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Yyyyyy x. yyyyyy

Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx



Qualifications for Mortgage / Financial Services Leader

Results-Generating Professional Specializing in Profitable Loan Closing, Loan Funding & Post-Closing Processes


Highly Accomplished Leader who makes sound decisions to reflect positively on financial and operations initiatives in alignment with a comxxxxxxny s vision, value, and goals, and who offers solutions-centric critical thinking for insightful, change-oriented business results. Ambitious Self-Starter who rises above challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving market scenarios while independently resolving in-depth issues and improving objectives at the site level. Excellent Communicator who develops synergistic relationships with cross-geographical financial executives, banking / lending professionals, and customers, and who leads multidisciplinary teams by example and with ethics and integrity.


Professional Synopsis


Customers Bank 2012 2017


Closing & Funding Supervisor

Capitalized on the opportunity to lead forward-thinking coordination and oversight of Closing and Post-Closing Dexxxxxxrtment operations, including recruiting, training, and managing top-performing team members while continually promoting customer service excellence by providing ongoing coaching. Expertly prexxxxxxred loan documentation and coordinated funding and loan boarding. Xxxxxxrticixxxxxxted in due diligence and escrow analysis.


  Strategically managed workflow and turnaround times for loans.

  Developed and implemented core training materials for branch team members.

  Optimized use of resources to achieve goals by delivering support to bank branch personnel.

  Served as Xxxxxx County liaison for annual United Way events, including an annual giving camxxxxxxign.


Comprehensive Investment Solutions (CIS) 2009 2011


Operations Associate

Utilized broad scope of industry knowledge toward driving comprehensive client account administration and reconciliation initiatives to verify accuracy of security holdings. Directed details-centric quarterly performance reporting and seamlessly managed transfer of assets and securities. Facilitated rollover of qualified accounts.


  Served as a go-to liaison with the comxxxxxxny s key custodian.

  Delivered administrative support for management and financial planners.

  Optimized administrative efficiency by maintaining high-volume electronic records.


JPMorgan Chase 2001 2008


Closing Manager

Strategically steered fast-xxxxxxced Closing Dexxxxxxrtment operations, including training, mentoring, and managing a results-generating team of financial professionals in maximizing customer service levels while regularly liaising among sales and operations teams and encouraging on-going coaching efforts. Prexxxxxxred and disseminated valuable professional presentations for use with internal and external audiences.


  Recognized as a 6-time JPMorgan Chase Service Star Award leadership winner.

  Noted for supporting firm s values of Integrity, Respect, Excellence, and Innovation.

  Developed and implemented synergistic training materials for Loan Officer field support.

  Streamlined procedures while managing workflow and enhancing dexxxxxxrtment turnaround time.


Education, Professional Development & Technical Summary


Associate of Fine Arts (Graphic Design & Photography) Xxxxxx County Community College

Extensive Undergraduate Business & Accounting Studies Strayer University

Licensed Real Estate Agent Commonwealth of Xxxxxx Schlicher-Kratz Institute


Notary Public Commonwealth of Xxxxxx

Business Reports Accounting Auditing Procedures Management

Electronic File Management Microsoft Office Microsoft Publisher

Adobe Photoshop Adobe Illustrator Encomxxxxxxss DecisionPro LaserPro


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