Youth mentor with the Possee Foundation and One Million Degrees, volunteer with the Shedd Aquarium Great Lakes Clean Up, 5K for PAWS Run for Life, UNCF, Chicago Cares, and many other organizations.
An experienced financial professional with a successful career managing risk, performing due diligence handling time-sensitive and complex transactions. Possessing outstanding interpersonal, analytical and organizational skills. Collaborating with high performance teams to enhance sales and operations. Adept at cultivating partnerships and building lasting relationships. Follows all policies and procedures to guarantee accuracy and integrity. Skilled with the accurate and efficient delivery of time-sensitive risk information.
Strong interpersonal skills
Strong problem-solving capabilities
Energetic and proactive
Excellent work ethic
High School Diploma: Jones Commericial High School - City, State
Emphasis in Business Administration and Financial Services
KYC Specialist, 05/2014 to Current Company Name – City, State
Update clients records to regulatory and internal standards; Subject matter expert of KYC compliance policy and procedures.
Adheres to KYC/AML policies and procedures.
Ensures due diligence completed by researching and gathering publically available information as well as internal client documentations including Annual Report, Proxy Reports, Certification of Incorporation and tax forms.
Partner with manager and other KYC Associates to complete client review and escalate any red flags to mitigate the risk of fraud.
Senior Loan Processor, 07/2012 to 05/2014 Company Name – City, State
Achieved top performer title for month end closings against over 50 processors while maintaining a pipeline of 75 loans.
Analyzed consumer and business financial statements, credit reports, appraisals, titles, flood and hazard insurance.
Partner with underwriters, liaising between them and the client in order to obtain any necessary client documentation.
Loan Officer - Mortgage Loan Processor, Company Name – City
Originated over $5 million by developing relationships with the business community, buyers, sellers, attorneys, builders, title and insurance companies, credit reporting bureaus, appraisers and lenders.
Consult with clients to assess their borrowing capacity and credit-worthiness in anticipation of property purchase.
Developed high quality loan applications for approval, establishing relationships with buyers, sellers, attorneys, builders, title companies and realtors.
Loan Officer and Office Manager, Company Name – City
Developed office procedures for processing department which helped to decrease in office time from 7 days to 3 days.
Managed, trained and developed the skills of loan officers, processors and office help and while assisting both branch managers with their daily work load.
Promoted to Head processor and assigned to Quality Control to ensure all files completed within lender guidelines.
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Jones Commericial High School
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Loan Officer - Mortgage Loan Processor
Loan Officer and Office Manager
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