James Ireland
Chandler
Summary
Dedicated Mortgage Associate with expertise in risk assessment and regulatory compliance. Proven ability to educate clients and resolve issues efficiently.
Overview
12
12
years of professional experience
Work History
Mortgage Associate
Chase Bank
Tempe
04.2014 - Current
- Assisted clients in understanding mortgage options and loan terms.
- Maintained compliance with federal regulations and bank policies.
- Researched customer complaints regarding mortgage loans; worked closely with management to resolve issues quickly.
- Actively participated in team meetings by providing feedback on ways to improve processes or increase efficiency.
- Maintained accurate records of customer interactions, including notes about conversations, decisions made.
- Educated customers regarding actions and strategies for debt repayment.
- Ensured compliance with federal and state lending regulations.
- Answered questions and advised customers regarding loans and transactions.
- Reviewed customer accounts to determine on-time payments and loan terms compliance.
- Accepted payment on accounts.
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
Education
Bachelor of Arts - Communications
The University of Oklahoma
Norman, OK05-2002
Skills
- Risk assessment
- Regulatory compliance
- Customer relationship management
- Payment processing
- Process improvement
- Effective communication
- Problem solving
- Time management
- Conflict resolution
- Documentation management
- Payment collection
- Goal oriented
- Personal data collection
- Adaptability
- Teamwork
- Information gathering
- Multitasking Abilities
- Customer account review
Timeline
Mortgage Associate
Chase Bank
04.2014 - Current
Bachelor of Arts - Communications
The University of Oklahoma