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Skills

  • Computer literate
  • Hardware evaluation
  • Conflict resolution
  • Banking
  • Cross-departmental collaboration
  • Cash handling expert
  • Credit and collections
  • Experian Strategy Management software
  • VueCentric Mortgage Dashboard
  • Extremely organized

Work Experiences

  • Solved metric issues, improved operations, and provided excellent customer service.
  • Interviewed and hired top-tier talent, enhancing organizational talent and skill set.
  • Solved
  • Invented
  • Answered 9 calls per two years to help customers with their questions and concerns.
  • Was in charge of the main branch's opening and closing times.
  • Sent loan applications to an underwriter for verification and advice.
  • In-store marketing displays were put together by me.
  • Followed all company and regulatory security and audit procedures.
  • Sought advice.

Summaries

  • Ambitious
  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Demonstrated ability to cultivate relationships with key retail clients in order to expand client accounts and maintain business growth.
  • Loan Officer with 17 years of successful vendor management and strategic planning experience.
  • Dependable and courteous self-starter and team player seeking to apply previous experience to a initiative position with a forward-thinking organization.
  • Excellent communication and analytical skills.
  • Professional with over 12 years of experience in project management and process improvement initiatives across the enterprise.
  • Dependable

Accomplishments

  • Increased sales 17% over three years.
  • Facilitated a record-breaking $13 in total loan disbursements during a 14-week period while ensuring thorough due diligence on all applications.
  • Successfully trained 14 new tellers over a 7 month time period.
  • Handled client escalations regarding loan terms and facilitated resolutions that improved customer satisfaction scores by 73%.
  • Directed client consultations, delivering personalized loan structuring solutions that reduced customer delinquency rates by 84% within 10 months.
  • Leveraged big data analytics tools to enhance loan risk assessments, leading to improved loan performance and a 30% decrease in charge-off rates.
  • Processed loan applications and secured approvals for financing projects, generating $10 in monthly revenue for 2016 while managing risk exposure.
  • Utilized advanced loan documentation tools to automate data analysis, streamlining workflows and reducing application processing times by 13 days.
  • Achieved successful IPO for Northwind.
  • Streamlined the loan assessment process by integrating HubSpot into loan reviews, reducing loan processing time by 8 hours.

Affiliations

  • National Notary Association (NNA)
  • Association for Financial Professionals (AFP)
  • Real Estate Investment Association (REIA) Columbus
  • National Real Estate Investors Association (National REIA)
  • American Bankers Association (ABA) - Compliance Network
  • Toastmasters
  • Compliance and Legal Education Forum 2017
  • National Credit Union Administration (NCUA)
  • Certified Mortgage Lender (CML) PMP 2021
  • Lions Club

Certifications

  • Federal Housing Administration Direct Endorsement (FHA DE) Certification
  • ServSafe
  • Certified Residential Specialist (CRS) through Residential Real Estate Council
  • Anti-Money Laundering Specialist (ACAMS) Certification from Vantage
  • Accredited Mortgage Professional (AMP) Certification from the Mortgage Bankers Association
  • Certified Residential Mortgage Specialist (CRMS) through NAMB
  • Certified Protection Officer (CPO)
  • Cisco Certified Internetwork Expert (CCIE)
  • Loan Officer Training School Certification-Level II by Summit Group
  • Certified Fraud Risk Specialist by Northwind

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