Reginald Simmons
Kansas City,KS
Summary
Professional with 15+ years administering excellent customer service. Highly detail oriented, excellent communicator and respectful team player seeks to leverage a diverse skill set to bring a strong sense of hard work and customer satisfaction to each and every client.
Overview
17
17
years of professional experience
Work History
Sr. Mutual Fund/Corporate Securities Representative
Boston Financial Data Services
08.2023 - 08.2023
- Processing various transactions for mutual fund clients including but not limited to disbursements, transfers, new accounts set up, and account maintenance
Inventory Auditor
Alphabroder
10.2018 - 01.2020
- Perform inventory counts which include RF cycle counting, location audits and recounts
- Review completed inventory counts and variances to determine if further research or a recount is needed
- Update and distribute department reports using Excel or other established logs and perform product inspections to determine if product meets established specifications
Mortgage Loan Closer
HomeDirect Mortgage
11.2017 - 10.2018
- Ability to analyze instructions and prepare settlement statements
- Maintain knowledge of laws and FHA & VA allowable fees in all 50 states
- Frequent problem solving
- Problems are varied in nature and above average in difficulty
Mortgage Closer
Academy Bank
02.2016 - 10.2017
- Ability to analyze instructions and prepare settlement statements
- Maintain knowledge of laws and FHA & VA allowable fees in all 50 states
- Frequent problem solving
- Problems are varied in nature and above average in difficulty
Mortgage Closer
Commerce Bank
10.2015 - 02.2016
- Ability to analyze instructions and prepare settlement statements
- Maintain knowledge of laws and FHA & VA allowable fees in all 50 states
- Frequent problem solving
- Problems are varied in nature and above average in difficulty
Loan Analyst II
Midland Loan Services/PNC Bank
01.2014 - 10.2015
- Prepare payoff quotes, calculating interest for different payment types
- Calculating basic and complex prepayment premiums, reading and understanding loan documents to determine any necessary prepayment provisions
Closing Coordinator
Servicelink
03.2013 - 10.2013
- Ability to analyze instructions and prepare settlement statements
- Maintain knowledge of laws and FHA & VA allowable fees in all 50 states
- Frequent problem solving
- Problems are varied in nature and above average in difficulty
Personal Banker/IRA Services
US Bank
06.2010 - 02.2013
- Provides high quality customer service for 24-Hour Banking Service
- Responds to telephone and/or email inquiries, requests and problems
- Cross selling products and services or referring customers to appropriate sales staff
Escrow Closer
Nations Lending Services
04.2009 - 10.2009
- Ability to analyze instructions and prepare settlement statements
- Maintain knowledge of laws and FHA & VA allowable fees in all 50 states
- Frequent problem solving
- Problems are varied in nature and above average in difficulty
Post Closing Loan Analyst
Bank Midwest
12.2007 - 03.2009
- Review and analyze final loan documentation post closing, ensuring all are accounted for and filled out in their entirety
- Also keeping the loan officers aware of what is needed for completion
Image Specialist
Bank Midwest
05.2007 - 12.2007
- Preparation of loan documentation for scanning, scanning and indexing documentation into system for further processing and fulfilling research requests from Loan Officers and their assistants
Loan Officer
First Capital Mortgage Solutions
01.2007 - 05.2007
- Generating and follow up on mortgage home leads
- Gathered, analyzed, and completed the appropriate documentation in preparation for closing
Education
High School Diploma -
Moore High School
Moore, OKSkills
- Fundamental Analysis
- Order execution
- Performance reporting
- Portfolio Management
- Industry analysis
- Technical Analysis
- Securities Valuation
- Trading Platforms
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Excellent Communication
- Critical Thinking
- Computer Skills
- Team Collaboration
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
- Detail Oriented
- Relationship Building
- Task Prioritization
- Self Motivation
- Product Knowledge
- Interpersonal Skills
- Client Relations
- Analytical Thinking
- Documentation
- Professionalism
Timeline
Sr. Mutual Fund/Corporate Securities Representative
Boston Financial Data Services
08.2023 - 08.2023
Inventory Auditor
Alphabroder
10.2018 - 01.2020
Mortgage Loan Closer
HomeDirect Mortgage
11.2017 - 10.2018
Mortgage Closer
Academy Bank
02.2016 - 10.2017
Mortgage Closer
Commerce Bank
10.2015 - 02.2016
Loan Analyst II
Midland Loan Services/PNC Bank
01.2014 - 10.2015
Closing Coordinator
Servicelink
03.2013 - 10.2013
Personal Banker/IRA Services
US Bank
06.2010 - 02.2013
Escrow Closer
Nations Lending Services
04.2009 - 10.2009
Post Closing Loan Analyst
Bank Midwest
12.2007 - 03.2009
Image Specialist
Bank Midwest
05.2007 - 12.2007
Loan Officer
First Capital Mortgage Solutions
01.2007 - 05.2007
High School Diploma -
Moore High School
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