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. Dedicated loan professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of being a loan officer and processor assistant and training in loan processing. Motivated to learn, grow and excel in loan processing. Hardworking and passionate job seeker with strong organizational skills eager to secure entry/mid-level position. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor Assistant
Reliable Processing
Ramona, CA
12.2021 - Current
Upheld complete confidentiality of all submitted information according to release guidelines.
Request for updated homeowners insurance documentation
Request verification of employment and verification of rent
Sent out disclosures provided by mortgage processor
Prepared all invoices for processor
Helped in managing disclosures for 20+ loans per month
Loan Officer Assistant
Nancy Sapper C2 Financial Corporation
Ramona, CA
03.2021 - Current
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.
Documented borrower's information in loan processing system and resolved any discrepancies.
Assembled important paperwork and disclosures for borrower.
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Communicated with customers daily to request information and complete paperwork.
Assisted with timely loan closing and funding activities with efficient management of task checklists.
Monitored key dates to obtain information by deadlines.
Set up files using loan officer checklist and submitted on-time to lender and third party contract processors for processing.
Reviewed and validated details of loan applications and closing documentation.
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.
Produced and submitted completed loan packages to title and escrow professionals.
Consulted with outside vendors to identify and resolve loan closing issues.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Liaised with clients to guide through loan closing process and skillfully handle any concerns.
Manage pipeline of 4+ loans per month for LO.
Lead Registered Dental Assistant
Dental Ramona- Dr Jaime Gonzalez
Ramona, CA
01.2014 - 02.2021
Prepared rooms for patient treatment by cleaning and sterilizing tools and equipment.
Assisted dentists by passing instruments, suctioning intraoral fluids, adding water and mixing materials for fillings, casts and impressions.
Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
Supported dentists during procedures to restore teeth, like dental fillings, permanent and temporary crowns.
Took dental images following strict patient protection rules by mentioning risks during pregnancy, and applying lead aprons.
Administered desensitizing agents by applying numbing gel to prepare patients for anesthetic injections.
Prepared and positioned patients for procedures by clipping dental napkins and placing patient safety devices.
Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices.
Performed general chair-side duties for general dentistry, endo procedures and oral surgery.
Sanitized trays, instruments and surfaces for clean dental office setting and patient safety.
Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
Sterilized rooms and prepped equipment and instruments for 20 procedures daily.
Explained treatment procedures and instructed patients on home care guidelines.
Sterilized rooms and prepped equipment and instruments for 20 procedures daily.
Recorded patients' health histories, documented current symptoms and pulled up records from prior visits for dentists to view and evaluate.
Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
Documented patient dental health information, medical history and vital signs for future reference.
Assisted dentists, hygienists and other personnel by handing appropriate tools and supplies needed for procedures.
Prepared and arranged instruments, medications and required materials for dental procedures.
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges and other dental prosthetics.
Prepared patient X-rays and images for review by dentist.
Prepared comprehensive radiological images, allowing supervisory dental staff to spot cavities, tooth decay and areas needing treatment.
Staged tray for procedures by arranging dental instruments and equipment.
Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records.
Educated patients by giving oral hygiene, plaque control and postoperative instructions.
Helped dentists restore teeth by applying permanent and temporary fillings and crowns.
Measured and recorded vital statistics by taking patients' blood pressure, temperature and pulse.
Educated patients on postoperative care and best practices for protecting dental work and boosting healing process.
Assisted dentist with paperwork and billing protocol for both routine and less common procedures.
Verified proper operation of dental equipment by completing preventive maintenance, troubleshooting malfunctions and calling for repairs.
Taught patients strategies for boosting oral hygiene, controlling plaque and protecting tooth enamel from long-term damage.
Provided diagnostic information by exposing and developing radiographic studies.
Managed office schedules and calendars to coordinate administrative planning and execution.