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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
objective
efficient and accuracy-oriented financial professional eager to contribute broad-scope business talents toward optimizing operations in the permanent role of a wells fargo loan adjuster specialist.
career profile
ø over two years of relevant experience and current wells fargo employee.
ø highly knowledgeable with several years of comprehensive financial management, analysis, loan adjustment, documentation, mortgage processing and strategic facilitation experience.
ø b.b.a. with double major in finance and marketing.
ø studying for m.s., accounting.
ø strategically coordinate collection portfolios, credit analysis, loan agreements, payment plans and customer service.
ø self-driven, effective team player with strong decision-making and evaluative skills.
ø proficient in ms office suite and bloomberg.
professional experience
wells fargo home mortgage, milwaukee, wi 2010 - present
loan adjuster specialist
recruited to adjust collection portfolios through tax, pay, bank and credit documentation from delinquent customers.
focus on reducing delinquent/problem loans within corporate framework.
acquire real estate paperwork such as purchase contracts, listing agreements and proof of funds to ensure proper execution and sufficient financial capacity on part of home buyers for hafa program eligibility.
support brokers and real estate agents.
correspon with customers, trace skips, restructure payment plans and assist with problem loans.
northwestern mutual, milwaukee, wi 2009 - 2010
service representative
facilitated transactions by assisting representatives with processing insurance payments and applications while managing extensive database of confidential client information.
recommended insurance products and services to clients and performed requested changes to customer policies.
us bancorp, milwaukee, wi 2008 - 2009
mutual fund compliance administration
retained to track mutual fund, stock, futures and currency performance for compliance purposes.
developed graphs, charts and financial statements for mutual fund prospectus.
utilized bloomberg to process financial reports.
successfully prepared mutual fund presentations for board meetings.
monitored and managed a/p with distribution journal.
yyyyyy x. yyyyyy
page two
education
marquette university
currently pursuing master of science degree in accounting
have completed prerequisite intermediate accounting classes and am involved in advanced accounting i and accounting information systems.
university of wisconsin - milwaukee, milwaukee, wi
bachelor of business administration, double major - finance and marketing, 2008
included courses such as advanced investment finance, financial modeling, managerial accounting, financial institutions and management analysis.
professional associations
formerly treasurer and fundraiser of phi sigma kappa fraternity ensuring accurate and complete financial responsibility of university of wisconsin - milwaukee chapter, including dues collection, organization of moneymaking efforts and philanthropy participation. have also performed sic portfolio management for student investment club at university.
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