Remote Online Chat Agent Candidate
Resume:
THERON ROGER HARRIS
JACKSONVILLE, FL
******@*****.***
CAREER SUMMERY
To use my experience in: loan processing, mortgage and loan origination, loan closings,
customer service, compliance training, auditing, loan sales, operations/analysis,
credit and portfolio, sales management for the Loan Officer position.
EMPLOYMENT HISTORY
12/2021-5/2022 Small Business Administration
Loan Specialist
* Processed Economic Impact Disaster Loans ( EIDL) for small businesses impacted by the
Covid-19 pandemic. Decision applications from $5K to $2MM for approval or denial.
Contacted business owners through email or phone for additional documents or
clarification. Worked multiple SBA systems to complete loan process
1/2021-11/2021
* Flagstar Bank WFH Member Services Representative (contract)
Retail banking services to multiple mortgage customers in a remote call center environment.
* Shared Service Solutions (S3)- Member Service Representative. (contract)
Worked between multiple systems to provide service to members of 3 credit unions.
12/2019-10/2020 Maximus Federal contractor for The United States Census Bureau
Trainer Jacksonville, Florida
* Train Customer Service Representatives (CSR’s) in compliance, policy and procedures for the Census Questionnaire Assistance Program (CQA program) via virtual training in order to assist people to correctly complete their census questionnaire form online.
3/2018-12/2019 Advanced Disposal, Jacksonville, FL
Customer Service Delivery
* Responsible for customer satisfaction and delivery of container products and services.
1/2017-2/2018 5/3 Bank, Marietta GA
Personal Banker II (S.A.F.E)
* Establish new customer and business banking relationships. Used the Consultative Sales Process
Method to uncover financial needs for credit opportunities. Provided professional financial advise
8/2016-11/2016 New Penn Financial. Alpharetta, GA
Mortgage Loan Originator (S.A.F.E)
* Originate mortgage loans at call center. Interviewing clients for VA, FHA and
Conventional Loans
* Loan Modifications, title search reviews, scheduled closings for approved loans
OTHER PROFESSIONAL POSITIONS
* Andrea’s Lace Affair LLC, Atlanta, GA.
Sales/Marketing Manager
Created, organized, executed, monitored and measured all print and media advertising relative to
sales for a start-up company in the Atlanta market selling high-end Lace Wigs for women.
Established satellite locations with Salon owners.
* Municipal Credit Union. Bronx, New York.
Officer In Charge
* Independence Community Bank Brooklyn, New York.
Assistant Vice President/ Branch Manager
AVP over Operations, Sales and Customer Service Departments of 22 FTE’s
* North Fork Bank. Mattituck, New York.
Branch Manager
Originated commercial loans, business lines of credit and cash management services.
Secured credit agreements with CEO’s and owners of small to mid-sized businesses.
Maintained a commercial loan portfolio.
* Marine Midland Bank (HSBC) New York, N.Y.
First Federal Savings and Loan of Rochester
Assistant Vice President/ Branch Manager
Increased branch commercial account by 45%.
Move branch to a new location.
EDUCATION
PACE UNIVERSITY, NEW YORK, N.Y.
Bachelor Business Administration/Marketing. Lubin School of Business
LICENSING
NMLS Licensed S.A.F.E Mortgage Loan Originator MLO#1432473
(Active through December 2022).
TECHNOLOGY SKILS
Rapid System (SBA)
AUS (Automated Underwriting System)
DU (Desktop Underwriter)
Adobe Connect
Outlook
Excel
Microsoft Office/Team
Encompass
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