Loan Processor, Customer Service, Call Center

Wade Hefter

Coon Rapids, MN

Cell: 612-***-****

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

Skills Summary

** *****’ experience in customer service for financial services and call center environments

Ability to analyze and comprehend complex financial data and provide financial alternatives

Ability to communicate clearly and effectively, both verbally and nonverbally, across a variety of audiences

Technical skills include RMS, company-created software programs, and MS Office

Efficient time management skills include ability to prioritize, organize, and multi-task

Professional Experience

Wells Fargo/DISYS, St. Louis Park, MN

Foreclosure FHA Bidder June 2015-Present

Review loans and appraisals

Prepare and send bids for foreclosure sales to attorney

View multiple screens and software for possible issues (i.e., fire, flood, hurricane, tornado, insurance claims, vandalism)

Review other reports and close-out tasks, postpone sales and close files

Helgeson Enterprises/Parago, White Bear Lake, MN

Customer Service Representative January 2012-November 2014

Responded professionally to customer inquiries

Identified, researched, and resolved customer issues

Followed-up on processed claims to ensure completeness

Provided exceptional customer service while meeting department expectations for quality

Wells Fargo Bank, Anoka, MN

Loan Originator June 2008-March 2010

Developed and maintained positive relationships with realtors and builders

Partnered with financing department to meet the clients’ needs

Maintained high levels of confidentiality

Completed loan process in adherence to standard procedures

Processed underwriting and closing procedures within federal lending regulations

First MN Bank, Champlin, MN

Lead Loan Originator/Sales Consultant July 2006-June 2008

Increased sales through cross-selling of financial services

Coordinated financing with other departments

Drafted and completed client loans while following company guidelines, as well as FHA and HUD guidelines

Money Source Mortgage, Coon Rapids, MN

Loan Originator August 1994-June 2006

Performed outbound cold-calling to generate leads

Enhanced customer experience by thorough communication throughout loan process

Managed a heavy pipeline of loans

Education

Hennepin Technical College

September 1993-March 1995

Major: Sales Representative

References Available Upon Request

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