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Loan Servicing Customer Service

Location:
South Holland, IL
Posted:
February 27, 2024

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Resume:

TROY BIRKETT

*** ******* ****** *******, **, ****0 617-***-**** ad3yej@r.postjobfree.com

SUMMAR Y

Energetic loan service professional with 12 years’ experience in a fast-paced environment seeking an opportunity in a team-orientated company. Adept at handling all aspects of loan servicing including commercial and residential loan administration as well as portfolio management and related duties. Ability to assist existing and prospective customer needs in a diplomatic, efficient, and accurate manner. A high level of computer knowledge and proven competency in multitasking enables optimal performance in a challenging environment. EXPERIENCE

SOUTH SHORE BANK, WEYMOUTH, MA

Senior Residential Loan Servicing Specialist, Feb 2022 - Present

• Book various loan types, consumer and residential mortgages

• Review and approve payoff quotes and processing

• Process loan advances, pay downs, payoffs and payments

• Update customer files as needed

• Respond to customer inquiries

LEADER BANK N.A., ARLINGTON, MA

Senior Loan Servicing Specialist, Feb 2021 - Feb 2022

• Assist with training of new team members as well as Team Lead for more complex servicing related inquiries for the rest of the team.

• Book various loan types on our Core System (FISERV, Premier), commercial and residential (FNMA, MHP, FHLB, and portfolio).

• Review and approve payoff quotes and processing.

• Manage the PMI process (activate, disbursements, process cancellations and review all reports).

• Process loan advances, pay-downs, payoffs and payments.

• Assist in training new servicing personnel.

• Update customer files as needed.

• Respond to customer inquiries providing excellent customer service. Loan Servicing Specialist, Feb 2017 - Feb 2021

• Booked various loan types on our Core System (FISERV, Premier), commercial and residential (FNMA, MHP, FHLB, and portfolio).

• Prepared payoff quotes.

• Processed various loan transactions – payments, pay-downs, construction loan advances, disbursements, and payoffs.

• Answered phone and email customer inquiries.

• Updated loan files as needed.

Commercial Loan Assistant, Jan 2012 - Feb 2017

• Assisted Commercial Loan Officers by preparing funding sheets and various pre-closing forms for funding department and closing attorneys.

• Coordinated loan closings by communicating with attorneys and reviewing closing packages for accuracy.

• Managed the tracking and maintenance of various required reports for trailing documents.

• Accepted customer inquiries over the phone, constantly meeting the standard pick up with the first two rings.

• Monitored customer!s loan advances and pay-downs.

• Effectively communicated with the loan servicing team to ensure timely and accurate loan booking on the core system.

FIRST TRADE UNION BANK, BOSTON, MA

Teller Supervisor/Customer Service Representative, Jan 2008 - Jan 2012

• Managed the teller line ensuring proper coverage to effectively service customers.

• Processed large and complex commercial transactions such as: deposits, withdrawals, payments, and other transactions as needed.

• Balanced the vault and ATM according to bank policies.

• Opened accounts and cross-sold additional products and services.

• Provided exceptional customer service.

EDUCATION

NEW ENGLAND COLLEGE OF BUSINESS AND FINANCE (2009-2011) BOSTON LATIN ACADEMY

High School Diploma (2004)

ADDITIONAL SKILLS

• Strong analytical problem-solving and decision-making skills

• Strong customer service skills and ability to interact effectively with a wide range of clients

• Excellent telephone and computer skills

• Excellent communication and interpersonal skills

• Strong Microsoft Word, Excel, Powerpoint, and Outlook skills

• Possesses strong work ethic and organizational skills

• Proven ability to work independently and as part of a team

• Proven ability to execute independent projects

REFERENCES

References available upon request



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