
Verified bank statements for down payments and closing costs. Verified various documents such as credit reports, taxes, etc.
Education
Some College (No Degree) - Business Administration
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)