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Name Available: Register for Free
Title Officer: Lending client associate
Target Location US-IL-Joliet
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Joliet, IL. Street Address  PHONE NUMBER AVAILABLE EMAIL AVAILABLEHardworking, passionate highly motivated with 15+ years in consumer mortgage, customer service expertise and financial banking. An organized and detail-oriented self-starter with a rich history of successfully managing the entire loan process from origination to close to achieve organizational goals and objectives. Committed to producing impactful results by building collaborative partnerships with diverse teams in fast-paced environments.Professional ExperienceBank of America Naperville, ILOfficer, Lending Client Associate February 2022  March 2023Provide world-class customer service by reviewing complex financial documents to obtain initial credit approvalExercise keen attention to detail by calculating income breakdowns and underwriting documents for approval to meet strict deadlinesStrengthen operations by collaborating with several fulfillment teams of underwriters to establish smooth loan processManage the entire loan process by communicating effectively with clients to achieve positive outcomesEnhance efficiencies by successfully allocating time and resources to maintain a high-volume pipelineBank of America Naperville, ILMortgage Loan Coordinator July 2015 - January 2022Ensured smooth operations by assisting a 20 member of mortgage loan officers throughout the transaction processExceeded expectations by reviewing point of sale documentation for consistent initial credit approvalsPromoted steady business growth by training new mortgage loan officers to ensure long-term successBank of America Rolling Meadows, ILHome Service Specialist II November 2013 - July 2015Oversaw a robust pipeline of 50+ loans by leveraging financial expertise to successfully process conforming, non-conforming, and government loansEmbraced challenges by proactively resolving title vesting issues and appraisal disputes to deliver outstanding customer serviceBuilt sustainable relationships by improving communications with sales team, closers, customers, insurance agents, banking center associates, realtors, and attorneysBank of America Oakbrook, ILHome Service Specialist I November 2012 - November 2013Simplified the home buying process by efficiently processing loans to manage a pipeline of 30+ clientsMaintained high levels of customer service by coordinating closing activities to align with stringent timelinesAnalyzed loan applications by assessing income, assets, and credit history to determine loan eligibilityBank of America Chicago, ILPersonal Banker May 2008 - October 2012Assisted customers with mortgage and car loans, refinancing, and lines of credit by gathering and analyzing documents for approvalIncreased sales by advising customers on financial choices and products to create positive customer experiencesImproved customer retention by proactively troubleshooting complex issues to boost brand loyaltyAdditional ExperienceABN AMRO/ Bank of America - August 2000 - 2008 Account Payable Clerk, Incoming/Outgoing Returns ClerkCore CompetenciesBilingual (English & Spanish), Interpersonal Communication, Collaboration, Teamwork, Problem-Solving, Leadership, Time Management, Strategic Planning, Decision-Making, Organization, Critical Thinking, Prioritization, MultitaskingEducation & LicensureAssociates in Accounting & Economics, Harold Washington CollegeNMLS# 1005068, Nationwide Multistate Licensing SystemNotary License, Bonded Notary Public State of Illinois

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