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Bank Of America - Customer Relationship Manager III Resume Example

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Jack Carter
XXXX XXXXXXX XXXX, Charlotte, NC 28216
XXXXXXXXXXXXXXXXXX
Ph: XXXXXXXXXXX
Summary

Accomplished, energetic Loan Specialist / Junior Underwriter with solid history of achievement in Mortgage/Banking. Motivated leader with strong organizational, prioritization abilities. Areas of expertise include loan processing, developing professional relationships, experienced trainer.

Skills
  • Systems Analysis
  • Experience Training
  • Production/Processing
  • Manually calculated DTI, LTV, CLTV
  • Microsoft Word, Excel, PowerPoint
  • Junior Underwriter
  • Superior organizational skills
  • Critical Thinking
Experience
Bank Of America Charlotte, NC Customer Relationship Manager III / Process Supp Oct 2011Aug 2014
  • Maintained 75-100 customers records daily, accurately updated account information
  • Processed loan applications, submitted, structured
    loan to accommodate, Underwriting findings along with borrower's needs
  • Verified/reviewed required documentation; appraisals, titles, 1040/1099's, bank statements, paystubs, credit reports, purchased contracts as received. Submitted fully processed files to underwriting,  made all required calls, system updates, ordered any addendum required related to reviews
  • Prepared disclosure packages to be sent to borrower within regulatory required time frame
  • Worked with clients, closing agent to resolve questions, issues,  immediately upon inquiry or receipt of documentation from customers
  • Ordered,  tracked, all required documentation to assure processing timeframes being met, updated system with status
  • Clarified customer's issues; determining cause of problem; explained best solutions to solve all problems; expedited correction or adjustments; by following up to ensure resolution.
Wells Fargo Home Mortgage Fort Mill, SC Loan Servicing Specialist II/ Analyst I Jan 2007Oct 2011
  • Review credit reports to ensure, completed accurately,  according to policy.
  • Analyzed applicants financial status, credit, property evaluations to determine feasibility of granting loans. 
  • Reviewed, updated, credit, loan files.
  • Performed queries to ensure adherence to Fair Lending compliance guidelines for monthly audits.
  • Successfully prepared approximately 250 Borrower Information Packages (BIP) weekly to educate borrowers on ways to avoid foreclosure.
  • Prepared reports, packages to send to delinquent customers accounts, forward irreconcilable accounts for collector action.
  • Handled customer complaints through emails, letters , system database. Took appropriate action to resolve issues.
First Charter Bank Charlotte, NC Service Associate Jul 2005Jan 2007
  • Maintained strict confidentiality of bank records with client information.
  • Maintained friendly,  professional customer interactions.
  • Performed wide range of services including stop payments, NSF, processed check orders.
  • Handle substantial cash transactions, along with balancing ATM/Vault daily.
  • Solicited new accounts, cross-sells products services.
Education
Barber Scotia College Concord, NC
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Resume Details

This is a real resume for a Customer Relationship Manager III in Charlotte, North Carolina with experience working for such companies as Bank Of America, Wells Fargo Home Mortgage, First Charter Bank. This is one of the hundreds of Customer Relationship Manager III resumes available on our site for free. Use these resumes as templates to get help creating the best Customer Relationship Manager III resume.

Previous Companies:

  • Bank Of America
  • Wells Fargo Home Mortgage
  • First Charter Bank

Previous Job Positions:

  • Customer Relationship Manager III
  • Process Supp
  • Loan Servicing Specialist II
  • Analyst I
  • Service Associate

Schools:

  • Barber Scotia College

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