Amy Boe
Everett
Summary
Professional with strong background in loan processing and proven ability to deliver results. Adept at navigating complex financial documents and ensuring compliance with regulatory requirements. Known for fostering team collaboration and adapting to changing needs. Possesses key skills including loan documentation, risk assessment, and customer service, with focus on efficiency and accuracy.
Overview
14
14
years of professional experience
Work History
Senior Loan Processor
Home Right Lending
03.2024 - Current
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Set up and completed loan submission packages
- Verified credit histories, personal references and employment backgrounds for each applicant
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
- Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
- Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
Loan Officer Assistant
CrossCountry Mortgage Inc
06.2023 - 03.2024
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Set up and completed loan submission packages
- Verified credit histories, personal references and employment backgrounds for each applicant
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
Loan Officer Assistant
Interconnect Mortgage
03.2023 - 06.2023
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
Senior Loan Processor
CrossCountry Mortgage Inc
08.2022 - 11.2022
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Set up and completed loan submission packages
- Verified credit histories, personal references and employment backgrounds for each applicant
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
Loan Processor, Loan Officer Assistant, Loan Officer
Fairway Independent Mortgage
05.2018 - 06.2022
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
Loan Processor, Loan Officer Assistant
Gateway Mortgage
11.2017 - 05.2018
- Prepared documents for underwriting by verifying client income, credit reports, and other information
- Provided quick turnaround times to maintain fast-past schedule
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Set up and completed loan submission packages
- Verified credit histories, personal references and employment backgrounds for each applicant
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
Loan Processor, Loan Officer Assistant, Team Lead
GUILD MORTGAGE COMPANY, LLC
07.2014 - 11.2017
- Update all parties on status of files movement
- Worked with Loan Officer to create application profile in system and review key information at various stages within process
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
L&I Claims Specialist
The Everett Clinic
04.2011 - 07.2014
- Verify Claim information is correct, that claim status is open and active
- Verify patient information and eligibility status is correct
- Post payments and adjust per EOB
- Appeal denied claims for medical necessity
- Call on status of claims, updated claim status with current status per case managers
- Resubmit medical invoices for reprocessing with correct documentation and correct state specific CPT codes
- Verify approved diagnosis codes are listed on claims and send to coding review when necessary
- Insure that Self-Insured workers compensation companies are paying at the correct Washington State allowed amount
Education
No Degree - Medical Billing And Coding
Everest College
Everett, WA05-2010
Skills
- Sales
- Staff Training
- Loan processing proficiency
- Strong attention to detail
- Clear communication
Timeline
Senior Loan Processor
Home Right Lending
03.2024 - Current
Loan Officer Assistant
CrossCountry Mortgage Inc
06.2023 - 03.2024
Loan Officer Assistant
Interconnect Mortgage
03.2023 - 06.2023
Senior Loan Processor
CrossCountry Mortgage Inc
08.2022 - 11.2022
Loan Processor, Loan Officer Assistant, Loan Officer
Fairway Independent Mortgage
05.2018 - 06.2022
Loan Processor, Loan Officer Assistant
Gateway Mortgage
11.2017 - 05.2018
Loan Processor, Loan Officer Assistant, Team Lead
GUILD MORTGAGE COMPANY, LLC
07.2014 - 11.2017
L&I Claims Specialist
The Everett Clinic
04.2011 - 07.2014
No Degree - Medical Billing And Coding
Everest College