Alicia Cortez
Simpsonville,SC
Summary
Experienced with assessing and processing loan applications efficiently. Utilizes attention to detail and organizational skills to ensure compliance and accuracy. Knowledge of regulatory standards and effective communication ensures smooth collaboration with clients and team members.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Loan processor
Homestar Financial Corporation
Peachtree City, GA
09.2020 - 10.2022
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Verify information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Submit loan applications with recommendation for underwriting approval.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using various computer programs or calculators.
- Order property insurance or mortgage insurance policies.
Loan Officer Assistant
Geneva Financial
01.2015 - 08.2020
- Stay informed of new types of loans and other financial services and products to better meet customers' needs.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Submit applications to credit analysts for verification and recommendation.
- Handle customer complaints and take appropriate action to resolve them.
- Confer with underwriters to aid in resolving mortgage application problems.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
Education
Bachelor's Degree - Criminal Justice
San Diego State University
01-2018
Skills
- Bilingual
- Time management skills
- Proficiency in handling multiple projects
- Familiarity with fast paced, deadline driven environment
- Understanding of meeting project milestones
- Self driven
- Problem solving skills
- Data entry
- Information verification
Certification
NMLS License #1720451
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Loan processor
Homestar Financial Corporation
09.2020 - 10.2022
Loan Officer Assistant
Geneva Financial
01.2015 - 08.2020
Bachelor's Degree - Criminal Justice
San Diego State University