Peter Winter
Citi Private Bank
CHARLOTTE
17
years of professional experience
Results-oriented Vice President with expertise in team leadership, decision-making, and risk assessment. Proven track record in enhancing client engagement and streamlining banking operations, driving efficiency and compliance adherence.
Work History
Vice President, RRE Underwriter
4 Years 3 Months- Led strategic initiatives to enhance client engagement and retention within wealth management sector.
- Collaborated with cross-functional teams to streamline operational processes, improving overall efficiency.
- Developed and implemented risk management frameworks to safeguard client assets effectively.
- Oversaw compliance adherence across various banking operations, ensuring regulatory standards were met consistently.
Senior Mortgage Underwriter
9 Years 4 Months- Evaluated loan applications to ensure compliance with regulatory requirements and company policies.
- Analyzed credit reports and financial documents to assess borrower risk profiles effectively.
- Mentored junior underwriters, enhancing team knowledge and underwriting accuracy.
- Developed streamlined underwriting processes that improved turnaround times for loan approvals.
Forensic Underwriter
1 Year 1 Month- Evaluated financial documents for accuracy, ensuring compliance with underwriting guidelines.
- Analyzed risk factors to determine insurability and appropriate coverage levels.
- Collaborated with claims and legal teams to resolve complex underwriting issues.
- Developed and implemented streamlined processes to enhance underwriting efficiency.
Home Service Specialist
2 Years 3 Months- Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
Education
Bachelor of Arts - History
Skills
Team leadership
Relationship building
Decision-making
Critical thinking
Timeline
Vice President, RRE Underwriter
Citi Private Bank
05.2022 - CurrentRead More
Senior Mortgage Underwriter
Bank of America
01.2013 - 05.2022Read More
Forensic Underwriter
JC III and Assocaites
11.2011 - 12.2012Read More
Home Service Specialist
Bank of America
08.2009 - 11.2011Read More
West Virginia University
Bachelor of Arts from History
Read More