Customer Service Specialist Iii
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Natalie Andrews
Mortgage Retail Specialist III - Sovereign Bank/Santander Bank
************@******.***
New Bedford, MA 02740
Wire Transfer Specialist I
Rockland Trust Company - Plymouth, MA
March 2023 to Present
Process FX trade transactions for International Trading customers. Review Department Procedures and make updates as needed. Perform cross training to other team members.
Process outgoing domestic and international wire transfer Pro6le Not searchable
transactions in accordance with established policy and procedures. Review wire transfer requests for accuracy and validate authorizations.
Perform callback veriVcation to conVrm transaction details and authenticity of transactions. Process incoming wire transfers received through the Federal Reserve Bank and ensure timely credit to customer accounts.
Monitor account/transaction activity to identify potential fraudulent wire transfer requests.
Perform research related to wire transfer investigations as requested by customers and business units.
Perform daily reconciliations with the Federal Reserve and other correspondent banks.
Maintain business and consumer Wire Transfer Agreements and customer information Vles.
Process domestic collection items
Post entries and reconcile general ledger accounts associated with wire transfer and foreign exchange fees
Ensure Compliance regulations are being met.
Communicate both written and verbally with all levels of management, commercial and retail customers, branches, vendors, Federal Reserve and other corresponding banks.
Performs other job related duties as required.
Santander Bank
Branch Operations Manager - Braintree, MA
September 2022 to March 2023
Lending the daily operations of the branch, managing sta], and ensuring customer satisfaction
Ensure compliance with all banking regulations
Train and manage sta] to ensure adherence to customer service standards, as well as safety and security protocols Monitor branch performance and develop strategies to improve operational e^ciency
Maintain accurate records and provide regular reports to senior management
Monitor customer feedback and develop strategies to improve customer service
Handle customer inquiries and complaints in a timely and professional manner
Identify potential areas of risk and develop solutions to mitigate them
Implement new technologies and processes to improve operational e^ciency
Develop and maintain relationships with partner organizations, customers, and regulatory bodies.
Mortgage Loan Processor III
Univest Financial Corporation - Souderton, PA
September 2021 to September 2022
Position responsibilities assisting borrowers with the process of loan
Reviewing and calculating income for borrowers that have W-2. or Self Employed
Reviewing documentation provided by borrowers and forwarding the correct documentation to underwriting dept. for review Assisting loan o^cers with advising the borrower on missing documentation needed in order to process the loans Ordering revisions on appraisal if there are any corrections required and reviewing the appraisal to updated taxes and insurance to verify the information matches the borrowers property information
Working with the underwriting on di^cult loan Vles to process the loan correctly to clear to close.
Preparing the loan Vle to clear to close and move the Vle to the closing dept. to schedule the Vle..
Work with attorney's, title agents, and bank attorney to schedule date to move to the closing dept.
Review the title binder to verify information on subject property and borrowers are correct and clear to proceed to close Notary Republic for the State of New Jersey
Mortgage Retail Specialist III
Sovereign Bank/Santander Bank - Township of Howell, NJ January 2013 to September 2021
Position responsibilities assisting borrowers with the process of loan
Reviewing documentation provided by borrowers and forwarding the correct documentation to underwriting dept. for review Assisting loan o^cers with advising the borrower on missing documentation needed in order to process the loans Ordering revision on appraisal if there corrections needed and reviewing the appraisal to updated taxes and insurance to verify the information matches the borrowers property information Working with the underwriting on di^cult loan Vles to process the loan correctly to clear to close.
Preparing the loan Vle to clear to close and move the Vle to the closing dept. to schedule the Vle..
Work with attorney's title agents and bank attorney to schedule date to move to the closing dept.
Review the title binder to verify information on subject property and borrowers are correct and clear to proceed to close Notary Republic for the State of New Jersey
Senior Customer Service Representative
TD Bank
September 2005 to January 2013
Senior Customer Service Representative responsibilities assisting management in overseeing the sta] and branch operations, in charge of all loan operations, including all the loan exceptions for loan documents
Mortgage application process job was to consult the customer s on the BEST loan programs and advise the customers on the current rates and when to lock their rate on the loan application CertiVed Consumer Lender was given to make decision on loan applications
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Senior Customer Service Representative
TD Bank - Toms River, NJ
June 2005 to January 2013
with customer service issues
Originating Consumer loans/Mortgage loans
Assisting customers with customer service issues along with servicing the customer's need
Banking
Loan OEcer Experience
Underwriting
General Ledger Accounting
General Ledger Reconciliation
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Account Reconciliation
Balance Sheet Reconciliation
Bank Reconciliation
Financial Report Writing
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