Organized and detailed Compliance Officer specializing in loan products and services. Forward-thinking and focused in optimizing policies and procedures to achieve consistent, accurate and high-quality results. Service driven to deliver both internal and external customer service.
Skills
Auditing and Compliance Experience
Excellent customer service, communication
Detailed documentation and organizational skills
Excellent multitasking and time management skills
Skilled in training and mentoring
Proficient in 10-key
Microsoft: Word, Excel, Power Point, Outlook, and OneNote
CRM Software
OnBase Software
Work History
07/2000 to Current
Compliance OfficerYodlee – Secaucus, NJ,
Perform audits of loan documentation ensuring processor followed specific dealer program guidelines.
Communicate with team leads promoting accountability and learning opportunities for loan processors.
Coordinate with legal team to maintain and update state specific lending laws.
Assist as back up to all Sr. Program Support Specialists duties
09/2012 to 07/2020
Sr. Admin. Assist. / Sr. Pgm Support SpecialistJones Lange Lasalle Inc. – East Wenatchee, WA,
Communicated clearly with staff in oral and written correspondences.
Investigated issues and provided knowledgeable responses to resolve customer concerns.
Performed clerical organization, answered phones and filed documentation.
Coached new employees on support procedures and company policies.
Answered and managed incoming and outgoing calls while recording accurate messages.
Utilized MS SharePoint, CRM, OnBase in daily workflow.
Created and updated physical records and digital files.
Sorted, opened and routed incoming correspondence and deliveries.
09/2008 to 09/2012
Administrative AssistantProPartners Financial – City, STATE,
Purchased and restocked office supplies.
Sorted and distributed office mail.
Answered multi-line phone system and routed calls.
Scheduled meetings and events.
Generated and processed reports for staff and accounting department.
Maintained CRM database with customer updates and report generation.
Education
Expected in
: General Studies Ridgeview High School - Colfax, IL, GPA:
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
