Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Mortgage: Senior Loan Processor

  • Oct 2023 - Present

  Moving perfectly documented loans from start to finish. More explanation soon…

• Mortgage Loan Processor II

  • Feb 2021 - Oct 2023

  Fine dicing income, assets and loan amounts to make smiles appear!



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Payroll Specialist II

  • Sep 2020 - Feb 2021

  • Analyze loan forgiveness applications and organize customer data into working spreadsheets in compliance with policies for SBA guidelines • Communicate professionally with business owners and network with internal bank colleagues to gather further documents. • Internal Bank Networking to Aid in Document Generation and Retrieval • Independently manage a 20 case pipeline while providing peer support and maintaining timeframe standards per bank and SBA guidelines. • Analyze loan forgiveness applications and organize customer data into working spreadsheets in compliance with policies for SBA guidelines • Communicate professionally with business owners and network with internal bank colleagues to gather further documents. • Internal Bank Networking to Aid in Document Generation and Retrieval • Independently manage a 20 case pipeline while providing peer support and maintaining timeframe standards per bank and SBA guidelines.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Executive Office Case Specialist

  • Apr 2019 - Aug 2020

  • Duties: Analyze/Validate Legal, Regulatory, Ethical Complaints by Providing External Operational Risk Reviews, Proactively Processing for Unforeseen Risks• Managed 30-Case Pipeline and Completed Peer Caseload as Needed, while Maintaining 10-day Service Level Agreement within Consent Order• Partnered with Multiple Internal Groups to Complete Complex Research• Prepared New System Rollouts by Creating Supplementary Job Aid

• Home Equity, Maturing Accounts Agent, (Processor)

  • Mar 2013 - Apr 2019

  • Duties: Origination, Modification and Fixed Term Option Processing for Home Equity Lines and Loans, Pipeline and Inbound Support. Obtained Income/Asset Stips, Calculated DTI, CLTV, Pulled Credit, Compiled to Provide to Underwriter, Provided Response to Applicant• Proactive Research to Develop High Risk Segment, Lead High-Risk Segment with 9 Directs, Converted 60% to Sales, Awarded Service Conference

• Credit Card, Collector III

  • Mar 2008 - Mar 2013

  • Duties: Loss Mitigation by Direct Communication with Customer, Fact Find: Reason for Delinquency, Provided Options for Specific Scenarios• Calculated Costs for Customer; Created and Rolled out Excel Worksheet for Team• Supported New Hires and Escalated Phone Calls • Nominated Twice as Quarterly Service Excellence Award Winner