Service Representative II Resume Example
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SERVICE REPRESENTATIVE II
Professional Summary
Self-motivated experienced Consumer/Commercial Real Estate Lending professional with both educated and working knowledge of loan documentation, loan closing processes and procedures, lending conditions, compliance and lending regulations. Seeking a position as a Mortgage Loan Closer to build upon my current knowledge whilst accommodating personal thrive for heavy work-load and challenging environments.
Skills
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Work History
Service Representative II, 08/2019 to 02/2020
Johns Hopkins Medicine – Glen Burnie , MD
Johns Hopkins Medicine – Glen Burnie , MD
- Prepare all commercial loan documents for signing
- Review and audit loan documentation for accuracy and completeness to ensure compliance with underwriting, government, and company requirements
- Responsible for preparing and verifying final figures
- Understand and adhere to all existing changes as soon as they are implemented
- Obtain clients' financial statements (BFS/PFS/ PFS Cert.) and tax returns for review
- Manage, coordinate and prioritize multiple loan closings simultaneously
- Loan closing process, documentation, procedures, and compliance (Incl.SBA 504). Ensuring all loans are closed in strict accordance with all guidelines
- Review and ensure all tickler reports are updated and accurate
- Order flood certifications for loans pending closing
- Run OFAC reports
- KYC / Reconciliation
- Download, Print and distribute various monthly reports for VP Center Manager and Loan Officers (Incl.Pipeline)
- Assist VP in reviewing and scanning Loan closing documents
- Research Loan system to resolve any problems and/or respond to customer inquiries
- Working and Educated knowledge of spreadsheets,Excel,Microsoft Office, and Financial software
- Customer due diligence and risk management
- Review executed Loan packages for accuracy and to ensure compliance with regulatory and policy requirements
- Assisted with projects to streamline various job functions
- Pull appropriate documents from Secretary of State Website and verify accounts are active.(Articles of Organization/Statement of Information)
- Coordinate and Facilitate initial Loan funding
Teller/Universal Associate Banker, 05/2017 to 05/2019
Pnc Financial Services Group – Ocean City , NJ
Pnc Financial Services Group – Ocean City , NJ
- Worked directly with Mortgage Officers to ensure Loan documents are prepared in accordance with credit approval, loan documentation standards, government and regulatory requirements
- Maintain open lines of communication to obtain Loan status information
- Analyzing customer accounts, balances, and spending habits to ensure they are enrolled in appropriate beneficial programs, and placed in correct account class
- Prepared new account documents for opening of accounts
- Follow up with additional email reminders to customer for account information
- Analyzed all accounts and activity for appropriate referrals, while taking precaution on risk mitigation
- Opened and closed accounts on platform side
- Organized complex projects, while accommodating changing timelines and priorities
- Simultaneously managed teller line employees, filed all proof work, upheld culture manager responsibilities, and performed customer debit/ credit card transactions with complete accuracy
- Performed Cash Vault,Teller audits, shipments and input data for outages
- Familiarity with mortgage department and platform side
Teller, 07/2014 to 06/2015
Bank Of America – City , STATE
Bank Of America – City , STATE
- Review customers' loans and accounts for refinancing opportunities
- Analyzed accounts/statements to ensure financial order and to determine financial need for credit or loans
- Opened new accounts, Ordered/Replaced Debit cards, closed accounts, and changed account status
- Prepared, sorted, and distributed daily/Loan reports to appropriate files
- Accurately processed all cash, credit, debit transactions, administrative work, and cash Reconciliation in high volume location with 100% rate accuracy
- Prepared all branch and customer cash orders
- Processed quarterly Vault and ATM audits with zero error rate
Shift Manager/Cashier, 10/2012 to 10/2014
Yogurtland Franchising Inc – City , STATE
Yogurtland Franchising Inc – City , STATE
- Tracked receipts, employee hours, inventory, screened all calls, and input data into ecommerce system
- Produced regular reports and spreadsheets to evaluate company/employee performance Via QuickBooks
- Performed Head Cashier and safe vault custodian functions while providing excellent customer service
- Trained and mentored all new employees to maximize team performance/ Coordinated employee reviews, meetings, and schedules
Education
Business Administration/AccountingSan Joaquin Delta College - City, State
High School Diploma: 2012
Edison High School - City
Edison High School - City
Business Administration Program
GPA: 3.25
Certifications
BSA, AML, OFAC Certificate
Typing Certificate 55 WPM
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Resume Overview
School Attended
- San Joaquin Delta College
- Edison High School
Job Titles Held:
- Service Representative II
- Teller/Universal Associate Banker
- Teller
- Shift Manager/Cashier
Degrees
- Business Administration/Accounting
High School Diploma : 2012
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