Brianna Lane
Austin,Tx
Summary
Accomplished Loan Officer Assistant with over 5 years of experience in loan origination, underwriting, and funding. Expertise in managing loan pipelines, coordinating with borrowers and brokers, and ensuring regulatory compliance. Streamlined workflows and maintained accurate documentation, enhancing client service throughout the loan process.
Overview
7
7
years of professional experience
Work History
License & Permit Sales Specialist
Texas Real Estate Commission
Remote, Tx
12.2022 - Current
- Process and review applications for compliance with state regulations, ensuring accuracy and completeness to support regulatory adherence.
- Manage client inquiries, providing expert guidance on real estate regulations to assist clients in navigating compliance requirements.
- Communicate with stakeholders to resolve documentation issues, facilitating timely processing and enhancing overall satisfaction.
- Maintain high-volume data entry with strong attention to detail and data integrity
Account Executive Assistant
Visio Lending Real Estate Investments
Remote, Tx
06.2021 - 08.2022
- Managed loan pipeline from application through closing, ensuring timely progression of files
- Pre-qualified borrowers by reviewing credit, income, and DSCR metrics
- Collected and reviewed borrower documentation, ensuring completeness and accuracy
- Ordered appraisals, title work, and credit reports to support loan processing
- Prepared and sent disclosures via DocuSign in compliance with lending regulations
- Communicated with brokers and borrowers to provide updates and gather required conditions
- Assisted with pre-underwriting files before submission to processing and underwriting teams
- Supported process improvements to enhance loan workflow efficiency
Executive Assistant
PFS Auto Finance
Austin, Tx
01.2019 - 06.2021
- Underwrote loan applications and verified financial documentation for accuracy
- Processed and funded loans, ensuring compliance with stipulations and regulatory requirements
- Managed loan files and maintained accurate records to facilitate smooth funding process
- Reviewed sales contracts and ensured adherence to state and federal regulations (Regulation Z)..
- Conducted end-of-month audits to ensure account accuracy and compliance
- Coordinated pipeline activity and liaised with dealerships to support sales team objectives
Office coordinator- Temporary contract
Gartner
Austin, Tx
12.2018 - 01.2019
- Scheduled executive meetings, coordinated travel arrangements, and managed office communications to optimize time management
- Coordinated meeting logistics and facilitated internal operations to streamline workflow
- Maintained accurate records and supported administrative reporting to improve organizational processes
Education
High School -
Manor High School
Manor, Tx06-2014
Skills
- Regulatory Compliance
- Risk Assessment
- Contract Management
- Client & Broker Communication
- Financial Analysis
- CRM Systems
- Microsoft Office (Excel, Outlook, Word)
- Data Entry & Document Management
Additional Experience
Customer Service & Administrative Roles — 2015–2018
- Built strong client service, communication, and organizational skills in high-volume environments
- Real Estate & Investment Mortgage Finance
- Residential & Commercial Loan Processing
- Compliance & Regulatory Documentation
- Pipeline Tracking & Reporting
- Customer Relationship Management
Timeline
License & Permit Sales Specialist
Texas Real Estate Commission
12.2022 - Current
Account Executive Assistant
Visio Lending Real Estate Investments
06.2021 - 08.2022
Executive Assistant
PFS Auto Finance
01.2019 - 06.2021
Office coordinator- Temporary contract
Gartner
12.2018 - 01.2019
High School -
Manor High School