Experience

Fay Financial

• Financial Services
• 1 - 100 Employee

• Mortgage Loan Processor

  • Sep 2020 - Present

  Remote Analyzed & prepared mortgage loan applications for refinance and purchases. Reviewed and calculated income, looked over credit, title, appraisal, etc. to prepare the file for Underwriting. Worked closely with sales, underwriting, closing and borrowers to collect documentation needed to complete the transaction.



First American Bank

• United States
• Banking
• 700 & Above Employee

• Senior Personal Banker

  • Dec 2019 - Sep 2020

  Orland Park, Illinois, United States • Actively participate in growing, serving and retaining the branch customer portfolio • As a lead banker, engage in sales activities in the areas of: Mortgages, Home Equity loans and Deposit products with customers in person and over the phone • Partner with other areas of the bank to promote: Business Banking, Wealth Management, Treasury Management and Merchant services • Proactively contact clients to review and deepen their banking relationship as well as uncover and recommend… Show more • Actively participate in growing, serving and retaining the branch customer portfolio • As a lead banker, engage in sales activities in the areas of: Mortgages, Home Equity loans and Deposit products with customers in person and over the phone • Partner with other areas of the bank to promote: Business Banking, Wealth Management, Treasury Management and Merchant services • Proactively contact clients to review and deepen their banking relationship as well as uncover and recommend additional products and services • Participate in local community events to increase branch awareness • Meet or exceed assigned sales goals • Consistently meet bank customer service standards and set a sound example in the branch • Lead in all servicing aspects of Personal Banking, including Mortgages and Retail Loans IRAs, HSAs, Trust Accounts, Estates and Commercial Accounts • Act as an expert in all First American Bank systems • Participate in advanced phone queues to handle complex issues • Assist teller line by resolving problems and act as a teller as needed Show less



Aflac

• United States
• Insurance
• 700 & Above Employee

• Business Consultant

  • Jun 2019 - Sep 2020

  Lombard, Illinois • Met with C-level execs, business owners and HR managers, developing rapport, diagnosing issues and managing the project. Solutions include HR technology platforms, work-site benefits, work comp strategies, small business loans, payroll and voluntary benefits programs, tax incentives, strategies through business valuations and more. • Connected with existing accounts to provide service and support. • Built and maintained client relationships.



PNC

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Sep 2019 - Dec 2019

  Downers Grove, Illinois, United States • Worked under the close supervision from supervisor to develop home loan solutions in accordance with lending guidelines and clients' requirements. • Sought out prospective opportunities to retain and/or develop new clients. managed a portfolio of customer relationships. • Developed and prepared loan solutions and identified products and services options based on customer needs. • Collaborated with internal and external stakeholders to complete mortgage transactions. Managed customer… Show more • Worked under the close supervision from supervisor to develop home loan solutions in accordance with lending guidelines and clients' requirements. • Sought out prospective opportunities to retain and/or develop new clients. managed a portfolio of customer relationships. • Developed and prepared loan solutions and identified products and services options based on customer needs. • Collaborated with internal and external stakeholders to complete mortgage transactions. Managed customer pipeline for efficiency. • Collected and analyzed customer financial information for multifaceted and/or complex borrowers. Reviewed documentation to ensure compliance. Show less



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Vice President - Senior Premier Banker

  • Feb 2016 - Dec 2018

  Plainfield, IL • Work with financial advisor in expanding current customer relationships for both investments and retail deposits through financial planning. • Worked closely with business credit team on custom credit and business lending solutions for my wealth clients. • Educate and coach bankers and business partners on how to uncover additional business opportunities. • Make weekly business calls to customers and prospects. Discuss current business trends and provide solutions and recommendations… Show more • Work with financial advisor in expanding current customer relationships for both investments and retail deposits through financial planning. • Worked closely with business credit team on custom credit and business lending solutions for my wealth clients. • Educate and coach bankers and business partners on how to uncover additional business opportunities. • Make weekly business calls to customers and prospects. Discuss current business trends and provide solutions and recommendations to help their needs. • Meet with customers daily, assessing their needs and cross-selling products and services that will be beneficial. • Responsible for ensuring proper sales and service requirements are met to BMO Harris standards. • Manage risk by seeking possible appeals to loan decisions by the Consumer Lending Department by analyzing customer’s debt to income ratios, income, credit, and other mitigating factors.

• AVP-Bank Manager

  • May 2010 - Mar 2016

  New Lenox, IL • Lead all branch business and activities, including the loan and balance sheet performance. • Manage and mitigate risk exposure for the branch …. • Maintain strong relationships with internal partners including financial service advisor, business bankers and mortgage loan officers. • Grow the branch business by identifying and addressing gaps in the customer community. • Manage sales to individual and small business customers. • Coach others in consultative sales processes and… Show more • Lead all branch business and activities, including the loan and balance sheet performance. • Manage and mitigate risk exposure for the branch …. • Maintain strong relationships with internal partners including financial service advisor, business bankers and mortgage loan officers. • Grow the branch business by identifying and addressing gaps in the customer community. • Manage sales to individual and small business customers. • Coach others in consultative sales processes and other branch activities. • Learning partner for the Bank Manager Development Program.

• Assistant Bank Manager

  • Aug 2008 - May 2010

  Orland Park, IL

• Personal Banker

  • Oct 2005 - Aug 2008

  Orland Park, IL