Carly Patton
Argyle,TX
Summary
Organized and flexible assistant successful at managing multiple priorities while focusing on attention to detail. Offer keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Committed to partner with others to meet objectives and organization goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Loan Originator Assistant
LHM Financial/ NXT Mortgage
2021.06 - Current
- Assist LOs with handling client loan files from hand-off to clear-to-close
- Communicate with borrowers, agents, title companies, & internal partners
- Manage multiple files at varying stages as they progress through the different levels of preparation and approval
- Monitor key dates to obtain information by deadlines
- Contact customers via text, telephone and email to relay status updates and request documentation
- (Transitioned to NXT Mortgage with the LHM team and continue to support as an LOA)
Business/CTE Teacher
Northwest High School
2019.07 - 2021.05
- Taught Principles of Business, Marketing & Finance, Business Information Management 1, BIM 2, Advertising, Social Media Marketing, Sports & Entertainment Marketing, and Banking & Finance to students grades 9 - 12
- Taught specialized subject matter and motivated students to achieve maximum potential
- Observed and evaluated students' work to determine progress, provide feedback, and make suggestions for improvement
- Engaged students in academic and practical conversations that elicited critical thinking, creativity, collaboration and communication
- Implemented instructional strategies to help students earn certifications in various professional programs such as Microsoft Office
Regional Service Advisor
Wells Fargo Bank, DFW
2005.01 - 2016.01
- Supported multiple branches in the areas of retail & business compliance controls, risk management, loss prevention, & client experience
- Managed multiple priorities simultaneously, effectively meeting deadlines
- Proven ability to work independently in fast-paced environment
- Demonstrated superior partnering, collaboration & problem-solving skills
- Handled customer issues with confidence, using complex problem solving to provide effective resolution
- Interpreted diagnostic results to provide improvement recommendations resulting in meeting & exceeding goals
Service Manager
Wells Fargo Bank
2003.01 - 2005.01
- Managed 3-5 direct reports
- Accomplished team goals, and supported employees’ individual goals, through influence and strategic partnerships
- In-depth knowledge of retail banking policies and procedures
- Understood customer needs and accomplished problem resolution effectively and efficiently
Education
Bachelor of Communication - Organizational Communication
University of Texas At Arlington
Arlington, TXSkills
- Organizing
- Prioritizing
- Relating
- Connecting
- Influencing
Certification
Business & Finance (Standard) 6-12 — TEA
Timeline
Loan Originator Assistant
LHM Financial/ NXT Mortgage
2021.06 - Current
Business/CTE Teacher
Northwest High School
2019.07 - 2021.05
Regional Service Advisor
Wells Fargo Bank, DFW
2005.01 - 2016.01
Service Manager
Wells Fargo Bank
2003.01 - 2005.01
Bachelor of Communication - Organizational Communication
University of Texas At Arlington
Business & Finance (Standard) 6-12 — TEA
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