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th St SE , Everett, Washington , United States
Experience Mar Jul Wells Fargo, Wealth Mngmt Division
Securities Ops Specialist Seattle, Washington
Served as primary liaison to Financial Advisors & Sales Assistants for movement of brokerage & bank assets. Processed IRAs, wires, ACHes, Journals, periodic transfers according to new policies brought on with Wachovia merger. Conveyed procedures to field to maintain compliance & adopt to new regulations. Follow through to maintain customer satisfaction through merger was satisfying ach May Mar Frontier Bank VP & Manager of Retail & Consumer Loans Seattle, Washington
CORE COMPETENCIES Underwriting Compliance Audits Profitability Tracking Client Relations Risk Management BCP Administrator Regulatory Compliance Operations Management Financial Analysis Loss Mitigation Mortgage Processes SOX, GLB Administrator Small Business Lending Consumer Lending Marketing & Sales Hiring, Training, Mentoring Vendor Maintenance Monitoring VISA,Helocs, Jan May Educational Comm. Credit Union Manager of Lending Dept. Everett, Washington
Mngd Ln Officers,Collectors,Processors.Credit investigation, underwrote,evaluated support documents appraisals, title insurance, flood determinations, sufficient insurance coverage. Cleared title encumbrances, perfected collateral on consumer loans, CRA,compliance. Acquired indirect lending auto, boat, RV dealers. Established loan policies, loan docs, disclosures, staff job descriptions.Market Jan Jan Homestreet Bank Mortgage Lender/Processor Edmonds, Washington
Limited character space not allowing full descriptions. Including them here: Responsible for repossessions, initiation of foreclosure proceedings, redemption of collateral, attended meeting of creditors in bankruptcy proceedings. Workout specialist at Frontier Bank & CU. Led marketing team creating new logo,design,sales brochures representative of name change separate times.Operation aud Dec Jan Watermark CU Senior Loan Officer Seattle, Washington
Underwrote, advised, collected for consumer loans and credit cards. Title officer, credit life & disability sales.
Sep May Western Washington University
Earned more than enough credits for my Associates Degree,majoring in English and Business, however this was a year college that does not award AA degrees. Had years & all general requirements completed with . GPA.
Some College Bellingham, Washington
Credit Life & Disability Certification
Available upon request Community Volunteer, Animal Rescue, mentoring students, gardening, reading, boating, biking, hiking, artwork, writing. I would be willing to relocate
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