Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
8
8
years of professional experience
Work History
Assistant/Document Preparer
Inmigracion Xpress
06.2016 - 12.2023
Greeted guests in with friendliness and professionalism.
Worked closely with manager to provide effective assistance for specific aspects of business operation.
Answered incoming calls, processed requests and relayed messages to appropriate personnel.
Managed , filed and completed paperwork and overall office administration operations.
Kept team efficient and on-task by maintaining well-stocked and organized supplies.
Completed client applications for immigration status.
Loan Officer Assistant
My Mortgage, Inc
02.2021 - 09.2022
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 handle any concerns.
Scheduled meetings and appointments and maintained well-organized master calendar.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Set Up multiple types of loans including VA, FHA, Conventional and USDA.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Documented borrower's information in loan processing system and resolved any discrepancies.
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Clear underwriting conditions
Retrieve all disclosures
Review File Manager and place documents into the appropriate efolders based on the Borrower
Set up files using loan officer checklist and submitted on-time for processing.
Collected and compiled paperwork such as title abstracts, insurance paperwork, tax histories, SSN Validation, Payoffs.
Verified credit histories, personal references and employment backgrounds for each applicant.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Reviewed and validated details of loan applications and closing documentation.
Communicated with customers daily to request information and complete paperwork.
Assembled important paperwork and disclosures for borrower.
Loan Officer Assistant
Nations Lending Corporation
01.2020 - 12.2020
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 handle any concerns.
Scheduled meetings and appointments and maintained well-organized master calendar.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Set Up multiple types of loans including VA, FHA, Conventional and USDA.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Documented borrower's information in loan processing system and resolved any discrepancies.
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Clear underwriting conditions
Retrieve all disclosures
Review File Manager and place documents into the appropriate efolders based on the Borrower
Set up files using loan officer checklist and submitted on-time for processing.
Collected and compiled paperwork such as title abstracts, insurance paperwork, tax histories, SSN Validation, Payoffs.
Verified credit histories, personal references and employment backgrounds for each applicant.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Reviewed and validated details of loan applications and closing documentation.
Communicated with customers daily to request information and complete paperwork.
Assembled important paperwork and disclosures for borrower.
Education
High School Diploma -
Miami Dade College
Miami, FL
08.2018
Skills
Financial Underwriting
Loan File Review
File Processing
Strategic Financial Planning
Customer Satisfaction
Customer Interaction
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Loan Officer Assistant
My Mortgage, Inc
02.2021 - 09.2022
Loan Officer Assistant
Nations Lending Corporation
01.2020 - 12.2020
Assistant/Document Preparer
Inmigracion Xpress
06.2016 - 12.2023
High School Diploma -
Miami Dade College
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