Verify and audit all loan documentation provided by customer, loan officer, and other third parties involved in the loan transaction
Compile and audit all loan information to submit to underwriting / collect conditions and coordinate the file to closing
Order and review various documents needed for loan such as appraisal, insurance, title, flood, credit, and verifications
Ensure that compliance regulations and guidelines have been met
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Sr. Outsourcing Delivery Analyst
IHS Markit
04.2021 - 02.2022
Responsible for accurately processing daily activity by reviewing source documentation and faxes from agent banks
Reasonable for reconciling, balancing, publishing of cash ledgers, as well as issue research and resolution
Ensure timely and efficient processing of all new borrowings, increases, rollovers, and paydowns, interest payments, miscellaneous fees and investigate discrepancies
Interact with assigned clients and appropriate individuals/entities to gather all applicable information to reflect data accurately in the system
Mortgage Sales Assistant
Arvest Bank
08.2019 - 04.2021
Assisted high producing mortgage lender supervisor and two additional loan officers from loan origination to closing
Responsible for gathering and reviewing loan documentation for accuracy and completeness, and identifying potential issues
Facilitate and maintain communication between loan officer, loan processor, clients, real estate agents, builders, insurance agents, and closing officer
Communicated with borrowers to gather documentation to clear processing and underwriting conditions
Responsible for ordering homeowner’s insurance, title policies, and submitting appraisal request
Managed loan production pipeline to ensure timely and accurate processing of all active loans
Senior Teller
Arvest Bank
05.2017 - 08.2019
Serviced customers with banking transactions, ordering checks, foreign currency, debit/credit cards, and filing disputes
Assisted the branch manager and assistant manger with supervision, training new team members, and other tasks as needed
Processed cash orders for the branch and performed cash vault and individual teller audits
Education
Bachelor of Business Administration - Finance
Oklahoma State University
05.2020
Skills
Microsoft Office Suite (Excel, PowerPoint, Word)
Information Verification
Desktop Underwriter
Encompass Software
Timeline
Mortgage Loan Processor II - American National Bank of Texas
02.2022 - Current
Sr. Outsourcing Delivery Analyst - IHS Markit
04.2021 - 02.2022
Mortgage Sales Assistant - Arvest Bank
08.2019 - 04.2021
Senior Teller - Arvest Bank
05.2017 - 08.2019
Oklahoma State University - Bachelor of Business Administration, Finance
SERVICENOW ENGINEER/SYSTEMS ADMINISTRATOR III at AMERICAN NATIONAL BANK OF TEXASSERVICENOW ENGINEER/SYSTEMS ADMINISTRATOR III at AMERICAN NATIONAL BANK OF TEXAS
Financial Specialist Lead/Fraud Specialist 1 at American National Bank of TexasFinancial Specialist Lead/Fraud Specialist 1 at American National Bank of Texas