Mortgage Referral Specialist Resume Example
Enthusiastic Mortgage Referral Specialist eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of time management and productivity and training in both Microsoft Word and Excel. Motivated to learn, grow and excel as a Loan Specialist, focused on customer service, efficiency and achievement. Goal-oriented multi-tasker with history of excelling as team leader with over 3 years of achievement.
Proactive Store-front manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assist senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
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- Accurately handled data entry for 3 clients into company-based software.
- Reviewed Deed of Trust, Title Commitment and prior bankruptcies documents.
- Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
- Investigated facts and laws to determine causes of action and to prepare cases.
- Adhered to privacy laws to avert possible information breaches and protect client data.
- Researched bankruptcy loan files to confirm federal guideline compliance.
- Evaluated and examined files with management prior to foreclose sale date to formulate bidding instructions.
- Reviewed loan and foreclosure documents and verified for accuracy.
- Maintained and updated all portfolios by state given by foreclosure management.
- Performed proper calculations and prepared payoff figures.
- Prepared all notices of default as per terms of deed of trust on mortgage.
- Analyzed figures, postings and documents to maintain accounting program accuracy.
- Welcomed guests to events, checked invitations and oversaw proper seating.
- Searched and screened individuals, preventing passage of prohibited items in alignment with security guidelines.
- Coordinated pre- and post-event planning with team of 8 or more staff serving a demographic customer between the ages of 13-18 years of age.
- Improved future events by evaluating successes and failures of previous private and corporate gatherings.
- Organized facilities preparation, refreshments and entertainment for gatherings with as many as Number guests.
- Delighted clients with exceptional events, consistently exceeding expectations with design and execution.
- Directed team to set up and keep banquet space clean and presentable for guests.
- Anticipated event requirements and handled numerous concerns in advance for smooth day-of execution.
- Assisted in event set-up according to instructions, guaranteeing readiness within strict schedules.
- Performed post-event tasks such as breaking down areas, removing trash and cleaning facilities.
- Provided exceptional customer service to all guests and escalated concerns where needed.
- Processed payments, checked tickets and directed guests to locations.
- Rotated merchandise and displays to feature new products and promotions.
- Trained new-hires on 2 procedures to better service customers.
- Interviewed, hired and trained 2 staff associates and equipped to comply with company policies and procedures.
- Served as floating manager-on-duty, MOD, to cover shift shortage.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Reviewed sales and gross profit reports to determine options for increasing market growth.
- Answered questions about store policies and concerns to support positive customer experiences.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Trained and managed associates in customer service and sales techniques.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Set up drafts and processed immediate payments after conducting thorough research and analysis of account.
- Trained new team members on scripts, company services and performance strategies and provided mentoring.
- Used scripted conversation prompts to convey current account information and obtain payments.
- Used skip tracing and other techniques to locate debtors.
- Performed targeted collections on past due accounts aged over 30-180 days.
- Applied more than 30 payments per week.
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Resume Overview
School Attended
- Crossland High School
- Virginia State University
- Bowie State University
Job Titles Held:
- Mortgage Referral Specialist
- Event Manager
- Assistant Store Manager
Degrees
- 05/2009 Diploma
Biology
Chemistry
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