Client Servicing Specialist 1, 2, 3 Loan Servicing Specialist 4 Documentation Specialist 4 Resume Example
Self-motivated and professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Thrives in fast-paced, multi-tasking and ever-changing business environments.
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2005- Present Wells Fargo Bank, N.A. 3rd Quarter 2012 AIM Service Excellence Award. Obtained Officer title. Nominated for 2005 Quantum Award, Received Sterling Award and BCS Quarterly Award.
2002 - 2003 Commerce Bank Received Employee of the Quarter
1997 - 1999 Daufuskie Island Club & Resorts Employee of the month
- Real Estate Expediter – instrumental in implementing and leading
new process in the East Centralized Credit business loan renewal
department
- Place real estate appraisal orders and environmental consultation orders
- Review existing loan documents to verify our collateral
Promissory note, mortgage/deed of trust, title work, flood
- Research documentation discrepancies using county websites or calling county offices to validate recording of mortgages, tax cards, ownership, zoning
- Review the underwriters notes to obtain knowledge of the new terms and structure in order to set the loan up for documentation
- Work with our BBRes department to make sure the documents are prepared and sent to our customers with the correct information and in a timely manner
- Coordinate communications between underwriters/appraisal group/documentation areas
- Review loans/lines to see if they meet criteria for renewal without a financial package i.e. reviewed fico scores, fam scores, years as customer, payment history, collateral
- Create financial packages for loans/lines based on previous financials received and credit policy.
- Set up customer profiles
- Review financials – business and personal tax returns, financial statements, rent rolls to make sure they are complete.
- Assist team mates with issues that arise in processing
- Assist bankers with issues they may have with our new systems to include BLAST, AFS and SeeMorePlus
- Backup and assist manager in daily operations.
- Review maturing business loans to determine if renewals, extensions or Collections follow up is needed.
- Review collateral securing loans to confirm that we are properly margined with liquid collateral and holds are in place.
- Monitored draw-period loans to make sure the Relationship Managers knew of approaching conversion dates.
- Work with field partners and customers to answer questions and/or resolve issues that may arise
- Maintain high production of renewals and low error ratio for packages.
- Documented new flood verification procedures
- Train new employees on our processes to include: new client specialists, underwriters and collection personnel.
Intro Computer App/Concepts
Coursework in Accounting, Finance and Business Administration
Basic Tax Preparation
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Resume Overview
School Attended
- J.S.R.C.C
- H & R Block
Job Titles Held:
- Client Servicing Specialist 1, 2, 3 Loan Servicing Specialist 4 Documentation Specialist 4
Degrees
- Fall 2008
Spring/FALL 2004
Fall 2006
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