Customer Relationship Manager Resume

SUMMARY

Detailed - Oriented, Solution-focused Bilingual professional Eager to find a position where I can expand my existing 14 + years of experience and Contribute Proven communication, strong organizational skills, Administration skills, and strong Customer Service Skills. Focused and Analytical strategist skilled in successfully supporting employer in maximizing profits .

TECHNICAL SKILLS

Microsoft Office Suite
Lotus Notes
AS400
LAMP(Loan Administration Mortgage Portal)
Homesaver
DMP (Document Management Portal) CRM Tool
Cross
Lien
LMA (Loss Mitigation Application)
LMF (Loss Mitigation Financial)
Edge
LPS
Empower
DocMagic Willing to learn/Master additional programs

PROFESSIONAL EXPERIENCE

Confidential

Customer Relationship Manager

Responsibilities:

Responsible for maintaining daily procedures, and maintaining company set turn times.
Require to adapt to an ever-changing, fast paced environment
Maintain client relationships by managing daily pipeline, reviewing and clearing conditions and providing updates to my assigned Account Executives, business partner’s (brokers), underwriters and closers as needed to ensure a prompt close on time.
Knowledgable of Confidential and HUD Guideline /processing loans for Confidential
Work on reviewing Financial statements, credit reports, applicable ratios and loan to values on loan documentation to meet all loan exceptions and efficiency of loan.
Resolve title issues including, but not limited to: vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens.
Work closely with underwriters to obtain final loan approvals and issue the clear to close for release of loan documents for the closing department.
Adhere to all applicable compliance regulations and training as needed.
Escalate issues when needed and follows directions from team leader for resolution of issues.

Confidential

Underwriting Assistant/Funder

Responsibilities:

Underwrite/Review for accuracy Income documents, appraisal, title, Insurance and credit reports.
Provides support for management and loan officers as needed
Responsible for clearing conditions, collecting income documentation and review for accuracy
Manage time sensitive material and meet all required deadlines
Maintain accuracy and ensure all CD’s are consistent and disclosed based on new TRID guidelines
Responsible for funding all required loans prior to lock expirations
Obtained and reviewed all party CD’s, requesting Wire, and initiating Phase Code 4 funding; shipped timely collateral correspondence and loan files.

Confidential, Colton CA

Sr. Mortgage Loan Processor / Underwriter/Customer Relationship Manager

Responsibilities:

Ensured that all necessary disclosures (state, federal and company specific) were provided to client as require
Responsible for clearing conditions, review title, appraisal, and credit and income/asset documentation for accuracy.
Maintain a high level of customer service and being proactive in communicating with customers, including banking center associates, and realtors
Review qualifying incomes; confirmed data of CLUES Accept decisions; reviewed all essential loan terms with borrowers; and proficiently cleared loans in accordance with guidelines .
Face to face interaction with highly escalated customers experiencing financial Hardship
Respond to all internal and external Audit Requests in a timely manner.
Analyze requests in accordance with established guidelines and recommend appropriate courses of action
Served as a liaison to administrative areas within the bank
Attended outreach events in local market, support banking center outreach.
Traveled to remote locations in order to assist with other offices or support events.

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