B2B Customer Service/ Loan Officer

Scott Kleyman

Relevant Skills:

Strong and effective communication skills

Attention to detail for completion of daily tasks

Customer service oriented

Strong interpersonal skills to build business relationships

Citibank N.A. – St. Louis, Mo. 2/2007-3/2016

B2B Customer Service/ Sr. Loan Specialist

Daily review of the Correspondent Manual ( Investor guidelines)

Underwriting research for AUS Findings

Income, assets and liabilities calculations

Final purchasing review (audit) for pricing corrections

Loan documentation for purchase (suspense)

Review for quality standards ( Desktop UW-Loan Prospector)

Credit review and analysis ( understanding of a complete tri-merge credit report)

Daily contact with (correspondents) through an internal company website, e-mail and on the phone.

Daily use of computer programs (Microsoft Outlook, Excel and Sales Force)

Delmar Financial Company- St. Louis, Mo. 12/2003-9/2006

Loan Officer

*Daily review of pricing list

* Follow up for pipeline with current loans and clients for loan documentation needed for processing.

* New business originated by in-coming phone calls and assigned Realtors for weekly follow up.

* Client appointments (in office) for initial 1003 and signed disclosures.

* Run in-file credit report ( only by request and signature of borrower)

* Fannie Mae and Freddie Mac training (webinars) when assigned by Management.

* Attend Board of Realtor meetings for future prospects.

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