Summary
Overview
Work History
Education
Skills
Timeline
Generic

Briana Parker

Sacramento,CA

Summary

Professional with strong background in loan services, executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

12
12
years of professional experience

Work History

Executive Assistant/Mortgage Loan Officer Assistant

Optimus Capital Inc.
03.2022 - Current
  • Coordinated executive schedules, ensuring timely management of appointments and meetings.
  • Streamlined communication between departments, enhancing information flow and response times.
  • Managed confidential documents, maintaining compliance with organizational policies and data protection regulations.
  • Develop efficient administrative processes, reducing turnaround time for project deliverables.
  • Assist CEO with managing pipeline/following up with clients
  • Data Entry
  • Loan File Setup, including but not limited to pricing out loans, creating the files, gathering documentation, pre underwriting files and processing them. Essentially taking the loans from start to finish.
  • Assist with Business Development responsibilities
  • Lead follow up/Weekly lead status reports/Lead distribution
  • Maintain lender lists with current guidelines
  • Coordinate with the marketing team as needed
  • Audit and review closed files for compliance
  • Manage Social Media content
  • Assist the CEO with any other duties or tasks assigned on a daily basis

Loan Processor/Home Loan Specialist II

PennyMac Mortgage Loan Services
09.2020 - 03.2022


  • Managing a pipeline of 200+ files
  • Managing borrower expectations
  • Documentation Requests and Handling
  • Credit and Appraisal Reviews
  • FHA, Conventional, VA IRRRL and HomeReady loans
  • Pre Underwriting Insurance and Escrow Docs
  • Inbound and Outbound calls to outlining each stage of the application process.
  • Escrow/Title communications for setting up closing appointments, discussing vesting and deed information as well as final balancing.
  • Reviewing documents such as bank statements, proof of occupancy, tax returns, W2s, death/marriage certificates, divorce decrees, retirement and 401k accounts documents, HOI and HOA policies, LOE, LE and closing disclosures.
  • My daily goal is to make the customer/borrower's experience seamless and walk them through each step of the refinance/purchase process while providing excellent service efficiently and effectively. I consistently am in the top ranking for closings and funded loans per month for my site as I enjoy challenges.
  • Training new associates (up to 6 shadows at a time.)
  • Joined the Diversity and Inclusion Team 11/2020 in which I prepare projects and power points for our company wide team huddles.
  • Direct Communications with Loan Officers and assisting them in all tasks and duties

Receptionist

Dr. Greenthumb
12.2019 - 09.2020
  • Answered and directed incoming calls using multi-line telephone system
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
  • Maintained all financial records to verify timely clearance of all credit and debit activities
  • Took accurate messages for staff and management to facilitate open and speedy communication
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules
  • Rendered information to callers and drafted office emails
  • Prepared, compiled and filed documents as well as reports presented to various parties

Server

Black Bear Diner
03.2019 - 12.2019
  • Educated guests on daily specials and appetizers, entrees, desserts and other menu items
  • Operated POS terminals to input orders, split bills and calculate totals
  • Calculated charges, issued table checks and collected payments from customers
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.

Server

Olive Garden
04.2018 - 03.2019
  • Educated guests on daily specials and appetizers, entrees, desserts and other menu items
  • Operated POS terminals to input orders, split bills and calculate totals
  • Calculated charges, issued table checks and collected payments from customers
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.

Office Manager

Elements Evaluations
04.2017 - 04.2018
  • Set up and maintain physical and electronic filing systems.
  • Monitored office inventory to maintain adequate supply levels and order products.
  • Office operations to manage client correspondence, record tracking and data control.
  • Input expenses, reconciled accounts and investigated variances to manage accounts payable and receivable
  • Managed and controlled office supply inventory to secure timely ordering or requisition of depleted or low-level stock.
  • Facilitated troubleshooting, maintenance and updates for office systems.
  • Tracked expenses and documented records using Microsoft Excel, PowerPoint and QuickBooks
  • Maximized and balanced office schedule for optimal productivity and financial returns.

Jr. Loan Processor

Paramount Equity Mortgage
03.2015 - 04.2017
  • Acquired new business and drove revenue streams by providing cutting-edge services to clients
  • Contacted customers about account or information issues, alerting clients of changes for excellent customer service
  • Negotiated contracts, closed agreements and supported sales team
  • Collaborated with other key personnel to determine opportunities that would advance business objectives
  • Cultivated and developed customer relationships to enable sustained revenue growth
  • Worked with borrowers to obtain proper documentation for income verification
  • Used Encompass software to track loans
  • Data entry
  • Heavy call volumes both incoming and outgoing calls with borrowers

Medical Assistant

Med 7 Urgent Care Center
06.2013 - 05.2015
  • Coordinated services with medical and office staff to improve patient satisfaction, engagement and compassionate care
  • Prepared patients for examinations, taking vital signs and updating medical histories
  • Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analyses
  • Measured patient peak flows
  • Prepared treatment rooms for patients, including cleaning surfaces and restocking supplies
  • Worked in collaboration with radiologists, sonographers and other healthcare team members
  • Sterilized instruments and disposed of contaminated supplies in adherence to OSHA regulations
  • Collected forms, copied insurance cards and filed electronically to coordinate patient information for billing and insurance processing
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate effective treatment
  • Maintained and calibrated lab instruments and equipment

Education

Medical Assistant Diploma -

Kaplan College
Sacramento, CA

High School Diploma - undefined

Visions in Education
Sacramento, CA

Skills

  • West VM/Closing Corp/Flowscape/Salesforce/Encompass Knowledge
  • Credit and Appraisal Reviews
  • Mortgage Loan Processing
  • Loan Origination and Pricing
  • Structuring Loans for Clients Needs
  • Non Owner Occupied, Investment, FHA, Full Doc, VA, and Conventional Loan Processing
  • Multi-line telephone skills
  • Business operations understanding
  • 75 WPM typing speed
  • Data entry
  • Project coordination
  • Executive support
  • Strong problem solver
  • Schedule & calendar planning
  • Document control
  • Meticulous attention to detail
  • Information confidentiality
  • Expense reporting
  • Excel spreadsheets
  • Proofreading
  • Resourceful
  • Invoice processing
  • Presentation development
  • Project oversight
  • Financial services
  • PC proficient
  • Service prioritization

Timeline

Executive Assistant/Mortgage Loan Officer Assistant

Optimus Capital Inc.
03.2022 - Current

Loan Processor/Home Loan Specialist II

PennyMac Mortgage Loan Services
09.2020 - 03.2022

Receptionist

Dr. Greenthumb
12.2019 - 09.2020

Server

Black Bear Diner
03.2019 - 12.2019

Server

Olive Garden
04.2018 - 03.2019

Office Manager

Elements Evaluations
04.2017 - 04.2018

Jr. Loan Processor

Paramount Equity Mortgage
03.2015 - 04.2017

Medical Assistant

Med 7 Urgent Care Center
06.2013 - 05.2015

High School Diploma - undefined

Visions in Education

Medical Assistant Diploma -

Kaplan College

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Briana Parker