Caitlyn Smith
Salida,CO
Summary
Personable and organized professional with strong multitasking abilities and excellent communication skills. Experienced in maintaining accurate records, managing administrative tasks, and supporting smooth daily operations in a fast paced environment. Proficient with office software, data entry, and loan related documentation, with a commitment to accuracy, professionalism, and team efficiency. Highly skilled in customer service, with the ability to build rapport, communicate clearly, and support borrowers with patience and professionalism. Actively expanding knowledge of mortgage processes and financial documentation, with a strong interest in transitioning into a Mortgage Loan Officer role to guide borrowers, build relationships, and contribute to successful loan origination.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Loan Servicing Clerk
High Country Bank
01.2026 - Current
- Processed daily loan payments across consumer, mortgage, and commercial portfolios, including setup and maintenance of automatic payment systems.
- Administered escrow accounts by paying and recording taxes, insurance, flood, PMI, and USDA disbursements.
- Ensured proper insurance coverage for all required loans by coordinating with third‑party servicing partners.
- Monitored tax payment status and resolved discrepancies in collaboration with external servicers.
- Prepared accurate payoff quotes and processed collateral releases for paid‑off loans.
LEGAL ASSISTANT
Anderson Law Group
01.2023 - Current
- Assisted attorneys with legal research and prepared necessary documentation.
- Drafted correspondence and maintained communication with clients and court officials.
- Scheduled appointments, hearings, and meetings to optimize attorney availability.
- Maintained confidentiality of sensitive information in compliance with legal standards.
- Reviewed and summarized legal documents for attorney review and action.
- Utilized case management software to track deadlines and manage workflows.
PEER MENTOR
UNCO GOAL - Inclusive Higher Education Program
01.2023 - 05.2025
- Mentored students with disabilities in academic and social skills development.
- Supported students in navigating campus resources and services effectively.
- Facilitated workshops to enhance student engagement and peer support.
- Provided guidance on time management and study strategies for students.
- Fostered a positive atmosphere encouraging open communication and teamwork.
Education
BACHELOR OF SCIENCE - FINANCE
University of Northern Colorado
05-2025
HIGH SCHOOL DIPLOMA -
Salida High School
05-2022
Skills
- Microsoft 365
- QuickBooks
- Transactions and cash handling
- Professionalism
- Teamwork and collaboration
- Flexibility
- Strong communication
- Customer service
Certification
Certified Public Notary
Timeline
Loan Servicing Clerk
High Country Bank
01.2026 - Current
LEGAL ASSISTANT
Anderson Law Group
01.2023 - Current
PEER MENTOR
UNCO GOAL - Inclusive Higher Education Program
01.2023 - 05.2025
HIGH SCHOOL DIPLOMA -
Salida High School
BACHELOR OF SCIENCE - FINANCE
University of Northern Colorado