Experience

• 

  Independence savings bank

  Mar 1992 - Feb 1997

  Financial services representative

  Service and cross sell banking products meeting branch and district goals. Train and mentor co workers shadowing me.

• 

  Jpmorgan chase bank, n.a.

  Mar 1997 - Aug 2001

  Escalation supervisor

  Mitigate escalating situations that required management intervention in the credit card division, intervening in an effort to retain our client base. Train and mentor new hires.

• 

  Teachers federal credit union

  Nov 2001 - Jan 2021

  Dedicated, hardworking experienced Mortgage loan officer with over 30 years of banking experience. In this role I was a top five producer in a team of thirty two loan officers funding over fifty million in my last year at Teachers FCU. Hosting and presenting their First Time Home Buyers Seminars. Originate first and second mortgages. Conduct home equity closing. Underwrite consumer loan applications and conduct their fundings. Solicit and cross sell our banking products. General trouble shooting. Train and mentor co workers shadowing me. Create processes to prevent and mitigate risk from exposure to fraud. Quality Control every first mortgage and home equity loan funded by the credit union ensuring that they were underwritten, processed and funded according to the Credit Union’s and FannieMae’s guidelines. Prepare closing instructions for attorneys for first mortgages. Prepare closing documents and conduct closings for second mortgages. Train and mentor co workers shadowing me. Interview our members and originate first mortgages and home equity loans that best fit their needs and financial portfolio. Train and mentor co workers shadowing me. Service and cross sell banking products meeting branch and district goals.

  • Outside Mortgage Loan Officer

    Jun 2019 - Jan 2021

  • Senior Financial Services Representative

    Aug 2009 - May 2019

  • Fraud Prevention Specialist

    Nov 2008 - Aug 2009

  • Mortgage Quality Control

    Sept 2005 - Oct 2008

  • Mortgage Closer

    Aug 2003 - Aug 2005

  • Mortgage Originator

    Jul 2002 - Jul 2003

  • Financial Services Representative

    Nov 2001 - Jun 2002