Seth Neely
Phoenix
Summary
Analytical and dependable financial services professional with over 7 years of experience in home lending, underwriting, and team leadership. Proven track record of managing risk, ensuring regulatory compliance, and delivering exceptional customer service. Adept at collaborating cross-functionally, analyzing complex data, and executing strategic recommendations in fast-paced environments. Passionate about governance, issue management, and supporting organizational integrity.
Overview
9
9
years of professional experience
Work History
Loan Officer / Sr. Underwriter
Peoples Mortgage Company
09.2020 - Current
- Reviewed and edited loan agreements to ensure clarity and compliance with underwriting and regulatory requirements
- Supported risk identification and mitigation by analyzing complex financial applications and escalating potential issues
- Assisted senior credit officers in evaluating and processing complex loan applications with attention to detail and accuracy
- Maintained documentation aligned with risk and governance procedures; ensured adherence to data integrity standards
- Built strong stakeholder relationships through consultative, client-first interactions
Home Lending Advisor (Purchase / Refinance)
JPMorgan Chase
01.2019 - 08.2020
- Delivered consultative mortgage solutions in a high-volume, fast-paced environment; exceeded funded loan volume goals
- Recommended optimal loan programs based on in-depth risk assessment and client financial analysis
- Ensured compliance with all internal and regulatory policies while providing high-touch client service
- Leveraged strong communication skills to translate complex loan options for diverse stakeholders
Home Lending Advisor
JPMorgan Chase
07.2017 - 12.2018
- Originated and processed mortgage and equity loans, ensuring quality standards and efficient cycle times
- Identified potential documentation gaps and proactively resolved discrepancies
Team Lead, Lead Generation Specialist
JPMorgan Chase
10.2016 - 07.2017
- Managed team schedules and coached associates to surpass performance goals
- Partnered with upper management to implement improved team performance strategies
- Delegated responsibilities and served as acting manager in leadership absence
Lead Generation Specialist
JPMorgan Chase
07.2016 - 10.2016
- Consistently ranked top 3 in production across team; recognized for handling escalated files with accuracy and professionalism
- Trained new team members and supported documentation review to ensure process compliance
Education
Bachelor of Science - Business Administration
Arizona Christian University
Phoenix, AZAssociate of Science - Recreation Management
Scottsdale Community College
Scottsdale, AZSkills
- Risk and Compliance Awareness
- Financial Analysis & Documentation
- Stakeholder Engagement
- Regulatory & Governance Alignment
- Process Improvement & Escalation Management
- Microsoft Excel
- PowerPoint
- CRM Tools
Awards
- NAIA All-American, NCCAA All-American, ABCA All-American (Baseball)
- Multiple-time Top Producer, JPMorgan Chase
Timeline
Loan Officer / Sr. Underwriter
Peoples Mortgage Company
09.2020 - Current
Home Lending Advisor (Purchase / Refinance)
JPMorgan Chase
01.2019 - 08.2020
Home Lending Advisor
JPMorgan Chase
07.2017 - 12.2018
Team Lead, Lead Generation Specialist
JPMorgan Chase
10.2016 - 07.2017
Lead Generation Specialist
JPMorgan Chase
07.2016 - 10.2016
Associate of Science - Recreation Management
Scottsdale Community College
Bachelor of Science - Business Administration
Arizona Christian University
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