Anna Huxley
Sartell
Summary
Detail-oriented financial services professional and commissioned Notary Public with over 20 years of experience in loan processing, portfolio servicing, and member relationship management. Skilled in managing complex lending documentation and ensuring compliance with credit union policies and regulations. Known for effective collaboration with cross-functional teams and delivering exceptional member experiences.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Commercial Relationship Specialist
Magnifi Financial
09.2025 - Current
- Serviced a diverse commercial portfolio and built strong relationships with commercial members through multiple channels, including in-branch, online, and over the phone.
- Collaborated closely with Commercial Banking Officers (CBOs), processing, servicing, and post-close teams to communicate loan and deposit status updates smoothly.
- Gathered and reviewed loan documentation, inputting data for loan requests, renewals, ad hocs, change memos, and annual reviews into the lending system.
- Worked directly with members to collect financial statements and documents, ordering and reviewing 3rd-party items such as title work, appraisals, and insurance.
- Monitored lending reports, ticklers, and covenants to ensure all files were accurate, up to date, and compliant with policy and regulations.
- Assisted with the preparation of new loan requests, extensions, proposal/commitment letters, construction loan disbursements, and lien waivers.
- Utilized the sales process to identify financial needs, recommending credit union products and services, and making proactive referrals.
- Managed client inquiries through phone, email, and in-person interactions.
Operations Specialist
Northland Capital Financial Services LLC
06.2023 - 09.2025
- Enhanced productivity by generating accurate digital loan and lease document packages.
- Processed complex files for funding and handled the timely processing of Motor Vehicle Titles.
- Ensured accurate and timely filing of electronic UCC Liens for loan and lease assets.
- St. Cloud, MN
Real Estate Loan Processor
USAA
01.2022 - 01.2023
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Managed conditions sent from underwriting departments and submitted detailed loan packages to facilitate approval or denial processes.
- Upheld strict compliance with privacy and security requirements, as well as federal statutes covering VA loans.
- San Antonio, TX
Mortgage Loan Processor
Wells Fargo
06.2019 - 12.2021
- Communicated with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Checked approvals against established bank and government lending standards.
- Worked with third-party vendors to address and clear loan closing requirements, checking applicant credit and employment histories.
- St. Cloud, MN
Fraud Specialist
Capital One
09.2018 - 06.2019
- Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
- Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
- Identified fraud patterns and anomalies through analysis of large quantities of data while utilizing strong active listening and interpersonal skills.
- St. Cloud, MN
Full Time Caregiver
Huxley Family
10.2009 - 09.2018
Senior Collector
Bank of America
07.2000 - 10.2009
- Collaborated with delinquent account holders to collect and reconcile accounts through high-volume daily calls, enhancing recovery efforts.
- Processed payments over the phone and set up recurring drafts to efficiently apply payments against delinquent account balances.
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
- Coordinated with cash application team and credit manager to ensure timely and accurate posting of remittances, improving overall account management.
- Troy, MI
Education
High School Diploma -
Stillwater High School
Stillwater, MNSkills
- Commercial & Residential Loan Processing
- Credit Policy
- Compliance
- Portfolio Servicing
- Lending System Data Entry
- Document review
- Title Abstracts
- Motor Vehicle Titles
- UCC Liens
- Notary Public
- Problem Resolution
- Time Management
- Customer relationship management
- Active Listening
Certification
Notary Public, Minnesota
Skills
Commercial & Residential Loan Processing, Title Abstracts, Motor Vehicle Titles, UCC Liens, Credit Policy, Compliance, Active Listening, Customer Communication, Portfolio Servicing, Problem Resolution, Referrals & Cross-Selling, Notary Public, Financial Statement & Document Review, Lending System Data Entry, Data & Fraud Analysis, Time Management
Timeline
Commercial Relationship Specialist
Magnifi Financial
09.2025 - Current
Operations Specialist
Northland Capital Financial Services LLC
06.2023 - 09.2025
Real Estate Loan Processor
USAA
01.2022 - 01.2023
Mortgage Loan Processor
Wells Fargo
06.2019 - 12.2021
Fraud Specialist
Capital One
09.2018 - 06.2019
Full Time Caregiver
Huxley Family
10.2009 - 09.2018
Senior Collector
Bank of America
07.2000 - 10.2009
High School Diploma -
Stillwater High School