Multi-talented professional with more than 27 years of experience in a customer service, client relationship and in the mortgage industries. Possesses a strong work ethic and commitment to being a team player. Well-developed interpersonal skills which result in the ability to perform in rapidly changing environments.
Overview
30
30
years of professional experience
Work History
Universal Banker – Vault Custodian
Ameris, N.A.
03.2023 - Current
Daily transactions
Cross Sales
Official Checks
Order Currency for the branch
Open new accounts / CDs
Assist customers with questions
Balance daily my Teller drawer and the Vault
Wires
Closing Coordinator
Computershare Loan Services
04.1997 - 10.2022
Prepare and detail closing statements
Produce and submit completed loan documents to attorneys and escrow professionals
Review signed closing documents
Collaborate with loan processors, bankers, and agents in the resolution of transactional and title issues
Review titles, insurance, and flood zone certifications to ensure closing standards are met for each property
Coordinate with attorneys and closing agents on morning of closings to organize loans for funding and final authorizations
Provide estimated closing dates and scheduled closings
Verify closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrower’s bottom-line costs
Send wire requests
Teller - Bank up Head Teller
SunTrust Bank, N.A.
05.1995 - 04.1997
Daily transactions
Cross Sales
Money Orders and Cashier Checks
Order currency for the branch
Education
High School Diploma -
Wolfson Sr High School
Jax, Fl
Skills
Client Relationship
Leadership
Organizational skills
Problem Solving skills
Administrative skills
Qualifications And Skills
Client Relationship, Collaborate with administration, leadership, agents, lenders, and attorneys to ensure compliance.
Leadership, Specialized in the management of closing documents while collaborating with agents, lenders, and attorneys.
Organizational skills, Maintain, organize, and process a full calendar of closings achieving 30 or more successful closings per month.
Problem Solving skills, Focus on problem solving, time management, decision making and current knowledge of loan closing guidelines to provide the best customer service and support to agents, lenders, attorneys, and associates.
Administrative skills, Administrative and customer service orientated positions, lending software system and training new closing specialists.
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW