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Click here or scroll down to respond to this candidateCandidate's Name
Irmo SC, Street Address T:*PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEFinancial Services Professional SummaryMeticulous, banking professional with strong rapport building and CRM skills driven by the desire to ensure institutions and their clients receive world class support focused on adhering to regulatory requirements. Prior experience consists of contract negotiation of resources and a hands-on leadership approach, promoting organizational growth and professional development of staff. Advanced knowledge of KYC, EDD and AML.Professional Experience07/2023-Current First Citizens Bank Columbia, SCMortgage Processing AssistantFacilitate the accurate and timely completion of home real estate loan applications.Make initial contact and follow up with clients.Gather information for new loan underwriting.Comply with consumer protection laws and requirements.Work closely and communicate with loan officers, underwriters, realtors and prospective buyers.Provide support throughout the mortgage loan application process.Collect, analyze, and review supporting loan documentation in accordance with loan guidelines.10/2020 07/2023 Wells Fargo, NA Columbia, SCLead Customer Success SpecialistUtilized standard operating procedures, policies and regulations to provide a superior customer experience, while simultaneously exceeding performance goals.Performed trouble-shooting and researches escalated issues by assessing customers needs and provide solutions to ensure customer retention.Demonstrated knowledge of complex financial products in a high call volume environment, while exhibiting empathy and patience when helping to address concerns.Educated customers regarding products and services.Escalated fraud or security related issues after performing a preliminary inspection of account information.Collaborated with team members and management on proven strategies to reduce call volume during extremely busy periods.12/2019 07/2020 Mariner Finance Columbia, SC Branch ManagerConceptualized a marketing plan to promote services in the local community resulting in an increase in the number of customers being serviced.Rewarded for managing The Most Improved branch for asset growth and retention goals through networking and continuously promoting services and products.Properly prepared and reviewed pertinent documentation for delinquent accounts and communicated necessary information to attorneys and outside collection agencies.Recruited and trained new employees and monitored adherence to companys service level agreements and Code of Ethics.Developed and designed training curriculum in compliance with company standards.Recommended appropriate changes to policies and procedures, operating systems, and budgets after evaluating financial reporting systems, accounts, and investment activity.Answered billing related questions and worked with clients to address any billing concernsReconciled any discrepancies found in billing processing11/2007-11/2019 Security Finance Columbia, SCBranch ManagerAssisted the team with processing teller transactions, as needed, to ensure consumer banking needs were handled expeditiously.Interviewed and vetted new hires to ensure company was obtaining employees that were willing to learn new concepts and embraced changes pertaining to new laws and regulations that impact the business (ie. US Patriot Act)Reviewed new loan applications, along with supporting documentation, to determine eligibility and mitigate occurrences of fraud or misrepresentations.Performed an assessment of the internal controls and safeguards which were in place to determine if they were undetected issues and/or measure their effectiveness.Maintained a detailed tracking report of KYC file statuses and other customer record activities to ensure completion within required timeframes.Detected billing issues, initiated corrective action and resolved problems with customer billingsReconciled any discrepancies found in billing processingResearch documentation and examine and verify accuracy for submitting title applicationsEnsured filing of title applications was compliant with state law05/2005-08/2007 Kmart Columbia, SCCustomer Service ManagerUtilized effective listening and communication skills to resolve customer complaints regarding services, products, and employee concerns.Created work schedules, monitored and assessed employees performance and delegated duties to ensure maximum efficiency and productivity.Consulted with upper management to develop methods and implement strategies to increaseTechnical Skills/SoftwareProficient user of MS Word, Excel, PowerPoint, Outlook and TeamsEducationStrayer University - Columbia, SCAS Business AdministrationLimestone CollegeAAS Business Administration |
