Brieanna Blake
Corvallis,MT
Summary
To obtain a challenging position where my abilities will enhance a corporate effort and provide me with an opportunity for personal and professional development. Twenty years of experience in the mortgage industry, excellent interpersonal skills, vigilant in detecting process defects or abnormalities. Strong history of improving process efficiency and effectiveness to benefit company and employees.
Overview
22
22
years of professional experience
Work History
Support Staff Member
Bitterroot Health Rehabilitation
02.2023 - Current
- Handled heavy volume of incoming phone calls and answered questions from callers.
- Interacted with customers by phone, email, or in-person to provide information.
- Scheduled appointments and managed calendars for staff members.
- Established and maintained standard office procedures to achieve demanding targets.
- Maintained filing system and organized customer documents for easy retrieval of information.
- Managed calendars and scheduled appointments to maintain smooth flow of operations.
- Input data into spreadsheets and databases.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Supported staff on special assignments and ad hoc projects.
- Verified patient insurance coverage and benefits for medical claims.
- Maintained knowledge of benefits claim processing, claims principles, medical terminology, and procedures and HIPAA regulations.
- Identified and resolved discrepancies between patient information and claims data.
- Monitored and updated claims status in claims processing system.
- Organized and maintained filing systems to ensure easy access to important documents.
- Assisted in managing schedules, coordinating meetings, and maintaining calendars for optimal time management.
- Streamlined office processes for improved workflow and increased productivity.
- Enhanced customer satisfaction by providing efficient and timely support to clients.
- Handled confidential information with discretion and ensured its secure storage according to company policies.
Processing Manager
Nations Lending Corporation
09.2020 - 11.2022
- Created production schedules to effectively fulfill production plans and meet process goals.
- Mentored departmental teams, boosting efficiency, success and morale among employees.
- Collected confidential financial information from clients to construct comprehensive financial plans.
- Implemented workflow processes and pre-production of loan products by analyzing production reports.
- Adhered to all applicable compliance and regulatory requirements.
- Successfully managed West and Mountain processing teams providing assistance, answering questions and resolving concerns.
- Collaborated with sales and operational teams to process improvement initiatives to attain quick and efficient turn times and goals.
- Streamlined processing procedures by implementing innovative strategies and technological solutions.
- Improved operational efficiency for increased productivity with the introduction of automated systems.
- Reduced processing errors, ensuring thorough quality control checks at every stage of the process.
- Developed strong relationships with internal and external business partners for seamless collaboration and communication.
- Managed high-volume workloads effectively to meet strict deadlines, prioritizing tasks based on urgency and importance.
- Fostered a culture of accountability, setting clear expectations for team members that led to improved performance metrics over time.
Senior Loan Processor
Mason McDuffie Mortgage
10.2018 - 09.2020
- Evaluated approvals against established bank and government lending standards.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Coordinated closing process with attorneys, title companies and government clerks.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Provided quick turnaround times to maintain fast-paced schedule.
- Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
- Streamlined loan processing by implementing efficient workflow systems and task prioritization.
Senior Loan Processor
Homebridge Financial
08.2016 - 10.2018
- Evaluated approvals against established bank and government lending standards.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Coordinated closing process with attorneys, title companies and government clerks.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Provided quick turnaround times to maintain fast-paced schedule.
- Issued reports for old and new loans based on field inspections of loan sites.
Loan Officer Assistant, Mortgage Doc Drawer/Funder
Various Companies
01.2002 - 08.2016
- Managed event planning and execution for learning lunches and other business-centered gatherings.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Assembled important paperwork and disclosures for borrower.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Liaised with clients to guide through loan closing process and skillfully handled any concerns.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Communicated with customers daily to request information and complete paperwork.
- Explained different types of loans pertaining to client situations.
Education
Certification - Business Administration And Management
Los Medanos College
Pittsburg, CA06.2006
Skills
- Microsoft Office
- Encompass software
- Cerner software
- Performance Tracking and Evaluations
- Problem Anticipation and Resolution
- Workflow Management
- Sales Support
- Quality Assurance Analysis
- Employee Coaching and Motivation
- Organizational Systems
- Strategic Goals
- Managing Operations and Efficiency
- Employee Performance Reviews
Accomplishments
15+ years with Encompass
NMLS Licensed
State Bond program certifications
Broker loan experience
Additional Information
References:
Rebecca Brown (480) 620-3353
April Balthaser (925) 324-7014
Mollie Beam (216) 338-4372
Timeline
Support Staff Member
Bitterroot Health Rehabilitation
02.2023 - Current
Processing Manager
Nations Lending Corporation
09.2020 - 11.2022
Senior Loan Processor
Mason McDuffie Mortgage
10.2018 - 09.2020
Senior Loan Processor
Homebridge Financial
08.2016 - 10.2018
Loan Officer Assistant, Mortgage Doc Drawer/Funder
Various Companies
01.2002 - 08.2016
Certification - Business Administration And Management
Los Medanos College
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