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Customer Service Account Executive

March 27, 2018

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Rhoda Franklin


Chicago, IL 60653


I am currently seeking a new challenging position that will utilize my extensive processing, time management, customer service and communication skills. I am an excellent team player and always deliver superb customer service. I hold and maintain the highest level of integrity without compromise to myself or the companies I represent.



Chase – Downers Grove, IL – April 2017 to Present

Prepare closing packages utilizing various company based software

Ensure compliance with investor guidelines and underwriter requirements

Review the mortgage note, riders, title, closing disclosures and pertinent closing documents to ensure accuracy

Obtain missing documents from borrower and/or closing agent

Address potential delivery delays to management to avoid rate lock expirations

Review fees collected at the time of closing compared CD’s and internal system to ensure integrity of data and authorize funding

Pre-Purchase Specialist

Guaranteed Rate - Chicago, IL - October 2012 to January 2017

•Worked as a liaison for potential investors to correct issues to make loan saleable

•Reviewed loans selected in audit for compliance with specific investor requirements made correction in the encompass database when needed

•Obtained re-verifications of assets, employment, credit and appraisals etc. as required

•Audited loan for any fraud or misrepresentation by any party

•Complete monthly reports of all loans audited and communicate to all required Department Managers

•Obtained feedback and responses from Department Managers and incorporate into Final audit report

Submissions Specialist

Clear-Point Funding - Westborough, MA - November 2011 to May 2012

Verified, compiled and typed initial submitted home application

Reviewed residential loan applications to verify that the data is complete and accurate, input applications in Calyx database.

•Submit completed initial mortgage loan application file for underwriting decision

Loan Document Specialist

Wells Fargo - Lombard, IL - February 2007 to November 2011

•Processed home loan documentation in accordance with all state and federal regulations, submitted thru advance imaging system.

•Analyzed various financial instruments to determine income verification

•Input loan application into the LPS database.

•Informed point of contact and account executive of loan status via phone, and or email.


College of DuPage - Glen Ellyn, IL

Associates Business Degree

2010 to 2011


Experience in handling confidential mortgage and banking documentation. The ability to input accurate

data. Alpha-Numeric 10-key speed of 10,000-15000 ksph. Typing speed 50wpm. Knowledge with computer micro-software programs, imaging, company based hardware programs, mailroom and filing procedures.

Contact this candidate