Andrea Weary

adwkch@r.postjobfree.com 414-***-****

linkedin.com/in/andrea-weary-33b7a5b8

Summary

CORE COMPETENCIES

• Analytical Problem

Solving

• Sales Management • Team Leadership

• Process Improvement • Customer Focused • Employee Engagement

• Cost-Saving Initiatives • Staff Management

• Cash Management

• Staff Development

Experience

Client Care Specialist

Chase Bank

Jan 2011 - Nov 2022 (11 years 11 months)

A leading global financial services firm with operations in more than 60 countries. Chase is a leader in investment banking.; Constant focus on customer service throughout the process that leads to delivering best in

class service.

• Contact the customer after the loan has been conditionally approved and final approval, and all of the follow up calls in between. The discussions may involve but are not limited to the discussion of structure of the conditional approval, the review and request for outstanding conditions/documentation as well as discussing next steps in the process.

• When information is needed from the customer to complete any action item, the CCS calls the customer/co-customer to obtain the necessary information or documentation.

• Responsible for updating the information in the system of record as well as keeping up to date and accurate communication logs ensuring a smooth downstream process for the customer.

• Contact the customer to discuss the final terms and conditions of the loans as well as discuss any questions. Discuss a proposed time frame the loan signing.

• Immediately address all issues and concerns raised by the customer and involve the Mortgage Banker when appropriate.

• Escalate as appropriate any issues or concerns to your team manager when applicable.

• Work daily priorities as assigned by the system ensuring timely completion of tasks. Loan Closer

JPMorgan Chase & Co.

Jan 2013 - Jan 2014 (1 year 1 month)

Providing excellent client care. Excellent communication.

• Daily support requirements include direct interaction with clients answering questions and researching issues reported.

• Serve as single point of contact for customer and banking center for all Andrea Weary - page 1

applications. Obtain other necessary verification for review — Trust agreements, verification of income, payoffs, home owners insurance, mortgage balance statements, etc.

• Actively managed and maintained 60 or more file portfolio

• Process and schedule closings for home equity requests in accordance to Chase

• Conduct Preliminary and Final underwriting review. Direct contact with applicants to re-validate that the loan product meets the customers stated needs based on a review of the terms, conditions, product features and benefits.

• Offer and make recommendations on alternative loan solutions based on customer needs.

• Order and review vendor work — Title, Evaluation, Flood.

• Work through vendor issues with customer and vendors to resolution.

• Serve as single point of contact for customer and banking center for all applications. Obtain other necessary verification for review — Trust agreements, verification of income, payoffs, home owners insurance, mortgage balance statements, etc.

• Upon final approval, coordinate loan closing with customer, banking center, and doc prep.

Quality Specialist

JPMorgan Chase & Co.

Jan 2011 - Jan 2012 (1 year 1 month)

Review Loss Mitigation documents

• Verifies accuracy of the closing documents

• Updates and interdepartmental hand-off processes for each Loan.; & Company is a diversified financial services company providing banking,

insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet across North America and internationally.

Loss Mitigation Specialist

Wells Fargo

Jan 2009 - Jan 2010 (1 year 1 month)

Performs high volume, time sensitive tasks

• Researched and problem solving to ensure loan packages are accurate

• Solid proficiency for processing government, conforming and/or non-conforming loans.; Amcore is a growth company that believes the key to the bottom line is the top line. The ability to grow profits consistently is based on sustainable revenue growth—growth driven by our ability to satisfy our entire customer needs year after year. Commercial Administrative Assistant

Amcore Bank

Jan 2008 - Jan 2009 (1 year 1 month)

Performs administrative duties for commercial lenders of the bank.

• Clerical and administrative duties of confidential nature

• Researching and entering personal informational data on our commercial customers into to computer systems.

Andrea Weary - page 2

• Contact customers on past due payments and outdated financial records.

• Maintain departmental records, filing and budgeting expense accounts. PERSONAL BANK SALES REP (2007-2008)

• Handle routine financial transactions (deposits, withdrawals, advances, loan payments, merchant transactions, etc.),

• Balances these transactions daily while ensuring a positive interaction with customers and non-customers.

• Cross-sell products when appropriate

• Ensure compliance and adherence to Bank policies and procedure

• Assist with branch administration and operations through completion of assigned tasks to ensure an effectively and efficiently operating branch Marshall & Ilsley Bank

Focus on building relationships with a vision to be the bank that defines great customer experience — building that reputation with new customers and deepening it with existing customers.

Treasury Management Specialist

Jan 1988 - Jan 2003 (15 years 1 month)

Coordinate the setups of bank pc treasury products

• Maintain comprehensive working capital management solutions

• Responded to daily inquiries from corporate and affiliated Education

PULASKI HIGH SCHOOL MILWAUKEE WI

Skills

administration • balance • banking • benefits administration • budgeting • clerical • closing • communication skills • customer relations • customer service Honors & Awards

Customer Satisfaction Reward - JPMorgan Chase & Co. 2019

I receive a reward for the most customer surveys at a score of 9 or 10. Andrea Weary - page 3

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