Financial Service Professional with vast experience in banking. MA

Fiona Pope, **.*************@*****.***. Elmont. NY. 11003. Telephone: 646-***-****

PROFESSIONAL PROFILE

Financial Service Professional with vast experience in business operations, multi-family finance, commercial real estate, residential real estate finance, client service, and Anti-money laundering. Results driven, and goal oriented with exceptional communication skills. Extensive expertise in complex and time-sensitive projects, including digital deal client origination system, consistency in creating a positive client experience, and team engagement. Ability to work independently and with individuals of a diverse background. Recognition for exceeding management expectations and goals.

CORE SKILLS & COMPETENCIES

• Excellent Customer Service • Power Point/V-look-up • Word/Excel/One Note

• Verbal and written Communication • Agile Story Writer • Project Management

• Peachtree • Loan Origination system • QuickBooks PROFESSIONAL EXPERIENCE

Compunnel Inc, NY, NY 12/2019- Present

Document Review Specialist

• Coordinate with Legal, Compliance, Risk and Functional Business Leads to obtain approvals prior to the implementation of changes to mortgage documents, disclosures and print rules

• Assist with maintaining inventory of mortgage documents, disclosures, and print rules for completeness and accuracy

• Assist with maintaining the inventory of document change requests

• Review proposed changes to mortgage documents and introduction of new mortgage documents

• Periodically meet with Legal and Compliance to ensure that new regulations are properly identified and incorporated into mortgage documents, disclosures and print rules

• Provide status updates to management as required JP Morgan Chase, New Hyde Park, NY. 10/2014 – 10/25/2019 Sr. Loan Coordinator

• Partner with stakeholders and senior management to analyze business proposals and evaluate ongoing business needs.

• Write and memorialize business requirements into user stories and present proposals for implementation.

• Collaborate with technology, system users and senior management to discuss proposals. Create and deliver clear and concise scripts to meet objectives and system enhancement needs. .

• Process multifamily and commercial complex real estate loans in the Northeast and Midwest Regions. Review client’s loan request, required property and credit document to ensure that they are compliant with the firm’s credit policies and regulatory procedures. Leverage expertise of mortgage industry along with knowledge of policies and practices to review loan structure and data submitted for loan review.

• Work independently to make decisions and interpret mortgage lending guidelines, policies and procedures, and communicate with business partners on status of loans.

• Effectively manage a pipeline of up to 40 loans in various stages for multiple sales teams.

• Cultivate great partnerships with other business partners to facilitate a smooth and positive client experience.

• Proactively identity obstacles and collaborate with Sr. Management, legal and credit team to solution these obstacles.

• Provide one-one coaching and technical assistance to junior staff and new employees. JP Morgan Chase, Garden City, NY. Residential Mortgage. 12/2010-07/201*-****-**** Team Lead, Metro Tech, Brooklyn, NY.

• Provided management support for up to 30 employees.

• Served as a go-to person in VP and senior management absence.

• Provided leadership to processing department. Served as a resource to sales team and other business partners.

• Monitored and prepared daily and weekly compliance reports including Reg B.

• Processed Chase Private Client mortgage loans (conventional, purchase and refinance) under various loan programs in accordance with bank policies and procedures. Analyzed client’s financial, property and loan documents for accuracy. Coordinated with clients, internal and external business partners to obtain additional documents and to facilitate a great and positive client experience. EDUCATION

• Regent University, Virginia Beach, VA. 12/2018 – M.A Law (3.88)

• Brooklyn College, Brooklyn, NY. BS. Accounting. Dean’s Honor List

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