Amy Klein
Gallatin,TN
Summary
Detail-oriented mortgage processor with a strong background in streamlining applications and ensuring compliance with lending guidelines. Effective communicator who enhances client satisfaction through timely updates and issue resolution. Proven ability to collaborate with teams for expedited loan approvals.
Overview
32
32
years of professional experience
Work History
MORTGAGE PROCESSOR
Bank of Tennessee
Hendersonville, TN
10.2016 - 04.2026
- Experience with Conventional, FHA, VA, USDA, THDA, Non QM, Construction Perm and HELOC loans.
- Processed mortgage applications efficiently and accurately for diverse clients.
- Reviewed financial documents to ensure compliance with lending guidelines.
- Communicated with clients regarding application status and required documentation.
- Maintained detailed records of all mortgage transactions and communications.
- Assisted in resolving issues that arose during the mortgage processing workflow.
- Collaborated with underwriting teams to facilitate timely loan approvals.
STAY AT HOME MOM / VP OF HOUSEHOLD OPERATIONS
Klein Household
Crofton, MD
05.2007 - 06.2021
- This is the hardest but most rewarding job I've ever had.
MORTGAGE CLOSER
SunTrust Mortgage
Severna Park, MD
06.2003 - 05.2007
- Processed conventional, FHA, VA, HELOC, and Maryland bond loans, facilitating timely closings.
- Managed all closing processes for branch.
- Collaborated with title companies to facilitate smooth closings.
- Prepared closing documents for all branch closings, ensuring compliance with regulatory requirements.
- Maintained accurate records of closed loans in accordance with company policy.
LOAN OFFICER ASSISTANT
Wells Fargo Home Mortgage
Annapolis, VA
10.2000 - 03.2003
- Supported loan officers with client interactions during part-time schedule.
- Assisted loan officers in processing mortgage applications and documentation.
- Coordinated communication between clients and loan officers throughout the application process.
- Reviewed borrower files for accuracy and completeness prior to submission.
MORTGAGE CLOSER
Wells Fargo Home Mortgage
Fairfax, VA
12.1993 - 03.2000
- I worked several different positions in time at this job including Post Closer, Closing Manager, Sub-prime Mortgage Processor and Mortgage Closer.
- Remove was a Closer when I left to go to college and that was Remove position I enjoyed the most.
- Reviewed loan documents for accuracy and compliance with regulatory standards.
- Coordinated closing processes between lenders, borrowers, and title companies.
- Prepared closing disclosures and ensured timely distribution to all parties.
Education
Bachelor of Arts (B.A.) - Public Administration
GEORGE MASON UNIVERSITY
Fairfax, VASkills
- Loan processing
- Encompass Mortgage Software
- Document verification
- Mortgage regulations
- Attention to detail
- Time management
- Effective communication
- Team collaboration
- Problem solving
- Critical thinking
Timeline
MORTGAGE PROCESSOR
Bank of Tennessee
10.2016 - 04.2026
STAY AT HOME MOM / VP OF HOUSEHOLD OPERATIONS
Klein Household
05.2007 - 06.2021
MORTGAGE CLOSER
SunTrust Mortgage
06.2003 - 05.2007
LOAN OFFICER ASSISTANT
Wells Fargo Home Mortgage
10.2000 - 03.2003
MORTGAGE CLOSER
Wells Fargo Home Mortgage
12.1993 - 03.2000
Bachelor of Arts (B.A.) - Public Administration
GEORGE MASON UNIVERSITY