Phyllis Rothenberg
Customer Service And Retention Professional@ Cardinal Financial Company, Limited Partnership
Charlotte, North Carolina, United States
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Phyllis Rothenberg is a results-focused professional with 14.8 years of experience in the banking industry. She has a broad background in providing outstanding customer service, streamlining disclosure processes, reviewing mortgage loan documentation, and adhering to regulatory statutes. Phyllis is skilled at working collaboratively with cross-functional personnel to ensure smooth execution of loan processing functions. She is committed to maintaining compliance with lending and government requirements and is committed to improving productivity through detailed operational analysis and process improvements. Phyllis has worked in various roles, including customer service, consumer loan specialist, client manager, and supervisor.
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Emails and Phone Numbers

@gmail.com
@cardinalfinancial.com
+1 855561****
+1 704369****
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About

Results-focused professional with a proven track record of success in ensuring compliance with banking policies, lending practices, and regulatory statutes. Broad background in providing outstanding customer service, streamlining disclosure processes, reviewing mortgage loan documentation, and adhering to the RESPA and TRID guidelines. Adept at working collaboratively with cross-functional personnel including vendors, borrowers, and loan officers to ensure smooth execution of loan processing functions. Excel at ensuring accurate and timely completion of loan packages and leveraging loan product knowledge to restructure loans for subsequent approvals and disclosures. Committed to maintaining compliance with lending, and government requirements. Highly skilled at improving productivity through detailed operational analysis and process improvements. Professional traits include: decision-making, problem-solving, and a strong work ethic.

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Work Experience

3701 Arco Corporate Dr., Charlotte, NC, 28273, US

Financial Services

2816
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Phyllis Rothenberg's Professional Milestones

  • Assistant Vice President Manager of Postclosing (2009-03-01~): Streamlined postclosing operations to improve efficiency and prevent turnaround time for the company.
  • Customer Service And Retention Professional (2023-05-01~): Enhanced customer satisfaction by exceeding previous expectations and implementing effective retention strategies.
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Education

Central Piedmont Community College
Central Piedmont Community College

Criminal Justice