Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Languages
Software
Timeline
Generic

Tonya Rogers

Union,KY

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Notary Public and Notary Loan Signing Agent

Self Employed
12.2021 - Current
  • Enhanced client satisfaction by providing efficient notary services and maintaining a high level of professionalism.
  • Ensured accuracy in document preparation for various legal transactions, resulting in a streamlined process for clients.
  • Developed strong relationships with repeat clientele, establishing trust and reliability in the provision of notary services.
  • Managed appointment scheduling to maximize efficiency, enabling prompt service for all clients.
  • Streamlined the document signing process for improved efficiency and reduced client wait times.
  • Maintained strict adherence to state regulations, ensuring all notarized documents were legally binding and compliant.
  • Managed appointment scheduling, facilitating smooth transitions between clients and maximizing daily productivity.
  • Assisted clients in understanding complex legal documents, clarifying information and answering questions as needed.
  • Conducted loan signings for mortgage refinancing, providing an efficient service that contributed to overall client satisfaction.
  • Handled sensitive personal information with utmost confidentiality, earning trust from clients and maintaining a professional reputation.
  • Enhanced client satisfaction by providing thorough and accurate notary services in a timely manner.

Mortgage Closer III

Fifth Third Bank
06.2020 - Current
  • Prepare and audit closing documents with a high level of accuracy and in a timely manner
  • Ensure the data integrity on processing/closing system is accurate
  • Communicate with escrow/title companies, loan originators, and other parties to ensure all conditions and regulatory requirements are met prior to funding
  • Obtain or request missing conditions
  • Review signed closing documents to approve the funding of the loan
  • Prepare for the disbursement of funds as per the terms of the transaction
  • Perform various post closing tasks such as: Auditing closed files, creating delivery-servicing packages, follow-up to internal and external customers for needed documents and insurance, and ensuring all required documents are present in file prior to shipping to Central Files
  • Actively participate in ongoing efforts to continually improve customer service for internal and external customers
  • Responsible for appropriate section of HMDA Worksheet
  • Review funding reports to ensure loans are funded within appropriate time frames
  • Review exception reports to ensure all tasks are completed
  • Assist in training new hires
  • Take an active role as an escalation point within the team based on experience/knowledge
  • Maintain knowledge of Fifth Third Mortgage Company's policies and procedures
  • Perform any other duties as assigned.
  • Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
  • Reduced errors in loan documentation by implementing thorough quality control measures.
  • Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
  • Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.

Assistant Branch Manager/Loan Officer/Underwriter

Nicholas Financial Inc
07.2019 - 06.2020
  • Assist branch manager with operation of the branch
  • Underwrite auto loan applications for subprime lending in the auto industry
  • Evaluating financial information and risks prior to granting loans to individuals
  • Work with borrowers through all stages of the financing process
  • Analyze financial statements, tax returns, and other financial and/or project/borrower information
  • Analyze credit checks/credit bureau reports
  • Work with lenders and borrowers in identifying and collecting missing financial and/or project information
  • Interact with borrowers to resolve any outstanding issues/items related to new borrowing requests
  • Maintain an active knowledge base of all of the organization's loan products and an understanding of the qualifications required of each applicant
  • Meet with customers to determine their needs and recommend the right loan products to help meet their goals
  • Review active loan files each day to determine if any documents are missing or what can be done to help the process along
  • Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization
  • Processing loans from start to finish.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Developed strong relationships with key clients, contributing to significant growth in business revenue.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.

Commercial Account Manager

Trugreen
01.2014 - 07.2019
  • Managing over $2,000,000 in business revenue
  • Obtain credit histories, corporate financial statements, and other financial information
  • Heavy collections activities on a daily basis & charge backs
  • Strong daily interaction with business customers/customer service
  • Managing their ongoing accounts
  • Composed service agreements to ensure that they are complete and accurate before being sent to the customer
  • Approve lines of credit within specified limits
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
  • Various computer programs
  • Heavy use of Salesforce.
  • Increased client satisfaction by developing and maintaining strong relationships with key decision makers.
  • Developed comprehensive reports to keep senior management informed on account status and progress towards goals.
  • Streamlined account management processes for improved efficiency and higher revenue generation.
  • Implemented effective sales strategies to consistently achieve and exceed sales targets.
  • Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.

Loan Originator

Redemption Funding
09.2008 - 01.2014
  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money to bankruptcy clients
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
  • Review loan agreements to ensure that they are complete and accurate according to policy
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval
  • Review and update credit and loan files
  • Submit applications to credit analysts for verification and recommendation
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
  • Strong interaction with bankruptcy attorneys
  • Strong experience with Chapter 7 and 13 bankruptcies
  • Streamlined the loan origination process for improved efficiency and faster closing times.
  • Consistently met monthly sales targets by effectively managing a portfolio of mortgage products.
  • Auto financing industry for bankruptcy clients
  • Closing of loan & generating the bank contract
  • Meeting loan closing quota of 12 deals per month
  • Averaged between 17 to 20 deals per month.
  • Maintained up-to-date knowledge of lending regulations, ensuring compliance in all transactions.
  • Increased loan application approvals by developing and maintaining strong relationships with borrowers and underwriters.

Finance & Insurance Manager

Mike Albert Leasing
05.2005 - 09.2008
  • Submit applications to credit analysts for verification and recommendation
  • Approve loans within specified limits
  • Interview applicants and request specified information for loan applications
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork
  • Closing of loan & generating the bank contract
  • Executive fleet leasing
  • Automotive industry.
  • Enhanced revenue growth with the development of new financial products and services.
  • Strengthened client relationships through exceptional customer service, leading to increased retention rates.
  • Negotiated favorable contract terms with vendors, securing cost savings for the company''s bottom line.

Store Manager

Glass Masters
08.2001 - 05.2005
  • Manage staff, preparing work schedules and assigning specific duties
  • Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes
  • Oversee activities directly related to making products or providing services
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement
  • Determine goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand
  • Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
  • Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Developed a successful employee retention plan, reducing staff turnover rates significantly.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.

Education

High school or equivalent -

Boone County High School
Florence, KY

Associate in Business Finance -

University Of Phoenix
Phoenix, AZ
12.2014

Skills

  • Microsoft Office (10 years)
  • Salesforce (2 years)
  • Excel (8 years)
  • Internet Research (10 years)
  • ADP (5 years)
  • 10-Key (10 years)
  • DOS (10 years)
  • Data Entry (10 years)
  • Account Management (6 years)
  • Accounts Payable (8 years)
  • Accounts Receivable (8 years)
  • Customer Service (10 years)
  • Credit Analysis (8 years)
  • Finance (10 years)
  • Fax (10 years)
  • Windows (10 years)
  • Banking (8 years)
  • Basic Computer Skills (10 years)
  • Accounting
  • Sales
  • Outlook
  • Business Development
  • Payroll
  • Data Entry
  • Excel
  • Marketing
  • Underwriting
  • Loan Officer Experience
  • Loan Origination
  • Accounting
  • Customer service
  • Order entry
  • Windows
  • Account management
  • Cash handling
  • Salesforce
  • Banking
  • Accounts receivable
  • Accounts payable
  • Research
  • Document Review
  • Documentation Abilities
  • Legal Knowledge
  • Document Verification
  • Recordkeeping Abilities
  • Remote Online Notarization
  • Deed Execution
  • Self-Motivation
  • Trust Documents
  • Vehicle Transfers
  • Escrow Management
  • Organizational Skills

Certification

Notary Public and Certified Loan Signing Agent, 2021, KYNP41427, 12/6/2025

Personal Information

Work Permit: Authorized to work in the US for any employer

Languages

English
Full Professional

Software

Microsoft Word

Excel

Powerpoint

Salesforce

Microsoft Outlook

Quickbooks

Timeline

Notary Public and Notary Loan Signing Agent

Self Employed
12.2021 - Current

Mortgage Closer III

Fifth Third Bank
06.2020 - Current

Assistant Branch Manager/Loan Officer/Underwriter

Nicholas Financial Inc
07.2019 - 06.2020

Commercial Account Manager

Trugreen
01.2014 - 07.2019

Loan Originator

Redemption Funding
09.2008 - 01.2014

Finance & Insurance Manager

Mike Albert Leasing
05.2005 - 09.2008

Store Manager

Glass Masters
08.2001 - 05.2005

High school or equivalent -

Boone County High School

Associate in Business Finance -

University Of Phoenix

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Tonya Rogers