T ahani Kasham
Chicago, IL
******.******@*****.***
C areer Summary
Skilled financial professional with over 10 years of financial services industry and 4 years of practical
management experience. Strategically creates customized financial plans to meet client needs. Diligent
and driven Banker who has achieved success in a variety of roles, with varying levels of responsibility. An
effective communicator and team-builder with strong analytical, management and organizational skills.
Experience includes but is not limited, to Retail Mortgage Banking: operations management, mortgage
loan originations, processing, credit review, underwriting and fulfillment. Consumer Banking: Auto-
Finance loan originations, Credit Card sales, eCommerce, Mobile Banking, Deposits, ATM, Checking and
Savings accounts.
E ducation
2010 Eastern Michigan University Ypsilanti, MI
B achelors of Science Degree i n English & Philosophy
C areer History
July 2011 to Present JPMorgan Chase Bank Private Mortgage Banker
Adhere to all federal and state compliance guidelines relative to retail mortgage lending.
Analyze applicants' financial status, credit and conduct property evaluations to determine
feasibility of granting loan.
Determine appropriate rate locks, issuance of disclosures, overage and underage waivers and fee
waivers.
Provide expert financial advice on mortgage loans.
Assisted senior-level credit officers with complex loan applications.
Build and maintain internal and external relationships to expand client base.
August 2010 to July 2011 JPMorgan Chase Bank Personal Banker
Reviewed clients' accounts and results regularly to determine whether life changes, economic
developments or financial performance indicated a need for plan revision.
Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering,
OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Researched banking guidelines and statutory requirements to stay updated on new laws and
applications.
Sourced qualified investors for hedge fund, private equity and real estate investment managers.
Provided expert financial advice on mortgage, educational and auto loans.
March 2005 to June 2009 Quicken Loans, Inc. Operations Manager
Recruited, hired and trained new employees.
Boosted company efficiency through technology upgrades and process improvements such as
enhancing Call Center efficiency by reducing call wait times as well headcount.
Mentored, coached and trained 30+ team members at any given time.
Identified inefficiencies and made recommendations for process improvements.
Monitored project schedules for 3-5 projects at a time.
Developed, shared and delivered training material across the company.
Oversaw the development and launch of several process changes.
Optimized the overall customer experience through providing leadership to team by improving
knowledgebase, providing effective feedback/coaching, randomly monitoring calls, etc.
A dditional Skills
Bi-lingual in English and Arabic
Proficient in MS Office