Sonja Singer-Holifield
Royal Oak,Michigan
Summary
Highly motivated, results-driven professional effectively utilizing prior experience to deliver outstanding results in administrative setting where my administrative and organizational skills, will support the day-to-day operation of the organization.
Overview
10
10
years of professional experience
Work History
Financial Services Representative II
Michigan State University Federal Credit Union
2022.09 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Conducted comprehensive financial analysis to identify trends and recommend appropriate investment strategies for clients.
Senior Credit Underwriter
Rocket Mortgage
2015.01 - 2022.01
- Reviewed all application documents and credit reports
- Determined the level of risk for insuring and lending
- Identified potential fraud and occupancy red flags
- Obtained additional client information to determine refinance needs
- Verified identity and order verification documents from third-party sources
- Updated client and lien information
- Analyzed refinanced conventional loans
- Provided support to the Underwriting Team
- Verified income, credit, assets, and property
- Assisted with new hire training
- Served as a mentor to new hires.
Dietician Assistant
Compass Inc.
2014.01 - 2015.01
- Worked under the supervision of a dietician to assist patients with ordering nutritional meals
- Assisted dieticians in meal planning, food selections, and portion control
- Observed patient food intake and reported progress to dietician
- Handled and resolved customer complaints
- Answered all incoming calls for the Dietary Department.
Education
Bachelors in business administration - Health Services Administration
Davenport University
Livonia, MI05.2015
Skills
- Proficient in Microsoft Office (Access, Excel, PowerPoint, Word, Outlook)
- Bank Security Act
- Mortgage laws and regulations
- Underwriting
- Data Entry
- Customer Service
- Attention to Detail
- Analyzing
- Leadership Skills
- Strong Communication Skills
- Training Specialist
- Mentorship
- Basic Accounting
- Medical Records
- Filing
- Finance
- Financial Product Sales
- Customer Relationship Building
Timeline
Financial Services Representative II
Michigan State University Federal Credit Union
2022.09 - Current
Senior Credit Underwriter
Rocket Mortgage
2015.01 - 2022.01
Dietician Assistant
Compass Inc.
2014.01 - 2015.01
Bachelors in business administration - Health Services Administration
Davenport University
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