Jenny Lyn Tran Email & Phone Number

Seattle, Wa, Us

Bellevue

Seattle, Washington, United States

Seattle, Washington, United States

Branch: 711 6th Avenue N, Suite 201 Seattle WA, 98109CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act; WA: MLO-1454919Guaranteed Rate, Inc. NMLS 2611 3940 N. Ravenswood Ave., Chicago, IL 60613(866) 934-7283 • rate.comEqual Housing LenderFor licensing information, go to www.nmlsconsumeraccess.orgwww.rate.com/licensing • www.rate.com/privacy

Greater Seattle Area

Greater Seattle Area

Originate residential mortgage loans. Respond to customer inquiries, pursue referrals. Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product/pricing policies and guidelines, and gather any additional required information.Prepare loan applications for mortgage loan products. Set customer expectations for additional information needs and closing date. Generate preliminary disclosures and review them with the applicant. Request and collect required customer information. Effectively manage loan production pipeline to ensure accuracy at all times. Coordinate the loan closing with the customer and, if used, closing agent/title co. Communicate closing date to affected parties; perform pre-closing review of loan documents individually and, if requested, with loan customer. Unless assigned to outside vendor, perform loan closing. Decline or condition loans that are not acceptable to the Bank as requested based on loan policy and credit guidelines. Follow all regulatory guidance in the communication of such denials/counter-offers to the applicant.Provide exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, Demonstrate a commitment to professional ethics in the performance of all lending activities and ensures compliance with all Federal and State compliance policies and adhering to HMDA requirements.Establish and promote networking opportunities within the community. Educate the customer on Bank products, pricing, underwriting and regulatory guideline.Maintain a high standard of professionalism and support for overall customer service goals in personal responsibilities and in support of lending team. As requested support the collection efforts on delinquent and distressed loans.

Talk to new people every day, developing long-term business partnerships with your customers while building trust and rapportSupport sales and customer service teams by managing the credit approval process and maintaining orderly flow of shipments by ensuring prompt attention to customer ordersEngage with customers over the phone or email to establish new accounts, assist with credit applications, or handle past due and over credit-line itemsReview and determine necessary actions to resolve orders on credit reviews or process credit requestsCommunicate with the sales team regarding collection issues, invoice/billing discrepancies, or other past due itemsCreate new ideas and effectively present useful suggestions for improvement of existing processes and implement them

Process consumer and mortgage loansProvide information regarding all lending products, services, and policies to increase member awareness of personal financeDemonstrate effective listening, interviewing, and communication skills while exercising confidentiality and discretionary judgmentWork independently and as team member for decision makingUse sound judgment in problem solvingUtilize various software and sufficient manual dexterity to operate variety of office equipment Top cross sales performer

Northgate

Drove sales growth through a strong focus on customer service, merchandising, and teamworkStrong financial, operating, team building, and leadership performance Provided prompt, professional, helpful, knowledgeable and courteous member service/experience Performed teller and member service activities such as branch events, lead team meetings, etcPlaced loan applications, performed loan closings and discussed loan declinations Exceeded sales goals through cross sales of credit union products and servicesTop Sales PerformerWon 3 awards for top seller/performerVolunteered at various community functions

Burien, Wa

Administered tests for the purpose of assisting in evaluating progress and/or implementing IEP objectivesImplemented social skills instruction, behavior plans and aversive intervention plans designed by IEP team for students with behavior disorders or other special conditions for the purpose of improving and/or reinforcing learning concepts

Renton, Wa

Initiated case record folders, dispensed ID cards, canteen, and clothing requisitionsAssisted school liaisons, low income families, and other agencies to provide food and snacks for children and other outreach services Maintained statistical reports, intakes, monthly reports, data entry, etc.Supervised, orientated, and trained volunteersAssisted in the preparation and distribution of special events such as Thanksgiving Drive, Holiday Food & Gift Assistance, Adopt-A-Family, Backpack Program, etc.

Burien, Wa

Facilitated high-caliber curriculum for all children to meet challenging academic standardsMaintained records/statistics, monthly reports, intakes, and admissionsSupervised staff and volunteers, as well as, focus on youth development, leadership, outreach services, family and community engagement

Seattle, Washington

Filled orders for currency and coins; counted and recorded large denomination bills and mutilated currency; recorded deposits in customers’ accounts; exceeded weekly goals; balanced daily transactions; delegated tasks to staffKey Achievements -#1 Top Producer-100% Balance Accuracy

Vacaville, Ca

Fast-paced, high-volume, face-to-face member contact, processed member financial transactionsIdentified and sold WAMU products and services beneficial to the members’ needsAddressed questions and concerns and referred to appropriate internal resources for resolution, identify fraudulent activity to prevent potential losses to the bank, etc.

Fairfield, Ca

Provide efficient, accurate, prompt, and courteous service to my customersProcess cash and ATM transactions, cross-sell our products and services, and assist my team members with problems and offer solutions