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Financial Services Mortgage Loan

Location:
Massachusetts
Salary:
80.000
Posted:
August 30, 2023

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Resume:

Ilva Shehaj

* ********* ** ******** ** ***** (***) -330-2978 adzccf@r.postjobfree.com

Professional experience

PNC Bank -Financial Services Boston MA, May 2022-Present Solution Consultant- MLO (Mortgage loan officer)

• Complete mortgage loan applications based on national and local financial standards and review their progress.

• Financial wellness seminars/workshops, community outreach and outbound calls.

• Facilitating problem resolutions through financial consultation.

• Identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals. Leverage ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships. Santander bank Boston MA, Oct 2021- May 2022

Sr. Relationship Banker

● Provide advisory services for clients regarding available financial services and specialists, including mortgage HELOC and investment needs.

● Resolve issues regarding customer accounts including performing maintenance and merchant services and wire transfers, processing power of attorney authorizations, changing named account beneficiaries, etc.

● Assisted customers with personal and business account openings, loan applications, servicing requests, loan closings, routine bank transactions and meeting all banker’s assigned goals.

● Processing credit cards applications.

● Builds the retail customer base through high quality, proactive internal financial conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.

● Pursue potential customers to expand services and products offered.

● Successfully turned servicing requests and routine transactions into sales opportunities and promoted different banking channel opportunities to customers where necessary. East Boston Savings Bank Boston MA, Jan 2020–Oct 2021 Relationship Banker

● Managed customer relationships daily.

● Processed various in-person banking transaction and maintained regulatory compliance.

● Managed mortgage and loan payments.

● Disbursement of funds by withdrawal, cashing checks, etc.

● Sold bank products and services including, checking accounts, savings accounts, investment accounts, consumer loans, etc.

● Demonstrated self-service channels to customers, including ATM, online banking and mobile banking.

● Qualified referrals to business partners in the areas of investments, mortgage and cash management.

● Managed the vault and cash under dual control and maintained cash limits.

● Set, implemented and monitored teams’ goals.

Melvin Pharmacy Boston MA, Dec 2017-Dec 2 019

● Processed daily cash management.

● Processed accounts receivable and payable accordingly. TIBO IPTV

Accountant and Credit Analyst Albania, Jan 2014-Sept 2017

● Conducted financial analysis and evaluations for TIBO IPTV.

● Worked on budgets and financial reporting.

● Prepared monthly cash journal entries and bank account reconciliations.

● Maintained control over the vault and invested money.

● Managed commercial loan portfolio.

● Prepared timely financial report.

McCann Tirana Albania, May 2010- Dec 2013

Advertising manager

● Developed and implemented marketing plans for expanding business.

● Managed design and content of advertising campaigns.

● Collaborated with clients to determine marketing goals were met on time.

● Analyzed marketing campaign results by Alpha Business.

● Worked on pricing, commercialization and marketing on global platforms E-Commerce. Education and Trainings

Ismail Qemali University, Albania Vlore, Albania

• • Bachelor’s degree in economics, Business Administration May 2016.

• • Completed six-months course CPA and Financial Credit Analyst Dec 2015 Tirana, Albania Languages & Interests

• • Fluent in English, Albanian, Spanish, Italian, Portuguese.

• • Cooking, Reading, Tennis,



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