Mary Schane Johnson
Bluffton
Summary
Dynamic and results-driven professional with extensive experience at Bank of America, excelling in fraud investigation and wealth management lending. Proven ability to build strategic relationships and exceed sales goals while demonstrating strong organizational skills and expertise in loan servicing. Adept at problem resolution and compliance, ensuring optimal client satisfaction.
Overview
12
12
years of professional experience
Work History
AVP, Investigation Specialist II
Bank of America
04.2023 - Current
- Perform investigative functions related to financial, risk mitigation and compliance
- Experience with systems including VISA PAM, VROL, and video surveillance systems
- make complex decisions based on analytical research to identify patterns of fraud
- Understanding and identifying the different types of fraud such as Account Takeover, Identity Theft and irst Party Fraud and their indicators
AVP, Wealth Management Lending Officer
Bank of America
03.2013 - 04.2023
- Identify, develop and maintain relationships with Merrill Lynch Financial advisors that serve as a referral source for new mortgage lending opportunities for Bank of America.
- Educate and counsel clients on mortgage products to determine the best fit for their current and future financial plan
- Build relationships with outside referral sources such as real-estate agents, CPA's and attorneys to assist our Financial Advisors in deepening and growing our relationships for Bank of America.
- Maintain a strong knowledge of the bank’s products, services and guidelines as well as regulatory requirements to endure compliance with product and service offerings
Education
Bachelor of Arts - Education
Coastal Carolina University
Conway, SC05-2001
Skills
- Loan Servicing and Document Management
- Loan Onboarding and Processing
- Loan Modification and Restructuring
- Strong Organizational Skills
- CP, MS Office, and Salesforce Proficient
- CP, MS Office, and Salesforce Proficient
- Ability to Multi Task
- Works Well Under Pressure
- Problem Resolution
- Meet and Exceed Sales Goals
- Team Leader
Accomplishments
- 2020 graduate of the Bank of America Emerging Leaders Program
Timeline
AVP, Investigation Specialist II
Bank of America
04.2023 - Current
AVP, Wealth Management Lending Officer
Bank of America
03.2013 - 04.2023
Bachelor of Arts - Education
Coastal Carolina University
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