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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE/PHONE NUMBER AVAILABLESUMMARY:To provide excellent customer support by utilizing my interpersonal and problem-solving skills to deliver swift resolution.EMPLOYMENT:JP Morgan Chase Bank, Tempe, AZ May 2022-PresentCross Skilled Specialist/Customer relationsPer requests by Chase bankers, open small business accounts.Maintain all small business accounts by consistently researching data.Daily communication with bankers on business accounts.Ensure that all small business owners have provided documents for account opening.Prepare all documentation to open business accounts.Skills and Knowledge Used: Follow policy and procedures, communicate verbally and written, Customer Services, attend all daily meetings, Team Player, and Take inbound and outbound calls.Computer skills Used: Microsoft Word, Excel, DocuSign, Outlook, Customer Assist. Skype, Zoom, ADOBE, Captiva Capture, Genesys backoffice, and Qfax.JP Morgan Chase Bank, Phoenix, AZ February 2021 -May 2022Client Care Specialist II/Operation SpecialistActed as the single point of contact throughout the home loan process.Educated Customers on the first steps of the loan processing journey.Processed loan applications provided by loan officers by collecting data, such asAssets, salaries, debts, and employment information.Reviewed file documentation for accuracy.Prepared and submitted documents to the underwriter for decisions.Communicated with customers regarding approvals and/or denials of loans.Skills and Knowledge Used: Follow policy and procedure, attend weekly meetings, research, appraisal, Customer services, property taxes, housing insurance, calculation, Escrows, communicated verbally and written, and Met deadlines.Computer Skills Used: Microsoft Word, Excel, DocuSign, Outlook, Customer Assist. Skype, Zoom, ADOBE, Image Trust, Mortgage Express, and Qfax.Western Alliance Bank, Phoenix, AZ December 2019 April 2020Mortgage Warehouse Specialist/FunderPrimary contact for commercial loans for Mortgage Warehouse customers, ensuring that funds had been collected and reviewed for disbursement.Ensured all transactions were properly authorized.Completed loan servicing for accurate calculations and for the process of payoffs.Made decisions pertaining to inquiries, approvals, and requests for funding as they apply to policies and procedures, keeping within assigned approval limits.Assured quality control pertaining to audits and certifications.Resolved inquiries and issues relating to loan operations.Skills and Knowledge Used: Calculations, Payroll, Communication verbal and written, Customer Service, meeting, Met deadlines, and Commercial loans.Computer Skills Used: Outlook, Zoom, Microsoft Word, Excel, Salesforce.Contract Companies and positions held: July 2014 December 2019BBVA Bank,-Consumer Asset Support; Dietech Home Mortgage- Mortgage Claim Specialist; McKesson- Insurance Specialist; JP Morgan Chase- Closing Coordinator; Bank of America- Quality Specialist; JP Morgan Chase- MB Production Quality Specialist; Amazon-Intake/Stocker.Wells Fargo, Tempe, AZ October 2011- July 2014Home Preservation Specialist (Loss Mitigation 1st Mortgage):Interviewed borrowers to make a sound financial judgment on mortgage assistance programs.Collected and input financial information from borrowers.Communicate with third-party agencies on loan modification decisions, such as current status, modification options, and timelines.Evaluated, monitored, and managed caseload for processing applications.Reviewed and analyzed financial statements, assets, liabilities, debt ratios, and collateral via appraisals, to determine if investors guidelines were met for pre-qualifying for loan modification options.Responsible for researching, analyzing, and performing peer reviews for missing Mortgagor (s) documents prior to submittal for decision.Collected trial payments and monitored accounts throughout the modification period.Skills and Knowledge Used: Mortgage calculations, Communication verbal and written, Customer Service, Intake, Independent decision-making, analyzing documents, data input, collections, research, and met deadlinesComputer Skills Used: Black Knight, Microsoft Word, and ExcelJP Morgan Chase Bank, Phoenix, AZ February 2008-May 2011Relationship Manager (Loss Mitigation for Home Equity):Interviewed borrowers to make a sound financial judgment on mortgage assistance programs.Collected and input financial information from borrowers.Communicate with third-party agencies on loan modification decisions, such as current status, or modification options, and timelines.Evaluated, monitored, and managed caseload for processing applications.Reviewed and analyzed financial statements, assets, liabilities, debt ratios, and collateral via appraisals, to determine if investors guidelines were met for pre-qualifying for loan modification options.Responsible for researching, analyzing, and performing peer reviews for missing Mortgagor (s) documents prior to submittal for decision.Collected trial payments and monitored accounts throughout the modification period.Skills and Knowledge Used: Mortgage calculations, Communication verbal and written, Customer Service, Intake, Independent decision-making, analyzing documents, data input, collections, research, and deadlines.Computer Skills Used: Black Knight, Microsoft Word, and Excel.Other Skills Used:Multi-task, fast pace environmentWork IndependentlyClaim processorData InputFlexibleTeam PlayerCustomer ServicesScreening and IntakeDetail-oriented and decision-making skillsMedicare/Enrollment/EligibilityEDUCATIONHigh School Diploma,Corona Del Sol, Tempe, AZArizona Finger- Print ClearanceCPR certification |
