Mortgage and Banking Operations Specialist with extensive experience in loan processing, customer support, and financial services. Skilled in managing client accounts, coordinating loan applications, and maintaining accurate documentation. Experienced in handling customer inquiries across multiple channels and ensuring compliance with regulatory requirements. Demonstrates strong operational, administrative, and client-facing expertise in the banking and mortgage sectors.

Loan application processing and documentation

Customer service via phone, email, and chat

CRM software data entry and management

Regulatory compliance and risk awareness

Account management and financial record-keeping

Process evaluation and problem resolution

Administrative coordination and reporting

Coordination with lenders and financial specialists

Over eight years of experience in banking, mortgage, and financial services roles, including positions as Loan Processor, Customer Support Officer, Branch Account Specialist, and Financial Advisor. Responsibilities included processing and submitting loan applications, maintaining accurate client records, coordinating with lenders and underwriters, supporting brokers and financial specialists, resolving customer inquiries, and ensuring compliance with internal and regulatory policies. Experienced in both operational support and client-facing functions, contributing to efficient loan workflows and high-quality customer service.