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Skills

  • Method equipment
  • Cross-functional team collaboration
  • Fraud prevention and detection
  • Client confidentiality and data protection
  • Loan processing best practices
  • Process improvement
  • Team building
  • Communications
  • End-to-end loan processing expertise
  • Client satisfaction tracking

Work Experiences

  • Collaborated with the credit department regularly to ensure seamless flow of loan approvals, reducing delays by 32%.
  • Assisted applicants from various industries.
  • Achieved a zero-security breach record.
  • Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
  • Contributed to the onboarding of new loan origination software.
  • Contributed to the onboarding of a new loan origination software, leading to a 61% increase in processing efficiency.
  • Achieved a 62% consistency rate.
  • Collaborated with IT on a digitization program.
  • Achieved a 22% reduction in loan defaults.
  • Achieved recovery in 18 months.

Summaries

  • Loan Support Specialist with 14 years of successful quality assurance and budget management experience.
  • Clear understanding of quality assurance and performance reporting as well as quality assurance training.
  • Cements client loyalty.
  • Analytical thinker with a knack for reviewing financial profiles of 13 loan applicants, ensuring accurate recommendations for loan approvals to drive business growth.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Assisted over 4 loan applicants.
  • Within Miscellaneous, senior Loan Support Specialist and outstanding performer in project management and performance reporting.
  • Loan Support Specialist is a multi-talented Loan Support Specialist who is consistently rewarded for planning and operational improvements.
  • Bilingual Loan Specialist with 5 years of experience processing loan applications and negotiating payments.
  • Clearly communicated complex terms to 3 clients.

Accomplishments

  • Assisted in obtaining PMP compliance for the company through meticulous tracking and updating of loan documentation.
  • Supported the processing of 8 loans per month using Power BI, maintaining a near-perfect accuracy rating as recognized by management.
  • Processed and verified loan applications for compliance, leading to a 83% approval accuracy rate and minimizing potential loan defaults.
  • Spearheaded the implementation of a client feedback program, collecting insights that resulted in a 68% improvement in service efficiency.
  • Clarified terms and conditions for over 9 clients and addressed questions, resulting in a 21% increase in client satisfaction.
  • Engaged with Workday platforms to monitor key performance indicators (KPIs), aligning strategies with business goals to exceed 62% of team loan processing targets.
  • Prepared and reviewed all pre-closing documents for compliance, ensuring that 58% of loans were closed on time with zero errors.
  • Monitored and resolved delinquent loans, successfully reducing outstanding balances by $43,000 in 17 months.
  • Trained junior loan support staff in best practices for federal/state regulation adherence and document management, increasing team productivity by 85%.
  • Collaborated with team of 6 in the development of system.

Affiliations

  • Professional Risk Managers' International Association (PRMIA)
  • The National Association of Consumer Credit Professionals (NACCP)
  • Freemason
  • Project Management Institute
  • American Escrow Association (AEA)
  • Certified Regulatory Compliance Manager (CRCM) Certification
  • American Finance Association (AFA)
  • Consumer Bankers Association (CBA)
  • American Society of Safety Professionals
  • Risk Management Association (RMA)

Certifications

  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE) 2017
  • First Aid/CPR Certified
  • Certified Treasury Professional (CTP), Association for Financial Professionals (AFP), 2016
  • Certified Management Accountant (CMA), Institute of Management Accountants (IMA), 2021
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association (ABA), 2017
  • Cisco Certified Network Associate (CCNA)
  • Financial Modeling & Valuation Analyst (FMVA) – Corporate Finance Institute (CFI), 2018
  • Certified Business Analysis Professional (CBAP)
  • Certified Internal Auditor (CIA) - The Institute of Internal Auditors (IIA), 2017
  • Certified Public Accountant (CPA)

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