Reliable Regulatory Relations Assistant with experience in administrative roles and managing office operations. Effectively supports business leaders and teams with strong organizational and communication skills. Demonstrates consistently positive attitude and commitment to customer satisfaction to produce high-quality work.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Regulatory Relations Assistant
PennyMac Loan Services, LLC
05.2024 - Current
Streamlined office communications to enhance information flow efficiency.
Maintained organized filing systems for quick document retrieval.
Monitored license renewals, ensuring timely submissions to authorities.
Collaborated with cross-functional teams to resolve licensing issues effectively.
Researched state-specific regulations regarding professional licensing requirements.
Facilitated communication among internal teams to promote operational continuity.
Handled confidential information with utmost discretion and professionalism.
Verified identities and ensured adherence to state compliance regulations.
Compiled and maintained records of licensure information.
Loan Processor II
PennyMac Loan Services, LLC
05.2020 - 05.2024
Processed loans within various departments to achieve timely, accurate, and fair proceedings.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Researched and updated industry knowledge on changing legislation and regulations.
Affirmed loan document accuracy to protect lenders from potential fraud.
Set up, stored and updated customer files, department records and regulatory paperwork.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Relationship Officer
Bank of America
02.2010 - 03.2020
Evaluated client needs to recommend suitable financial products and services.
Cultivated strong client relationships through personalized communication and support.
Managed trust account documentation and ensured compliance with legal requirements.
Coordinated communications between clients and financial advisors for effective service delivery.
Collaborated with team members to streamline service delivery processes.
Conducted regular follow-ups to maintain engagement and support client goals.
Resolved customer complaints effectively to ensure a positive banking experience.
Identified customer needs through conversations and offered appropriate banking products to meet their requirements.