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Financial Services Business Process

Location:
St. Louis, MO, 63103
Posted:
February 25, 2024

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Resume:

SARAH REEVES

* ******* **. *’Fallon, MO ***** · 314-***-**** Phone

ad3wqi@r.postjobfree.com · www.linkedin.com/in/sarah-reeves-737705202

I have a passion for ensuring data is accurate and automating processing for efficiencies. I am detailed orientated and think through the entire workflow process contributing to meeting deadlines on projects.

SYSTEMS

Microsoft 365, Teams

Word, Excel

Encompass

SharePoint

ADP

Adobe, PowerPoint

SKILLS

Organization and Project Coordinating

Data Reconciliation

Decision Making

Business Process Improvement

Problem Solving/ Research

Time Management

Audits/Data Integrity/Monitoring Process

Process Documentation

Training and Teaching others

Financial Services/Banking/Mortgage

EXPERIENCE

03/2021 – PRESENT

MLS LOAN SPECIALIST- SUSPENSE, First state bank mortgage

Utilized knowledge of mortgage industry regulations and investor requirements to identify and obtain missing or corrected documents, resulting in improved loan quality and eligibility for purchase.

Coordinated with internal and external stakeholders and investors to ensure timely and accurate resolutions of loan issues, resulting in reduction of loan suspense days and fees.

Participated in team meetings and training to stay up-to-date on industry trends and best practices.

Identified opportunities to streamline processes and reduce costs, contributing to overall operational efficiency and profitability.

Pull daily suspense reports from Encompass and validated reports to vendor sites and provide to Management and Leaders

Maintaining the suspense team inbox

Communicate directly with vendors to coordinate requirement needs for documents and reports

02/2003 – 01/2021

BANK OPERATIONS REPRESENTATIVE, State farm bank

Developed standardized loan processing checklist.

Participated in multiple projects to streamline loan processing, including training new employees on multiple systems.

Maintained a high level of professionalism and confidentiality when handling sensitive customer information, using masking techniques to protect personal data.

Achieved transaction quality of 99% consistently, maintained productivity levels to meet or exceed departmental goals.

Conducted gap analyses of existing processes and provided coaching and feedback to team members to improve efficiency.

Utilized my organizational skills and attention to detail to successfully plan and execute several projects.

Developed strong relationships with clients and stakeholders to ensure their needs are met throughout the project lifecycle.

EDUCATION

May 1999

Diploma, Wentzville Holt High – Graduated with honors



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