Customer Service Personal Banker

Sheila Wachter

*********@*****.***

602-***-****

Greater Phoenix Area

PROFESSIONAL SUMMARY:

Highly skilled and detail-oriented professional with extensive experience in lending, customer relationship management, and title examination. Proven ability to process transactions, resolve issues, and ensure accurate documentation. Strong organizational skills and a track record of exceeding sales goals. Adept at adapting to changing business environments and providing exceptional customer service. PROFESSIONAL EXPERIENCE:

Personal Banker/Personal Banker II/ Senior Customer Service Specialist 10 years

Title Examiner

6 years

Home Preservation Specialist

3 years

Loan Specialist/Sales Specialist Loan Ops

3 years

Credit Support Specialist

1 year

• Supported lending staff by processing transactions, resolving issues, and completing loan packages.

• Ensured accurate loan file documentation and managed information flow.

• Acted as a notary public, paying close attention to details and deadlines.

• Conducted comprehensive review, analysis, and handling of title insurance reports and policies.

• Gathered and analyzed deeds, mortgages, easements, judgments, tax assessments, and other instruments.

• Examined chain of title for real property to establish status of title.

• Performed title examination of complex title orders.

• Reviewed title search reports and verified completeness and accuracy of information.

• Resolved issues in title documentation and requested necessary documents for loan modification review.

• Analyzed customer financial situations and made recommendations on loan options.

• Communicated with multiple servicing departments and coordinated loan modifications.

• Conducted detailed financial reviews and recommended products to fit clients’ needs.

• Exceeded sales goals by surpassing monthly target goals. SKILLS:

• Customer Relationship Management

• Transaction Processing

• Loan Package Completion

• Title Examination

• Documentation Accuracy

• Financial Analysis

• Communication and Coordination

• Sales and Goal Achievement

• Adaptability and Organizational Skills servicing departments and coordinated loan modifications.

• Conducted detailed financial reviews and recommended products to fit clients’ needs.

• Exceeded sales goals by surpassing monthly target goals. MILITARY SERVICE:

Honorable Discharge

EDUCATION:

Mesa Community College

Associate's degree, Liberal Arts and Sciences/Liberal Studies

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