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Assistant Customer Experience

Location:
Calumet City, IL, 60409
Posted:
February 13, 2024

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Resume:

Diane A Jackson Address: **** Wentworth

Ave. Calumet City, IL 60409 Phone: 708-***-****

Email: ad3ld0@r.postjobfree.com

Objective: Highly motivated with the ability to work independently or within a team. To be an integral part of a fast paced organization that will give me the opportunity to use my leadership, enthusiasm and 20+ years of experience mortgage/title skills to further my interest of the company. Qualifications encompasses but not limited to production, training, scheduling, and management. Experience:

BANK OF WEST (CONTRACTOR-JANUARY-2022 TO NOW

. Sending out Approval E-mail

.Sending out Pending E-mail

.Reviewing Documentation

,Answering Phone Assistant Customer

.Assistant customer with their account

.Giving out rate on RV & BOAT loan

. Following up with customer on documentation

.for their loan.

PNC MORTGAGE June 2011 to November 2021

Sr Loan Processor

FHA, VA Streamline,Harp CD Home

Equity Processes, analyzes and

verifies submitted individual credit

and income documents to ensure that

varied and complex residential loan

applications are complete.

Responsible for specialty segments

or programs.

Manages customer experience

throughout the origination process.

Ensures compliance with

established policies and procedures.

Partners with internal and/or external

partners to route communications,

documents or other action items to

complete transactions.

Identifies and may resolve

exceptions; escalates appropriately.

Manages the review and processing of

residential loan information of varying

complexity, including loan

applications and credit documents.

Prepares and forwards documents to

appropriate parties.

Verifies all required borrower

documents are collected and

acceptable under the company's

policies and procedures.

Ensures these documents have been

received.

Provides responses and documentation

for inquiries and ad hoc requests.

Completes research and provides

feedback on workflow and work

received. Recommends and coaches

team members on best practices. May

participate in projects and initiatives

J P Morgan Chase, July 2005 to June 2011

Senior Processor/Post Closer

Reviewed and met all conditions.

Figured out debt ratio income and approved loans and cleared titles

Verified information and input data into computer for potential borrowers.

Pre-qualified applicants and pulled closing documents which involved extensive customer service.

Managed the pipe line reports and closed an average an average of 30-40 files per month As a junior underwriter, I received credit files and made underwriter’s modifications.

Audited mortgage loan documents for accuracy, completeness and compliance with policies.

Utilized a checklist and reviewed HUD 1 to make sure all the fees were accurate and correct. I also did disbursement sheets for the closings.

Utilized various systems to ensure accurate info was reflected on the system and loan closing documents and paperwork.

Worked closely with the closing team and did the wires for the closing to the title companies.

Education:

Harlan High School in Chicago, Illinois

Business Skills:

Microsoft Office applications, Genesis 2000, Windows 95, Uniform 98 and 98 PowerPoint, E- Compass, GoldTrack, Cim Gold Point.

Word Perfect, Loan Quest, NTS System, Micro Word, Net Oxygen, and the Contour computer, Empower



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