Brandi Aguilar
Elgin,IL
Summary
Accomplished Loan Officer Assistant at Union Home Mortgage, adept in loan processing and risk management assessments, significantly enhancing client satisfaction and retention. Leveraged strong file management and interpersonal skills to cultivate valuable referral networks, streamline documentation review, and expedite loan closing processes, contributing to business growth and efficient customer service.
Overview
10
10
years of professional experience
Work History
Loan Officer Assistant
Union Home Mortgage
05.2020 - 02.2024
- Answered inquiries and provided superior customer service to clients.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
- Set up files using loan officer checklist and submitted on-time for processing.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
- Assembled important paperwork and disclosures for borrower.
- Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Enhanced customer experience by providing knowledgeable guidance on available loan products tailored to individual financial needs.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Front Desk Receptionist
Higgins Physical Medicine
03.2015 - 12.2017
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Collected room deposits, fees, and payments.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
- Developed strong working relationships with team members, fostering a positive work environment.
- Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
Front Desk Receptionist
Lifetime Athletic Club
03.2014 - 11.2015
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Collected room deposits, fees, and payments.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
- Developed strong working relationships with team members, fostering a positive work environment.
- Completed data entry and filing to keep records updated for easy retrieval.
- Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Completed all tasks in compliance with company policies and procedures.
- Increased guest retention by maintaining a welcoming and organized reception area.
- Maintained confidentiality of sensitive data to protect customer and business information.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Maintained accurate records of visitor logs for security purposes and compliance with company policies.
Education
Associate of Applied Science - Nurtition
Maricopa Community Colleges - Scottsdale Community College
Scottsdale, AZ05.2010
Skills
- File Management
- Loan Processing
- Credit
- Credit analysis
- Documentation Review
- Document Verification
- File processing
- Mortgage Knowledge
- Loan Closing
- Loans
- Report Preparation
- Loan Servicing
- Risk management assessments
Timeline
Loan Officer Assistant
Union Home Mortgage
05.2020 - 02.2024
Front Desk Receptionist
Higgins Physical Medicine
03.2015 - 12.2017
Front Desk Receptionist
Lifetime Athletic Club
03.2014 - 11.2015
Associate of Applied Science - Nurtition
Maricopa Community Colleges - Scottsdale Community College
Similar Profiles
Leslie LongLeslie Long
Mortgage Loan Officer at Union Home MortgageMortgage Loan Officer at Union Home Mortgage
Ryan MaddenRyan Madden
Area/Regional Sales Manager at Union Home MortgageArea/Regional Sales Manager at Union Home Mortgage
Brittany WeaverBrittany Weaver
Mortgage Loan Officer Assistant at Union Home MortgageMortgage Loan Officer Assistant at Union Home Mortgage