Amy Wilson
Mortgage Loan Officer
Duncan,OK
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking opportunities for an experienced professional to expand skills while facilitating company growth.
Overview
16
16
years of professional experience
Work History
Mortgage Loan Officer
BancFirst
Duncan, OK
08.2022 - Current
- Meet with applicants to obtain information for loan applications and answer questions about process.
- Educate customers on variety of loan products and available credit options to promote valuable decision-making.
- Gather client debt, credit and income information and submitted with loan application to underwriter for approval.
- Inform customers of application deadlines, approvals and denials.
- Manage pipeline for originated loans through closing and complete required management reports.
Loan Officer
Endurance Federal Credit Union
Duncan, OK
08.2021 - 08.2022
- Met with applicants to obtain information for loan applications and answer questions about process.
- Analyzed applicants' financial status and credit to determine feasibility of granting loans.
- Approved loan within specified limits or referred to appropriate approval level.
- Reviewed loan agreements to confirm completeness and accuracy.
Commercial Loan Assistant
Arvest Bank
Duncan, OK
10.2019 - 08.2021
- Reviewed loan documentation prior to closing and close loans with customers
- Reviewed loans post-closing to ensure file contains proper signatures, dates, and other relevant data
- Distributed loan funds to customers after closing
- Imaged documents
- Cleared Technical Exceptions
- Assisted in obtaining corporate entity information, title searches/commitments, flood documents, appraisals, and other related loan documentation
- Provided superior client service
- Organized, filed, and maintained customer, department, and regulatory loan records.
Loan Risk Documentation Specialist
First Bank & Trust Co
Duncan, OK
04.2018 - 10.2019
- Reviewed all loans to ensure compliance and accuracy with bank's lending policy and federal and state lending regulations
- Maintained loan review checklists, policies, procedures, and compliance regulations as changes occur
- Coordinated to identify areas where additional training may be needed
- Addressed and researched inquiries regarding compliance and bank policies, as needed
- Evaluated various forms of documentation and reports for accuracy and completeness, identify deficiencies and advise on appropriate corrective measures to improve information details or processes
- Worked on special projects and took on additional tasks to assist Loan Risk department.
Appraisal Supervisor/Appraisal Administration Valuation Coordinator
First Bank & Trust Co
Duncan, OK
10.2014 - 04.2018
- Validated previous appraisals (Created this process from scratch)
- Evaluation of property (Created this process from scratch)
- Improved process by taking ordering the appraisal online with an order management company
- Assisted with the management of appraisals throughout the full process.
Payroll - State Tax Payroll Specialist
Halliburton
Duncan, OK
05.2008 - 10.2014
- Remitted state payroll withholding taxes to state authorities in a timely manner
- Assisted employees and former employees with tax questions related to state and local taxes
- Check Distribution-Direct Deposits (domestic and international transactions)
- Reconciled general ledger accounts for payroll.
Senior Administrative Specialist/Administrative Specialist
Halliburton
Duncan, OK
06.2006 - 05.2008
- Transferred equipment to different cost centers in SAP
- Retired equipment in SAP once its accounting life cycle was over
- Created job workflow diagrams of jobs in department using Visio.
Education
Bachelor of Science - Criminal Justice
Cameron University
Skills
Customer Service
MS Office
Document Verification
Data Analysis
Financial Analysis
Payroll Administration
Ten-key operator
Type 65 wpm
Timeline
Mortgage Loan Officer
BancFirst
08.2022 - Current
Loan Officer
Endurance Federal Credit Union
08.2021 - 08.2022
Commercial Loan Assistant
Arvest Bank
10.2019 - 08.2021
Loan Risk Documentation Specialist
First Bank & Trust Co
04.2018 - 10.2019
Appraisal Supervisor/Appraisal Administration Valuation Coordinator
First Bank & Trust Co
10.2014 - 04.2018
Payroll - State Tax Payroll Specialist
Halliburton
05.2008 - 10.2014
Senior Administrative Specialist/Administrative Specialist
Halliburton
06.2006 - 05.2008
Bachelor of Science - Criminal Justice
Cameron University