Customer Service Management
Resume:
Dana S. Ressler
Boca Raton, FL 33432
***********@***.***
Active Licenses: Series 6, 63 and 215
Provide a diverse line of services to individuals and businesses. Throughout my career I have
utilized my education, knowledge and experience to obtain challenging positions, and will
continue to strengthen my personal and professional growth to excel within your organization.
• Strong written and verbal communication skills
• Time management incorporated with the ability to multitask
• Team player
• Problem Solver
• Commitment to customer service
EMPLOYMENT
Professional Mortgage Audit
Chief Financial Officer, 7/09-Present
• Perform thorough examinations of all documentation related to a mortgage
loan
• Understand the Truth in Lending Act ("TILA"), as amended by the Home
Ownership & Equity Protection Act ("HOEPA") and Federal Reserve Board
Regulation Z
• Consulting for Attorney/Client regarding mitigation practices
Modification Made Simple
Loan Modification Specialist, 11/08-7/09
• Manage a pipeline of nonperforming loans
• Conduct face to face meetings with customers in default
• Evaluate and present homeowners financial statements to financial
institutions
• Negotiate with banks, lenders, and servicing companies on foreclosure
alternatives for homeowners
• Financial reports for management
• CRM System
John Hancock Financial Network
Registered Representative, 03/08-10/08
• Analyze client investment portfolio and recommend suitable investment products
• Build client relationships
• Cross sell appropriate investment products
• Presentations/seminars to clients and prospects
• Attend Financial Advisory meetings and continuing education sessions to stay current
about products, services and policies
• Comply with all industry rules and regulations
Deutsche Bank – Specialized Products
Correspondent Sales Liaison, 6/06-11/07
• Manage and develop the Pacific Northwest Region for a Regional Vice President
• Strong commitment to Financial Institutions to learn needs and wants
• Facilitation of purchasing closed loan mortgages from originators on a forward
commitment and loan by loan flow basis
• Understand underwriting guidelines, credit risk, funding requirements, and secondary
transactions
• Educate financial institutions with various products ranging from Sub Prime, Alt A and
Small Balance Commercial lending
• Coordinate traveling itinerary and schedule meetings for RVP
• Prepare expense reports for senior management
• Comply with industry rules and regulations
• Increased business volume from 75 million to 135 million per month
Aegis Funding Corporation
Wholesale Account Executive, 10/05-06/07
• Develop, cultivate and maintain a portfolio of seventy five wholesale broker firms
• Ensure proper pricing and structure of loans that suited program guidelines
• Educate and train brokers on automated system, upload of files, and automated pricing
engine navigation
• Satisfied federal, state and local compliance requirements
• Broker production reports for management
• Increased business from 7 million to 12 million monthly, closed 45 units per month
WCS Lending, LLC
Sr. Loan Processor, 07/02 – 09/05
• Manage, instruct and educate staff that enabled the operations department to exceed
expectations for production and service
• FHA, VA, FNMA and FHLMC and Home Equity Line of Credit loan products
• Review residential loan application to verify data is complete and meets underwriting
requirements for approval
• Prepare HUD1 Settlement Statements, order title, payoffs, fund and post close loan
packages
• Financial statements for management
• Maintain a pipeline of 80 loans and average 45 closings per month
• Fund over two hundred and fifty million dollars in closed home loans
• Certified DU underwriter
Royal Bank of Canada
Loan Processor 1/00 – 07/02
• Manage a processing pipeline of approximately 70 loans per month
• Enter loan applications into track system, order preliminary title reports, appraisals and
credit reports including pay off demands
• Submit loans to various lenders and clear underwriting conditions
• Coordinate closings with attorneys', title companies, clients and lenders
• Prepare HUD1 Settlement Statements and post close loan packages
Education
Santa Fe Community College AA
Certifications
Series 6 & 63
215, Life, Health and Annuity
DU Certified Underwriter
Contact this candidate