Summary
Overview
Work History
Education
Skills
Timeline
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Rebecca Forma

South Lyon

Summary

Goal-oriented individual with a pleasant personality and a tenacity that knows no restrictions. A multitasking individual considered highly ambitious, willing to meet or exceed monthly quotas and capable of maximizing brand awareness.

Overview

24
24
years of professional experience

Work History

Mortgage Loan Processor

Citi
09.2020 - Current
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Handled any conditions sent from underwriting departments.
  • Prepared file for final clear-to-close by branch management.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Processed mortgage loan applications accurately and successfully for over 5 years.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Facilitated smooth closing processes by collaborating effectively with title companies, appraisers, and attorneys.
  • Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.

Assistant Branch Manager

Citizens Bank
05.2017 - 09.2020
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Supervised a team of 4 branch employees and made recommendations regarding performance evaluations.
  • Implemented process improvements to increase productivity.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Maximized efficiency through effective resource allocation and employee management.
  • Developed sales strategy to meet established sales objectives.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Contacted potential clients to pursue sales and gather funds.
  • Scheduled staffing for the main branch.
  • Sold cashier's checks, traveler's checks and money orders.
  • Exceeded quarterly sales goals by 220%.
  • Executed wire transfers, stop payments and account transfers.
  • Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 4-member management team with related direct reports.
  • Collected member loan payments.
  • Built, supervised and mentored 4 teams and leaders in receiving and inbound operations.
  • Met with clients to generate new business and negotiate contracts.
  • Maintained friendly and professional customer interactions.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Maintained balancing record with 98% rate of accuracy.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.

Personal Banker

Comerica Bank
05.2016 - 04.2017
  • Built client rapport to ensure consistent satisfaction and loyalty.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Achieved consistent recognition as a top sales performer.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Expanded client base by promoting new financial products.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Exceeded quarterly sales goals by 100%.
  • Maintained friendly and professional customer interactions.
  • Maintained balancing record with 98% rate of accuracy.
  • Sold cashier's checks, traveler's checks and money orders.

Teller, Personal Banker, Branch Manager Designee

Bank Of America
02.2002 - 03.2016
  • Responded to customer requests via telephone and email.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Met with clients to generate new business and negotiate contracts.
  • Exceeded quarterly sales goals by 125%.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Sold cashier's checks, traveler's checks and money orders.
  • Advised clients on mortgage, educational and personal loans.
  • Executed wire transfers, stop payments and account transfers.
  • Scheduled staffing for the main branch.

Education

High School Diploma -

Redford Union High School
Redford, MI
1995

Skills

  • Extremely organized
  • Staff development
  • Conflict resolution
  • Clerical support
  • Self-motivated
  • Strong verbal communication
  • Budgeting and finance
  • Team leadership
  • Team liaison

Timeline

Mortgage Loan Processor

Citi
09.2020 - Current

Assistant Branch Manager

Citizens Bank
05.2017 - 09.2020

Personal Banker

Comerica Bank
05.2016 - 04.2017

Teller, Personal Banker, Branch Manager Designee

Bank Of America
02.2002 - 03.2016

High School Diploma -

Redford Union High School

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