Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Processor
loanDepot
01.2019 - 02.2024
Reviewed and processed loan applications to ensure all necessary documentation and information were accurate and complete
Managed a pipeline of 20+ mortgage loans, prioritizing tasks to meet deadlines and providing excellent customer service
Collaborated with internal departments and external partners to expedite the loan approval process and ensure compliance with regulations and guidelines.
Lead Banker
U.S. Bank
09.2016 - 01.2019
Assisted customers with complex financial transactions, account openings, and resolving account issues
Conducted regular training sessions for team members on new banking products and services
Analyzed customer data and trends to identify opportunities for upselling and cross-selling
Managed a team of 10 bankers to achieve monthly sales goals and provide exceptional customer service
Achieved monthly sales targets by promoting and cross-selling a range of banking products and services, including loans, credit cards, and investment opportunities.
Education
Bachelor of Arts in Organizational Leadership & Project Management -