Service Representative Loan Specialist

Rosie Lee

***********@***.*** **** San Sebastian Way N, Clearwater, FL 33763 727-***-****

Integrity, Teamwork and Willing to Strive

Objective

To further my knowledge in the banking world and to utilize my acquired skills and knowledge. Qualifications

I am highly organized and dependable employee. I am fast learner and very versatile. I have many year’s experience working in the banking network. Speak fluently in Russian. Professional Experience

Valley National Bank fka USAmeriBank, Clearwater, FL 2011-Current

Loan Ops Integrity Specialist

CRA Specialist

HMDA Specialist

Loan Specialist

Responsibilities:

Identify, Collect, Verify, create HMDA packet and Report HMDA to Federal Reserve Collect CRA data, verify, identify reportable CRA, create CRA packet and report to Federal Reserve Verify Denied/Withdrawn files on Consumer, Commercial, Residential and Secondary Loans Report HMDA on Denied/Withdrawn Loans

Insure that we are in Compliance on CRA, HMDA and proper Documentation on Denied/Withdrawn loans Communicate with Lending Assistant, Underwriters and officers when requesting further information on CRA, HMDA and Denied/Withdrawn loans

Booking Commercial, Consumer, Residential, SBA 7a, SBA 504, Syndicated and Participation loans Balance loans

Fund loans

Input Wires

Book 60 loans a month and about 200 as a whole department Second verification on booked loans

Maintain HMDA, CRA, Denied/Withdrawn, Phone Log and Loan Operations Log Assist employees with booking, verification and any questions arise on the phone call from Customer, Employee and Non-Customer

Provide superior customer service to existing and new customers System Knowledge:

Centrax

Caylex

Horizon

Excel

Word

Zeus

SalesForce

Vikar

2

Rosie LEE

Branch Banking and Trust, St.Petersburg, FL

2010-2011

Senior Certified Teller

Responsibilities:

Manage Vault

Do daily reports

Make sure that all logs are completed and updated

Cross-sell products to customers

Notary

Perform maintenance on the accounts

Prepare shipments and order cash for the branch

Wachovia Bank/Wells Fargo, Palm Harbor, FL

2007-2010

Customer Sales & Service Representative

Achievements:

Top Teller Deposit Performance

Top Teller Referral Performance

Top Teller in Solutions and Checking Referral

Responsibilities:

Open/Close accounts

Build new relationship with new clients

Help customers with their banking needs

Cross-sell products to customers

Notary

Perform maintenance on the accounts

Work with customers behind teller line

Keytop Inc. DBA Wings, Clearwater, FL

2001-2006

General Manager

Responsibilities:

Responsible for hiring and training employees

Schedule and manage 15 employees

Accountable for annual purchasing budget of $450,000 Maintain employee and customer database

Evaluate, negotiate and purchase merchandise

Act as liaison between store and vendors

Participate and represent the company at trade shows Perform clerical functions

3

Rosie LEE

Education

EduTech Centers, Clearwater, FL

Paralegal Certificate

2004-2005

Internship completed at Law Office of Harvey Spinowitz, PA and Public Defender's Office St. Petersburg Junior College, Clearwater, FL

1998-2001

General Studies

References:

Slava Maty 847-***-****

Heather Gomez 484-***-****

Pat Plascia 727-***-****

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