Claudette C. Gordon McKenzie

**** ****** *****, ***** ****, PA 15129 412-***-**** ady6rj@r.postjobfree.com

Highly professional Banker with expertise in Banking, customer service; excellent business acumen, problem solving and technical skills.

CORE COMPETENCIES

Accounting Regulatory Compliance Pre-Underwriting MS Proficient Loan System

PROFESSIONAL EXPERIENCE

PNC Bank 2019 – Present

Branch Banker

Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.

Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.

Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.

Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.

Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

National Housing Trust 2001 – February 1, 2019

Mortgage Officer/Processor

Responsible for meeting and interviewing borrows; conduct loan applications and pre-underwriting of mortgage loans. While keeping abreast with underwriting guidelines and regulatory compliance.

Oversee loan origination, streamline borrows prequalification and consultation process for home loans including and not limited to rates, calculation of income and debt ratio, financial options, loan terms and benefits; as well as gather loan conditions and collaborate with realtors, contractors and other internal departments regarding mortgage accounts and processing.

Responsible for communicating loan pre-approvals to all parties involves in the loan by sending pre-approval documents and letter of commitments, as well as answer questions pertaining to the loan.

Utilize the loan and processor check list to clear and meet all loan conditions in an accurate and efficient manner. As well as work with the underwriting and closing department regarding all loan matters.

Input pertinent loan information into loan mortgage corporate system used by the organization; as well as update, print, prepare documents for external and internal parties.

Audit borrows’ files to ensure document accuracy for closing; as well as manage and maintain borrows’ physical and electronic information while providing and exhibiting tremendous service to the general public and third party administrators.

Interim Paralegal 2003 – 2006

Generated undertaking documents, prepare mortgage deeds, discharge of mortgage and submit document releases and/or registration to the appropriate government agencies.

Maintained compliance and established guidelines using industry best practices.

Monitor title intakes and request pertinent documents to ensure company policies and industry standards are met.

Legal Secretary 2001 – 2002

Provided administrative support to the legal department, as well as follow-up with internal and external clients regarding accurate title endorsement, ownership and take corrective action when discrepancies are found.

EDUCATION AND CERTIFICATION

University of the Caribbean - Commonwealth Executive MBA 2015 - 2017

University of the Caribbean - Bachelors of Business Administration 2004 – 2008

Paralegal Institute - Certified Paralegal

Pyramid Institute - Certified Professional Secretary (CPS)

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