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Bank Of America - Senior Customer Relationship Manager Resume Example

David Garcia
XXXX XXXXXXX XXXX, Charlotte, NC 28216

Accomplished, energetic Loan Specialist/Underwriter with 10 years of achievements in
Mortgage/Banking. Motivated leader with strong organizational, and prioritization abilities. Areas of
expertise include, developing professional relationships,  training and loan processing.

  • Bankruptcy Chapter 7, 11, and 13 guidelines
  • Loan approval decision making
  • Underwriting loan calculations
  • Foreclosure/Default/Current accounts processing
  • Excellent with Microsoft Word, Excel, PowerPoint, MSP, Fidelity, and LPS
  • Deep understanding of Investors such as FHLMC, FNMA, VA, and HUD.
  • Production and Processing
Bank Of America Charlotte, NC Senior Customer Relationship Manager 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, bank statements, paystubs, credit reports and purchased contracts as received.
  • Submitted fully processed files to underwriting, made all required calls, system updates, ordered any addendum required related to reviews.
  • Manually calculated (LTV) Loan-To-Value and (DTL) Debt-To-Loan Ratio  
  • Prepared 10-15 disclosure packages daily, to send to borrower within regulatory required time frame.
  • Worked with clients and closing agent, to resolve issues, immediately upon inquiry or receipt of documentation from customers.
  • Ordered and tracked, all required documentation to ensure processing timeframes were met.
  • Clarified customers' issues determining cause of problem; explained best solutions and expedited correction or adjustments, by following up.
Wells Fargo Home Mortgage Fort Mill, SC Loan Servicing Specialist II/ Analyst I Jan 2007Oct 2011
  • Successfully prepared approximately 250 Borrower Information Packages (BIP) weekly to educate borrowers on ways to avoid foreclosure.
  • Reviewed credit reports to ensure, completed accurately, according to policy.
  • Analyzed applicants financial status, credit, property evaluations to determine feasibility of granting loans.
  • Reviewed and updated credit loan files.
  • Performed queries to ensure adherence to Fair Lending compliance guidelines for monthly audits.
  • Prepared reports, packages to send to delinquent customers accounts, forwarded irreconcilable accounts for collector action.
  • Handled customer complaints through emails, letters and system database, took appropriate action to resolve issues.
First Charter Bank Charlotte, NC Bank Teller Jul 2005Jan 2007
  • Solicited new accounts, cross-sells products services and  successfully opened 8-10 new accounts on a weekly basis. 
  • 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.
Barber Scotia College Concord, NC
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This is a real resume for a Senior Customer Relationship Manager 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 Senior Customer Relationship Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Customer Relationship Manager resume.

Previous Companies:

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

Previous Job Positions:

  • Senior Customer Relationship Manager
  • Loan Servicing Specialist II
  • Analyst I
  • Bank Teller


  • Barber Scotia College

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