JODI MARIE MEDLIN

*** *. **** *** *****

SPRINGBORO, OH 45066

Cell: 937-***-****

adz0w9@r.postjobfree.com

Experience/Work History:

Mortgage Loan Assistant September 2020 – February 2023

U.S. Bank Home Mortgage Springboro, OH

Served as a Mortgage Loan Assistant for U.S. Bank Home Mortgage; Provided consultation, guidance and assistance to management and clients on the full scope of home mortgages; Successfully delivered over $50M in new mortgage originations annually

Served as a trusted advisor and liaison between clients, branch managers, realtors, title agencies and insurance agents to coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports and additional mortgage application paperwork while maintaining a high level of confidentiality.

Ensured accuracy of all compliance metrics outlined in the policies and procedures manuals.

Facilitated the accurate and timely completion of home real estate loan applications; collected, analyzed, and reviewed supporting loan documentation in accordance with loan guidelines and provided support to clients and partners throughout the loan process.

Performed analysis and provided recommendations to processing and underwriting to achieve final loan approvals.

Provided the highest level of customer service to both internal and external customers.

Nurtured relationships and developed new business by effectively communicating both verbally and in writing with referral partners, current and past clients, real estate agents, lenders and underwriters.

Client Relationship Consultant IV June 2016 – September 2020

U.S. Bank Springboro, OH

Served as a Client Relationship Consultant for U.S. Bank; processed financial transactions accurately and efficiently in accordance with established policies and procedures.

Assessed customer needs and introduced new products and services such as credit cards and/or savings bonds.

Successfully managed and oversaw the day-to-day financial transactions for clients, including money transfers, money orders, deposits, withdrawals and checking transactions.

Responded to customer requests and inquiries and provided excellent customer service to all clients regarding their financial needs; ensured any account related discrepancies were accurately fixed in a timely manner.

Maintained and balanced cash drawers and reconciled any discrepancies; handled daily transactions ranging from $1 to $100,000

Legally appointed Notary. Served as an impartial witness to the signing of official documents to verify the identity of all participants and ensured authenticity of signatures.

Entrusted by management to train and mentor new members of the team to ensure employees acquired a well-rounded understanding of the bank, its systems, policies, and procedures.

Member of Shark Tank 2018 (top performer goup), Operations Council and Customer Experience Council

Certified Trainer/Key Employee/Server/Bartender July 2002 – June 2016

Longhorn Steakhouse Beavercreek, OH

Served as a Key Employee/Management Assistant; Delivered high-quality customer service to all clientele while managing and overseeing the restaurant’s daily operations.

Maintained high production, productivity, quality, and customer-service standards; Maximized customer satisfaction by delivering superior food and beverage service.

Interacted daily with customers and responded efficiently and effectively to all customer complaints.

Maintained and ensured all products were consistent with company quality standards.

Adhered to local health and safety codes, as well as company-wide safety standards and security policies.

Certified Trainer; ensured team members were trained to perform tasks efficiently and productively.

Team Player – Collaborated with restaurant staff to provide high-quality service to maintain and attract customers.

Attention to detail – prepared restaurant tables with special attention to sanitation and order, presented menus and assisted customers in selecting food and beverages.

Education:

Sinclair Community College – Dayton, OH

•Business Administration, Attended 2003-2004

Wright State University – Dayton, OH

•Business Administration, Attended 2002-2003

Edison Community College – Piqua, OH

•General Studies, Attended 2000-2002

Lehman Catholic High School – Sidney, OH

•High School Diploma, 2000

References:

Available upon Request

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