Closing Manager Chase Bank
Resume:
Professional Summary
Mortgage industry professional with 10 years loan-processing experience and a comprehensive knowledge of conventional and government loan programs. Diligent and detail-oriented -- thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from preapproval to closing. Computer savvy in MS Office Suite and proprietary mortgage-processing software.
Work History
Client Care Specialist JPMorgan Chase & Co. 09/2019 - 08/2020
Provide support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages. Review and verify borrower’s income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal. Ensure compliance with company policies, underwriting guidelines and lending-program requirements.
Review Title, Appraisal and HOI for accuracy
Achieved superior marks on client evaluations.
Administrative Assistant JPMorgan Chase & Co. 09/2018 - 09/2019
Demonstrated ability to learn organizational processes, workflows, policies and procedures.
Handled a range of administrative support and office management functions for Upper Management.
Developed PowerPoint presentations, new tracking systems and reports that were praised for their quality, comprehensiveness and timeliness.
Onboarded new hires.
Closing Manager JPMorgan Chase & Co. 04/2018 - 09/2018
Trained, mentored and motivated employees to maximize team productivity.
Conducted associate focus groups to gather personnel feedback, address,
concerns and establish rapport across team members and leadership.
Managed daily operations.
Met operational objectives by establishing a qualified staff, working more,
efficiently with the Closing Team and providing outstanding customer service.
Improved productivity metrics by 90%, allowing Closing to meet deadlines.
Developed and deepened relationships to form lasting and loyal partnerships.
Generated reports detailing project information.
Case Manager McKesson Specialty Health 11/2017 - 04/2018
Develop a detailed plan of action to meet the client’s needs, set goals, and find the necessary resources to meet those goals.
Keep comprehensive records of clients’ progress throughout the process, including call, and home visit they make.
Maintain the confidentiality, respect the privacy, and preserve the routine and independence of clients as much as possible.
CRES SR Processor Bank of the West 04/2017 - 10/2017
Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading. Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. Ran DU prior to Final Underwriting and cleared Processor Conditions.
Mortgage Loan Processor Chase Bank 11/2011 - 04/2017
Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Assisted senior-level credit officers with complex loan applications. Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Educated customers on the variety of loan products and available credit options.
Patient Account Specialist nThrive 06/2008 - 11/2011
Processing claims, collecting payments, contacting insurance companies for claims, resolving issues related to repayments terms, updating patient information, monitoring accounts and performing administrative duties.
Education
Canada College 1979-1981
Skill
Experience (in Years)
Proper Time Management
10 years
Understand Mortgage operations
10 years
Microsoft office
Language
English
Certifications
None
Social Networks
https://www.linkedin.com/in/izora-holmes-7aa8068b
About Me
I have management experience: 1 year.
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