Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor 2
USBank Home Mortgage
03.2022 - 03.2024
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Received on-going, comprehensive training on home loan products and mortgage process.
Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
Senior Personal Banker
USBank
01.2008 - 03.2022
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Customer Service Representative
Verizon Wireless
04.2006 - 01.2008
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Customer Support Specialist
America Online
03.2005 - 05.2006
Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Resolved concerns with products or services to help with retention and drive sales.
General Manager of Food Service
Taco Time
04.2000 - 03.2005
Reduced food waste through better inventory management and portion control, leading to increased profitability.
Managed financial aspects of the business including budgeting, forecasting, cost analysis, and profit maximization strategies.
Ensured compliance with health and safety regulations through regular inspections, staff training, and process improvements.
Controlled labor hours and inventory costs through hands-on management and proactive changes.
Education
High School Diploma -
Northridge High School
Layton, UT
Skills
Customer Communication
Regulatory Compliance
Time Management
Appraisal/Title review
Microsoft Office
Decision-Making
Escrow Coordination
Problem-Solving
File/Pipeline Management
Policy Adherence
Lending Software Systems
File Management
Accomplishments
Awarded "Top Performer" Award multiple years
Facilitated new customer service initiatives that resulted in an improvement in satisfaction ratings.
Certification
Notary Public, State of Utah - 2016 - 2024
NMLS License - 2008-2022
Certified Nursing Assistant - 2002-2005
ServeSafe Certification - 2000 - 2008
Work Preference
Work Type
Full Time
Work Location
On-SiteRemoteHybrid
Important To Me
Work-life balanceCareer advancementHealthcare benefitsCompany CulturePaid time off
SVP, Chief Training Officer - Culture Keeper at Certainty Home Lending, a DBA of Guaranteed Rate, Formerly Certainty Home Loans, Formerly Starkey Mortgage, Formerly WR Starkey MortgageSVP, Chief Training Officer - Culture Keeper at Certainty Home Lending, a DBA of Guaranteed Rate, Formerly Certainty Home Loans, Formerly Starkey Mortgage, Formerly WR Starkey Mortgage
Senior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home MortgageSenior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home Mortgage