Customer Service Student Loan

PS Patrice Smith-Fair

623-***-**** ***********@*****.***

PROFESSIONAL

SUMMARY

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.

SKILLS Nationwide Mortgage Licensing

System (NMLS)

MS Office

Diversity Awareness

Loan Portfolio Growth

Underwriting Guidelines

Credits Understanding

Electronic Document Preperation

CORE System

PowerPoint

Experience Remote Work

Sales and Customer Service

WORK HISTORY MORTGAGE LOAN PROCESSOR 11/2020 to 02/2023 Wells Fargo Phoenix, AZ

Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.

Reviewed and validated details of loan applications and closing documentation.

Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.

Carefully reviewed all documents and credit reports for completeness and accuracy prior to underwriter review.

Managed Complaints, Followed Regulations and Compliance Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.

Set up and completed loan submission packages.

STUDENT LOAN CONSULTANT 05/2006 to 11/2020

Wells Fargo Phoenix, AZ

Counseled students and parents about financial aid options and loan program details.

Submitted applications for student loan and student loan consolidations compiling all requested documentation while reviewing credit reports, tax returns, financial statements for approval.

managed customer inquiries and complaints

verifying enrollment and cost of attendance with the financial aid office for accuracy of funds and disbursement to the school

EDUCATION High School Diploma 05/1986

Glendale High School, Glendale, AZ

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