Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ashley Gewirtz

Hawley,PA

Summary

Knowledgeable and efficient professional with extensive experience in financial industry. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs. Highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Over 3 years of experience in loan processing and mortgages.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Loan Processor/ Loan Office Assitant

My City Lending
08.2020 - Current
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Capable of managing large loan pipelines

Agent Team Member

State Farm Insurance
12.2017 - 06.2020
  • Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services
  • Provided prompt, accurate, and friendly customer service
  • Services included responding to inquiries regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submissions, and billing clarification
  • Assisted management with training new employees
  • Consistently in the top of sales and calls
  • Received in depth training for State Farm life insurance and bank management

Administrative Assistant

Wayne Bank
07.2017 - 10.2017
  • Assist in structuring all the loan applications that come through the bank’s 26 branches as well as their dealer centers
  • Review all dealer contracts that come in to the bank for accuracy and prepare final paperwork
  • Assist head of centralized lending department with monthly reports which are used in deciding monthly interest rates

Items Processing

Wayne Bank
06.2016 - 07.2017
  • Responsible for keying amount entry and transaction balancing for all the community office locations served by Wayne Bank

Administrative Assistant

Sound Aircraft Services
05.2015 - 09.2015
  • Schedule and coordinate private charters and travel arrangements for customers on a daily basis
  • Provide secretary services to the airport and assisted with the primary functions of the FBO as needed

Education

Major: BSBA- Management, Minor: Public Relations -

Kutztown University – School of Business
Kutztown, PA
05.2016

Skills

  • Knowledgeable with credit and financial programs associated with pulling credit, mortgage and loan services
  • Expert in Encompass, DataVerify, Pitchpoint, Informative Research and other mortgage programs
  • Information Verification
  • Regulatory Disclosure Preparation
  • Expert with Microsoft Office products
  • Web, Tech, and Social Media Savvy
  • Capable of using Photoshop and all other Adobe programs
  • Expert in TotalFBO and other airport programs
  • Knowledgeable with TCM Applications and other banking software
  • Knowledgeable with telephone and front desk reception
  • Capable with efficiently working in a fast paced environment

Certification

  • Licensed NMLS # 2101073

Timeline

Loan Processor/ Loan Office Assitant

My City Lending
08.2020 - Current

Agent Team Member

State Farm Insurance
12.2017 - 06.2020

Administrative Assistant

Wayne Bank
07.2017 - 10.2017

Items Processing

Wayne Bank
06.2016 - 07.2017

Administrative Assistant

Sound Aircraft Services
05.2015 - 09.2015

Major: BSBA- Management, Minor: Public Relations -

Kutztown University – School of Business

Similar Profiles

CREATE PROFILE
Ashley Gewirtz