Shannon Serena
Forest Park,IL
Summary
Seasoned financial expert with a strong track record in compliance and loan document accuracy. Proven ability to enhance operational efficiency and elevate customer satisfaction through strategic staff training.
Overview
3
3
Certifications
27
27
years of professional experience
Work History
Funder
Mutual of Omaha Mortgage
Lombard, IL
09.2016 - Current
- Reviewed loan documents for accuracy and compliance with regulations.
- Managed timelines to ensure timely disbursement of funds for loans.
- Verified documentation completeness and accuracy prior to funding.
- Assisted team members in promptly resolving funding discrepancies.
- Trained new staff on mortgage funding procedures and best practices.
- Developed relationships with external vendors, including title companies.
- Responded promptly to investor inquiries regarding missing or incorrect loan documentation.
- Provided training on departmental processes, systems, and tools used in funding.
Business Banker
Citibank, F.S.B
Chicago, Illinois
12.1999 - 05.2012
- Developed tailored financial solutions for small and medium-sized businesses.
- Established strong client relationships through regular consultations.
- Provided guidance on business loans, lines of credit, and cash management.
- Executed compliance procedures to ensure adherence to banking regulations.
- Delivered presentations on financial products to clients and community groups.
- Identified cross-selling opportunities for products and services.
- Monitored client accounts regularly to detect potential issues or improvement opportunities.
- Recommended appropriate financial solutions based on individual customer needs.
Education
Bachelor of Arts - Psychology
Northern Illinois University
Dekalb, IL08-1995
Skills
- Loan document review
- Compliance verification
- Funding management
- Problem resolution
- Staff training
- Relationship management
Certification
Previously Series 7 Licensed
Timeline
Funder
Mutual of Omaha Mortgage
09.2016 - Current
Business Banker
Citibank, F.S.B
12.1999 - 05.2012
Bachelor of Arts - Psychology
Northern Illinois University