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Client Service Financial Services

Location:
Phoenix, AZ
Posted:
February 04, 2024

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Resume:

KAMEISHA B. JAMMER

510-***-**** ad3c3k@r.postjobfree.com

OBJECTIVE

To utilize my advanced communication, interpersonal, research and analytic skills to help support business building within the financial services industry, and to capitalize on my growth mindset to continuously develop and improve my professional contributions.

SKILLS AND QUALIFICATIONS

Initiative-taking, assertive, punctual, and meticulous financial professional who can multi-task as a top performer in fast-paced, competitive, and/or uncertain environments. Strong capacity for evaluating analytics and achieving consensus through negotiation. Adaptable, organized collaborator with exemplary office, computer, and mathematical skills. Effective listener, communicator, and decision-maker comfortable operating under stringent deadlines stressing urgency to achieve monthly goals with expected quality and in accordance with required policy and procedures.

EMPLOYMENT HISTORY

Global Field Inspection Services April 2023 – January 2024 Human Resources/ Client Service Manager (Remote)

HR/ Payroll/ Compliance. Guide clients through the vendor process, start to finish. Direct client service calls relating to: Account retention and follow-up on Customer Satisfaction Survey responses. Conduct Face-to-face client meetings on a case-by-case basis. Manage and resolve client complaints/issues. Respond to client requests with personalized service in person, by phone or email. Complete the onboarding process with all field agents to meet corporate vendor compliance requirements. Provide orientation and training to new hires in preparation for their new role, as well as coach current team members for success. Always maintain transparency to ensure stable performance when under heavy pressure or stress. Communicate in a manner to speak and write clearly and concisely. Remain flexible to adjust quickly to changing business needs to manage effectually with intricacy. Ensure consistent follow-through on commitments. Remain observant and attentive to the needs of all clients/vendors.

KBHS Home Loans October 2020 – March 2023

Processing Manager (Remote)

Manage and oversee the loan set up team and processors complete their responsibilities as it pertains to completing mortgage loan disclosures and processing all loans timely and meeting established SLA’s. Manage all claims and the pipeline and work with sales leadership to make sure that loan officer /processor assignments are completed and that the pipeline has effective load balancing. Ensure that the pipeline is managed to all regulatory timelines ensuring there are no TILS/RESPA. Flood violations. Manage the appraisal process ensuring that annuities, appraisal fees are collected timely, ordered timely, completed within the SLA’s uploaded to the system and submitted to the Underwriting Team in a timely manner for review. Manage the title vendor process to ensure the lender(s) receive the necessary documentation within SLAs to close loans timely. Recommend new workflow processes to ensure the team is as productive and efficient as possible. Work closely with Sales Management to ensure that Loan Quality is managed and that there is open communication with Sales Management to provide feedback. Work closely with the Underwriting and Closing Managers to ensure that loans and loan conditions are submitted to U/W timely and that the file moves to closing with as few U/W touches as possible. Lead and develop team members to perform efficient processing and excellent customer service. Implement and communicate process and workflow changes to increase efficiency. Perform system testing when necessary. Perform other duties as may be assigned or required. Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

FBC Mortgage LLC February 2020 – September 2020

Regional Processing Manager (Remote)

Manage 14 branches with 16 processors and 4 processing assistants. Oversee all claims full pipeline for underwriting submissions, closings, and escalations. Ran all daily priority reports to ensure closing dates are met and pipeline moves ahead of schedule. Drive operating efficiencies that ensure that the company’s SLAs are met with successful performance at every level. Safeguard client experience is delivered consistently with the utmost superior level of service. Make Certain that the operating areas are sufficiently scalable to meet goals. Drive business change processes while helping to create an employer-of-choice environment where recruiting top talent and employee retention is a priority. Make Sure the appropriate talent is hired, trained, and engaged. Build and maintain strong relationships between Support, Annuities, Underwriting, Closing, Operations and Sales Departments and drive collaboration HR, IT, Accounting, Marketing, and other departments within the company. Help create and maintain an ongoing training and cross-training program for the operations department.

US Bank May 2019 – February 2020

Regional Operations Supervisor Scottsdale, AZ

Manage 7 branches with 18 processors and 2 processing assistants. Supervise the day-to-day activities related to administration and coordination of all mortgage loan servicing and operational functions. Also responsible for all claims and functions regarding quality compliance, and procedures as they pertain to operations and documentation. Supervises and trains all processing and support staff including interviewing and making recommendations for hiring, Annuities, and performance management. Provides ongoing training, motivation, and team building of support staff. Manages the loan pipeline to ensure efficient delivery of files to underwriting and closing. Coordinate workflow both within the business line and with other departments. Maintains compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations.

Shea Mortgage September 2016 – May 2019

Regional Processing Team Lead Phoenix, AZ

Supervised a team of 6 to 8 processors. Responsible for all claims a pipeline of 60+ residential mortgage loans monthly, including conventional, VA, FHA, and Jumbo contracts. Function as primary liaison between stakeholders at funding institution, broker, borrower, and underwriter. Prepare and review client files to ensure good order, guarantee compliance with underwriting and investor guidelines, and ensure all submissions and funding are completed by the deadline. Consistently achieve production and quality metrics. Manage diverse collection of clients’ sensitive personal identifying information, including credit checks, title reports, Annuities, appraisals, tax returns, verifications of employment/assets, etc., from case origination to end-stage funding. Maintain vast knowledge of housing and mortgage regulation, check applicable ratios, and verify client eligibility for specialized programs. Prepare and review client files for underwriting and collaborate with underwriter and other professionals to ensure closing.

Toll Brothers May 2013 – May 2016 Regional Operations Team Lead Phoenix, AZ

Supervised team of 8 to 10 processors while conducting systematic reviews of loan files, obtaining, all claims and updating authentication documentation per investor guidelines, and reviewed property appraisal and loan terms for compliance. Ensured adherence to all policies and procedures for compliance audit reviews. Prepared documentation for closing and post-closing audits, Annuities.

Maintained electronic record keeping and loan management.

JP Morgan Chase September 2009 – May 2013 Home Lending Consumer Direct Processing Supervisor Phoenix, AZ

Supervise a team of 5 to 7 processors. Steadily increased responsibility in financial roles related to property ownership during approximately four-year tenure. Prepared and transferred mortgage loans to closing, processed claims and issued proper disclosures as required by federal regulatory compliance, and reviewed rate lock and point objectives for accuracy. Reviewed documents for acceptability against loan conditions and coordinated with all parties to obtain additional documentation. Completed loan submissions, Annuities, updated conversation logs and coordinated loan closings for conventional, purchase and FHA/VA. Consistently achieved volume-based monthly incentives. Also held positions of Customer Assistance Specialist, Sr. Lead Operations Specialist, Quality Control Analyst, and Home Lending Loss Mitigation Solicitor.

EDUCATION

Master of Science – Business Administration

Currently Attending

Columbia Southern University

Bachelor of Science – Business Administration/Organizational Leadership

December 2020

Southern New Hampshire University

REFERENCES

Available upon request.



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