Ashley Federation
Seminole,FL
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence, and recordkeeping. Detail-oriented team player with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
Work History
Loan Officer Assistant
Cardinal Financial
10.2022 - 01.2024
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Ensured compliance with industry regulations by staying updated on changes and implementing appropriate procedures within the team.
- Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Managed a pipeline of loans from origination through closing, maintaining open lines of communication with all involved parties to ensure smooth transactions and positive outcomes for clients.
- Employed strong organizational skills to manage multiple tasks simultaneously, prioritizing workload to meet strict deadlines effectively.
- Increased loan application efficiency by streamlining documentation and verification processes.
- Scheduled meetings and appointments and maintained well-organized master calendar.
Loan Officer Assistant
Caliber Home Loans
09.2018 - 10.2022
- Increased loan application efficiency by streamlining documentation and verification processes.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Facilitated prompt closing of loans by organizing necessary paperwork and collaborating effectively with title companies.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and follow-ups.
- Assisted teams of up to 8 loan officers at a time.
- Assisted with closing an average of 20-35 loans per month.
- Ensured compliance with industry regulations by staying updated on changes and implementing appropriate procedures within the team.
- Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Scheduled meetings and appointments and maintained well-organized master calendar.
Loan Officer Assistant
Bank Of America, Home Loans
08.2013 - 09.2018
- Increased loan application efficiency by streamlining documentation and verification processes.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Enhanced loan processing efficiency by streamlining documentation and communication procedures.
- Supported underwriters in decision-making by providing accurate and timely information on loan applications.
- Employed strong organizational skills to manage multiple tasks simultaneously, prioritizing workload to meet strict deadlines effectively.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Scheduled meetings and appointments and maintained well-organized master calendar.
- Answered inquiries and provided superior customer service to clients.
Sales Associate
Massage Envy Spa
08.2012 - 08.2013
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Demonstrated attention to detail while performing thorough cleaning services for optimal client satisfaction.
- Supported inventory management by keeping track of supplies used during daily tasks, ensuring availability when needed.
- Cleaned and sanitized bathrooms, kitchens and other similar areas according to established protocols.
Tanning Consultant
South Tampa Tan & Spa
09.2009 - 08.2013
- Improved customer satisfaction by providing personalized consultations and recommending appropriate tanning products.
- Increased salon revenue through upselling tanning packages and retail products to clients.
- Enhanced client experience with thorough knowledge of tanning equipment, proper usage, and safety guidelines.
- Contributed to a clean and hygienic environment by maintaining the cleanliness of tanning beds and rooms after each use.
- Streamlined appointment scheduling process for improved efficiency and reduced wait times for clients.
- Ensured compliance with state regulations by monitoring client usage of tanning equipment and enforcing age restrictions.
- Educated clients on skincare techniques to enhance their tanning results while preserving skin health.
- Collaborated with team members to create promotional events that attracted new clients and increased overall sales.
- Maintained accurate client records to ensure seamless communication between staff regarding customer preferences and needs.
- Developed loyal clientele by consistently delivering an exceptional tanning experience tailored to individual preferences.
- Assisted in inventory management, ensuring adequate stock levels were maintained while minimizing wastage due to expired products.
Education
High School Diploma -
Plant High School
Tampa, FL06.2011
Skills
- Mortgage Knowledge
- Documentation Review / Document Verification
- Decision Making
- Multitasking Abilities
- Schedule and Time Management
- Conflict Resolution
- Customer Service
- Attention to Detail
- Organizational Skills
- Computer Literacy
- Problem Solving
- Analytical Thinking
Additional Information
NMLS # 1103883
Timeline
Loan Officer Assistant
Cardinal Financial
10.2022 - 01.2024
Loan Officer Assistant
Caliber Home Loans
09.2018 - 10.2022
Loan Officer Assistant
Bank Of America, Home Loans
08.2013 - 09.2018
Sales Associate
Massage Envy Spa
08.2012 - 08.2013
Tanning Consultant
South Tampa Tan & Spa
09.2009 - 08.2013
High School Diploma -
Plant High School