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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEObjectiveTo secure an opportunity where I can make the best of potential and contribute to the organizations growth while using my demonstrated skills in leadership, planning, communication, education and technical knowledge in the banking and finance industry.Profile Summary Fifteen years experience in Financial Analysis and Planning. Ten years solid experience in KYC and AML training. Exposure to mortgage operations, planning and management. Strong interpersonal, analytical, and organizational skills. Leadership skills evident in motivation others and building team morale. EducationHIGH SCHOOL DIPLOMA JUNE 1992 CHAMBERLAIN HIGH SCHOOLCOMPLETION BUSINESS ADMINISTRATION MAY 2005 NOVA SOUTHEASTERN UNIVERSITY ExperienceLIBOR CONSULTANT CITIBANK SEPTEMBER 2022 PRESENT Prepare client documentation, track completion, and archive digital version for retention purpose. Send documents to clients via mail or via DocuSign. Send follow ups to clients via email or letters to ensure documents are received fully signed in a timely manner and monitor progress. Send fully signed documents to Operations for processing and track completion. Work with Business partners and escalate as needed to ensure processes are completed in a timely manner. Communicate results of risk and margin analysis to senior management and Sales partners. Coordinate with Document Retention partner for record keeping of sensitive client information. Prepare presentations and reports for internal use on various topics and summarize risk issues. SENIOR MORTGAGE PROCESSOR FREEDOM MORTGAGE SEPTEMBER 2020 JULY 2021 Responsible for providing quality loan processing, reviewing files for adherence to underwriting standards and ensuring completeness of submission and in compliance with lending regulations. Processed VA, Jumbo, Conventional and IRRRL home loan requests and member issues for all mortgage products in support of a fulfilment unit. Obtained required loan documentation, title, and collateral information and handled the most complex loan requests and member issues for all first mortgage products in support of a fulfilment unit. Maintained comprehensive knowledge of internal and external mortgage products and regulations such as Freddie Mac and Fannie Mae and analyzed daily team pipelines, reviewed statistical data, and provided feedback. Assisted peers whenever applicable. Reviewed and verified appraisals and collateral documentation to support loan value. Coordinated the resolution of complex, operational related issues. Assist with the resolution of escalated member complaints. Evaluated member financial information including salary, assets, debts, liabilities, and risk ratio of maintaining stability.HOME SERVICE SPECIALIST II BANK OF AMERICA MAY 2019 MARCH 2020 Conducted daily review of active pipeline and identified appropriate client follow up actions. Interacted with external clients providing reporting highlighting items requiring actions, working with clients to solve open loan level items. Reviewed and verified appraisals and collateral documentation to support loan value. Reviewed pipeline of all loans within assigned client segment for invalid conditions or identification of alternative solutions. Identified and resolve client issues and escalate to management as appropriate. Work with internal account executives to deepen client relationships. Collaborated with multiple departments to expedite processing and resolution to manage inquiries to other client support functions to ensure consistency and accuracy. CREDIT SUPPORT ASSOCIATE II BANK OF AMERICA MARCH 2009 APRIL 2019 Managed a commercial lending portfolio of over $3,000 clients with risk exposure of up to $1.5 million dollars. Sustained data integrity of systems of record; accurately submit credit events into appropriate tracking/decisioning systems while routing required actions to designated associates. Coordinated and arranged for financial statement collection through direct client contact and or client managers and market executives; financial document analysis; facilitate timely renewal of expiring line/loans, cards and required annual reviews in addition to accurately completing rules-based renewal decisioning process for completion and document disposition. Coordinated the resolution of complex, operational related issues. Assist with the resolution of escalated member complaints. Evaluated member financial information including income statements and balance sheets, tax returns, assets, debts, liabilities, and risk ratio of maintaining stability. AML KYC analysis Served as subject matter expert and new hire trainer. Performed UAT testing as needed for system updates. HOME SERVICE SPECIALIST II BANK OF AMERICA APRIL 2005 MARCH 2009 Conducted daily review of active pipeline and identified appropriate client follow up actions. Interacted with external clients providing reporting highlighting items requiring actions, working with clients to solve open loan level items.2 Reviewed and verified appraisals and collateral documentation to support loan value. Reviewed pipeline of all loans within assigned client segment for invalid conditions or identification of alternative solutions. Identified and resolve client issues and escalate to management as appropriate. Work with internal account executives to deepen client relationships. Collaborated with multiple departments to expedite processing and resolution to manage inquiries to other client support functions to ensure consistency and accuracy. Professional Licenses Licensed Florida Notary, HH 107208Skills Proficient in Microsoft Excel, Office, and Power point Working knowledge of Credit Platform, DocuSign, Document Management System, OneSource, Eclipse, and Credit Approval Accelerator, Global Monitoring System, and Desktop Underwriting System Excellent time management and organizational skills 3 |
