Ashley Kattner
Aransas Pass,Texas
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, personal and residential histories.
Overview
12
12
years of professional experience
Work History
Loan Processing Assistant
CMG Financial
San Ramon, CA
08.2020 - 05.2022
- Communicated with customers daily to request information and complete paperwork.
- Set up and completed loan submission packages.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA, Conventional, VA and USDA loans.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Provided quick turnaround times to maintain fast-past schedule.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Worked with third-party vendors to address and clear loan closing requirements.
- Manages average workload of 100 files each month while staying within SLA of 94%
Staffing Specialist
PeopleReady
Austin, TX
01.2020 - 08.2020
- Answered and managed incoming and outgoing calls while taking down accurate messages for staff.
- Distributed incoming mail and prepared and posted outgoing mail and shipments.
- Oversaw and planned events, including arranging travel logistics for staff.
- Prepared accounting reports summarizing accounts payable and receivable data and posted receipts to general ledger.
- Monitored payments due from clients and promptly contacted for collections.
- Created daily and weekly cash reports for management.
- Prepared and distributed payroll.
- Scheduled interviews with potential candidates, filled out required paperwork and prepared introduction manuals.
- Managed applicant tracking system (ATS) database by entering, updating and maintaining candidate contact details, resumes and supporting documentation.
Office Manager
STCP
Jonestown, TX
05.2010 - 01.2020
- Investigated properties, classified damages and created estimates outlining repair costs.
- Improved operations by working with team members and customers to find workable solutions.
- Recognized by management for providing exceptional customer service.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Created master spreadsheet to record procedures, denials and approvals.
- Gathered and documented evidence to support court proceedings.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Maintained computer and physical filing systems.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Managed payroll for organization of 20 personnel.
- Reviewed time records for 20 employees to verify accuracy of information.
Education
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ06.2025
Skills
- BYTE Software Proficiency
- Appraisals
- Information Verification
- Processing procedures
- Financial document review
- Created reports
- Personnel engagement
- Training and Development
- Multitasking Abilities
- Attention to Detail
- Policies implementation
Additional Information
References upon request
Timeline
Loan Processing Assistant
CMG Financial
08.2020 - 05.2022
Staffing Specialist
PeopleReady
01.2020 - 08.2020
Office Manager
STCP
05.2010 - 01.2020
Bachelor of Science - Business Management
Grand Canyon University
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