Sharee Wallace
Westerville,Ohio
Summary
Analytical and detailed oriented professional experienced in meeting business needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Enthusiastic business analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding in Agile and Business Processes within Information Technology. Recognized for inspiring management team members to excel and encouraging creative work environments.
Overview
23
23
years of professional experience
Work History
Mortgage Loan Officer
Ruoff Mortgage
New Albany, OH
03.2022 - Current
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
- Advised clients on mortgage, education and personal loans.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Developed and maintained relationships with local real estate agents.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Explained very technical financial information to applicants in easy to understand language.
Mortgage Loan Officer
Huntington Bank
Columbus, Ohio
09.2020 - 03.2022
- Worked with underwriters to fix application problems and resolve
- Implemented sales strategies that established relationships with realtors and CPAs.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Explained different types of loans pertaining to client situations.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Monitored pipelines to track and log status of loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Mortgage Banker
Wells Fargo
Worthington, OH
08.2019 - 09.2020
- Sales, Relationship Building, Expense Reporting, Marketing, Interpersonal Skills.
- Networked with realtors and current clients to generate referrals.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
Purchase and Refinance Mortgage Banker, Mortgage Counselor, Customer Assistance Specialist, Loss Mitigation Negotiator
JPMorgan Chase
Easton, OH
03.2011 - 06.2019
- Located and pre-qualified customers for mortgages.
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted with short sales and deed in lieu processes.
- Managed over 40 customer calls per day.
Realtor
Summit Executive Realty
Bossier City, LA
05.2007 - 07.2009
- Negotiating Sales and Purchases, Marketing Properties, Leasing and Property.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Wrote contracts to outline sales and purchases of properties.
Problem Solver
General Motors
Shreveport, LA
06.1999 - 07.2008
- Problem Solver, Quality Controls, Automobiles Production, Team.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Managed over 200 vehicles per day.
- Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
- Communicated professionally with colleagues, freelancers and clients.
- Managed timely and effective replacement of damaged or missing products.
- Increased efficiency and team productivity by promoting operational best practices.
- Sought ways to improve processes and services provided.
Education
B.S - Finance
Franklin University
Columbus, OH2019
Real Estate License - Real Estate
Donaldson Educational Realty School
Baton Rouge, LA2007
Certification - Business Analysis
The Uncommon League
Eden Prairie, MN2022
Skills
- Interpersonal / Analytical / Complex Problem Solving / Multitasking and Prioritization
- Premium Strategic Sales / Negotiating / Critical Thinking
- Income Evaluation / Financial History Analysis / Data Entry
- Customer Communication
- Business Analysis
- Compiling Data
- Credit File Updating
- Sales Development
- Networking and Partnership Development
- Financial Service Solutions
- Analytical and Critical Thinking
- Process Flow Diagram Creation
Additional Information
- Motivated, and conscientious professional with strong customer focus. I have an accomplished, successful and extensive track record with 10+ years of experience in the financial service industry, sales, developing marketing materials, clear and concise written and verbal customer communications. Able to draw on diverse experiences to understand client needs and develop effective relationships while satisfying company objectives and improve the business bottom line.
Timeline
Mortgage Loan Officer
Ruoff Mortgage
03.2022 - Current
Mortgage Loan Officer
Huntington Bank
09.2020 - 03.2022
Mortgage Banker
Wells Fargo
08.2019 - 09.2020
Purchase and Refinance Mortgage Banker, Mortgage Counselor, Customer Assistance Specialist, Loss Mitigation Negotiator
JPMorgan Chase
03.2011 - 06.2019
Realtor
Summit Executive Realty
05.2007 - 07.2009
Problem Solver
General Motors
06.1999 - 07.2008
B.S - Finance
Franklin University
Real Estate License - Real Estate
Donaldson Educational Realty School
Certification - Business Analysis
The Uncommon League
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