Tata Consultancy Services - July 2020 to November 2022 - Cincinnati, Ohio - Remote
Managed process from application to approval. Reviewed Appraisals, complex personal and business income, title commitments, in depth credit analysis, and homeowners' insurance, then organized the file and assured completeness before requesting additional documentation or submitting to initial and/or final underwriting review. Performed detailed analysis of all documentation including follow up with third party vendors to obtain any necessary corrections and clear inconsistencies. Acted as a liason between internal and external parties.
The Tessel Agency at Allstate - October 2019 to April 2020 - Cincinnati, Ohio
Sales
Fifth Third Bank - January 2012 to October 2019 - Cincinnati, Ohio
Investigated, monitored and reported on fraud cases involving potential threats to the bank to ensure compliance with regulatory requirements. Responsible for filing applicable reports and escalating financial crime and fraud related matters when appropriate. Provided guidance to other specialists with respect to training and case evaluation. Analyzed, investigated and reported on cases involving potential threat to the bank and to ensured that the bank is in compliance with regulatory requirements.
Collaborated with the customer and underwriter ensuring application accuracy and completeness. Reviewed documents assuring all were properly attached to files, monitored regulatory guidelines, analyzed loans to determine alternate solutions if needed, and maintained relationships between various business partners both internal and external.
Provided an exceptional customer experience by maintaining long lasting relationships with existing customers while supporting the banks' marketing initiatives. Sold a full range of Fifth Third banking products and services over the phone. Helped customers address their financial needs by utilizing a consultative approach in which the banker provides solutions that span across the customer's lifecycle. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensured that actions and behaviors drove a positive customer experience. While operating within the Bank's risk appetite, achieved results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. I assisted in training of new hires, was the team SME, and helped create and manage several sales contests in the department, all while achieving individual sales goals.
Responsible for assisting customers in maintaining checking, savings, and credit card accounts, as well as technical support for online banking.
Adecco - March 2011 through December 2011 - Cincinnati, Ohio
Was asked to follow to next city, as voted on by permanent staff and touring staff.
Rudino's - July 2010 to March 2011 - Montgomery, Ohio
The Brew House - May 2001 to July 2010 - Cincinnati, Ohio
Check out my LinkedIn above for more information on my skills and expertise!