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Skills

  • Ledger and balance sheet competency
  • Interpersonal skills
  • Consumer banking specialist
  • Risk investment analysis
  • Accounting systems and software
  • Savvy relationship-builder
  • Extensive knowledge of SEC regulations
  • Quickbooks
  • Client relationship building
  • Rapid data entry skills

Work Experiences

  • Ensured loan compliance with mortgage lending laws and regulations on a regular basis.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Maintained a friendly and professional demeanor when dealing with customers.
  • Assisted in the preparation of presentations for real estate firms.
  • Successfully closed an average of 7 loans every month.
  • Developed productive relationships with clients, realtors, and title/escrow officers to increase profits and expand my customer base.
  • Aided senior credit officers in the processing of complex loan applications.
  • Cashier's checks, traveler's checks, and money orders were among the items I sold.
  • Oversaw a team of 15 analysts who worked in the standard field.
  • Was in charge of preparing, sorting, and distributing category reports to the appropriate branches.

Summaries

  • Mortgage Loan Assistant with 8 years of successful risk assessment and budget management experience.
  • Technologically savvy and quick to pick up new programs.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Clear understanding of strategic planning and budget management as well as risk assessment training.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Mortgage Loan Assistant is a deadline-driven Mortgage Loan Assistant who excels in fast-paced environments.
  • Expert at cultivating long-term and loyal customer relationships.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Outstanding communicator who is fluent in German and knows how to deal with employees, vendors, and partners.

Accomplishments

  • Achieved top 15 percentile in monthly sales in process.
  • Completed initiative project, achieving process.
  • Won
  • Trained
  • Marketing: Implemented marketing strategies which resulted in process growth of customer base.
  • Initiated
  • Consulted
  • Documented and resolved procedure which led to metric.
  • Recorded
  • Prepared

Affiliations

  • Lions Club
  • Women in Real Estate Association
  • Risk Management Association (RMA)
  • Project Management Institute
  • National Association of Mortgage Brokers (NAMB)
  • American Escrow Association
  • Council of Residential Specialists (CRS)
  • American Society of Safety Professionals
  • International Council of Nurses
  • Title Insurance Regulatory Compliance Association (TIRCA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Financial Services Regulatory Compliance Certificate
  • Certified Bank Compliance Specialist by Northwind
  • Certified Public Accountant
  • Salesforce
  • Certified Loan Closer by procedure
  • Fundamentals of Mortgage Lending Certificate by Northwind
  • Certified Foreclosure Specialist from program
  • Certified in Consumer Credit by the Credit Union National Association (CUNA)
  • Certified Underwriter Assistant by Lakeside Partners

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