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Loan Processor Customer Service

Location:
Norristown, PA
Posted:
January 27, 2023

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Resume:

Jared Quinn DeRentz

Eagleville, PA *****

aduyw2@r.postjobfree.com 215-***-****

Summary

Account Manager with 15+ years of experience in financial and lending services, data review and analysis, customer relations, and portfolio management. Highly skilled in maintaining working relationships with internal and external partners to facilitate business growth and smooth transactions while delivering quality customer service. Ability to multi-task in a fast-paced environment and operate with a problem-solving focus. Professional Experience

Account Manager/Mortgage Loan Processor

Draper and Kramer Mortgage Corp, Exton, PA April 2020 - October 2022 Wells Fargo Home Mortgage, Philadelphia, PA August 2016 – March 2020

● Manage mortgage loan pipeline for multiple top-producing loan officers; handle an average of 50 active purchase and refinance loans with an average funding volume of $15,000,000 per month.

● Review financial documents for accuracy in order to provide proper and precise loan submissions to underwriting; review loan applications and request additional pertinent documents from customers to satisfy lending guidelines and underwriting conditions.

● Work alongside and communicate with multiple internal and external customers and business partners to deliver smooth transactions and prompt customer service while upholding and maintaining quality relationships.

● Responsible for approving and clearing underwriting conditions as required.

● Multitask in a high-paced environment with a focus on organization; manage confidential documents in a sensitive and compliant manner.

Lessee Remarketer, Sales Representative

De Lage Landen Financial Services, Wayne, PA January 2009 - February 2016

● Managed all business accounts at end of lease for financed office equipment in the states of NC, SC, and MN; assisted customers with end of lease options and provided detailed quotes for purchases, returns, and refinancing

● Worked alongside and maintained relationships with third party vendors and inside sales support teams to create new business and facilitate equipment sales.

● Provided customers and vendor partners with end-of-lease options, equipment purchase and return quotes, refinance terms, detailed account statuses, and special tasks as requested.

● Reviewed contracts and vendor program agreements; analyzed data and reporting for daily functions/operations.

● Contacted clients with major account delinquency to offer problem-solving solutions and payment options to meet individual customer needs and bring accounts current. Education

Pennsylvania State University

Bachelor of Science in Economics, Smeal College of Business, June 2005 Awards:

Police Athletic League (PAL) Scholarship 2000-2004 Key Skills

● Operating systems: Encompass, Oracle, AS400, CORE, Microsoft Office

● Comprehensive written and verbal communications

● Public Speaking



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