Summary
Work History
Education
Skills
Timeline
Generic

Ashley Bell

Green Bay,WI

Summary

Astute Loan Officer Assistant bringing Seven years of experience in banking and financial positions. Work well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.

Work History

Mortgage Loan Processor

Cornerstone Mortgage
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Processed mortgage loan applications accurately and successfully for over Seven years.
  • Reduced loan application errors by implementing a thorough quality control process for all submitted applications.

Licensed Loan Officer Assistance

Supreme Lending
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Coordinate closing process with attorneys, title companies and government clerks.
  • Review and validate details of loan applications and closing documentation.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicate acceptance or rejection to applicants via mail,email, Telephone or personal consultations.

Mortgage Loan Processor

Executive Mortgage
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Reviewed and validated details of loan applications and closing documentation.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.

Personal Banker

Chase
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

Store Manager

Check N Go Inc.
  • Provide exceptional customer service.
  • Opening/closing procedures
  • Collecting customers personal information and entering it into correct platform
  • Filing customer documents while being compliant Processing/presenting loan contracts
  • Collections/ payments
  • Cash handling
  • Answering multi line phone
  • Scheduling Hiring/ training
  • Meeting monthly goals.

Customer Service Representative

Check N Go Inc.
  • Provide exceptional customer service
  • Opening/closing procedures
  • Collecting customers personal information and entering it into correct platform
  • Filing customer documents while being compliant Processing/presenting loan contracts
  • Collections/payments
  • Cash handling
  • Answering multi line phone.

Education

High School Diploma - Green Bay

Preble High School

Skills

  • Organized
  • Strong client relations
  • Filing
  • Application preparation
  • Self-motivated
  • Multitasker
  • Strong verbal/written communication
  • Goal oriented
  • Documentation review

Timeline

Mortgage Loan Processor

Executive Mortgage

Personal Banker

Chase

Store Manager

Check N Go Inc.

Customer Service Representative

Check N Go Inc.

Mortgage Loan Processor

Cornerstone Mortgage

Licensed Loan Officer Assistance

Supreme Lending

High School Diploma - Green Bay

Preble High School

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