Alexis Clingerman
Waddell
Summary
Professional with deep knowledge in banking and mortgage lending operations, ready to drive efficiency and effectiveness. Proven ability to lead teams, and adapt to evolving requirements. Strong skills in risk management, regulatory compliance, and process optimization. Known for fostering collaborative environments, and delivering consistent results.
Overview
27
27
years of professional experience
1
1
Certification
Work History
NOTARY PUBLIC/CERTIFIED LOAN SIGNING AGENT
Alexis Kathryn Clingerman
Waddell
02.2024 - Current
- Checked documents for accuracy and correct signing before notarizing.
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Checked client identification to maintain compliance with state legal requirements.
- Expedited the loan signing process for faster completion rates with thorough attention to detail.
- Implemented effective communication methods between team members and stakeholders involved in the loan process.
- Stayed current on industry trends and legal changes by attending relevant trainings, conferences, and workshops.
SENIOR MORTGAGE LOAN PROCESSOR
Caliber Home Loans, LLC
Virginia Beach
09.2019 - 11.2023
- Responsible for reviewing and verifying loan applications to ensure accuracy and compliance with all applicable laws and regulations.
- Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments.
- Assisted Loan Officers in processing loan applications and gathering necessary documents for underwriting.
- Monitored daily pipeline reports to ensure that loans were processed in a timely manner.
- Verified accuracy of information on loan applications including income, employment, assets, debts and credit scores.
- Analyzed credit reports for potential underwriting issues or discrepancies.
- Provided excellent customer service by responding to inquiries from customers regarding loan status or other related questions.
- Processed mortgage loan applications accurately and successfully for over 12 years.
- Collaborated with team members to meet monthly targets, contributing to the overall success of the department.
- Reduced turnaround time for mortgage approvals through effective communication with underwriters and loan officers.
- Increased productivity by implementing time-saving strategies such as standardized checklists and document templates.
SENIOR MORTGAGE LOAN PROCESSOR
Wells Fargo Home Mortgage
Virginia Beach
03.2012 - 09.2019
- Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments.
- Acted as point of contact by keeping customer and referral sources informed throughout process.
- Coordinated efforts between lenders, brokers and attorneys during the closing process.
- Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
- Utilized excellent communication skills when explaining complex financial terms and conditions to customers.
- Conducted interviews with customers to obtain detailed information.
- Processed mortgage loan applications accurately and successfully for over 12 years.
DISTRICT OPERATIONS MANAGER, ASST. VICE PRESIDENT
Wells Fargo Bank, N.A.
Irvine
06.2007 - 06.2010
- Traveled to over 21 locations per week to manage each store and perform reviews of individual managers and employees.
- Developed processes to save on costs and prevent losses.
- Enhanced regional branch performance by implementing proven management processes to increase revenue.
- Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
- Led weekly meetings with regional staff to review progress, address challenges and drive timely task completion.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reported issues to higher management with great detail.
- Assisted in recruiting, hiring and training of team members.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
BRANCH OPERATIONS MANAGER
Wells Fargo Bank, N.A.
Newport Beach
03.2004 - 06.2007
- Managed daily operations of a banking finance department, including staff supervision and development, budgeting, and customer service.
- Created training materials for new staff members on banking finance processes.
- Conducted regular performance reviews for team members to assess progress towards goals.
- Maintained compliance with all applicable laws and regulations related to banking activities.
- Monitored cash flow levels on a daily basis to ensure sufficient funds are available for daily operations.
- Performed regular audits of branch operations, identified areas for improvement and took corrective action as needed.
- Established internal controls to ensure accuracy of financial records.
- Performed monthly compliance checks.
- Trained employees on proper procedures and strategies to improve productivity.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
FINANCIAL OPERATIONS OFFICER, ASST. VICE PRESIDENT
Union Bank of California
San Clemente
09.1998 - 03.2004
- Profiled customers to identify banking needs, referring to appropriate banking personnel and products.
- Developed strong customer relationships by providing exceptional service.
- Evaluated creditworthiness of applicants based on financial history information.
- Analyzed customer financial needs and provided appropriate banking solutions.
- Trained new staff members on banking procedures and policies.
- Communicated with customers about account balances and other matters relating to outstanding loans or deposits.
- Organized data entry tasks related to new accounts and account changes.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Increased company growth through collaboration with sales and marketing departments.
- Developed strategic plans for day-to-day financial operations.
Education
HIGH SCHOOL DIPLOMA -
Dana Hills High School
Dana Point06.1998
Skills
- Operations management
- Employee relations
- Performance evaluations
- Risk management
- Documentation review
- Credit evaluation
- Pipeline management
Certification
- Certified Notary Public
Awards
- Top Producer for loans closed
- Sales and Service Award of District Operations Manager
- Service Award for Branch Operations Manager
- Operations Award for all 21 bank branches passing with 100% audit score
Miscellaneous
- Ability to accommodate all time zones for telecommuting purposes, if needed
- References available upon request
Timeline
NOTARY PUBLIC/CERTIFIED LOAN SIGNING AGENT
Alexis Kathryn Clingerman
02.2024 - Current
SENIOR MORTGAGE LOAN PROCESSOR
Caliber Home Loans, LLC
09.2019 - 11.2023
SENIOR MORTGAGE LOAN PROCESSOR
Wells Fargo Home Mortgage
03.2012 - 09.2019
DISTRICT OPERATIONS MANAGER, ASST. VICE PRESIDENT
Wells Fargo Bank, N.A.
06.2007 - 06.2010
BRANCH OPERATIONS MANAGER
Wells Fargo Bank, N.A.
03.2004 - 06.2007
FINANCIAL OPERATIONS OFFICER, ASST. VICE PRESIDENT
Union Bank of California
09.1998 - 03.2004
HIGH SCHOOL DIPLOMA -
Dana Hills High School