Amanda King
LaGrange,IN
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Loan Processor
Geneva Financial
07.2022 - Current
- Worked with the same mortgage team for seven years, position is being eliminated due to market changes
- Processed loan applications and monitored progress from start to finish.
- Set up and completed loan submission packages.
- 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.
- Handled any conditions sent from underwriting departments.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Provided quick turnaround times to maintain fast-past schedule.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
Licensed Loan Processor
Mid America Mortgage
03.2021 - 07.2022
- Processed loan applications and monitored progress from start to finish.
- Set up and completed loan submission packages.
- 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.
- Handled any conditions sent from underwriting departments.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Provided quick turnaround times to maintain fast-past schedule.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
Licensed Loan Officer Assistant
Hallmark Home Mortgage
03.2016 - 03.2021
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Reviewed and validated details of loan applications and closing documentation.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Licensed Personal Banker
Star Financial Bank
12.2014 - 03.2016
- Analyzed customers' financial information to deliver personalized account guidance.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
Licensed Personal Banker
Fifth Third Bank
02.2014 - 12.2014
- Analyzed customers' financial information to deliver personalized account guidance.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
Licensed Representative
Thrivent Financial For Lutherans
09.2013 - 02.2014
- Obtained Series 6, 63, and Life and Health Insurance Licenses
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Presented financial plans and investment recommendations to clients.
Assistant Manager
Old National Bank
10.2006 - 08.2013
- Hired as a Personal Banker before being promoted to Teller Mentor/ Teller Supervisor and then to Assistant Manager.
- Responsible for branch compliance, operations, teller supervision, scheduling, cash ordering, and vault balancing.
- Loan applications and closings as well as account opening.
- Accountable for sales and product knowledge
Education
High School Diploma -
Prairie Heights Sr High School
Lagrange, IN05.2003
Skills
- Continuous Improvement
- Interpersonal Communication
- Multitasking and Organizing
- Critical Thinking
- Customer Service
- Attention to Detail
- Teamwork and Collaboration
- Dedicated Work Ethic
- Information Verification
- Financial Document Review
Accomplishments
- Registered Mortgage Loan Originator.
Certification
- Registered Mortgage Loan Originator
- Notary Public
- Series 6 and 63
- Life and Health Insurance License
Timeline
Licensed Loan Processor
Geneva Financial
07.2022 - Current
Licensed Loan Processor
Mid America Mortgage
03.2021 - 07.2022
Licensed Loan Officer Assistant
Hallmark Home Mortgage
03.2016 - 03.2021
Licensed Personal Banker
Star Financial Bank
12.2014 - 03.2016
Licensed Personal Banker
Fifth Third Bank
02.2014 - 12.2014
Licensed Representative
Thrivent Financial For Lutherans
09.2013 - 02.2014
Assistant Manager
Old National Bank
10.2006 - 08.2013
High School Diploma -
Prairie Heights Sr High School
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