Experience

Northwestern Publishing House
• United States
• Book and Periodical Publishing
• 1 - 100 Employee
• IT Specialist

  • Jan 2023 - Present


Bond Street Mortgage LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Processor

  • Oct 2020 - Nov 2022

  Maintain a rolling customer pipeline in order to facilitate mortgage loans of all sources, QM, non-QM, and government. Utilize the Encompass CRM and work with partners across the line of business including loan originators, underwriters, and third parties like title and insurance companies. Effectively communicate with all parties involved to set reasonable time frames and expectations and respond to unexpected scenarios that required adaptation and flexibility. Be technically… Show more Maintain a rolling customer pipeline in order to facilitate mortgage loans of all sources, QM, non-QM, and government. Utilize the Encompass CRM and work with partners across the line of business including loan originators, underwriters, and third parties like title and insurance companies. Effectively communicate with all parties involved to set reasonable time frames and expectations and respond to unexpected scenarios that required adaptation and flexibility. Be technically proficient in a wide variety of tools used by both the company and the customer for application, document, and pipeline management. Show less



Chase

• Netherlands
• IT Services and IT Consulting

• Mortgage Loan Processor (Client Care Specialist) - Refinance & Home Equity

  • Jun 2017 - Oct 2020

  Maintain a customer pipeline of 30 to 50 active applications containing conventional, full documentation and streamlined mortgage applications. Utilize loan origination systems like RCO, Mortgage Processing Express, and Empower. Close an average of 25-30 loans per month. Provide excellent customer and partner communication, especially with the increased volume brought on by current events. Manage customer expectations effectively to provide a world class customer experience. Utilize… Show more Maintain a customer pipeline of 30 to 50 active applications containing conventional, full documentation and streamlined mortgage applications. Utilize loan origination systems like RCO, Mortgage Processing Express, and Empower. Close an average of 25-30 loans per month. Provide excellent customer and partner communication, especially with the increased volume brought on by current events. Manage customer expectations effectively to provide a world class customer experience. Utilize available tools to keep current on Chase and government lending guidelines and procedures.

• Mortgage Banker (Home Lending Advisor) - Sales

  • Jan 2016 - Jun 2017

  Engaging Potential Clients about the Benefits of Home Equity Providing Countinuing Relationships with Chase Staff and Clients Actively Pursuing Sales and Leadership Goals Efficiently Producing Custom Home Equity Solutions for New and Existing Chase Clients



GoRiteway

• United States
• Truck Transportation
• 1 - 100 Employee

• School Bus Driver

  • Oct 2015 - Dec 2015

  Greater Milwaukee Area Creating an Environment of Safety and Support for Children and Parents Provide Timely and Exceptional Service and Dedication to Bus Route Willingness to Step In and Provide Custom Service Dependant on Client Needs Maintain Accurate Licensing and Safety Requirements Picking Extra Routes for School Field Trips and Parental Needs



PNC

• Travel Arrangements
• 1 - 100 Employee

• Universal Branch Consultant

  • Nov 2014 - Sep 2015

  Wauwatosa Achieving Accurate Product Knowledge of PNC’s 50+ Products Develop Custom Solutions to Support Clients Banking & Loan Needs Handling and Promptly Resolving Over 200 Monthly Client Requests Cultivating Customer Loyalty and Satisfaction Through Prompt Management Review Monthly Reports & Identify Trends with Branch Manager Assisting Co-Workers & Helping Develop Best Practices



Don Jacobs Toyota

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Certified Sales Consultant

  • Nov 2013 - Nov 2014

  Greater Milwaukee Area Manage a Working Knowledge of Toyota and Top 10 Competitors Customer Focused Resolution of Needs and Wants Varying Negotiating Techniques to Clients Style Including Manager Escalation Pro-Active Cultivation of Customers that Will Return to Long Term Establish Product Testing Scores Above 95% Yearly for Master Certification



Heiser Automotive Group

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Certified Sales Consultant

  • Jun 2012 - Nov 2013

  Greater Milwaukee Area Manage a Working Knowledge of Toyota and Top 10 Competitors Customer Focused Resolution of Needs and Wants Varying Negotiating Techniques to Clients Style Including Manager Escalation Pro-Active Cultivation of Customers that Will Return to Long Term Establish Product Testing Scores Above 95% Yearly for Master Certification