Commercial Lending Specialist

Robin Cantrell

**** ********* ***** ********, ** 43229 614-***-**** ***************@*****.***

Professional Summary

More than 12 years within the banking industry, with 3 years in mortgage banking and 10 years in consumer banking.

Education

DIPLOMA JUNE 7, 2008 COLUMBUS ALTERNATIVE HIGH SCHOOL

Skills & Abilities

·3 years of experience working in a call center environment

·Ability to work well independently or in a team based environment

·Strong attention to detail

·Strong ability to multi-task

·Ability to work in a fast-paced environment and work well under pressure

·Planning and prioritizing workload to fulfill deadlines

·Type 40 WPM

·Word, PowerPoint, Outlook, and Excel

·Experience with utilizing different

systems [MSP, MX, EIV, Black Knight, Chase Answers, Info source, Loan

Builder, MAX (Mortgage

Applicator Express), CLOSR, Real

EC, CFM (Chase File Manager),

Customer Assist, Taser, Falcon,

and CMM, CMS, I-Vault, I-CAT,

NICE, JP Morgan CONNECT], CLW, Credit Navigator, Party Central,

ACBS, EPIC, iCRD, Aurora Portal, DealWorks Navigator,

Experience

LOAN ORIGINATION SPECIALIST III (COMMERCIAL BANKING) JP MORGAN CHASE 05/2022-CURRENT

·Submit document preparation cases and booking cases for commercial deals backed by Chase Bank.

·Navigate through various systems to retrieve commercial business loan information pertaining to business proposals and input information throughout various systems.

·Work with internal parties such as documentation preparation team, commercial UW, and bankers to ensure documentation has been executed by clients and retrieved for booking/funding of business deals.

·Navigate through other tasks such as email follow-ups from internal parties, document cases regarding the retrieval of original documents, and working exception reports to obtain original business documentation.

CLOSING SPECIALIST II (HOME LENDING) JP MORGAN CHASE 03/2021-CURRENT

·Send mortgage closing doc packages and print wires for scheduled closings and fundings with Chase Bank.

·Compare title information with complex mortgage information in our system for accuracy to ensure scheduled closing meetings are completed on time vs. being rescheduled for later date.

·Multitask within various systems (MX, EIV, Outlook, Black Knight, etc.) to keep up with ongoing changes or revisions being made to the loan to streamline the closing process.

·Review critical docs packages for accuracy and work closely with title companies via email to ensure all errors are revised prior to funding the loan.

·Work with various partners within the mortgage industry (Client Care Specialist, Underwriting, Mortgage Bankers, CDA, MX dual control, Title companies) to build lasting relationships for effective outcomes for our customers.

CENTRAL SUPERVISION ANALYST (ASSET MANAGEMENT) JP MORGAN CHASE 01/2018-03/2021 REVIEW 401K, IRA, AND OTHER WEALTH MANAGEMENT DOCUMENTS FOR ACCURACY AND EVENTUALLY PROCESS FOR COMPLETION FOR CUSTOMERS TO WITHDRAW OR UTILIZE FUNDS.

·Assist Supervisory officers with reviewing and forwarding emails of 401k, IRA, and other Wealth Management documents to a system called Captiva in a timely manner to prevent stalling of Supervisory Officers compensation.

·Mailing letters to customers regarding the status of their 401k and IRA accounts, and uploading weekly reports accounted for all Centralized Supervision teams to track the success or fail rate of completion of work performed.

SENIOR SPECIALIST I (TRANSACTION PROCESSING GROUP) JP MORGAN CHASE 03/2015-01/2018

·Manually processed collection attempts on overdrawn and charged-off accounts.

·Navigated through various systems to collect information and input data for work compliance.

·Analyzed detailed account information to utilize as a resource for collection related purposes.

·Assisted bankers and/ or work peers in sending out letter request for charged off accounts that have been settled or paid.

RISK OPERATIONS ANALYST (DEBIT CARD FRAUD PREVENTION) JP MORGAN CHASE 01/2014-03/2015

·Reviewed customer debit card accounts for fraud patterns to prevent losses from the bank.

·Alerted customers with outbound calling measures to verify risky patterns within transactional history.

·Performed all necessary steps to ensure customers of fraud prevention such as closing compromised cards to prevent future fraud attempts, reissuing new debit cards in place of compromised cards, and filing claims for reimbursement of fraudulent charges.

PRE-DISBURSEMENT SPECIALIST (MORTGAGE CLOSING DEPARTMENT) JP MORGAN CHASE 03/2013-12/2013

·Reviewed critical mortgage loan documents for any errors or missing information for funding mortgage loans.

·Navigated through several systems to update and input data pertaining to mortgage loans, through mortgage systems such as CLOSR and Real EC.

·Sent out various emails and allowed heavy contact with different title companies to ensure any errors or missing information on the mortgage documents, were updated and fulfilled punctually for funding.

MORTGAGE ADVISOR (MORTGAGE LEAD MANAGEMENT) JP MORGAN CHASE 11/2011-03/2013

·Assisted customers with inquiries about refinancing or financing regarding mortgage loans.

·Verified and inputted customer's mortgage information into system database.

·Offered mortgage products and provided assistance to customers in need of mortgage advice.

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