foreclosure alternatives team manager mortgage underwriter resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Bank Manager with 12-years background in banking and mortgages. Vast knowledge of finance, regulatory requirements and general bank operations.


Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows XP, 95/98,

Microsoft Schedule Plus, Netscape Communicator, Netscape Navigator, Microsoft Internet Explorer.

  • Reliable
  • Excellent communication skills
  • Energetic
  • People-oriented
  • Detail-oriented
  • Excellent time management skills
  • Excels in team leadership
  • Excellent work ethic
  • Strong interpersonal skills
  • Dependable
  • Account analysis expertise
  • Financial analysis and planning
  • Complex problem solving

Financial services industry experience

Demonstrated ability to exceed established sales goals

Enthusiastic, self motivated with ability to interpret and analyze customers’ needs on a continual basis

Galvanized staff leadership skills

Foreclosure Alternatives Team Manager/Mortgage Underwriter, 09/2011 to
Fidelity Bank Of North CarolinaChapel Hill, NC,
  • Collects and reviews mortgage loan documentation, then decisions for borrowers loan creditworthiness for conventional, government and non government investor loans
  • Responsible for the reception and documentation of written, escalated complaints from mortgage borrowers and public officials/agencies to address the issues of borrowers that are in mortgage default with their existing loans with Bank of America. Managed up to 14 banking professions
Loan Processor/Loan Underwriter, 05/2010 to 09/2011
Fidelity Bank Of North CarolinaCollinsville, VA,
  • Loan Processing/Loan Modifications/Final Modifications Servicing Responsible for imaging all paper loan documents from a paper copy to an electronic image in “tif” and “pdf” formats to reduce paper and storage.
  • In this position special attention to detail, time management and creative results resolutions were paramount.
  • Also responsible for loan processing for client fulfillment in the final modification stage for default borrowers.
  • Duties/Responsibilities Draft, file, store and maintain organizational documents and data, in a prescribed format Maintain accuracy, authenticity and legality within the documents while drafting, converting, storing and managing the organizational documents.
  • Maintain duplicate copies of organizational data, both in the form of hard copies and soft copies as well.
  • Make certain the hard and soft copies of documents are of superior quality i.e.
  • neat and legible.
  • Update the data files and folders with recent transactions.
Branch Manager, 01/2007 to 05/2010
Fidelity Bank Of North CarolinaDallas, TX,
  • Managed to 6 banking professionals. My responsibilities were to take inbound loan servicing calls for service of mortgage loans for both consumer and business clients.
  • My responsibility included not only receiving calls, but attention to details for accurately, timeliness and follow-up.
  • Duties/Responsibilities Takes service calls and sales request from existing customers.
  • Review existing accounts and address all service and sales concerns.
  • Maintains product integrity and service satisfaction.
  • Set up new product and promotion ads to existing and new clients.
  • Supports and merchandise all company products within consumer and business customers.
  • Establishes and maintain positive customer relationships.
Branch Manager, 08/2004 to 01/2007
  • President's Club National top 10 ranking Consistently above 140% of sales threshold in each of 4 Profit and Loss categories Overachieved consumer balance sheet budget by 150% . Coached every producing team member to bonus categories and President's Club Train, manage, direct, and led a branch team of 11 banking professionals.
  • Responsible for staff management including hiring, placement, counseling and training to overachieve in both sales and service standards in consumer, small business, commercial, construction, investment and treasury management.
  • Emphasis on commercial lending, field underwriting and business development.
  • Position Accountabilities Responsible for goal setting, sales management, and sales productivity of all branch sales personnel, conducts weekly sales meeting with all sales staff, manages process of redirecting customers into appropriate alternative delivery channels, recruits, trains and develops highly motivated and effective sales and service personnel, manages all aspects of the retail branch operations and personnel, refers existing and prospective customers to other banking sales personnel and loan specialists to cross sell relationship and specialists bank products, communicates changes in bank regulations, state and Federal laws, policies and procedures to branch personnel, responds to customer inquiries and ensures highest level of customer service is provided throughout branch operations, reviews daily NFS activity, coordinates salary administration, performance appraisals, promotions and terminations for all branch personnel, responsible for all branch audit, facilities management and security issues, all branch management reporting as required, ensures Tellers are cross-trained for branch sales referrals, works with Personal Banking Officer to ensure branch operation maximizes sales and bank profitability within local branch market area.
Branch Manager, 05/2015 to 09/2015
  • Consistently perform above 125% of threshold in each of 4 Profit and Loss categories Managed relationships with local mortgage brokers and performed over 130% in this category Train, manage, direct, and lead a branch team of 21 banking professionals.
  • Motivate, inform, educate, develop and coach banking staff to ensure that financial objectives and service standards are met.
  • Responsible for staff management including hiring, placement, counseling and training.
  • Develop and expand customer relationships through cold calling efforts as well as coordinating of these activities with other sales and business partners.
  • Position Accountabilities Ensures that the branch sales/service supports the overall corporate objective to provide superior service.
  • Plans, implements and manages the operating and capital budgets to maximize branch profitability.
  • Ensures that the branch meets all regulatory compliance standards.
  • Follows all operating policies and procedures.
  • Directs branch business development through outside calls, in-branch selling, telemarketing, branch campaigns and targeted direct mailing.
  • Ensures expansion of customer relationships through branch cross-selling activities.
  • Participates in selling Bank products and providing excellent customer service.
  • Develops and manages an annual branch marketing plan with specific goals.
  • Promotes staff development through training, cross-training and career planning.
  • Trains staff in the area of customer service, sales, operations and Bank products.
  • Ensures that ongoing sales and product service training is provided.
  • Oversees and administers all branch human resource issues.
  • Manages the branch portfolio for optimum performance.
  • Participates in events that demonstrate support for the community and increase business opportunities for the Bank.
  • Ensures compliance with CRA outreach programs.
  • Ensures that branch personnel comply with all laws and regulations.
  • Documents and communicates individual compliance performance in annual staff evaluations.
B.S: Business, Marketing/Finance, Expected in
University of Colorado - Denver, CO

Business, Marketing/Finance

MBA: Finance, Expected in
University of Denver - Denver, CO

Attention to detail, balance sheet, Balance, banking, budgets, budget, business development, Cash Flow, Cash Management, coach, cold calling, counseling, Credit, client, clients, excellent customer service, customer service, delivery, documentation, drafting, Equity, facilities management, financial, goal setting, government, hiring, human resource, image, imaging, Microsoft Internet

Microsoft Explorer, Letters, managing, management reporting, marketing plan, market, Microsoft Excel, Microsoft PowerPoint, 95/98, Microsoft Windows XP, Microsoft Word, works, neat, Netscape Communicator, Netscape Navigator, NFS, organizational, pdf, performance appraisals, personnel, policies, producing, Profit and Loss, progress, promotion, quality i, Real Estate, receiving, reception, research, retail, selling, sales, sales management, staff development, staff management, telemarketing, time management, treasury, written

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Resume Overview

School Attended

  • University of Colorado
  • University of Denver

Job Titles Held:

  • Foreclosure Alternatives Team Manager/Mortgage Underwriter
  • Loan Processor/Loan Underwriter
  • Branch Manager
  • Branch Manager
  • Branch Manager


  • B.S
  • MBA

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