Marwa HaFez

East Brunswick, New Jersey ***** © 732-***-**** ¢ ad2hpd@r.postjobfree.com

Professional Summary

Experienced Loan Processor focused on improving the bank's loan program through knowledgeable and efficient service to

customers according to program parameters. Expert negotiator, problem solver and organizer. Over 18 years of experience in

Banking and loan processing. Licensed Mortgage Loan Originator.

Skills

Customer service

© Fluent in reading, writing, and speaking Arabic

© Strategic sales knowledge

© Training development aptitude

© Strong client relations

Trusted key holder

Meticulous attention to detail

Loan Processing

Excellent Communication Skills

Work History

Loan Processor, 02/2022 to Current

Princeton Federal Credit Union — Princeton, NJ

© Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Prepared documents for underwriting by verifying client income, credit reports, and other information.

Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Set up and completed loan submission packages.

Developed and maintained relationships with customers and loan officers to establish smooth loan process.

Utilized loan origination software to process and track loan applications.

Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated

information.

Loan Processor, 02/2020 to 02/2022

Bank Of America

« Reviewed loan applications and documents for accuracy and completeness.

« Upheld complete confidentiality of all submitted information according to release guidelines.

* Monitored key dates to obtain information by deadlines.

* Maintained compliance with privacy and security requirements, as well as federal statutes covering PPP loans.

Relationship Banker, 01/2018 to 02/2020

Bank Of America

* Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and

updating customer personal information in the database

Developed summaries to assess each client's participation level and determine targets for follow-up plans

Increased daily sales by upselling banking products and financial services to customers

Contacted customers as soon as issues arose to immediately find a resolution before the problem escalated

Used targeted questioning strategies to discover insight on prospect needs and requirements

Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes

Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.

« boxes.Approached prospective clients through cold calling and emails to meet sales targets.

Sales and Service Specialist, 01/2010 to 01/2018

Bank Of America

« Processed customer requests for finat services per day, including reissuing statements, ordering additional che:

updating customer personal information in the database.

Increased daily sales by upselling banking products and financial services to customers

Contacted customers as soon as issues arose to immediately find a resolution before the problem escalated

Used targeted questioning strategies to discover insight on prospect needs and requirements

Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes

Worked with clients to address and respond to client and partnership management issues.

Customer Service Representative, 08/2007 to 12/2009

Bank Of America Corp

© Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.

* Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving

concerns.

* Developed community reputation through commitment to customer satisfaction and strong client relationships.

Education

Bachelor of Science: Economics, 06/2002

Beirut University - Alexandria, Egypt

Certifications

* NMLS Licensed Mortgage Loan Officer - 6/2021

¢ Financial Councilor

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