Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bailey Wells

Blanco,TX

Summary

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Loan Officer Assistant

Crosscountry Mortgage, LLC
08.2023 - Current
  • 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 and realtors daily to request information and complete paperwork.
  • Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.

Administrative Assistant

Sherwood Surveying & S.U.E.
10.2022 - 08.2023
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Provided secretarial and office management support.
  • Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Tracked and submitted employee timesheets to prepare for payroll processing.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Coordinated travel arrangements and completed expense reports for travel reimbursement.

Jr. Loan Processor

Fairway Independent Mortgage
10.2020 - 10.2022
  • Assisted Loan Processor with file setup, origination, document collection, and closing processes on FHA, VA, Conventional, and Reverse Mortgage types.
  • Provided quick turnaround times to maintain and fast-paced schedule.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files, and tax histories.
  • Ensured accuracy of loan documents by thoroughly reviewing all application materials and identifying discrepancies.
  • Identified potential issues within the loan pipeline early on, allowing for proactive resolution before impacting deadlines or client satisfaction.

Loan Administrator

Security State Bank & Trust
12.2015 - 10.2020
  • Processed loan applications and monitored progress from start to finish on consumer, commercial, home equity, and construction loans.
  • Assisted customers with completing loan applications and other paperwork.
  • Complied closing packages for drafting and presentation accuracy.
  • Developed and maintained relationships with customers, lenders, and other third parties.
  • Monitored pipelines to track and log status of loans.
  • Evaluated loan request and documents to verify accuracy and completeness.

Education

Some College (No Degree) - Science

Niagara County Community College
Sanborn, NY

High School Diploma -

Medina High School
Medina, NY
06.2013

Skills

  • Excellent customer service and interpersonal skills
  • Advanced Encompass knowledge
  • Timeline Planning and Management
  • Organized and attends to detail
  • Advanced MS Office Suite knowledge
  • Credit Analysis
  • Multi-line phone systems
  • Multitasking and prioritization
  • Organization and efficiency
  • Documentation Review
  • Mortgage Knowledge
  • Loan Processing
  • File Management

Certification

  • Certified Notary & Remote Notary

Timeline

Loan Officer Assistant

Crosscountry Mortgage, LLC
08.2023 - Current

Administrative Assistant

Sherwood Surveying & S.U.E.
10.2022 - 08.2023

Jr. Loan Processor

Fairway Independent Mortgage
10.2020 - 10.2022

Loan Administrator

Security State Bank & Trust
12.2015 - 10.2020

Some College (No Degree) - Science

Niagara County Community College

High School Diploma -

Medina High School

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Bailey Wells