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Customer Service Senior Mortgage

Location:
Livermore, CA
Posted:
April 22, 2024

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Resume:

DIANA SEHMSDORF

SUMMARY

WORKED IN BANKING AND THE MORTGAGE INDUSTRY / FINANCE

FOR THE PAST 45 PLUS YEARS. ETHICAL HARD WORKER,

DEDICATED TO CUSTOMER SERVICE AND COMMUNICATION

ACROSS TEAMS AND MANAGEMENT.

EXPERIENCE

Senior Mortgage PCCD Specialist. Opes Advisors/FlagStar Bank January 2019-February 2023

• Worked as a liaison between Escrow officers and Mortgage officers to balance loans after funding.

• Responsible for properly sending loans to each customer with no errors.

• Produced 50 statements/day, on average when the goal by management was 20/day.

Senior Mortgage Funder. First Horizon Home loans, MetLife Home loans Opes Advisors/FlagStar Bank

May 2000-January 2019

• Responsible for closing and drawing documents on all Refinance and Purchase loans.

• In charge of sending the documents to the Escrow companies for customer signature.

• Reviewed all loan documents for accuracy after receiving back from customers.

• Responsible for wiring the money to the escrow company to fund and close the loan on all purchase and refinanced loan transactions.

• Managed to exceed the daily goal of 20 loans/day for balancing and accuracy. Averaged 30/day.

• Worked in tandem with the mortgage loan officers, escrow officers and customers. Using excellent communication and customer service skills to ensure accuracy and transparency during this period of the home buying experience.

Bank Supervisor, Teller, Senior Bank Specialist. Bank of America 1977-2000

EMAIL:

ad468z@r.postjobfree.com

PHONE:

925-***-****

SKILLS:

Microsoft OS, Mac OS,

Office 365, customer

service centric, excellent

written and verbal skills, 50

WPM typing on average,

Encompass System,

MorTrac System,

Workday System, money

wiring large amounts,

money handling and

counting.

EDUCATION:

• Reg Z certification

• Fraud email training for

mortgage/banking

• Diversity and Inclusion

training

• High school diploma

(Moreau High School)

Responsible for training and managing tellers, waiting on customers and balancing cash box.

Loaded and balanced all ATM machines.

Excepted Loomis delivery weekly and verified all monies ordered and received in the bank.

Handled customer transactions and provided excellent customer service. Maintained great communications with Livermore branch customers for many years.



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