Experience

Life Loyal Advisors
• United States
• Financial Services
• 1 - 100 Employee
• Client Service Associate

  • Dec 2022 - Present


Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sr Mortgage Loan Processors

  • Sep 2003 - Aug 2022

• Senior Mortgage Loan Processor

  • May 2012 - Jun 2022

  • Exceptional verbal and written communication skills with a focus on customer service. • Ability to read, analyze, interpret documents and reports, and develop a course of action.• Work effectively and independently in a team environment.• Prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.• Perform moderately complex operations duties in support of either a service center or department environment

• Mortgage Associate

  • May 2007 - May 2012

  Verified Customer credit history, employment history, account history anduploaded Mortgage loans.· Responsible for obtaining, coordinating, and updating all necessarydocumentation to ensure an efficient and complete mortgage loan· Responsible for managing a pipeline for 3 loan officers· Data input for any new transaction· Responsible for managing daily locked loan pipeline· Assisted with Loan Officer marketing· Maintained a strong relationship with our fulfillment partners Show less

• Team Lead

  • Sep 2003 - Apr 2007

  Managed a team of 10 direct reports each with an average pipeline of 200files.· Through weekly pipeline reviews, provided monthly projected funding reportsto ensure proper staffing requirements and smooth transitions of applicationsto our closing department.· Evaluated processes and developed new initiatives to provide a moreefficient processing environment.· Conducted training for new hires and provided coaching and developmentopportunities for existing employees.· Managed daily operations and escalations to ensure a high level of customersatisfaction. Show less


Mid America Bank
• United States
• Banking
• 1 - 100 Employee
• Loan Processor

  • Apr 1996 - Aug 2003