LILIAN GATEERE
Carpentersville
Summary
Highly driven, motivated, and multifaceted professional with a comprehensive background in financial services and banking. Calm demeanor in the face of difficulties and ability to manage multiple projects while working under pressure in fast-paced environments. Versatile and adept at quickly mastering new roles and responsibilities. Reputation for integrity, perseverance, and work ethic. Continuously pursues opportunities to learn and takes on challenges for further professional development and growth.
Overview
24
24
years of professional experience
Work History
Internet/Indirect Underwriter
Lending Solutions Inc
11.2012 - Current
- Trained on all platforms such as Origence (formerly CUDL). Meridian Link classic and modern experience. TCI 3.5 and 4.0. CRIF and CRIF Select. Temenos and Allegro
- Underwriting loans for Credit Unions across the country by reviewing clients guidelines and underwriting in accordance to their rules
- Corresponding with dealers to verify items such as SSN mismatches, vehicle valuations, membership
- Completing webreach loan applications for our credit union members by phone and offering cross sells when applicable.
- Providing excellent customer service to the member while maintaining high quality standard.
- Reviewing credit report with the applicants, providing score enhance tips to them, following the clients guidelines when making the decision, identifying cross selling opportunities and communicating the decision to the member when applicable
- Trained as a mortgage specialist where I am responsible for taking mortgage applications for the credit union members by phone making sure to follow the clients guidelines.
Risk Ops Analyst II – Court Orders and Levies
JP Morgan Chase
03.2011 - 09.2012
- Reviewing and processing government issued levies such as child support, department of revenue and IRS
- Main job functions included indexing the case, doing duplicate searches, locating the customer in the system and lastly holding funds from the customer’s accounts
- In addition, I was responsible for answering the team’s questions as well as coaching them on any errors that they made
- I also helped out the verifications team when needed by reviewing cases for accuracy
- Exceeded in production as well as maintained a low error rate every month.
Telephone Banker/Live Chat
JP Morgan Chase
12.2008 - 02.2011
- Contributed interpersonal relationship skills toward delivering quality customer service in addressing and resolving conflict situations in a fast-paced, time-sensitive environment as well as building rapport with the customer
- Routed and responded to 100 phone calls daily while providing exemplary service to our mortgage and consumer customers
- Evaluated a broad range of account information and provided a broad range of innovative solutions to customers, including relevant products and membership privileges
- Assisted our online customers in opening checking and savings accounts via chat
- The main function of Live Chat was to provide information about our accounts as well as offer step-by-step assistance to our customers in opening their accounts online.
Voter Registration Clerk
LeadingEdge Personnel
08.2008 - 11.2008
- Provided excellent customer service by taking inbound calls from voters
- In addition, provided via phone voting locations closest to them as well as the business hours
- Indexed as well as performed data entry duties by inputting voter personal information in the system information
- Mailed out the voter registrations.
Associate Team Lead
Affiliated Computer Services
04.2004 - 05.2008
- Successfully maximized performance in consistently completing projects on time in a fast-paced, time-sensitive environment requiring superior strategic planning and organization skills
- Performed a broad spectrum of duties, including analyzing and processing student loans for the University Of Phoenix, putting together and presenting weekly team refreshers, cross training in other team functions, setting up one on one sessions with team member to help with their quality
- Filled on for the team lead by ensuring that all cases were completed in a timely manner
- In addition, trained new team members on the processes of our team.
File Clerk
Wells Fargo Bank
03.2003 - 10.2003
- Successfully completed projects on time in a fast-paced, time-sensitive environment by performing data entry and 10 key operations
- Main functions included cleaning out, bar coding and filing retirement files, working with Microsoft word and excel to input date as well as customer service duties
Operations Clerk
Wells Fargo Bank
06.2000 - 05.2001
- Collaborated with team mates in making sure that checks were handled and shipped out in a timely manner
- Balanced rejected checks, encoded and verified routing numbers on checks while performing 10-key operations
- Took on supervisory roles such as making sure that the teams’ deadlines were met.
Education
MBA - Business Administration
Grand Canyon University
Glendale, AZ05.2007
Bsc. - Hotel & Restaurant Management
Northern Arizona University
Flagstaff, AZ12.2002
General Studies -
Scottsdale Community College
Scottsdale, AZ12.2001
Skills
- Underwriting guidelines
- Analyzing data
- Documentation Review
- Risk Assessment
- Customer Service
- Cross selling
Timeline
Internet/Indirect Underwriter
Lending Solutions Inc
11.2012 - Current
Risk Ops Analyst II – Court Orders and Levies
JP Morgan Chase
03.2011 - 09.2012
Telephone Banker/Live Chat
JP Morgan Chase
12.2008 - 02.2011
Voter Registration Clerk
LeadingEdge Personnel
08.2008 - 11.2008
Associate Team Lead
Affiliated Computer Services
04.2004 - 05.2008
File Clerk
Wells Fargo Bank
03.2003 - 10.2003
Operations Clerk
Wells Fargo Bank
06.2000 - 05.2001
MBA - Business Administration
Grand Canyon University
Bsc. - Hotel & Restaurant Management
Northern Arizona University
General Studies -
Scottsdale Community College
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