Amy Newnum
Cheyenne
Summary
Organized and dependable candidate with 8+ years of experience at managing multiple priorities with a positive attitude. Excellent multitasking and communication skills and a willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Loan Assistant
ANB Bank
12.2022 - Current
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Ordered information such as credit reports, environmental assessments and property appraisals.
- Monitored key dates to obtain information by deadlines.
- Reviewed application files to check for completion and compliance with institutional standards.
- Managed transfer of files for underwriter approval, mortgage loan handling and closing process, resulting in speedier workflows.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Answered inquiries and provided superior customer service to clients.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Documented borrower's information in loan processing system and resolved any discrepancies.
Loan Assistant
Western States Bank
11.2020 - 12.2022
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Ordered information such as credit reports, environmental assessments and property appraisals.
- Monitored key dates to obtain information by deadlines.
- Reviewed application files to check for completion and compliance with institutional standards.
- Managed transfer of files for underwriter approval, mortgage loan handling and closing process, resulting in speedier workflows.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Answered inquiries and provided superior customer service to clients.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Loan Processor
Western States Bank
08.2016 - 11.2020
- 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.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Utilized loan origination software to process and track loan applications.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Provided quick turnaround times to maintain fast-past schedule.
- Collaborated with loan officers to develop strategies for managing loan application processing.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
- Advised loan officers to comply with loan guidelines and apply best practices.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Monitored pipelines to track and log status of loans.
- Compiled closing packages for drafting and presentation accuracy.
- Bookkeeping
- Monitored and reconciled several system accounts and reports.
Teller
Western States Bank
08.2014 - 08.2016
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Assisted with training of new tellers on policies and procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Maintained accurate records of customer transactions in line with bank procedures.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Handled various accounting transactions.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Executed wire transfers, stop payments and account transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Trained new hires on customer service policies and procedures.
- Generated monthly reports on customer activity and customer feedback.
Education
Certification of Completion - Bookkeeping
Penn Foster
OnlineHigh School Diploma -
Kimball Jr/Sr High School
Kimball, NE05.2003
Skills
- Teamwork
- Active listening and Communication
- Computer skills- Microsoft Office and Adobe
- Dependability
- Goal setting and Motivation
- Organization and Time Management
- Detail Oriented
Timeline
Loan Assistant
ANB Bank
12.2022 - Current
Loan Assistant
Western States Bank
11.2020 - 12.2022
Loan Processor
Western States Bank
08.2016 - 11.2020
Teller
Western States Bank
08.2014 - 08.2016
Certification of Completion - Bookkeeping
Penn Foster
High School Diploma -
Kimball Jr/Sr High School
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