Bridgette Mackey Email & Phone Number

Charlotte, Nc, Us

Highly organized communicator. Capable of making sound decisions while maintaining composure in a fast-paced environment. Able to meet strict deadlines in a timely manner.Proven self‐motivator with the ability to effectively prioritize workload dailyFirst point of engagement for the client team and ensuring timely and consistent execution of the commercial credit processInitial deal coordination, confirmation that appropriate financial statements have been submitted for a request Order and review of pre‐close due diligence, preparation of internal legal documentsCoordination of closing activities, coordination of booking with product partners, escalating and resolving client issuesSetup/scheduling/collection/monitoring of client related documentation as required by the Loan Agreement.

San Francisco, California, Us

Successfully maintained a pipeline of 85 loans per monthResponsible for contacting clients to complete initial interview and follow-up calls through closing of loanGathered and reviewed various types of income and financial statements to determine loan eligibilityliaison between customers, loan officers, and underwriters to meet time sensitive deadlinesInsured title vesting, home appraisal, and insurance are accurateDaily reporting and Management of pipeline

San Francisco, California, Us

Navigate multiple internal and external computer systems, applications, and search tools to find verified information on client cases to assess and resolve high risk factors to meet OCC regulations.• 2017- 2018 maintain quality score of 95%• Proficient at analyzing complex BBG business obstacles, while locating multiple trends and making recommendations for possible solutions• Complete BSA / AML customer risks assessments on high risk attributes cases to ensure all KYC policy and government regulations meets OCC standards : Customer Due Diligence and Enhance Due Diligence Process

San Francisco, California, Us

Provided support to loan officer and underwriter teams by ensuring timely, judicious, and accurate processing of mortgages. Gathered and analyzed required documents from borrowers, internally and third party vendors for underwriting approval. • 2017- Wells Fargo mortgage fulfillment top quality and funding performer • Successfully maintained a pipeline of 70 loans monthly• Ensured title vesting, home appraisal, and insurance were accurate

San Francisco, California, Us

Verified and or identified daily customer activity with a thorough understanding of KYC, utilizing fraud management reports and systems. Fluent in Hogan, SVP, CIV, CSA, CCM, and OIB exercising judgment to detect suspicious activity and potential online fraud.• 2015 and 2016- Wells Fargo financial crimes quality assurance top performer• Took appropriate preventative or corrective action to ensure customers’ online banking, accounts, personal information, and relationships were secure• Created cases and other claims to facilitate mitigation of fraudulent activity and move the customer toward resolution of their cases/claims

Overland Park, Kansas, Us

Responsibilities included handling escalated topics, identify customers’ needs, clarify information, research every issue, and provide solutions and building relationships with existing customers to sustain high satisfaction and retention. Performed managerial duties during department supervisors’ absences and/or medical leaves.• Mar 2001- Dec 2014 – Sprint PCS customer service top performer• With every contact used CIP procedure when managing an average of 55 inbound and outbound calls in timely manner to adhere to average handling time goals