Becky Lamar
Ravenna
Summary
Dynamic Loan Assistant with extensive experience at Portage Community Bank, excelling in loan processing and customer service. Proven track record in reducing errors and ensuring compliance with regulations. Skilled in managing multiple priorities while maintaining organized records, fostering a collaborative environment, and enhancing client satisfaction through effective communication.
Loan Assistant effective at working with underwriters, mortgage companies and closing parties to facilitate smooth and efficient application process. Diligently gathers and checks documents, orders reports and maintains records. Highly organized and versed in multiple types of loans and application processes.
Detail-oriented Loan Assistant offers 34 years of financial industry experience. Works quickly and thoroughly to support loan processing from submission through closing. Excellent multitasking, communication and conflict resolution skills.
Overview
42
42
years of professional experience
Work History
Loan Assistant II
Portage Community Bank
06.2002 - Current
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Ordered information such as credit reports, environmental assessments, and property appraisals.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Assembled important paperwork and disclosures for borrower.
- Processed Commercial, Consumer loans.
- Assisted in training new Loan Assistants, sharing knowledge and expertise for their success in the role.
- Coordinated with third-party vendors for appraisals, title searches, and other necessary reports required for loan approval.
- Set up files using loan officer checklist and submitted on-time for processing.
Loan Assistant
Bank One
07.1991 - 06.1999
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Processed commercial and consumer loans.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Ordered information such as credit reports, environmental assessments, and property appraisals.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Coordinated with third-party vendors for appraisals, title searches, and other necessary reports required for loan approval.
- Set up files using loan officer checklist and submitted on-time for processing.
Administrative Assistant
Bank One
09.1983 - 07.1991
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Prepared monthly board meeting packets.
- Maintained inventory of office supplies and placed orders.
Education
Liberty High School
Youngstown, OHSkills
- Loan servicing
- Administrative support
- Loan processing
- Closing preparation
- Loans
- Loan application preparation
Timeline
Loan Assistant II
Portage Community Bank
06.2002 - Current
Loan Assistant
Bank One
07.1991 - 06.1999
Administrative Assistant
Bank One
09.1983 - 07.1991
Liberty High School
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