Randall Waters Email & Phone Number

Rancho Cordova, Ca

Managed team in conjunction with manager for home equity home loans to oversee and guide a team of processors coordinating current and new loan files each day to assist with the home-equity loan process. • Analyzed large datasets to create team-tailored reporting to most efficiently prioritize team workflow and timely execution of loan objectives and team production goals• Facilitated training for 6 months of curriculum and supervision in the 2014 class of new processors, providing… Show more Managed team in conjunction with manager for home equity home loans to oversee and guide a team of processors coordinating current and new loan files each day to assist with the home-equity loan process. • Analyzed large datasets to create team-tailored reporting to most efficiently prioritize team workflow and timely execution of loan objectives and team production goals• Facilitated training for 6 months of curriculum and supervision in the 2014 class of new processors, providing feedback, best practices, knowledge sharing and critical reviews to new processors. Four year active member of the Rancho Cordova Associate Engagement Team.• Maintained all compliance standards and handled client escalations, team production awareness and goal motivation to ensure team delivered excellent customer service and met deadlines.• Nurtured client relationship to grow business and gain referrals. • Revisited loans to clear conditions and/or create and present counter-offers.• Performed fraud analysis through Lexis Nexis and investigative techniques Show less

Sacramento, California Area

This became managed by Accenture with grandfathered seniority from Bank of America.Description provided above and is most current representation.

Sacramento, California Area

Certified CRM, Processes encompassing the entire loan modifications cycle, data calculation and analysis, client communication and management, debt collections and call monitoring protocols, underwriting guidelines and fulfillment procedures

Sacramento, California Area

Home loan origination, sales relationship management through the refinance and purchase process

San Francisco Bay Area

Managed and grew a portfolio of the banks high net-worth clients and worked with them on investment and retirement planning needs with the Premier Banking and Investments partnership model.

Stockton, California Area

Investigative analysis in automobile accidents, liability determination, injury settlement negotiations; Distinguished by the Claim Field Director award.

Stockton, California Area

Check-imaging and proof balancing computer operations; Prepared all proof work to be sent to the Federal Reserve for proper account funding for next day operations

Greater San Diego Area

Executed mutual fund trades at market in the LPL house trading account; Corrected client accounts to reflect their trade as initially intended; Prepared invoices to investment representatives for any losses due to market volatility

La Jolla, Ca

Branch Officer for new accounts, investment referral, first mortgage and home equity loan business; performed and notarized loan closings; decisioned teller exception requests; managed opening and/or closing branch security operations

Bachelor Of Arts, Economics

Activities and Societies: Economics; French Literature minor; Additional specialization in Chamber music piano performance; Rowing Team

Diplome Elementaire De La Langue Française, French Language Certification

Activities and Societies: French Language Certification