Anthony Ippolito
Dallas
Summary
Professional transaction specialist with proven track record in managing and coordinating complex transactions. Strong focus on team collaboration, ensuring seamless communication and adaptability to changing needs. Skilled in multitasking, relationship building and creative thinking to achieve goals in any way necessary. Known for reliability and delivering results efficiently.
Overview
5
5
years of professional experience
Work History
Transaction Coordinator
Synergy One Lending
04.2024 - 02.2025
- Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
- Organized and maintained digital files for easy access, streamlining the document retrieval process during underwriting inquiries.
- Expedited closing times through proactive communication with agents, clients, and third-party vendors.
- Acted as a reliable point of contact for all parties involved in the loan transaction, ensuring clear communication and timely resolution of any issues that arose.
- Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
Mortgage Loan Officer Assistant
Planet Home Lending
01.2023 - 04.2024
- Managed a pipeline of mortgage applications, maintaining accuracy and prioritizing urgent cases.
- 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.
- Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with the best possible solutions for their needs.
Loan Officer Assistant
Crosscountry Mortgage Inc
03.2021 - 01.2023
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Account Executive
Goosehead Insurance Agency
06.2020 - 03.2021
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Met sales targets by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Education
Bachelor of Arts - Marketing Management
University of Arkansas
Fayetteville, AR05-2020
Skills
- Client relationship building
- Willing to learn
- Pipeline management
- Data entry proficiency
- Document review
- Written and verbal communication
- Deadline management
- Credit analysis
- CRM software expertise
- Customer relationship management (CRM)
Timeline
Transaction Coordinator
Synergy One Lending
04.2024 - 02.2025
Mortgage Loan Officer Assistant
Planet Home Lending
01.2023 - 04.2024
Loan Officer Assistant
Crosscountry Mortgage Inc
03.2021 - 01.2023
Account Executive
Goosehead Insurance Agency
06.2020 - 03.2021
Bachelor of Arts - Marketing Management
University of Arkansas
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