Customer Service Mortgage Loan

Summary

Highlights

Accomplishments

Experience

LISA ADAMS

**** ****** ****** **, ***** Rapids, MI 49505 C: 616-***-**** ****.*********@*****.*** Organized and dependable banking professional who excels at processing high volumes of error-free transactions and meeting scorecard and production goals. Accountability

Excellent Communication Skills

Customer Service

Passion for the Mortgage Banking Industry

Teamwork

meeting production goals

Work closely with Mortgage Loan officer,

Internal and external business referrals.

Review/update customer database every

quarter

Create flyers and newsletters to send to

customer referrals /internal and outside

professionals as well.

Make sales calls to Top Realtor and Builder

database

Increased annual closed mortgage production by creating effective strategies to expand existing customer services.

Sr Mortgage Loan Processor Aug 2000 to Mar 2002

Huntington National Bank 䠉 Grand Rapids, MI

Account Relationship Associate for Mortage Sales Manager/Sales Support Mar 2002 to Feb 2009 Huntington National Bank 䠉 Grand Rapids, MI

Sr Mortgage Production Assistant-Current Position Mar 2009 Huntington National Bank 䠉 Grand Rapids, MI

Processed sales referrals and promoted bank services and products, resulting in Established new customer accounts including checking, savings, lines of credit and loans.Adhered to Huntington Bank security and audit procedures. Sr Mortgage Production Assistant for Top Loan officer that works closely within the Private Client Group,Internal and External Private Client referrals. Successfully close 40 + Million a year.Loaded Mortgage loan applications into the unifi and Net Oxygen loan processing program. Researched and resolved customer issues on lines of credit and mortgage accounts. Increased quarterly sales .Entered member transaction data into the online banking software. Reported daily averages and shortages to the operations department. Maintained confidentiality of bank records and client information. Received regional branch recognition award for outstanding customer service. Directed specific questions to appropriate branch personnel. Education

Delivered prompt, accurate and excellent customer service. Sr Mortgage Loan Processor and Administrative Assistant Nov 1985 to Aug 2000 DMR Financial Services 䠉 Grand Rapids, MI

High School Diploma 1981

Lowell High School 䠉 Lowell, MI

BBA, Associate in Business and Marketing 1985

Aquinas College 䠉 Grand Rapids, MI

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