Experience

Fidelity Bank MN

• United States
• Banking
• 1 - 100 Employee

• Loan Analyst

  • Sep 2016 - Present

  The Mortgage Loans in Transit (MLIT) Administration is responsible for processes mortgage loans in transit procedures. Process includes assisting in processing the purchase and sale of mortgage warehoused loans, ensuring timely delivery of sold loans, and monitoring loans throughout the entire process. The MLIT team processes mortgage files, which involve creation, purchase, shipment, settlement and retention of mortgage loan and documents. Manage client accounts and relationship with the bank. - Create preliminary mortgage loan files by matching data to documents, verifying data and documents. - Review mortgage collateral documents for accuracy and completeness. - Verify files are within overlays or require further review. - Ship mortgage Notes to end investors in a timly manner. - Process loan settlements and reconciliation of client accounts. Created several Excel templates that the bank has adopted for everyday use which include, - Wire breakdown/Loan settlement which our clients use for their bookkeeping and accounting. - A Reconciliations of accounts template where Bank GL Accounts, Clients Lines of Credit and special purpose bank accounts are monitured for balancing and reconciled daily. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Jun 2012 - Sep 2016

  - Managed the performance of a successful team of 15 +- Maintain up to date knowledge of Bank Products, Policies & Federal Regulations.- Managed employee work Schedules & PTO.- Provided support (banking knowledge & De-escalation Techniques) to my team as needed- Prepared team and maintained bank logs for successful bank audits.

• Teller / Banker

  • May 2005 - Jun 2012