Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Thrives in fast paced environment. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Coordinator
Symmetry Lending
06.2018 - Current
Negotiated loan terms and conditions with broker to secure lines of credit for their end consumer.
Reviewing and analyzing credit and income documentation to recommend approval or denial.
Maintained a high level of expertise in loan program guidelines, continually reviewing regulations and industry changes.
Reduced loan processing time by prioritizing tasks and communicating effectively with multiple levels of internal and external partners.
Purchase Mortgage Processor 4
Wells Fargo
09.2016 - 06.2018
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Optimized workflow efficiency by prioritizing tasks based on client needs and deadlines, ensuring timely completion of loans.
Collected and compiled paperwork such as credit, income, title, insurance paperwork, and tax histories.
Maintained compliance with industry regulations through vigilant adherence to guidelines and ongoing training.
Property & Casualty Insurance Agent
Wells Fargo
07.2015 - 09.2016
Conducted thorough risk assessments, minimizing potential losses for the company.
Increased new business sales through personalized client consultations.
Finalized sales and collected necessary deposits.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.