Description
to obtain a position as a Real Estate Loan Processor. Well versed in customer care and successful in achieving sales goals while maintaining high levels of customer satisfaction. Outgoing personality with attention to delivering outstanding customer experiences. Strong interpersonal skills with the ability to interact with all levels of an organization. -PROFESSIONAL EXPERIENCE-Financial Business Consultant 04/19 to Current Regions Bank Houston, Texas * Provide excellent customer service to new and existing bank clients. * Meet and exceed consumer and business loan value goals. * Resolve customer concerns promptly and professionally. * Open new accounts, process various deposits, loan payments & additional banking transactions per customer request. * Monitor and access the competitors to proactively satisfy and retain clients. Assistant Bank Manager 08/15 to 03/19 Wells Fargo Bank Houston, Texas * Provide managerial support to the Team as directed by the Store Manager Coach platform and service team members to ensure store sales and service goals are met. * Coach subordinates team members to IES and Wells Fargo Road map Partner with Service Manager to ensure the operational integrity of the store and customer service (WOW) remains at an acceptable standard. * Operate independently, requiring minimal guidance and supervision. Evaluate risk and mitigation to prevent losses to the Bank. * Consolidate and interpret customer activity to retain customer retention. * Evaluation of customer account (s) with great emphasis of understanding customer's need and recommending products and/or services that would help the customer succeed financially. Personal Banker 09/07 to 08/15 Wells Fargo Bank Houston, Texas * Facilitated in generation of more than $1,988,000 in business and consumer loans within 12-month period, able to meet and exceed consumer loan volume goals. * Maintained a book of over 1800 clients, while using company products to maintain current and create new, strong relationships and carry out future growth in business. * Business Champion * Created and enforced plans to help meet the needs of customers. * Provide CDs, Treasury Bills/Bonds, U.S. Bonds, IRAs/QRPs & etc. Loan Processor 11/04 to 09/07 National Home Financial Mortgage Houston, Texas * Verified all loan documents including income, credit, appraisal and title insurance ultimately preparing application for submittal to underwriting. * Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy. * Met crucial deadlines in fast pace environment. * Work in conjunction with underwriters/loan officers reviewing loan documentation and provide problem resolution. * Assist in the training and development of new loan processors.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Asst Manager | 8/2015 - Present |
Wells Fargo Bank | Personal Banker | 9/2007 - 8/2015 |
Clean Source | Vice President | 5/2005 - 4/2007 |
Bank One | Relationship Banker | 7/2002 - 5/2005 |
Rent A Center | Assistant Manager | 2/2001 - 7/2002 |