Jeff Engstrom Email & Phone Number

Charlotte, North Carolina Area

Charlotte, Nc

Charlotte, Nc

• Developed mutually beneficial relationships with delinquent borrowers in order to mitigate losses on behalf of the National Credit Union Administration• Greatly surpassed the minimum requirement of 12 loss mitigation workouts closed per month beginning May of 2013 by perfecting assisting delinquent borrowers via phone, fax, and email communication • Meticulously processed borrowers assistance applications, completed income analysis, and determined eligibility for assistance based on a specific investor model• Performed initial underwriting on all files before being submitted to quality assurance in order to ensure the validity and accuracy of the borrowers assistance application • Developed synergy with associates working in departments that support the loss mitigation process such as escrow, loan boarding, customer service, and quality assurance

Charlotte, Nc

• Managed a portfolio of delinquent loans to ensure the accuracy and timeliness of the foreclosure process• Assisted the foreclosing attorneys in determining the validity of the foreclosure in order to avoid costly litigation• Communicated with foreclosing attorneys and members of our internal loss mitigation or bankruptcy departments in regards to loan level issues

Fort Wayne, Indiana Area

• Reviewed, interpreted and processed withdrawals, surrenders and transfers on annuity contract requests received from agents/brokers, broker dealers, third-party administrators or clients• Performed various alterations to client accounts such as shifts and the addition or deletion of living benefit riders. • Achieved a 98% quality score within a three month time period

Fort Mill, Sc

• Effectively managed a portfolio of delinquent loans using computer programs such as Vendorscape, CPI/Fidelity and Microsoft Excel• Offered support to foreclosure attorneys by supplying them with critical information, documents, and status updates• Successfully met deadlines for daily, weekly and monthly reports• Consistently scored high marks on monthly performance reviews and simultaneously kept a portfolio of loans in compliance

• Welcomed guests to one of only sixteen J.W. Marriotts in the United States• Valet parked vehicles with precision and care• Aided guests during the check-in process and assisted them with luggage to their hotel room• Efficiently collaborated with other guest service agents

• Retrieved parts from within the warehouse by matching specific product numbers• Sorted and prepared parts for shipment with the use of a computer and scanning system

• Scraped, primed, and painted houses• Informed customers of daily progress• Effectively worked with other painters in a precise, safe and productive manner

Ba, Finance

Activities and Societies: Seidman Investment Portfolio Organization. Junior Achievement volunteer.Finance

Education record