Customer Service Data Entry

KENNETH FEELEY

**-** **** **, **

Astoria, NY ***03

Phone: 646-***-****

Email: ******.*@*****.***

EDUCATION

Marist College, Poughkeepsie, New York 9/02 – 6/06

Degree: Bachelor of Science in Business Administration, Magna Cum Laude

Concentration: Finance

• Merit Scholarship Recipient

• Member of Dean’s Circle: Fall 2002 through Spring 2006

• Member of Beta Gamma Sigma, International Business Honor Society

EMPLOYMENT

Mortgage Banker 09/08 – Present

JP Morgan Chase Bank, N.A. New York, New York

• Organized and managed 30-80+ active mortgage loan applications, with the goal of facilitating each file from application to loan

closing. Closely monitored the status of every file over the usual 30-90 day period of time from Application to Closing. Anticipated

problems/issues that could arise on each file and pro-actively took steps to resolve potential challenges quickly to avoid last-minute

delays in Funding loans.

• Acted as Primary point of contact for Client throughout all stages of the process: from pre-application, throughout the application

process, and post-closing. Provided consistent updates, requested additional information, answered questions relating to mortgage

process and time-frames. Focused on delivering excellent Customer Service.

• On a daily basis, adapted to a constantly changing lending environment, independent of direct supervision, while under pressure to

meet firm deadlines for Client Loan Closings and document/rate expiration dates.

• Consulted face to face with clients in Retail Bank Branches, followed up with prospective clients interested in refinancing existing

mortgages or obtaining financing for the purchase of new homes.

• Analyzed information specific to each client based on unique income, assets, credit score, debt/income ratios and made

recommendations for Mortgage Products best suited for each client. Compiled detailed proposals and estimates for individual client

based on specific requests for information.

• Developed the ability to match each client with the type of mortgage product and structure loans best suited for each client’s unique

profile.

• Worked closely with Chase Internal Operations department, communicated with 3rd Party Vendors involved in the mortgage process,

liaised with Client’s Realtors and Attorneys to ensure that all parties involved were kept up to speed and understood any challenges

involved with a client’s application.

Mortgage Banker Assistant 7/06 – 9/08

JP Morgan Chase Bank, N.A. New York, New York

• Supported two Mortgage Bankers in origination of Residential Home Mortgages. Specialized in Purchase/Refinance origination, as

well as Home Equity Loans/Lines.

• Operated independently from Loan Officers at Midtown Manhattan office, while each Loan Officer solicited applications from

Retail Bank Branches. Developed the ability to work independently in high pressure, deadline oriented environment. Directly

contributed to the funding of over $150 million in First Mortgages over a two year period for Top Producers in firm.

• Primarily responsible for efficiently managing two active mortgage application pipelines of 60-120+ files simultaneously. Interacted

heavily with client through telephone and e-mail communication. Communicated with, attorneys, real estate brokers, internal

operation center, title companies and Branch Managers regarding the status of loans.

• Managed the timeline of each individual loan from point of application to closing table. This included application data entry to loan

origination software, gathering relevant financial statements from client, ordering Appraisals/Titles, collecting secondary financial

statements needed to satisfy Underwriting conditions specific to each loan.

• Developed extensive personal tracking system to manage my individual Banker’s active pipeline.

COMPUTER SKILLS

Proficient in IBM compatibles and Windows XP. Skilled in Microsoft Word, Excel, PowerPoint, and Outlook.

References available upon request

Contact this candidate