Summary
Overview
Work History
Education
Skills
Timeline
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Spencer Newsome

Customer Service
Peculiar

Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Adaptable to new programs, situations, and concepts. Organized, dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience

Work History

Purchased Loan Transaction Specialist

North American Savings Bank
06.2022 - 04.2023
  • Entry, updating and maintenance of loan and loan pool information in the Bank’s proprietary purchased loan tracking system (“PurLo”), to include any and all status updates, as needed
  • Maintenance of Purchased Loan pipeline, to include routine communication of relevant information to management and other applicable bank staff
  • Request and review all documents related to Purchased Loans (and other Bank originated loans, when needed) for accuracy and completion, both pre-funding and post-funding.
  • Scanning and indexing of documents into the Bank’s Document Imaging System
  • Ensure all information necessary and required by Regulation, Bank Policy, and by Loan Committee as a condition of purchase approval is in file, reviewed for accuracy and completeness, and well-organized

Mortgage Loan Processor

TruHome Solutions
07.2020 - 05.2022
  • Monitored and managed pipelines with 25+ loans to track and log status of loans
  • Successfully closed average of 15+ loans per month with a 97% or high survey score
  • Able to diffuse upset members and provide solutions to problems that arise
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process
  • Coordinated closing process with attorneys and title companies
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor
  • Verified credit histories, personal references and employment backgrounds for each applicant
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories

Member Service Representative

Mainstreet Credit Union
03.2018 - 06.2020
  • Closed $750,000 a month in loans while opening 30+ checking accounts
  • Open all types of accounts
  • Helped 12+ customers every day with positive attitude and focus on customer satisfaction
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands
  • Resolved concerns with products or services to help with retention and drive sales
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
  • Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction

Financial Relationship Consultant and E-Branch Support Specialist

CommunityAmerica Credit Union
03.2014 - 02.2018
  • Worked towards meeting personal and team goals with immense knowledge of credit union services, promotions, and products
  • Opened and maintained all types of accounts
  • Troubleshot computer, phone and tablet issues through Live Chat and secure mail channels
  • Educated members on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action
  • Assisted members daily with correcting account, service and system issues by educating on required forms and technical processes
  • Successfully closed 20+ loans per month

Education

Bachelor’s - Business Administration

Emporia State University
Emporia, KS

Associate - Liberal Arts

Kansas City Kansas Community College
Kansas City, KS

Skills

Employment Verification

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Timeline

Purchased Loan Transaction Specialist

North American Savings Bank
06.2022 - 04.2023

Mortgage Loan Processor

TruHome Solutions
07.2020 - 05.2022

Member Service Representative

Mainstreet Credit Union
03.2018 - 06.2020

Financial Relationship Consultant and E-Branch Support Specialist

CommunityAmerica Credit Union
03.2014 - 02.2018

Bachelor’s - Business Administration

Emporia State University

Associate - Liberal Arts

Kansas City Kansas Community College

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