A highly focused and detail oriented professional with 12 years in the Financial Services Industry, with a strong background in Banking, Deposit Operations, Mortgage Loan Closing, Mortgage Servicing, Sales, Operations and Funding & Insuring. Skilled in both verbal and written communications, complex problem solving, and decision making. Exceptional track record working under limited supervision.
Overview
8
8
years of professional experience
Work History
Sr. Funding Analyst / Mortgage Loan Closer
NATIONS LENDING CORPORATION
CLEVELAND, OH
06.2021 - 12.2023
Member of Nations Lending Operations Advisory Board
Manage a team of up to 4-8 Funders to include training, mentoring, assigning loans and development
Collaborate with loan processor and loan officer from origination to close to ensure loan closing
Manage a pipeline of loans comparing documents, ordering wires, and reaching out to appropriate parties if discrepancies are found
Provide funding status updates to all parties pertaining to the transaction
Confirm loan compliance with all state and federal regulations and policies, as well as investor/mortgage lending product and program guidelines
Used coordination and planning skills to achieve results according to schedule
Funding and Insuring Analyst
NATIONS LENDING CORPORATION
CLEVELAND, OH
03.2020 - 06.2021
Orders wires from warehouse line systems to settlement agents and gives authorization for filing
Reviews signed closing package for completion and accuracy
Manually balance’s file and CDs for funds needed
Processes key funding transactions while assisting in insurance applications and processing
Pay FHA Premiums on FHA Connection
Demonstrated the ability to work in a team environment (to include interaction with various levels of management and lending staff), as well as the ability to take initiative and work independently.
CSR IV
THIRD FEDERAL SAVINGS AND LOAN
CLEVELAND, OH
08.2015 - 03.2020
Handle a large range of transactions from Deposit Accounts, Online Banking, Mortgage Servicing to Mortgage Applications.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Maintain close relationships with all parties including realtors, builders, and borrowers from application to close to ensure an on-time closing
Peer Coach - trained new associates and developed training manuals for existing associates being introduced to new processes
Regularly received commendations from management and customers on high level of customer service.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.