Experience

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  Bank of America

  • Wilmette, Illinois

  • Relationship Manager

    • May 2016 - Present
    • Wilmette, Illinois

    Relationship Banking

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  JPMorgan Chase

  • Mortgage Banker

    • Jun 2010 - Present

    • Generated mortgages for the bank, which included assisting customers with product information prequalification, rates, finance, refinance, mortgage affordability, competitive rates, and savings opportunities as an approachable and knowledgeable solution resource.• Reviewed trends through in-house electronic data systems, and generated business by sourcing and solidifying relationships with outside realtors and contacts within the surrounding communities.Relationship Banker, June 1998 – June 2010• Established solid working relationships with clients as a trusted resource for appropriate products resulting in mutually rewarding outcomes.• National Achiever, recognized as proactive in generating growth in revenue through sales, promotion and referral of products while meeting customers’ continuously changing financial needs.Commercial Documentation Reviewer, June 1995 – June 1998• Provided specialized service including risk management and loss mitigation where errors may be costly; analyzed complex product and process issues; ensured compliance with finance and regulatory controls.• Provided management of financial risk associated with transactions; performed audit and reconciliation in compliance with product performance and banking standards, priorities and deadlines.

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  The Federation of Financial Institutions, Inc.

  • Controller

    • 1985 - 1995

    • Controlled assets for a $3 billion mortgage loan servicing institution, including auditing the processing of $2.5 billion in mortgage payments and corresponding tax and insurance accounts.• Managed, trained, cross-trained, and evaluated the performance of a staff of 25; supervised conversion of accounting system from manual to electronic data management.