Amanda Schluer
Rocklin,CA
Summary
Astute Loan Processor bringing 18 years of experience in banking and financial positions. Work well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer.
Overview
17
17
years of professional experience
Work History
Senior Loan Processor
Nationstar Mortgage DBA Mr. Cooper
Rocklin , United States
08.2020 - 09.2021
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Coordinated closing process with attorneys, title companies and government clerks.
- Evaluated approvals against established bank and government lending standards.
- Checked packages for appropriate documentation.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Set up and completed loan submission packages.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Provided quick turnaround times to maintain fast-past schedule.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
CLIENT SERVICES REPRESENTATIVE
Ameriprise Financial
09.2018 - 08.2020
- Schedule and confirm client appointments
- Manage and review advisor calendars
- Prepare powerpoint presentations for upcoming meetings and appointments
- Onboarding and Offboarding clients accounts
- Process client transactions on requests
- Provide notary services for clients
- Provide general administration assistance
- Assessed caller needs and provided account service support
- Implemented and developed customer service training processes.
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Created and maintained detailed database to develop promotional sales.
- Answered average of 40 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information
- Created and maintained detailed database to develop promotional sales
- Communicated professionally with colleagues, freelancers and clients
Loan Processor
Cherry Creek Mortgage
Ci
04.2018 - 05.2018
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Set up and completed loan submission packages.
- Communicated with originator and applicant concerning progress of loan file.
- Oversaw file input in mortgage software and grant-specific software.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Coordinated closing process with attorneys, title companies and government clerks.
- Completed denial and cancellation procedures on applicable files.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Handled any conditions sent from underwriting departments.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Senior Mortgage Loan Processor
Paramount Equity Mortgage
Rancho Cordova , California
10.2017 - 02.2018
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Set up and completed loan submission packages.
- Evaluated approvals against established bank and government lending standards.
- Prepared file for final clear-to-close by branch management.
- Oversaw file input in mortgage software and grant-specific software.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Communicated with originator and applicant concerning progress of loan file.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Coordinated closing process with attorneys, title companies and government clerks.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Produced and submitted completed loan packages to title and escrow professionals.
Loan Processor
Finance Of America Mortgage
Roseville , California
06.2016 - 10.2017
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Evaluated approvals against established bank and government lending standards.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Checked packages for appropriate documentation.
- Coordinated closing process with attorneys, title companies and government clerks.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Set up and completed loan submission packages.
- Issues reports for old and new loans based on field inspections of loan sites.
- 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.
Loan Processor
JPMorgan Chase, JPMorgan Chase & Co
Phoenix , AZ
06.1998 - 07.2010
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Evaluated approvals against established bank and government lending standards.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Checked packages for appropriate documentation.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Looked over and approved various types of loans.
- Coordinated closing process with attorneys, title companies and government clerks.
- Set up and completed loan submission packages.
- Issues reports for old and new loans based on field inspections of loan sites.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
Education
Associate of Applied Science - Medical Assisting/General Studies
Heald College
Roseville, CA03.2013
Skills
- Customer Service
- Credit Reporting Software
- Personal Data Collection
- Desktop Underwriter
- Employment Verification
- Microsoft Office
- Financial Data Collection
- Closing Documentation
- Credit Verification
- Tax Receipts
- Insurance Forms
- Title Abstracts
- Lending Software Systems
- Property Appraisals
Affiliations
With over 18 years in the Mortgage industry my experience is my greatest
asset. I have a well-rounded educa on in the home finance industry as I have
been a Processing Assistant, Loan Processor, Jr Underwriter, and Quality
Specialist. My depth of experience makes me able to handle many of the
changes this industry is experiencing and enables me to contribute from a
number of different aspects.
Timeline
Senior Loan Processor
Nationstar Mortgage DBA Mr. Cooper
08.2020 - 09.2021
CLIENT SERVICES REPRESENTATIVE
Ameriprise Financial
09.2018 - 08.2020
Loan Processor
Cherry Creek Mortgage
04.2018 - 05.2018
Senior Mortgage Loan Processor
Paramount Equity Mortgage
10.2017 - 02.2018
Loan Processor
Finance Of America Mortgage
06.2016 - 10.2017
Loan Processor
JPMorgan Chase, JPMorgan Chase & Co
06.1998 - 07.2010
Associate of Applied Science - Medical Assisting/General Studies
Heald College
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