Reduced errors in document processing by meticulously reviewing each document prior to obtaining signatures from parties involved.
Enhanced client satisfaction by efficiently managing loan signing appointments and providing clear explanations of documents.
Ensured timely completion of signings by effectively coordinating schedules with clients, title companies, and lenders.
Demonstrated commitment to ethical practices by adhering to the National Notary Association Code of Professional Responsibility at all times.
Loan Officer
Fairway Independent Mortgage
Riverside, CA
03.2019 - 08.2022
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Submitted loan applications to underwriter for verification and recommendations.
Examined customer loan applications for loan approvals and denials.
Developed strong relationships with customers through high levels of customer service.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Developed and maintained relationships with customers, lenders and other third parties.
Loan Officer
Wholesale Capital
Moreno Valley, CA
06.2014 - 03.2019
Improved loan processing efficiency by streamlining application procedures and documentation requirements.
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Collaborated with other departments to promptly process loan applications.
Streamlined loan processing procedures, significantly reducing turnaround times for loan approvals.
Collaborated with underwriting team to expedite loan approvals, meeting customer expectations for quick service.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Proactively identified solutions for customers experiencing credit issues.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Maintained strict confidentiality of bank records and client information.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Examined customer loan applications for loan approvals and denials.
Developed strong relationships with customers through high levels of customer service.
Loan Officer
First Mortgage Corporation
Ontario, CA
06.2013 - 06.2014
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Examined customer loan applications for loan approvals and denials.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Improved loan processing efficiency by streamlining application procedures and documentation requirements.
Streamlined loan processing procedures, significantly reducing turnaround times for loan approvals.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Real Estate Assistant
Beechwood Realty
Moreno Valley, CA
05.2009 - 06.2013
Maintained efficient office operations by handling errands and administrative functions.
Improved office organization through the implementation of efficient filing systems, database management, and document preparation.
Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel.
Coordinated appointments to show marketed properties.
Expedited contract negotiations by acting as a liaison between agents, clients, attorneys, and other parties involved in the transaction.
Assisted coworkers and staff members with special tasks on daily basis.
Assistant Escrow Officer
Hartford Escrow
Riverside, CA
03.2000 - 05.2007
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
Returned executed loan packages to lender for review and approval in accordance with lender instructions.
Reviewed escrow accounting reports and resolved outstanding check or open file balance issues.
Followed-up on status of releases, policies, and return of recorded documents.
Opened incoming orders and set up escrow files within [Number] hours of receiving purchase agreement.
Fostered strong professional relationships with title companies, lenders, realtors, and other key players within the industry to improve collaboration and client satisfaction.
Streamlined closing processes for smoother transactions by coordinating with title companies, lenders, and agents.
Checked signatures and legal descriptions for accuracy and integrity.
Promoted a professional environment by maintaining strict confidentiality regarding sensitive client information and financial details.
Reduced errors in documentation by meticulously reviewing and organizing all necessary paperwork.
Maintained positive relationships with clients, agents, and other stakeholders by offering exceptional customer service throughout the escrow process.
Ensured accuracy of legal documents such as deed transfers, tax certificates, insurance binders, along with thorough review before submission.