Ashley Samuels
Loan Officer Associate II
Phoenix,AZ
Summary
Mortgage professional dedicated to maintaining professionalism and integrity while demonstrating strong interpersonal skills and exceptional service throughout loan process. Eager to contribute to team success through knowledge of banking regulations and compliance procedures, hard work, attention to detail and excellent organizational skills.
Overview
2
2
years of post-secondary education
13
13
years of professional experience
Work History
Loan Officer Associate II
USAA Federal Savings Bank
Phoenix, AZ
05.2020 - Current
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Monitored key dates to obtain information by deadlines.
- Supported loan processing by compiling applicant documentation such as financial history paperwork and asset documentation.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Maintained friendly and professional customer interactions.
- Assembled important paperwork and disclosures for borrower.
Customer Relations Specialist
Judd McGraw State Farm Insurance Agency, LLC
Phoenix, AZ
05.2019 - 05.2020
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Obtained underwriting approval by completing application for coverage.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Team Trainer
LuLaRoe
Phoenix, AZ
08.2015 - 05.2019
- Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business.
- Trained new team members in specific job requirements.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Put together realistic budgets based upon costs and fees for effectively operating business.
- Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
Operations Manager
TRF Pacific, LLC
Anchorage, AK
09.2014 - 05.2016
- Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
- Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
- Built relationships with tenants and managed accounts to drive revenue and profit.
- Boosted team performance with enhanced employee evaluation processes.
- Cultivated strong business relationships with clients to increase overall experience, satisfaction and retention rates.
Office Administrator
Invision Auto Body
Chandler, AZ
01.2011 - 05.2014
- Supported estimators and technicians with effective correspondence management, document coordination and customer relations.
- Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
- Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
- Analyzed internal processes and recommended procedural and policies changes that were later implemented.
Office Manager
Auto Body World
Mesa, AZ
05.2009 - 01.2010
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Maintained computer and physical filing systems.
- Developed standard operating procedures for all administrative employees.
Management Trainee
Enterprise Rent-A-Car
Mesa, AZ
04.2007 - 05.2009
- Explained services and products to customers in friendly and engaging way.
- Shouldered management responsibilities during absence of manager.
- Created internal control of day-to-day transactions and punctually opened and closed business.
- Resolved escalated concerns swiftly using professionalism and understanding of all facets of issue.
- Established open and professional relationships with team members which facilitated communication, quickly resolving issues and conflicts.
Education
Associate of Science - General Studies
Maricopa Community Colleges - Mesa Community College
Mesa, AZ 08.2019 - Current
Skills
Team Player
Relationship building and management
Database Management
Financial transactions expertise
Legal compliance
Processing procedures
Financial document review
Loan documentation
Loan Document Packages
Loan origination understanding
Licenses
- May 2019 Property & Casualty Producer's License, Department of Insurance – State of Arizona
- May 2019 Life & Health Producer's License, Department of Insurance – State of Arizona
- Oct 2020 NMLS Registered, Department of Real Estate - State of Arizona
Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Loan Officer Associate II
USAA Federal Savings Bank
05.2020 - Current
Associate of Science - General Studies
Maricopa Community Colleges - Mesa Community College
08.2019 - Current
Customer Relations Specialist
Judd McGraw State Farm Insurance Agency, LLC
05.2019 - 05.2020
Team Trainer
LuLaRoe
08.2015 - 05.2019
Operations Manager
TRF Pacific, LLC
09.2014 - 05.2016
Office Administrator
Invision Auto Body
01.2011 - 05.2014
Office Manager
Auto Body World
05.2009 - 01.2010
Management Trainee
Enterprise Rent-A-Car
04.2007 - 05.2009