Britney Borchardt
Aurora,CO
Summary
Dedicated and detail-oriented Licensed Loan Officer Assistant with 4 years of experience in the financial industry. Seeking a role as a Mortgage Originator to utilize my extensive knowledge of loan processing and contribute to the success of a reputable financial institution. Possessing a strong understanding of mortgage lending regulations and procedures, I am skilled in analyzing financial documents, ensuring compliance, and delivering exceptional customer service. Ability to manage multiple tasks efficiently while maintaining accuracy and meeting deadlines. A proactive team player with excellent communication and problem-solving skills, ready to excel in a dynamic and fast-paced mortgage origination environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Loan Officer Assistant
New American Funding
Greenwood Village, CO
07.2023 - Current
- Assisted loan officers with preparing and submitting loan applications to processing teams.
- Conducted follow-up calls to customers for additional information required for loan documents.
- Prepared various types of financial documents, such as income statements and credit reports.
- Provided customer service support by responding to inquiries related to loan products and services.
- Maintained accurate records of all loans processed in the system.
- Assisted in collecting payments from customers and issuing receipts accordingly.
- Reviewed loan files to ensure completeness prior to submission to underwriting staff.
- Processed incoming mail related to loan applications, including scanning, sorting, filing, and indexing documents.
Loan Processor
Caliber Home Loans
Coppell, TX
03.2020 - 09.2022
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Provided quick turnaround times to maintain fast-past schedule.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Coordinated closing process with attorneys, title companies and government clerks.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Explained very technical financial information to applicants in easy to understand language.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering government loans.
- Set up and completed loan submission packages.
Spray Tan Technician
Envy Sunless Tans LLC
Frisco, TX
04.2018 - 03.2020
- Remained up-to-date on current Spray Tanning trends and attended over 4 tradeshows per year to view and purchase sunless tanning products for resale.
- Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
- Stayed current with market trends to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Provided financial management through preparation of bank deposits of 2 years of sales, returns and transaction reports.
- Monitored processes and procedures, making sure that all met compliance regulations.
- Input income and expense details into Square to track business finances and address variances.
Business Development Executive
First Choice Home Inspection
Plano, Texas
02.2012 - 03.2020
- Came up with detailed plans to enhance sales management and prioritize long-term business goals.
- Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
- Conducted cold calls to prospect external lead sources and advance sales process.
- Researched clients' business issues and goals to offer appropriate solutions.
- Enhanced marketing exposure through effective website content management and direct correspondence with potential clients.
- Performed research to uncover potential target areas, markets and industries.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Cultivated and maintained strong industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
Sales Representative
ADT Security Services
Fort Worth, Texas
07.2017 - 11.2017
- Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
- Researched potential clients and markets to prepare for appointments.
- Networked at events and by phone to expand business profits and revenues.
- Utilized various sales techniques to develop relationships with customers and drive sales.
- Set up appointments with potential and current customers to discuss new products and services.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
Front Desk Receptionist
Hampton Inn Of Abilene
Abilene, Texas
10.2013 - 09.2015
- Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate.
- Swiftly responded to room requests and other inquiries made via establishment website, email or phone.
- Politely welcomed arriving guests, providing room keys and information on amenities and policies.
- Confirmed relevant guest information and payment methods to prevent fraud.
- Provided guests with above-and-beyond service, including making outside venue reservations and setting up tours.
- Kept accounts in balance and ran daily reports to verify totals.
- Greeted 40-70 daily visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
Real Estate Broker Assistant
Keller Williams Realty
Abilene, Texas
12.2012 - 09.2013
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Coordinated appointments to show marketed properties.
- Investigated and resolved customer complaints to foster satisfaction.
- Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs.
- Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
Education
High School Diploma -
Wylie High School
Skills
- Business Development
- Mortgage Loan Software
- Loan Closing
- Interpersonal Communication
- Loan Servicing
- File Management
- Regulatory Compliance
- Loan File Review
- Loan Processing Coordination
- Credit History Review
- Income Evaluation
- Automated Underwriting System (AUS)
- Customer Relations
- Loan File Maintenance
- LexisNexis Software
- Marketing
- Social Media Marketing
- Communication Skills
- Customer Service
- Document Management
- Application Process Management
- Teamwork and Collaboration
- Borrower Correspondence
- Title Research
Certification
- Colorado Mortgage Loan Originator License
- Texas Mortgage Loan Originator License
- Colorado Life and Health Insurance License
- 20 Hour SAFE Comprehensive Pre- Licensing Course
- 3 Hour TX SAFE State Law Pre- Licensing Course
- 2 Hour CO Pre- Licensure Course
Timeline
Licensed Loan Officer Assistant
New American Funding
07.2023 - Current
Loan Processor
Caliber Home Loans
03.2020 - 09.2022
Spray Tan Technician
Envy Sunless Tans LLC
04.2018 - 03.2020
Sales Representative
ADT Security Services
07.2017 - 11.2017
Front Desk Receptionist
Hampton Inn Of Abilene
10.2013 - 09.2015
Real Estate Broker Assistant
Keller Williams Realty
12.2012 - 09.2013
Business Development Executive
First Choice Home Inspection
02.2012 - 03.2020
High School Diploma -
Wylie High School