Works directly on high net-worth client accounts across small business, business banking, commercial and private lines of business for loan transaction processing. Strong usage of critical thinking skills to resolve urgent and complex issues on various systems as they arise. Expertise in reading, understanding and interpreting loan documents.▪ Applys written and verbal communication to collaborate with risk approval teams and research teams to ensure that each transaction performed with due diligence and is within compliance of bank regulations. ▪ Maintains multiple projects with excellent organization and time management skills that involves proficiency in data entry from a variety of paper and electronic based sources.▪ Performs service requests to execute monetary wire advances from private and commercial lines of credit to personal and business bank accounts.▪ Performs loan accounting and reconciliation of general ledger debits and credits; including executing payment requests to draft specified dollar amounts from customers’ verified bank accounts to pay towards monthly principal and interest payments accrued on mortgage accounts and private lines of credit.

Supported department production goals and objectives by optimizing multiple methods to collect and analyze data. Collaborated with fellow business liaison associates to identify risks in loan processing and develop solutions. Provided operational support to business liaison associates and senior management.▪ Completed the daily administrative tasks of creating reports that updates mortgage loans in active bankruptcy with the appropriate status indicators to identify various processing stages of loan activity and protect Wells Fargo’s position in a property prior to bankruptcy court hearings.▪ Analyzed mortgage loans to confirm that post-petition bankruptcy payments and disbursements are posted correctly and ensure that customers’ annual escrow analysis statements reflect the accurate escrow balance.▪ Acted as a point of contact for bankruptcy operations leaders and bankruptcy analysts to provide supplementary information such as proof of insurance, escrow payments, and tax disbursement history upon request to support the court filing of pending claims for mortgage loans under bankruptcy review.

For 6 months, offered a variety of life insurance, accident insurance, and supplemental health products to members of labor unions, credit unions, members of associations and their families. Specialized in creating and customizing permanent family care plans that met the needs of families and individual’s financial needs for the present and the future. ▪ Booked appointments with prospect and existing clients via phone and email to meet in the privacy of their home to hold confidential discussions to achieve building trust and lasting business relationships. ▪ Generated new leads to potential policyholders from field activity and received referrals of family and friends provided by existing policyholders to reach and increase the growth of American Income Life insurance policy holders.▪ Phone screened candidates via phone to determine their qualifications through asking specific job related questions and arranged face-to-face interviews with hiring managers that lead to increasing the staff and building new leadership within the organization.

Provided both administrative and client support to financial advisors. Built new relationships by assisting clients with achieving personal financial investment goals and providing a professional level of customer service through inbound and outbound phone calls in a high volume call center environment. Performed account maintenance on Vanguard accounts. ▪ Enhanced professional relationships between Vanguard and clients through effective communication and exceeding customer service expectations.▪ Upsold and cross-sold mutual funds and provided accurate status updates to clients to keep them informed on their portfolio activity regarding accurate quotes on stocks and bonds, investment performance, and account details.▪ Assisted clients with managing their personal and business portfolios to accomplish making sound financial decisions and purchases. ▪ Navigated through the customer database to research personal, retirement, and educational savings accounts to analyze and determine trends in transaction activity.

Within the Intake Home Preservation Bankruptcy department, trained new team members to process bankruptcy mortgage loans for retention review and support team production. Collaborated with loan administration managers and work directors in testing and updating work procedures to support bankruptcy operations and provide internal customer service.▪ Within the Intake Home Preservation Bankruptcy department, performed quality assurance review of approval and denial letters addressed to bankruptcy attorneys for accuracy to ensure compliance guidelines were met.▪ Audited incoming legal documents from customers to ensure required information was received prior to sending complete packages to home preservation underwriters to review for expedited decisions.▪ Reviewed mortgage loans with expired additional information request letters to ensure they were compliant with bankruptcy and government mandated regulations for underwriter decision or removal.Business Servicing Group 2010 to 2013▪ Composed business letters to customers to request required confidential documents to support the retention review for home preservation underwriters. Executed the administrative task of sending completed document packages to underwriters for retention review.▪ Removed mortgage loans that have completed retention review from the loss mitigation workstation.FHA Default Servicing 2007 to 2010Provided support to loan adjustors by proofreading loan modification proposals for maximum efficiency.▪ Trained new members on mortgage loan servicing procedures to support department production.▪ Assisted with compliance status reports for loan administration managers upon request for monitoring and achieving production standards.