Shadae Roberts
Reisterstown,MD
Summary
Dynamic, results-driven finance professional with extensive experience authorizing and underwriting loans, as well as analyzing loan risk and requesting additional information. Expertise in reviewing and verifying loan applications and supporting documentation.Experience making loan eligibility decisions and app roving or rejecting applications. In-depth knowledge of direct consumer sales process, managing accounts on a variety of platforms. Eager to contribute my skills as a consumer lending loan processor. Possess a notary license issued by the Commonwealth of Pennsylvania.
Overview
2025
2025
years of professional experience
Work History
Senior Loan Consultant
Lendmark Financial Services
- Identified potential risks associated with mortgage applications by conducting thorough due diligence investigations.
- Facilitated seamless communications between borrowers, real estate agents, title companies, and other essential parties involved in the transaction process.
- Contributed to the ongoing growth of the company by consistently achieving or surpassing established sales goals and performance metrics.
- Improved loan processing efficiency by streamlining procedures and implementing new software tools.
- Generated new business opportunities via targeted marketing campaigns and effective networking initiatives.
- Maintained compliance with federal and state regulations by staying current on industry changes and updating internal policies accordingly.
Senior Investment Advisor
SS&C Technologies
Remote
08.2022 - Current
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
Fraud Claims Analyst
Bank Of America
- Maintained strict confidentiality with all personal data as per company guidelines.
- Managed high-volume caseloads, prioritizing tasks to ensure timely completion of all claims.
- Maintained compliance with industry regulations and company policies while managing sensitive client information and claims records.
- Demonstrated a high level of accuracy and attention to detail in reviewing claim documentation for approval or denial decisions.
- Conducted thorough investigations into each claim, gathering relevant data and documentation to support decision-making processes.
Senior Consultant
Capital One
Wilmington, DE
11.2014 - 05.2016
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
Education
Associate Of Business Administration - Marketing
American InterContinental University
Schaumburg, ILHighschool Diploma - Post Secondary
Manchester Township Highschool
Manchester, NJ06.2008
Skills
- Adaptable Decision-making
- Strong negotiation skills
- Superior customer service
- Debt settlement
- Mortgage Underwriting
- Consumer Sales
- Contract Review
- Credit/Fraud Risk
- Project Management
- Account Management
Technical Skills
- Microsoft Excel
- Microsoft Word
- Workday
- 3270z
- TA 2000
- EPIC
- Adobe
- Five9
- Sendak
- Nice CXOne
- Sales Force
- Workday
Timeline
Senior Investment Advisor
SS&C Technologies
08.2022 - Current
Senior Consultant
Capital One
11.2014 - 05.2016
Senior Loan Consultant
Lendmark Financial Services
Fraud Claims Analyst
Bank Of America
Associate Of Business Administration - Marketing
American InterContinental University
Highschool Diploma - Post Secondary
Manchester Township Highschool