Renee Maxwell Email & Phone Number

Florida, United States

United States

Jacksonville, Florida, United States

Promoted to develop a clear vision, strategy, and plan of action for the teams based upon current and futureshort and long term goals. Maintained a solid understanding of the business, influencing others to createcommitment and action, and make informed decisions. Engaged and nurtured relationships with peer managers and leadership across segments to align onconsistent goals and output. Responsible for acting as a liaison between client and internal operations to ensure a positive workingrelationship. Built cross-functional partnerships to address issues and manage escalations. Leveraged internal relationships to identify opportunities, trends and process improvements to ensureintended customer experience was achieved. Created commitment and action by effectively using logic, persuasion, inspiration, and change managementtechniques. Employed a mindset of continuous improvement by challenging the status quo and instilling and utilizingproblem solving methodologies in line with continuous improvement standards.

Jacksonville, Florida, United States

Led, coached, and developed team of loan coordinators, ensuring product delivery and client satisfaction withinService Level Agreements. Built a high performing team by connecting development opportunities, and coaching. Worked closely withdevelopment instruction internally on implementation and business development. Aligned employee strengths, skills, knowledge and abilities to ensure goals were met. Communicated clear expectations with measurable outcomes. Drove efficiencies, process and best practice behaviors with a focus on service and client satisfaction. Identified and analyzed negative trends to uncover root cause; took corrective action to mitigate thechallenges. Held individuals accountable; provided recognition and/or corrective action as appropriate. Simultaneously led a team of 10-18 loan processors supporting high-level clients including Goldman Sachs,Morgan Stanley and TIAA. Provided support for client, operational and escalated issues by implementing customer focused resolutions. Collaborated with Learning and Development teams to determine training needs and improve productionvolume. Effectively communicated with internal and external management, clients and team delivering clear andconcise information.

Jacksonville, Florida, United States

 Supported Ultra High Net Worth lending platform, providing sophisticated and complex financial products to adiverse international clientele. Focused on privacy, confidentiality, speed, quality, and flawless delivery of desired, unconventional productsand client requests. Adhered to all federal, state, and lending guidelines while navigating layered vesting, entity, asset, income tosupply the client with desired financial outcomes.

Jacksonville, Florida, United States

Developed an understanding of underwriting and investor guidelines to ensure saleable loans to thesecondary market. Developed strong business relationships with internal clients (Merrill Lynch Wealth Management Bankers,Regional Managers and Financial Advisors) to facilitate successful closings and client experiences. Specifically requested by dedicated Financial Advisors to process for High-Net-Worth clientele. Responsible for resolutions for any customer inquiries or issues with minimal to no escalations. Selected to mentor, guide and aid newly hired processors.

Jacksonville, Florida, United States

 Analyzed data for over 1500 accounts and proactively addressed all issues. Thoroughly investigated discrepancies and prepared monthly reports. Managed and monitored A/R records and prepared monthly reports i.e., termed, delinquent, reconciliations. Reconciled accounts by month end deadlines with 100% accuracy.