OJ

ORLANDO JACKSON

ad3jfq@r.postjobfree.com 704-***-**** Charlotte, NC 28212

Established a successful career in the financial industry, while providing excellent customer service and sales experience. 8 years of acknowledging leadership tactics & skills in complex high-risk industries. Experience in processing convoluted transactions and performing extensive research to resolve intricate customer issues/inquiries. Approached situations with the developmental mindset to promote positive uplifting environments. Skills/Strengths:

Customer Orientated

Multitasking

Organizational Skills

Input, Achiever, Positivity, Intellection, Strategic Omega Training

Service Oriented

Customer Service

Sound Judgment

Sales Support

Service-Oriented

Risk Assessment

Social Perceptiveness

Time Management

Cost Data Analysis

Quality Assurance

Prioritizing and Planning

Goal Setting

Employee Training Oversight

Relationship Building

Operational Reporting

Strategy Development

Proactive and Focused

Problem Anticipation and Resolution

Verbal and Written Communication

Deal Structuring

Financial Institution Programs

[Area of Expertise] Sales

Insurance Products

[Software] Financing Platform

Improvement Recommendations

Financial Budgeting

Financing Expertise

Customer Financing

Lender Relationships

Departmental Oversight

Mentoring and Training

Proficient in [Software]

Title Laws

Electronic Contracting

Customer Satisfaction

Creative and Innovative

Decision Making

Data Analysis

Adaptable to Changing Conditions

Business Relationship Management

Advanced Mathematics

Team Building Leadership

Work Planning

Staff Recruitment and Hiring

Financial Resources Management

Critical Thinking

Willing to Learn

Compliance Assessment

Financial Resource Management

Wells Fargo

Home Loan Processor 4

03/2020 - Current

Responsible for evaluating and processing customer loans or credit applications to ensure they comply with loan policies and federal regulations and identifying money lending problems Support complex administrative, customer support, and operational processes on home loan applications, including timely communication with external customers, agents, brokers, and counterparties to obtain Summary

Skills

Experience

missing information and documentation, submit loans for underwriting review

Identify ways to improve the customer service experience Perform file review of complex home loan applications, communicate with customers in a timely manner, review documentation and obtain missing information, clear stipulations, submit loans to underwriting for review, ensure all compliance and underwriting guidelines are met Prioritize and manage the assigned pipeline to meet deadlines and performance metrics

Provide guidance training to less experienced Loan Processors Receive direction from supervisor and escalate non-routine questions to more experienced staff

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Interact with internal and external customers and other counterparties Receive direction from leaders and exercise independent judgment while developing the knowledge to understand the function, policies, procedures, and compliance requirements

Wells Fargo Charlotte, NC

Business Banking Advisory Specialist

01/2017 - 03/2020

Serving as a liaison between different scopes of team members' business education provided to our clientele

Upholding as a point of contact to direct and continue the established customer experience while identifying cash flow opportunities that will help business needs & demand growth & relationship management Determining business objectives, challenges, and opportunities through a detailed financial needs assessment

Transitioning the customer to a direct business partner that will help service and grow with their needs

Distributing active market training & coaching to continue the company goals and achievements

Analyzing detailed geographical locations corresponding to product- specific data

Ability to develop and manage client relationships Excellent verbal, written, and interpersonal communication skills Strong prospecting, sales, negotiation, and influence skills. Wells Fargo

Small Business Sales Specialist

11/2015 - 01/2017

Applied interpersonal skills in the event of meeting business clientele, also to develop or maintain the relationship

Managed existing relationships, while upholding the company's morals & values

Uncovered business opportunities to help expand, grow, and help businesses succeed financially

Ability to recognize potential cross-selling moments that can benefit the customer's cash flow

Challenged team members to motivate them to pursue critical thinking, strategic patterns, and developing more product knowledge Assisted as a mentor to help train and mature newly hired team members Experience in risk management when opening new accounts via online applications

Monitor and report risk concentration, current and emerging risk, and risk appetite

Experience in Financial Services/Banking with a particular focus on interacting with credit, sales, and operations teams Customer Service focus on experience actively listening, eliciting information, comprehending customer issues and needs, and recommending solutions.

Wells Fargo

Inbound Sales Specialist II

11/2014 - 11/2015

Secured & managed high-risk confidential information on a daily arrangement

Serving the affluent customer on a personal level to determine needs & uncover solutions

Completed or exceeded sales goals that were proposed quarterly while working in a fast-paced intensity environment

Managing and maintaining a PCM and Home Equity loan pipeline Updated QA compliance, WFCC policies, and cross-selling opportunities Responsible for tracking daily, weekly, monthly, and quarter regional sales goal

Knowledge and understanding of sales prospecting and generating referrals

Excellent customer service experiences.

Providence Financial Group

General Manager

12/2010 - 03/2014

Looked after a team of 45 account managers, while working within a fast-paced collection environment

Ensured quarterly meetings to ensure staff was up to date on the latest company policies & procedures

Managed risk-based situations daily and also oversaw the day-to-day operations

Adhering to monthly, and quarterly goals, while continually challenging employees to look toward strategic opportunities

Strong organizational, multi-tasking, and prioritizing skills. University of Michigan - Ann Arbor Ann Arbor, MI Some College (No Degree) in Business Administration Education and Training

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