Sean Wakeland
Hillsboro
Summary
Highly motivated and results-oriented banking professional with a proven track record of delivering exceptional customer service and exceeding performance targets. Possessing a strong understanding of banking operations, financial transactions, and customer relationship management, I excel at resolving customer inquiries, building rapport, and fostering long-term client relationships. My experience includes handling financial transactions, opening accounts, processing loans while consistently maintaining high customer satisfaction scores and contributing to overall branch success. I am well versed at utilizing banking software, adhering to regulatory compliance, and identifying opportunities to enhance customer experience and drive revenue growth. Seeking a challenging role where I can leverage my skills and past customer service experience to contribute to the success of a company.
Overview
22
22
years of professional experience
Work History
BMO Virtual Connect Remote Banker
BMO Bank of Montreal
01.2025 - Current
- Further all my previous banking responsibilities in a remote environment with a high inbound call demand.
Senior Relationship Banker
Bank of the West/ BMO Bank of Montreal
01.2023 - 01.2025
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified financial needs of customers and presented appropriate product and service options.
- Modified, opened and closed customer accounts.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Suggested tactics to improve banking functions and products.
Mortgage Advisor
Sequence Mortgage
09.2022 - 12.2022
- Further all previous Lending activities and experience as well as assisted in our new CRM build out. (Bonzo)
Mortgage Loan Officer
Synergy One Lending
04.2022 - 08.2022
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Developed and maintained relationships with local real estate agents.
- Informed customers of application deadlines, approvals and denials.
- Verified applicant information by consulting with outside agencies, credit bureaus and businesses.
- Analyzed new markets and developed referral networks to locate new loan prospects.
- Educate clients on the laon process, terms, as well as all parties involved in the loan process and there role.
- Full availability for my clients and realtor partners .
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Stayed current on lending regulations, industry trends and market rates.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Collaborated with company teams to expedite loan approval processes.
- Host and organize events with realtor partners to build business, and form new customer relationships.
- I utilize Mortgage software's such as Mortgage Coach, Encompass, Optimal Blue, and Sales Force (CRM) to complete daily activities.
- Call cold and warm leads to generate new business.
- Partner with local business to host events and reach new cliental
- Host and Organize events for realtor partners. Educating them on lending, and bringing in speakers involved in the process.
Recruiter
Milgard Windows & Doors
01.2021 - 03.2022
- Communicated duties, compensation, benefits and working conditions to all potential candidates, enabling better understanding of job expectations.
- Planned and executed recruitment job fairs to bring in area candidates.
- Posted and monitored current job opening on different websites and platforms
- Created and maintained strong alliances with local colleges and trade schools to establish new qualified applicants.
- Re-created hiring goals and objectives in difficult markets to address staffing issues.
- Created new marketing ideas to bring in potential new hires.
Recruiter
Express Employment Professionals
01.2019 - 10.2020
- Built strong relationships with client base and new applicant's for strong lasting job placements.
- Communicated duties, compensation, benefits and working conditions to all potential candidates, enabling better understanding of job expectations.
- Posted and monitored current job opening on different websites and platforms
- Negotiated candidate salaries and prepared employment contracts.
- Planned and executed recruitment events to bring in area candidates.
- Increased recruiting network by leveraging industry contacts, internet mining resources, including CareerBuilder, Indeed and LinkedIn.
Bartender
Thirsty Lion Gastropub
02.2013 - 12.2018
- Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
- Trained new bartenders on drink preparation and upselling techniques.
- Collected and organized daily till totals and tips.
- Interacted with customers, completed transactions and maintained work areas according to all relevant professional standards and codes.
Front Desk Agent
FIT Academy
06.2016 - 07.2017
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
- Answered telephones and greeted visitors to assist, answer questions and direct.
- Give tours of facility with detailed description of equipment and classes the gym had to offer.
- Keep facility restroom, and equipment sanitized and clean.
- promoted new membership sales, and representing the gyms core values.
Managing Bartender and Trainer
Paramount Hotel
03.2008 - 01.2013
- Managed bar area, including cocktail design and menu, inventory, regulation compliance and customer relationships.
- Maintained knowledge of bar and menu options to prepare drinks and make food recommendations.
- Ordered inventory to meet expected demand with adequate stock.
- Trained all new restaurant staff on standards and proper procedure and expectations.
- Produced and balanced daily and weekly sales reports.
- Collected and organized daily till totals and tips.
Server Trainer
Newport Bay Restaurant
11.2003 - 02.2008
- Instructed new staff members on food handling procedures and service techniques.
- Trained new employees on service standards and menu items to improve onboarding processes.
- Performed side work such as cleaning, restocking, polishing silverware and preparing tables for next shift.
- Multitasked effectively to deliver menu items to guests in timely manner.
Education
Some College (No Degree) - General Studies
PCC Rockcreek Campus
High School Diploma -
Liberty High School
Hillsboro, OR06.2005
Skills
- Lead Generation
- Dedicated and follows instructions
- Networking
- Multitasking
- Product Knowledge
- Honest
- Data-Driven Decision Making
- Respectful
- Clear Communication
- Client Relationship Management
- Accountable
- Strong Attention to Detail
- Approachable and Professional Demeanor
- Knowledgeable of Loan Process and Timelines
- Customer Relationship Management
- 97% Score on Bank Audit and Personal Assessments
License
NMLS license # 2231810
Timeline
BMO Virtual Connect Remote Banker
BMO Bank of Montreal
01.2025 - Current
Senior Relationship Banker
Bank of the West/ BMO Bank of Montreal
01.2023 - 01.2025
Mortgage Advisor
Sequence Mortgage
09.2022 - 12.2022
Mortgage Loan Officer
Synergy One Lending
04.2022 - 08.2022
Recruiter
Milgard Windows & Doors
01.2021 - 03.2022
Recruiter
Express Employment Professionals
01.2019 - 10.2020
Front Desk Agent
FIT Academy
06.2016 - 07.2017
Bartender
Thirsty Lion Gastropub
02.2013 - 12.2018
Managing Bartender and Trainer
Paramount Hotel
03.2008 - 01.2013
Server Trainer
Newport Bay Restaurant
11.2003 - 02.2008
Some College (No Degree) - General Studies
PCC Rockcreek Campus
High School Diploma -
Liberty High School
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