Dedicated Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
14
14
years of professional experience
Work History
Loan Submission Specialist
Homepoint Financial
Charlotte , NC
08.2020 - 09.2022
Submitted loan applications to underwriter for verification and recommendations.
Maintained strict confidentiality of bank records and client information.
Recommended loan approvals and denials based on customer loan application reviews.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Monitored pipelines to track and log status of loans.
Customer Service Specialist
Sheffield Insurance Agency
Gastonia , NC
08.2018 - 08.2020
Helped members with questions pertaining to medical bills
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Processed Medicare applications for over 5 insurance carriers
Scheduled appointments
Assisted agents with annual enrollment process
Home Preservation Specialist II
Wells Fargo Home Mortgage
Fort Mill, SC
10.2011 - 08.2016
Review accounts, research documents and system notes to determine the best course of action to correct mortgage issues
Answer inbound calls and make outbound calls to resolve delinquencies and offer workout alternatives to foreclosure.
Track and manage requests for research from internal and external customers.
Report on system queue progress, based on assignments.
Assisted team members with complex questions
Consumer Loan Underwriter
Wells Fargo Home Mortgage
Fort Mill, SC
10.2006 - 09.2011
Evaluated financial, income and credit documentation to make loan decisions.
Reviewed titles, insurance coverage and both automatic and calculated appraisals for loan property.
Evaluated financial and operational performance of mortgagees facing financial difficulties to determine possible remedies.
Provided excellent service and attention to customer through phone conversations.