Craig Raufmann
Scottsdale
Summary
Dynamic Client Support Specialist II at JP Morgan Chase with a proven track record in document review and credit analysis. Recognized for enhancing customer satisfaction and resolving complex issues efficiently. Adept at managing client relationships while ensuring compliance with regulations, demonstrating strong attention to detail and problem resolution skills.
Overview
17
17
years of professional experience
Work History
Client Support Specialist II
JP Morgan Chase
Tempe
03.2023 - Current
- Thoroughly reviewed client documents to ensure that underwriting decisions on business credit card applications accurately reflected the final outcome in the CRM system.
- Coordinated with internal teams to ensure the timely and successful delivery of decision letters, credit line increases, and new lines of credit cards, according to Reg B regulations.
- Performed data entry tasks for client records management.
- Communicated with bankers and advised of missing documents needed to complete the review process.
- Proficient in using internal and third-party systems to accurately source and document business and clients' identity.
Mortgage Specialist
JPMorgan Chase
Tempe
04.2020 - 03.2023
- Gathered required documentation for mortgage loan applications efficiently.
- Supported mortgage specialists with customer inquiries and follow-ups promptly.
- Maintained organized records of client interactions and loan statuses diligently.
- Provided excellent customer service to enhance client satisfaction throughout the process.
- Handled customer inquiries regarding loan status or requirements via phone or email.
- Provided support during the underwriting process by collecting additional documentation when needed.
- Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
- Top Performer 2 consecutive years
Account Resolution Specialist
Wells Fargo
Chandler
11.2017 - 04.2020
- Responded to customer inquiries regarding mortgage delinquencies and retention options.
- Advised customers of modification options, and the documentation needed to apply.
- Negotiated dispute resolution and communicated resolution status to customers.
- Educated customers about their rights under state and federal debt collection laws.
- Collaborated with other departments on escalated cases involving complex issues.
Mortgage Loan Officer
Arizona Federal Credit Union
Phoenix
02.2014 - 10.2017
- Assisted clients in completing mortgage applications and gathering necessary documentation.
- Explained mortgage products and services to prospective borrowers in clear terms.
- Conducted credit checks and assessed financial information for loan eligibility.
- Provided administrative support by maintaining accurate client records and files.
- Responded promptly to borrower inquiries regarding the loan process and requirements.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
Mortgage Loan Officer
Bank of America
Chandler
01.2009 - 04.2014
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
- Educated customers on various aspects of mortgage financing options available.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Maintained current knowledge of secondary market trends, government programs and other available financing sources.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Education
Wauwatosa East
Milwaukee, WISkills
- Document review
- Credit analysis
- Customer relationship management
- Problem resolution
- Attention to detail
Timeline
Client Support Specialist II
JP Morgan Chase
03.2023 - Current
Mortgage Specialist
JPMorgan Chase
04.2020 - 03.2023
Account Resolution Specialist
Wells Fargo
11.2017 - 04.2020
Mortgage Loan Officer
Arizona Federal Credit Union
02.2014 - 10.2017
Mortgage Loan Officer
Bank of America
01.2009 - 04.2014
Wauwatosa East