Bridgett Cassidy
Willow,AK
Summary
Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor
First National Bank Alaska
Wasilla, AK
06.2018 - Current
- Maintained compliance with privacy and security requirements, as well as federal statutes covering FNMA, FHA, AHFC loans
- Worked with customers in person, via telephone, and email to answer questions, process transactions and resolve issues
- Handled any conditions sent from underwriting departments
- Set up and completed loan submission packages
- Upheld complete confidentiality of all submitted information according to release guidelines
- Reviewed financial statements and contacted institutions and customers to clarify details
- Coordinated closing process with attorneys, title companies and real estate agents
- Reviewed and validated details of loan applications and closing documentation
- Consulted with outside vendors to identify and resolve loan closing issues
- Verified credit histories, personal references and employment backgrounds for each applicant
- Set up, stored and updated customer files, department records and regulatory paperwork
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
Administrative Assistant
First National Bank Alaska
Wasilla, AK
01.2006 - 06.2018
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Provided logistical support for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors.
- Coached new employees on administrative procedures, company policies and performance standards.
- Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
- Drafted professional business memos, letters and marketing copy to support business objectives and growth.
Education
High School Diploma - undefined
Mat-Su Correspondence Schoole
Wasilla, AK1996
Skills
- Information verification
- Application preparation
- Created reports
- Processing procedures
- Financial document review
- Investor relations
- High level of accuracy
- Detail-oriented
- 65 WPM typing speed
- Deadline-driven
- Meticulous attention to detail
- Verbal/written communication
- Rapid 10-key data entry
- Administration strength
- Strong interpersonal skills
- Compliance, banking laws and regulations
- Self-sufficient
- Positive
- Goal-oriented
- Strong customer relations
- Customer-oriented
Certification
Basic Loan Processing - Mortgage Bankers Association Certificate
Additional Information
Professional References:
Monica Barton 907-982-4553
Melanie Goodwin 907-398-7359
Misty Massie 907-232-1063
Personnel Referrences
Barbara Richey 907-841-5594
Crystal Riley 907-748-1030
Timeline
Mortgage Loan Processor
First National Bank Alaska
06.2018 - Current
Administrative Assistant
First National Bank Alaska
01.2006 - 06.2018
High School Diploma - undefined
Mat-Su Correspondence Schoole
Basic Loan Processing - Mortgage Bankers Association Certificate
Similar Profiles
Linda SiebertLinda Siebert
Eligibility Technician II at State Of AlaskaEligibility Technician II at State Of Alaska
Amber LauzierAmber Lauzier
Bank Teller at Synovus BankBank Teller at Synovus Bank
Audrey G. WintertonAudrey G. Winterton
Temp AGR for TMO + Ground Transportation at Alaska Air National GuardTemp AGR for TMO + Ground Transportation at Alaska Air National Guard