Annielssy Mesa Gonzalez
Minneapolis,MN
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
2
2
Languages
7
7
years of professional experience
Work History
Loan Partner
AnnieMac Home Mortgage
Edina, MN
08.2022 - 02.2023
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Preapproved borrowers by determining monthly income.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Submitted loan applications to underwriter for verification and recommendations.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Assembled important paperwork and disclosures for borrower.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Maintained strict confidentiality of bank records and client information.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Loan Partner
Mortgages Unlimited
Bloomington, MN
02.2021 - 08.2022
- Reviewed and validated details of loan applications and closing documentation.
- Set up, stored and updated customer files and regulatory paperwork.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Service Coordinator
Masis Staffing Solutions
Richfield, MN
01.2020 - 02.2021
- Hired and trained new recruiters to improve efficiency of department and cultivate productive work atmosphere.
- Analyzed account information to improve and optimize customer relations, resulting in client satisfaction and more business.
- Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
- Conducted recruiting events to grow passive talent pipeline to prepare for future hiring needs.
- Developed recruiting strategies to identify qualified candidates and build network.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
- Completed human resource operational requirements by scheduling and assigning employees.
- Oversaw HR needs for 40-employee operation across 3 locations.
Financial Wellbeing Coach
Operation HOPE
Minneapolis, MN
03.2023 - Current
- Helped clients leverage credit and asset building financial products.
- Guided clients in development of realistic goals and enhanced accountability on financial matters.
- Educated clients on various financial matters and provided professional recommendations on products and services based on individual needs.
- Developed and delivered engaging group presentations and one-on-one coaching sessions.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with budgeting and cash flow management.
Education
Bachelor of Science - Chemistry
Central University of Venezuela
CaracasSkills
- Credit Reporting Software
- Organizational Strengths
- Client Interviews
- Mortgage Loan Origination
- Checking Applications
- Partner Relationships
- Capital Raising
- Financial Goal Setting
- Financial Education
- Credit Counseling
- Debt Management
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Wellbeing Coach
Operation HOPE
03.2023 - Current
Loan Partner
AnnieMac Home Mortgage
08.2022 - 02.2023
Loan Partner
Mortgages Unlimited
02.2021 - 08.2022
Service Coordinator
Masis Staffing Solutions
01.2020 - 02.2021
Bachelor of Science - Chemistry
Central University of Venezuela