DANA TRUMBULL

***** * ***** ****, ********, AZ **323 602-***-**** adm17z@r.postjobfree.com

Accomplished and driven Financial service associate who has achieved success in a variety of roles in the financial industry. An effective communicator and self-motivated with strong relationship building abilities. Possess time management and organizational leadership skills. Exceptional performance earing top performer status consistently in current and previous roles. Microsoft Office

Microsoft Word

Microsoft Powerpoint

Microsoft Outlook

LexisNexis

Document Control

Analytical skills, Written

Attention to detail

Email Etiquette

Data Representation

Loan Processing

Loan Documentation

Ecompass

Post closing, 03/2021 to Current

LHM Financial – AZ

Produced and submitted completed loan packages to title and escrow professionals. Consulted with outside vendors to identify and resolve loan closing issues. Set up, stored and updated customer files, department records and regulatory paperwork. Reviewed and validated details of loan applications and closing documentation. Filed completed loan applications with underwriting and made approval or denial recommendations. Verified credit histories, personal references and employment backgrounds for each applicant. Loan Document Specialist 4 /Claims Specialist, 01/2020 to 02/2021 Wells Fargo – Phoenix, AZ

Requesting vendor products through prescriptive processes and leveraging various online systems. Verifying Home Owners Insurance, Title, appraisal, collateral products, Verification of Mortgage/Rents, Non-traditional Credit requests, Credit Supplements, SSA-89, written Verification of Employment, 4506 transcripts, payoffs and other various products.

Problem-solving and identifying when to escalate an issue Managing a vendor/stipulation follow-up report to identify loans.

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Providing clear internal communications via standard loan/stip notes to ensure all roles involved in the loan transaction are kept informed of the status.

Followed up with customers on unresolved issues.

Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.

Reported policy changes and company conditions affecting customer satisfaction. Loan Administrator II / Auto Investigation, 09/2018 to 01/2020 BB&T/ Regional Acceptance Corporation

Review all documents submitted by dealer and applicant to ensure accuracy and compliance. Analyze financial documents for applicants such as paystubs, bank statements, tax returns and tax transcripts in order to calculate income and assets if needed. Verify employment, residence status and customers to mitigate risk and address any fraud concerns. Update loan structure when differs from original approval and review underwriting to ensure the loan request still budgets and is within program guidelines. Adhered to established policies, procedures and compliance for satisfactory audit rating. Calibrated instruments and scales in production area and quality lab. Collaborated with team to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards. Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance.

Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately. Funding Investigator, 01/2015 to 09/2018

Flagship Credit Acceptance

Responsible for reviewing and funding auto finance loans. Data entry and review of credit reports, employment verification, and paying great. PowerPoint attention to detail to fund loans for loan applicants and dealerships. Conducted verification employment and telephone information with calls to employers. Manages of a queue of customer files with the funding contracts in a deadline intensive environment. Use analytical skills accuracy of employment, address and identity verifications, title work and calculation on income spectrums.

Utilize and leverage a variety of investigation and verifications tools in the most efficient manner possible.

Analyzed credit bureaus as well as all internal and external system to make the most appropriate credit decision.

Partnered with Associate readiness as well as legal team to ensure procedures were updated quickly and efficiently when changes needed to be made.

Teller, 07/2013 to 01/2015

BMO Harris Bank

Initiate and open new accounts.

Activate fund transfers.

Receive and verify loan and mortgage payments.

Built and Maintained database for forecasting future financial performance. Consult with customers on bank products and services. Identify and refer sales opportunities.

Comply with all operational, Security and control policies and procedures. Teller, 11/2012 to 07/2013

Midfirst Bank – Anthem, AZ

Answered questions for customers and escalated complex ones to head teller. Worked well in a fast-paced big bank environment.

Processed withdrawals deposits loan payments and account lookups for clients.