- Yoga
- Health and Fitness
- Camping
- Traveling with my family
Brandi McGrath
CA
Summary
Professional in financial services sector with strong foundation in loan processing, customer relations, and administrative support. Proven ability to collaborate effectively with cross-functional teams and adapt to evolving needs to achieve optimal results. Skilled in managing documentation, conducting credit analysis, and ensuring compliance with regulatory standards. Known for reliability, strong organizational abilities, and keen eye for detail.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Commerce Home Mortgage
03.2014 - 01.2016
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assembled important paperwork and disclosures for borrower.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Conducted market research to stay abreast of lending trends, contributing to more competitive loan offerings.
- Improved client satisfaction, promptly addressing inquiries and concerns throughout loan process.
Real Estate Agent
Cory Meyer
07.2013 - 01.2014
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Prepared and presented contracts and other legal documents to clients.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Maintained connections with clients to encourage repeat business and referrals.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
Real Estate Assistant
Personal
12.2012 - 07.2013
- Coordinated appointments to show marketed properties.
- Kept agents informed of potential new leads by monitoring MLS updates regularly to identify new opportunities within the local market.
- Performed market research and evaluated competitive property analysis to define competitive listing and sale prices.
- Prepared and maintained accurate property listings, sales contracts and closing documents.
- Assisted coworkers and staff members with special tasks on daily basis.
- Performed research to collect and record industry data.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
Server/Bartender
View 202
10.2011 - 05.2013
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
Client Services Manager
Napa Wealth Management
08.2010 - 09.2011
- Managed our client database and was in charge of client services
- Answered phone calls and questions clients had, processed billing, created newsletters, managed open house gathering with clients, analyzed client information and account status, tracked website traffic and other information using excel, ran client reports for mailing, and assisted with creating financial plans for clients
- Assisted in the layout/design of the company's listing in Napa Valley Life Magazine
- Used Outlook every day to communicate with clients and tracked projects for clients and the office
Server, Bartender, and Trainer
Applebee's
01.2007 - 07.2010
- Primarily a closing night shift server and bartender, working closely with many employees and managers, face to face interaction with customers
- Multitasking, prepping food products, cleaning, knowledge of alcohol and pairings
- Neighborhood expert in training position
- Qualified to train servers and bartenders
Nanny and Caregiver
Family of Jill Westbrook
05.2006 - 10.2006
- Took care and watched over three children, ages two, eight, and ten
- Time management with school schedules, after-school activities, and day-to-day chores: laundry, meals, naps, and cleaning up the house
Office Manager Assistant
Laura Lee Designs
01.2006 - 05.2006
- Filing, copying, and mail processing
- Created product catalogues, order processing, and book keeping
- Answered phones, checked up on orders, and organized show room
- Sales associate at design conventions
- Worked closely with other office employees in a small office and employees in the warehouse
Host and Server
Logan's Roadhouse
03.2003 - 07.2005
- Head hostess position and server with opening and closing positions
- Oversaw the host stand on weekend nights while delegating the jobs of seven hosts at a time
- Had to multitask serving many customers at one time in a very busy restaurant
Office Assistant
State Compensation Insurance Fund
08.2002 - 03.2003
- Filing, copying, and mail processing
Education
AA - Economics, Quantitative Analysis
Diego State University
Skills
- Excel
- Word
- Power Point
- Publisher
- Outlook
- Portfolio Center
- File management
- Loan processing
- Credit
- Documentation review
Certification
Registered Paraplanner
Previous Real Estate License holder
Interests
Timeline
Loan Officer Assistant
Commerce Home Mortgage
03.2014 - 01.2016
Real Estate Agent
Cory Meyer
07.2013 - 01.2014
Real Estate Assistant
Personal
12.2012 - 07.2013
Server/Bartender
View 202
10.2011 - 05.2013
Client Services Manager
Napa Wealth Management
08.2010 - 09.2011
Server, Bartender, and Trainer
Applebee's
01.2007 - 07.2010
Nanny and Caregiver
Family of Jill Westbrook
05.2006 - 10.2006
Office Manager Assistant
Laura Lee Designs
01.2006 - 05.2006
Host and Server
Logan's Roadhouse
03.2003 - 07.2005
Office Assistant
State Compensation Insurance Fund
08.2002 - 03.2003
AA - Economics, Quantitative Analysis
Diego State University
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