Margaret (Annette) Moneyhun

adty7u@r.postjobfree.com • 209-***-****

Manteca, CA 95336

Linkedin.com/in/annette-moneyhun

Senior Escalation Representative

Senior Escalations Rep with experience in the financial service industry. Customer service focused with extensive experience in both real estate and finance industries. Excellent team

player who works well in a group setting or able to work independently with the ability to

rapidly grasp and apply new concepts in order to contribute to company goals / project success.

Core Skills:

•Interpersonal Communication

•Escalation Resolution

•Detail Oriented

•Knowledge of Fair Lending

•Loan Underwriting / Policies

•Processing Mortgage Loans

•Mortgage Loan Software

•Various Microsoft Products

•Investigating Inconsistencies

•Compliance

Experience

Wells Fargo Bank NA, Remote (CA) 09/2014 – 09/2022

Wells Fargo Senior Escalations Representative, 09/2021 – 09/2022

•Researched and reviewed escalated complaints, often in partnership with other internal departments and executive level personnel, to determine an appropriate course of action leading to an effective resolution. I had to plan, organize and prioritize functions under minimal supervision, exercise common sense and sound judgment in making independent decisions. Maintain accurate records, files and correspondence. Analyze data, define problem areas and draw logical conclusions. I had to prepare and complete accounting/financial monitoring and auditing principles and procedures. Terminology and practices and account document processing and record keeping, including accounts receivable and business licensing. Policies with respect to receiving and processing monetary transactions. High level of customer service dealing with the public. Financial and statistical techniques. I have accurately compiled data, compute statistics and balance accounts. Performed complex mathamatical computations.

Wells Fargo Mortgage Loan Processor (Stockton CA), 09/2014 – 09/2021

Gathered a variety of documents on moderately complex loans to ensure compliance with company’s policies and procedures.

•Interpreted loan documentation policies while analyzing applicant, property and paperwork, ordering all required verifications and subsequent follow-up while keeping all interested parties in the transaction informed of process status.

JP Morgan Chase, Concord CA 11/2011 – 11/2013

Mortgage Loan Processor / Closer

Ensured all loan documents and signatures were in order prior to submitting to Underwriting. Kept up-to-date of various loan products and policies / procedures.

•Balanced transaction fees and costs with settlement and title companies and performed loan closing process based on company policies.

•Issued closing loan documents to meet loan closing date.

Professional Development

Business / Commerce courses Skyline College, San Bruno, CA

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