Mary Sorensen
Omaha,NE
Summary
Proficient Loan Processor offering expertise in legal statutes and established lending guidelines. -year history of accomplishing work in a timely, accurate and productive manner. Knowledgeable Loan Processor bringing years of experience in banking and financial positions. Highly skilled in working well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Multi-talented loan processing professional versed in customer service and bank standards. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature. Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor/ Specialist
PenFed Credit Union
08.2020 - 02.2021
- Calling borrowers in regards to their loans reviewing documentation underwriting verifying documentation setting up appraisals.Notating file and following up weekly.Having a great attitude and customer service.knowledge of FHA guidelines ,pulling credit scores encompass experience.Filing disputes if needed.Making judgment calls handling multiple accounts at once.Loan organization Title amd Lien processor.
Loan Servicing Specialist
Bank Of The West
02.2020 - 08.2020
- Process titles,Perfect accounts send notices file liens.follow guidelines for each state .Responsible for reviewing, preparing, and mailing titling documents on paid off consumer loans/leases to the customer, 3rd party or other financial institution.Responsible for tracking for lien placement on new titles for incoming active accounts.
Teller/Loan Processor
NELNET STUDENT LOANS
05.2019 - 12.2019
- Preparing applications.Making sure I can provide assistance to get them current on account.Updating info.Providing great customer service.Researching best options.
Head Teller
Bakers Credit Union
03.2019 - 06.2019
- Helped Opened bank accounts.Looked over loans.Signed loan Documents pull credit scores.Unlocked accounts /helped if account was if there were fraudulent transactions.Handling ACH reports daily.
Collection Agent
Alorica
08.2016 - 12.2016
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.Reached out to approximately Number accountholders daily.Trained new collections representatives on collections processes and incentivized team members to achieve production goals.Directed day-to-day collections functions, including recruiting, training and developing high-performing teams.Negotiated with accountholders to devise repayment plans and minimize collections receivables.Investigated accounts with balance errors using accounting soADware.Managed delinquency cycle, including past due collection calls, skip tracing, outside collections agency coordination and litigation activities.Collected on past due accounts with average Number months delinquency.Maintained compliance with fair debt practices and regulatory guidelines.Collected on past due accounts with average Number months delinquency.Identified and analyzed rejection patterns, partial denials, and denials from third parties to improve existing processes.Researched topics and completed due diligence to resolve issues in a timely manner.Collected and arranged information and entered details into computer database.
Cashier
Walmart
09.2015 - 05.2016
- Trained new cashiers on procedures, customer service and sales techniques.Directed customers to store locations.Received customer payments.Greeted customers promptly.Totaled bills and calculated taxes.Described products and services in detail.Monitored areas for security issues and safety hazards.Assisted customers in selecting items based on needs.Created attractive displays to promote items.Processed customer returns.Reported security and service incidents to management.Completed purchases using Point of Sale systems.Collected and stored coupons.Assisted on sales floor as needed to maintain service standards.Operated a cash register for cash, check and credit card transactions with Number % accuracy.Stocked and replenished merchandise according to store merchandising layouts.Cleaned and organized the store, including the checkout desk and displays.Alerted customers to upcoming sales events and promotions.Identified potential shopliADers and alerted management.Completed all point of sale opening and closing procedures, including counting the contents of the cash register.Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed customers into the store and helped them locate items.Educated customers about the brand to incite excitement about the company's mission and values.Shared best practices for sales and customer service with other team members to help improve the store's efficiency.Followed up with over Number customers each week to verify that they were satisfied with purchases.Used time efficiently when not serving customers, including folding clothes and cleaning out fitting rooms.Verified that all customers received receipts for their purchases.Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.Mentored new sales associates to contribute to the store's positive culture.Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.Communicated clear expectations and goals to each team member.Worked with the management team to implement the proper division of responsibilities.Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture.
Sales Associate, Salesperson, Sales Worker
Jones Store
03.2000 - 04.2001
- Alerted customers to upcoming sales events and promotions.Cleaned and organized the store, including the checkout desk and displays.Identified potential shopliADers and alerted management.Stocked and replenished merchandise according to store merchandising layouts.Operated a cash register for cash, check and credit card transactions with Number % accuracy.Handled all customer relations issues in a gracious manner and in accordance with company policies.Welcomed customers into the store and helped them locate items.Educated customers about the brand to incite excitement about the company's mission and values.
Customer Service Representative
Unknown
02.1999 - 01.2000
- Calling customers about their chase credit card benefits Answered an average of Number calls per day by addressing customer inquiries, solving problems and providing new product information.Described product to customers and accurately explained details and care of merchandise.Politely assisted customers in person and via telephone.Provided an elevated customer experience to generate a loyal clientèle.Answered product questions with up-to-date knowledge of sales and store promotions.
Financial Services Representative
Charles Schwab
10.2021 - 07.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Maintained updated records of all financial transactions to support traceability.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
Education
High School Diploma -
Blair High School
Blair, NE05.1996
Skills
- Accurate money handling
- Payment processing
- Card transactions
- Active listening skills
- Computer literate
- Motivated team player
- Time management
- Multi-tasking
- Accounts Payable
- Research
- Accounts Receivable
- Banking
- Team player
- Benefits
- Telephone
- Call Center
- Cash Register
- Cash register
- Credit
- Credit Analysis
- Customer relations
- Customer satisfaction
- Customer Service
- Customer Care
- Customer Support
- Database
- Documentation
- Due diligence
- Filing
- Financial
- Listening
- Money
- Microsoft Outlook
- Payroll
- Policies
- Processes
- Negotiations
- Key account generation
- Financial analysis
- Credit check knowledge
- Reviewing financial paperwork
- Processing documents
- Microsoft Office
- Active listening
- Friendly, positive attitude
- Reliable and trustworthy
- Relationship building
- MS Office
- Communication
- Verifying information
- Information verification
Certification
- Sales (3 years)
- Telephone (10+ years)
- Guest Service (5 years)
- Front Desk
- Customer Service (10+ years)
- Hostess
- Call Center (7 years)
- CSR (5 years)
- Customer Care (5 years)
- Customer Support (5 years)
- Title Processing (4 years)
- Documentation review (4 years)
- Fair Housing regulations (5 years)
- Underwriting (3 years)
- Loan processing (5 years)
- Analysis skills (2 years)
- Payroll
- Accounts Payable
- Accounting Software (2 years)
- Escrow (2 years)
- ACH (2 years)
- Credit Analysis (4 years)
- Accounts Receivable (5 years)
- Microsoft Outlook (6 years)
- Accounting (2 years)
- Banking (3 years)
- Research (5 years)
- Documentation review (5 years)
Additional Information
Authorized to work in the US for any employer
Timeline
Financial Services Representative
Charles Schwab
10.2021 - 07.2024
Mortgage Loan Processor/ Specialist
PenFed Credit Union
08.2020 - 02.2021
Loan Servicing Specialist
Bank Of The West
02.2020 - 08.2020
Teller/Loan Processor
NELNET STUDENT LOANS
05.2019 - 12.2019
Head Teller
Bakers Credit Union
03.2019 - 06.2019
Collection Agent
Alorica
08.2016 - 12.2016
Cashier
Walmart
09.2015 - 05.2016
Sales Associate, Salesperson, Sales Worker
Jones Store
03.2000 - 04.2001
Customer Service Representative
Unknown
02.1999 - 01.2000
High School Diploma -
Blair High School