Anna Valles
815 Magnolia Park St, Sunland Park,New Mexico
Summary
Enthusiastic, detail-oriented team player who has a strong drive and willingness to learn. Experienced licensed mortgage professional with a bachelor’s degree in finance who is passionate in helping families achieve their goal. Work well under pressure and in a fast-paced environment having the greatest strength in providing exceptional customer service and building relationships. Accountable team member who strives to provide an expectational experience for all parties in every transaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
LICENSED LOAN OFFICER ASSISTANT
NEW AMERICAN FUNDING
10.2019 - Current
- Communicate clearly and effectively with borrowers, loan officers and other third parties involved in every loan transaction (Realtors, builders, title companies, insurance agencies, team members)
- Meet with clients, explain their loan terms in detail, review their disclosures and aid with the preparation of their loan to ensure a smooth loan process
- Support operations by gathering and thoroughly reviewing client’s documentation and submit to underwriting for review (employment and rent verifications, assets, income documentation, title reports, credit reports)
- Diligently maintain a detailed checklist to ensure all documentation is accurate and completed prior to closing date
- Prioritize loans chronologically based on closing dates
- Assist top producing loan officers and manage an average of 15 to 30 loans per month
- Meet time deadlines while managing simultaneous tasks in a fast-paced environment
- Provide frequent updates to all parties involved in each loan transaction regarding status of every loan
- Pull credit and review credit reports to ensure each borrower meets loan requirements
- Assist loan originators with loan pricing options, extending interest rate locks, loan structuring and with pre-approvals.
PRODUCTION ASSISTANT
NEW AMERICAN FUNDING
11.2016 - 10.2019
- Prepare and ensure each loan file is accurate and complete for processors to review
- Assist origination staff such as processors, underwriter, loan officers
- Order title work, appraisal, verifications of employment, builder documents
- Ensure all requested documentation from borrowers are received in a timely manner to meet deadlines
- Validate documentation received is accurate and meets underwriting requirements
- Train new hires while managing the loan pipeline and meeting deadlines.
CLIENT RELATIONSHIP SPECIALIST
THE VANGUARD GROUP
07.2016 - 10.2016
- Provided dependable customer service and guided the investor to the most suitable fund that fits their current situation
- Trained to help investors meet their financial goals
- Completed structural courses for the Series 7 and 63 licensing exams to become a registered representative for mutual funds.
FINANCIAL REPRESENTATIVE INTERN
NORTHWESTERN MUTUAL
01.2016 - 05.2016
- Certified Life, Accident and Health Insurance Agent
- Received mentorship from experienced financial representatives and product training
- Offered life insurance to new clients and maintained regular contact with each client
- Sought after potential clients and helped individuals and families select the most appropriate policies.
Education
BBA - FINANCE
UNIVERSITY OF TEXAS AT EL PASO
El Paso, TX06.2016
ASSOCIATES OF ARTS - ACCOUNTING
EL PASO COMMUNITY COLLEGE
El Paso, TX12.2014
Skills
- Proficient product knowledge of FHA, Conventional, VA and other loan programs
- Proficient with Encompass and Microsoft Word
- Strong attention to detail
- Excellent communication and customer service skills
Certification
Texas and New Mexico NMLS Loan Originator License #1605077
Timeline
LICENSED LOAN OFFICER ASSISTANT
NEW AMERICAN FUNDING
10.2019 - Current
PRODUCTION ASSISTANT
NEW AMERICAN FUNDING
11.2016 - 10.2019
CLIENT RELATIONSHIP SPECIALIST
THE VANGUARD GROUP
07.2016 - 10.2016
FINANCIAL REPRESENTATIVE INTERN
NORTHWESTERN MUTUAL
01.2016 - 05.2016
BBA - FINANCE
UNIVERSITY OF TEXAS AT EL PASO
ASSOCIATES OF ARTS - ACCOUNTING
EL PASO COMMUNITY COLLEGE