Customer Service Financial Services
Resume:
SHAREE BASS
ad3wms@r.postjobfree.com
Forest Park, IL 60153
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Highly qualified and versatile financial services professional with 10+ years of experience in Financial Services seeking a position to utilize skills in Processing, Loan Auditing, Customer Service, Relationship Management, Corporate Communications, Lending, State & Federal Compliant documentation. Dedicated and responsible, entrusted with sensitive interactions and materials. Delivers strong contributions that make a lasting, positive impact on company performance and profit. Proficient in state-specific & regulatory documents. Career Objective
MORTGAGE LOAN PROCESSOR
WELLS FARLGO — Lombard, IL
Jan 2020 - Aug 2022
DOCUMENTATION SPECIALIST/FUNDER
RANDSTAD/WELLS FARGO — Lombard, IL
Jun 2019 - Jan 2020
E x p e r i e n c e
Supported complex administrative,, and operational processes on home loan applications Established timely communication with external customers, agents, brokers, and counter-parties to obtain missing information and documentation
Submitted loans for underwriting review
Identified ways to improve customer service experience Prioritized and managed the assigned pipeline to meet deadlines and performance metrics Provided guidance and training to less experienced Loan Processors Collaborated with peers, colleagues, and managers to resolve issues Partnered with leaders and stayed up-to-date regarding functions, policies, procedures, and compliance requirements.
Verified that proper fees were collected and funding figures were calculated correctly Called the settlement agency to verify wire instructions and set up ACH wire transfers Performed file reviews of complex home loan applications and obtained missing information Cleared stipulations to ensure compliance and underwriting guidelines were met Managed pipeline for loan documents to confirm loans closed and date the package would be returned Ensured loan package met compliance guidelines and fixed discrepancies as needed Reviewed final loan conditions and requested revisions if requirements were not met Transferred completed loans to the servicing department.
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ACCOUNTS PAYABLE CLERK
JOB GIRAFFE/REAL PAGE — Lombard, IL
Jan 2019 - Jun 2019
- Followed up on late fees and reached out to clients to have late fees waived. MORTGAGE LOAN CLOSER
PERL MORTGAGE — Chicago, IL
Dec 2015 - Jul 2018
- Ensured accurate reporting and visibility of completed steps for the loan officer and team.
- Updated status notes within the TRID form regarding communication with the loan officer.
- Monitored pipeline to ensure prompt delivery of Closing Disclosure Statements (CDS).
- Interacted with the loan officer and team to ensure compliance. PERSONAL BANKER
WEST SUBURBAN BANK — Oakbrook Terrace, IL
Aug 2014 - Nov 2015
Monitored pipeline to ensure prompt delivery of Closing Disclosure Statements (CDS) Interacted with the loan officer and team to ensure compliance Maintained current knowledge of bank products and services to cross-sell to new and existing customers Adhered to all bank policies and procedures to ensure compliance Explained features and benefits of products and services and ensured customer satisfaction Actively contributed as a team player to achieve branch goals. Certifications
- Emailing Clients and Cold Calling - Utility Bill Retrieval via Website for Various Companies -
Inputting Title Company Fees with Proper Finance
Charge Selection - Understanding Fee Tolerances
and Handling Tolerance Violations - Reviewing Fee
Compliance and APR Tolerances - Preparation of
Closing Disclosures via Encompass - Ensuring Closing Disclosures are Complete, Accurate, and Compliant. NMSL
Please note that the resume provided is a shortened version for the sake of brevity. A full resume with additional details, skills, and accomplishments is available upon request. Thank you for considering my application. I look forward to the opportunity to discuss how my skills and experience can contribute to your organization.
Sincerely,
Sharee Bass
Additional I n f o rmation
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