- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
Versatile in Management Training initiatives and projects, with the ability to project manage and establish team building for effective results. Extensive experience in assisting customers with financial and non-financial transactions, transfers between accounts, loans, check withdrawals, stop payments, customer account changes, sales and accurately performs data entry. An experienced, analytical and detail-oriented financial industry professional with a vast knowledge in managing regulatory compliance and investigating lending qualifications, needs, process loan applications, reviews both for accuracy and proper documentation and quota management. HR data and taking point lead on HRIS inquiries and Assisting and administering paid time off, short term disability, FMLA and leave of absence paperwork and programs, using SAP PA30 and PA40 Well-versed in ensuring proper organizational links exist with cost centers, positions numbers and object relationships to effectively maintain SAP organizational management
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Firstservice Residential – Coral Springs, FL,
- Provide an exceptional living environment experience to ensure that residents are receiving the best in-class service at various Luxury Apartment Locations.
- Manage relationships with residents and property management.
- Coordinate concierge schedules and appointments with clear communication and collaboration to create smooth processes as needed.
- Maintain an excellent customer service with all residents, visitors, and leasing prospects.
- Track and monitor packages and deliveries accordingly, in addition, Notify Maintenance should a maintenance issue arise, observe security surveillance, Perform administrative duties such as phone support, calendar management, mail disbursements and any correspondence.
- Responds to a wide variety of guest requests by accurately assessing the guest needs and requests and then adding personal recommendations and touches to achieve maximum customer satisfaction while complying with brand standards and company policies.
- Adhere to all Front Desk procedures including, but not limited to: reviewing and completing Daily Activity Reports (DAR); completing incident reports for management; and responding to emergency situations by notifying proper authorities.
Guaranteed Rate, Inc. – Fairfield, CT,
- Perform quality front-end and Retail underwriting in a Remote Environment.
- Perform A+ Risk Management Underwriting for TCS Client Outsourced Banks.
- Accurately calculate income and qualify assets to be used for loan closing and reserves.
- Train, review and educate loan submittals with Processors, Loan Closers and Loan Officers.
- Underwrite loans for compliance with investor and/or agency guidelines.
- Submit 4-5 loans per day for an Initial or Resubmittal decision.
- Communicate closely with Loan Processors and Loan officers to ensure ALL required conditions are met.
- Gathered information from multiple sources according to Underwriter guidelines with some FHA, Full DOC, VA, Full DOC HARP, and Harp Same Servicer.
- Participated in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers.
- Analyze appraisals for acceptability to FNMA/FHLMC standards Gathered information from multiple sources via company guidelines, to achieve an objective underwriting analysis.
Legacy Texas Bank – City, STATE,
- Provide feedback to Loan Processing and Loan Originations Call Center Reps to ensure quality of call and sales production.
- Developed subordinates for future growth and potential by implementing career paths, coaching, counseling, encouraging education, and cross-training employees to advance within.
- Followed guidelines, policies, credit, appraisal review, assets and income requirements per state and bank regulations.
- Participated in Retail branch meetings, due diligence auditing, and other Bank related interactions to ensure quality to our key executives and Federal Regulatory officials.
- Supervise, coach, and develop staff regarding service expectations, policies, procedures, products, systems and banking transactions.
- Monitored Client Center Metrics in real-time Agent and Queue management.
- Required to silent monitor, view call activity, schedule required reports and meetings for all Reps.
- Communicate closely with Loan Officers and Processors to ensure ALL lending requirement conditions are concise with Client Services Managed/prepared performance evaluations, attendance, bonuses, payroll, and personnel files required by Management to submit HR for approval.
Ashworth College - Dallas, TX
Kimball High School - Dallas, TX
- Authorized to work in the US for any employer, Willing to relocate to:
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School Attended
- Ashworth College
- Kimball High School
Job Titles Held:
- Lead Concierge
- Conventional Underwriter
- Loan Client Service Trainer
Degrees
- BS
- Diploma
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