Lisa Rose Email & Phone Number

Colorado, United States

Colorado, United States

• Manages relationship pricing process and validation.- Assists with the Pricing Desk, ensuring compliance with Pricing Policy and Procedures. Makes pricing decisions on individual loans with complex circumstances.

• Accurately processed consumer real estate loans
• Mentored new processors in managing a pipeline, following policies and procedures, and provided guidance in problems they experienced
• Wealth, flood, Jumbo, and Government loan processing experience
• Consistently managed the highest pipeline volumes in a team of 32
• Developed organizational, prioritization, and communication skills
• Consistently exceeded metrics for file quality and customer service

Evergreen, Colorado, United States

• Managed branch staff, coaching to sales, accuracy, and operational expectations
• Assisted in recruiting, hiring, and training new staff
• Achieved sales goals and operational excellence goals
• Managed strong customer service expectations
• Resolved customer issues, complaints, and disputes
• Coordinated with business partners to achieve communal sales goals- Experience opening and auditing checking, savings, cd's, credit cards, trust accounts,safe deposit boxes, and personal loans

Englewood, Colorado, United States

• Performed monthly and quarterly audits analyzing data for errors
• Processed daily deposit, withdrawals and check cashing and other bankduties as needed
• Managed branch staff, coaching to sales, accuracy, and operationalexpectations
• Managed the all GL accounts for the branch.
• Assisted in recruiting, hiring, and training new staff
• Opened new banking products for new and existing customers

Florence, KY

• As part of a development team I helped lead the CBNA and High rollers projectto an official department designation
• Worked in a blended call center environment of inbound and outbound calls,including consumer and commercial checking accounts, personal loans andcredit cards. Taking/ making up to 100 calls a day.
• Offer education and choices to bring an account current such as: payments andrecurring payments, hardship programs, settlements, and match pays whichfollow the OCC regulations.