Home Preservation Specialist 05/2015 -04/2018
- Administered property-related budgets, reviewed financials and tracked costs.
- Analyzed and evaluated monthly and quarterly financial statements.
- Certified instructor and trainer for new hired class of 12-23 employees.
- Discussed legal aspects of mortgage loan to borrower, including payment terms and clauses.
- Managed delinquency and forbearance accounts; developed forbearance plans with customers and provided options at end of delinquency period.
- Notified borrowers in all phases of loan application, approval, and closing processes.
- Partnered with colleagues and managers to investigate and resolve complex issues. Updated financial documents (taxes, paystubs, income information, modification documents, utility statements).
- Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
Team Lead 01/2014 - 05/2015
- Coached and mentored team members in techniques necessary to complete job tasks.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
- Evaluated team performance and coordinated metrics to leadership team members.
- Partnered with leadership in business development while supervising 23-30 staff members.
Phone Banker 01/2023 - 01/2014
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
- Handled over 120-200 daily incoming telephone calls, emails and chat requests.
- Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
- Responded to routine and complex customer inquiries regarding consumer products and services, delivering exceptional service and experience. Verified account information and provided services modification advisory to clients, while responding to client questions and concerns to maintain conformity to exceptional customer service standards.