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US Bank - Relationship Manager Resume Example

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Avery Ward
Professional Summary

Goal-oriented Loss Mitigation Specialist dedicated to high levels of customer satisfaction and meeting aggressive business goals. Focused and Strong-willed with specialized knowledge in Customer Relations and Processing Accounts.

  • Customer and Personal Service
  • Active Listening
  • Telecommunications
  • Production and Processing
  • Clerical
  • Computers and Electronics
  • Active Learning
  • Critical Thinking
Relationship Manager/Loss Mitigation Specialist Jan 2012Present US Bank Saint Louis, MO
  • Confer with underwriters to resolve mortgage application problems.
  • Check modification agreements to ensure that they are complete and accurate, according to policies.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting modifications.
  • Interview applicants and request specified information for loan modification applications.
  • Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Maintain and review account records, updating and re categorizing them according to status changes.
  • Arrange for maintenance or liquidation of delinquent properties.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Contact applicants to obtain information for loan modification applications and to answer questions about the process.
  • Explain to customers the different types of modification and credit options that are available, as well as the terms of those services.
  • Review loan modification  agreements to ensure that they are complete and accurate according to policy.
  • Handle customer complaints and take appropriate action to resolve them.
  • Stay abreast of new types of loan modifications and other financial services and products to better meet customers' needs.
  • Market alternative products to individuals and firms, promoting home saving options and liquidation services that may meet customers' needs.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Arrange for maintenance and liquidation of delinquent properties.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Check to ensure that appropriate changes were made to resolve customers' problems.
  • Determine charges for services requested, collect deposits or payments, or arrange for billing.
  • Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  • Manage projects or contribute to committee or team work.
  • Learn to operate new office technologies as they are developed and implemented.
  • Train and assist staff with computer usage.
Insurance Claims Representative May 2008Jun 2010 United Health Group Earth City, MO
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Process and record new insurance policies and claims.
  • Correspond with insured or agent to obtain information or inform them account status or changes.
  • Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or canceled.
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Collect initial premiums and issue receipts.
  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Transcribe data to worksheet and enter data into computer for use in preparing documents and adjusting accounts.
  • Notify insurance agent and accounting department of policy cancelation.
  • Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
  • Obtain computer printout of policy cancelations or retrieve cancelation cards from file.
  • Compose business correspondence for supervisors, managers and professionals.
  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
General Studies Jan 2009 Fontbonne University Clayton, MO
Associate of Applied Science : Computer Programming Columbia College-St Louis St. Louis, MO
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Resume Details

This is a real resume for a Relationship Manager in Saint Louis, Missouri with experience working for such companies as Us Bank, United Health Group. This is one of the hundreds of Relationship Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Relationship Manager resume.

Previous Companies:

  • US Bank
  • United Health Group

Previous Job Positions:

  • Relationship Manager
  • Loss Mitigation Specialist
  • Insurance Claims Representative


  • Fontbonne University
  • Columbia College-St Louis

Level of Education:

  • Associate of Applied Science

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