* Counsel clients in various ways to effectively avoid and/or prepare for foreclosure, which involves properly educating clients regarding all options; credit counseling, developing a realistic household budget, ensuring timely submittal of accurate case information; and conducting prompt follow-up* Negotiate workout options with servicer loss mitigation and underwriters· Conduct office intakes in addition to other assigned events· Assess all foreclosure clients for loss mitigation program guidelines and level of urgency· Initiate and manage vital records, both written and electronic, for use by multiple offices· Upload documents for file submission or client execution as required· Document daily action on files and all steps taken during review process· Contact client to provide essential case updates or request additional information, as needed by servicer· Responsible for monthly submission and case resolution goals· Provide daily referrals to low income clients for local programs and resources, review for ineligible referrals· Consult in systems to produce varied reports, correspondence, charts and statistical data· Received two significant promotions within the first year of employment

Provided a superior client service experience thru relationship management, consultative conversation, and teleconsulting· Performed client maintenance request, problem resolution, and provide solutions that meet client's needs and goals· Met/exceed branch goals by offering and selling personal and/or business products and services, and making referrals to partner lines of business· Prepared mortgage loan documentation and completed mortgage loan closing· Assembled reports and publications into finished, comprehensive documents · Verified documentation and applications containing sensitive information for accuracy and appropriate approval· Integrated several types of software to generate working documents and forms to meet specific requirements· Lead sales campaigns within branch and act as an expert resource· Responsible for ensuring office compliance with internal controls, operational procedures, and risk management policies

Cash counted and input highly sensitive data for customer's transactions· Provided document support to assist with internal cash room, teller, and account registration operations· Offered and sold personal and/or business products and services to existing and potential customers· Verified documentation and applications containing sensitive information for accuracy and appropriate approval· Identified customer needs and provide solutions to strengthen client relationships· Researched customer inquiries and perform routine customer maintenance request· Obtained documents and information from files for reports and other reasons on need basis

Performed clerical /receptionist duties· Prepared and update financial spreadsheets, correspondence, merged mailings, and unique special reports· Provided document management support to employees in areas of creating and editing documents, presentation, and organizational charts· Obtained documents and information from files for reports · Coordinated daily conference/ appointment scheduling and communication (written and verbal)· Answered the main phone lines and transferred callers to the proper employee and/or department· Greeted guest and visitors, and escorted them to the proper employee or meeting· Managed the ordering, purchasing, and organizing of the office supply inventory· Organized and maintained travel and budget record keeping· Prepared employee orientation, training, and benefits packets