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Skills

  • System equipment
  • Communications
  • Detail-oriented
  • Accurate forecasting
  • Employee relations
  • Strong with derivatives
  • Operational improvement
  • Rapid data entry skills
  • Deal mechanics
  • Verbal/written communication

Work Experiences

  • Ensured
  • Made a proposal
  • Recommendation
  • Entered transaction information for members into the online banking software.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Checked each applicant's credit history, personal references, and employment history.
  • Developed a solid understanding of the estate and tax codes through continued research and training.
  • Built a client base of l>4 through networking and seminar marketing.
  • Specific questions were directed to the appropriate branch personnel.
  • Was in charge of the main branch's opening and closing times.

Summaries

  • Motivated
  • Post Closer was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Expert at coordinating with customers, attorneys, and other parties to ensure that loan closings and final actions go smoothly.
  • Resourceful
  • Deadline-driven
  • Ambitious
  • Seasoned
  • Professional in investment banking who excels at juggling competing priorities in order to achieve difficult objectives.
  • Expert
  • Compliance and legal concerns are well-understood.

Accomplishments

  • Increased investor funding success rate by 43% by ensuring loan packages met all GSE guidelines.
  • Achieved successful IPO for Beacon Labs.
  • Collaborated with the legal team to resolve 40% of escalated post-closing disputes, avoiding penalties.
  • Maintained a positive net cash flow Number for 13 months in a row.
  • Reviewed and verified loan packages within 15 hours of receipt, leading to expedited closing times.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Negotiated the resolution of documentation disagreements with title companies and attorneys, saving over 18 in potential fees.
  • Successfully trained 4 new tellers over a 10 month time period.
  • Served as a point of contact for clearing regulatory exceptions, reducing delays to secondary market funding by 6 months.
  • Successfully reduced turnaround times for investor funding from two years to several months by optimizing closing processes.

Affiliations

  • Toastmasters
  • American Society of Safety Professionals
  • American Land Title Association (ALTA) Member
  • American Marketing Association
  • Lions Club
  • Certified Mortgage Servicer (CMS) Program Participant
  • American Medical Informatics Association
  • Society of Human Resource Management
  • Jaycees
  • International Council of Nurses

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Loan Coordinator for Closers – Summit Group
  • Mortgage Technology and Software Training – Adobe Creative Suite
  • Data Verification and Documentation Certification – Meridian
  • First Aid/CPR Certified
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified FHA Direct Endorsement Underwriter – Ironclad Systems
  • Apple Certified Associate (ACA)
  • CRA Loan Closing Compliance Certification – Vantage
  • Fund Disbursement Monitoring and Compliance Certification – Cedar Works

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