Megan Clay
Chicago
Summary
Seasoned Business Professional experienced in meeting needs, improving processes, and exceeding requirements in team environments. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Senior Servicing Lead
BMO Bank
10.2022 - Current
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Contributed to team objectives in a fast-paced environment.
- Communicated with clients, processing teams, and other third parties to achieve prompt loan closings.
- Checked loan documents for accuracy before closing.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Conducted performance reviews and provided feedback to managers on employee performance.
- Scheduled job interviews for candidates
- Approved timekeeping and reporting in Workday
- Submitted expense reports for employees
Mortgage Consultant
Guaranteed Rate
02.2020 - 04.2022
- Managed a pipeline of 75-100 files per month.
- Oversaw sales and underwriting processes of mortgage lending office.
- Fielded customer complaints and provided solutions.
- Advocated for staff members, helping to identify and resolve conflicts.
- Conducted performance reviews and provided feedback to managers on employee performance.
- Scheduled job interviews for candidates
- Approved timekeeping and reporting in Workday
- Booked travel and transportation for candidates out of state
- Submitted expense reports for employees
Financial Center Lending Officer
Bank of America
02.2019 - 03.2020
- Originated and closed $3M in loan volume monthly
- Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
- Conducted performance reviews and provided feedback to managers on employee performance.
- Scheduled job interviews for candidates
- Approved timekeeping and reporting in Workday
- Submitted expense reports for employees
Private Mortgage Banker
Wells Fargo Bank
09.2018 - 02.2019
- Originated loans with an average loan size of $3M
- Located and pre-qualified customers for mortgages
- Networked with realtors and current clients to generate referrals
- Met with clients to generate new business and negotiate contracts
- Worked with underwriters to fix application problems and resolve issues.
Mortgage Banker
BMO Harris Bank
01.2014 - 09.2018
- Closed 60 units per year worth in excess of $20M
- Received recognition for being in the President's Club for top 15% of Mortgage Bankers in the Country
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
- Evaluated client financial positions and identified most appropriate banking products.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
Universal Banker
BMO Harris Bank
01.2012 - 01.2014
- Opened 25 new consumer accounts monthly
- Achieved top tier goal within my first year
- Maintained confidentiality of bank records and client information
- Analyzed and prepared reports
- Processed quarterly Vault and ATM audits with a zero error rate
Education
Bachelor of Science - Human Resources Management
University of Phoenix
Tempe, AZ08.2025
Skills
- Superior attention to detail
- Customer service orientated
- Quick problem-solving skills
- Computer Proficiency
- Experience in Work Day
- Team collaboration
- Task prioritization
- Excellent communication
Timeline
Senior Servicing Lead
BMO Bank
10.2022 - Current
Mortgage Consultant
Guaranteed Rate
02.2020 - 04.2022
Financial Center Lending Officer
Bank of America
02.2019 - 03.2020
Private Mortgage Banker
Wells Fargo Bank
09.2018 - 02.2019
Mortgage Banker
BMO Harris Bank
01.2014 - 09.2018
Universal Banker
BMO Harris Bank
01.2012 - 01.2014
Bachelor of Science - Human Resources Management
University of Phoenix
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