Summary
Overview
Work History
Education
Skills
Timeline
Generic

Betti Anderson

Augusta,GA

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. Skilled at keeping all paperwork orderly and properly transferred. 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. Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

29
29
years of professional experience

Work History

Loan Officer Assistant

Colony Bank
02.2020 - 11.2023
  • Increased loan application efficiency by streamlining documentation and verification processes.
  • Assisted underwriters in determining loan eligibility for improved approval rates and client satisfaction.
  • 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.

Loan Officer Assistant

First Bank, State Bank, Cadence Bank
08.2005 - 02.2020
  • 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.
  • Ensured compliance with industry regulations by staying updated on changes and implementing appropriate procedures within the team.
  • Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
  • Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.

Sales Representative

Wells Fargo
08.1994 - 08.2005
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
  • Collaborated with cross-functional teams to identify and address customer needs.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Provided comprehensive training on product offerings to new team members for optimal performance in sales roles.
  • Managed efficient cash register operations.

Education

High School Diploma -

Shortridge High School
Indianapolis, IN

Interior Design

Augusta Technical College
Augusta, GA

No Degree - Sociology

Indiana University - Purdue University Indianapolis
Indianapolis, IN

Skills

  • Business Development
  • Loans
  • Financial Transactions Expertise
  • Document Verification
  • Cash Handling
  • Banking
  • File Processing
  • Problem Solving
  • Organizational Skills
  • Loan Closing
  • Attention to Detail
  • Report Preparation
  • Loan Origination
  • Loan Processing
  • Loan Packaging
  • Time Management
  • Customer Service
  • Loan Application Preparation
  • Customer Account Review
  • Loan Disbursement
  • Customer Communication
  • Closing Documentation
  • Deposit and Payment Collection
  • Problem-Solving
  • Funds Disbursement Application

Timeline

Loan Officer Assistant

Colony Bank
02.2020 - 11.2023

Loan Officer Assistant

First Bank, State Bank, Cadence Bank
08.2005 - 02.2020

Sales Representative

Wells Fargo
08.1994 - 08.2005

High School Diploma -

Shortridge High School

Interior Design

Augusta Technical College

No Degree - Sociology

Indiana University - Purdue University Indianapolis
Betti Anderson