Carolyn christie
Columbus
Summary
Dynamic Mortgage Loan Officer Assistant with a strong focus on customer relationship management, effective communication, and document organization. Dedicated to enhancing the loan processing experience and ensuring client satisfaction. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Officer Assistant
TEKsystems
Columbus
05.2023 - Current
- Facilitated loan processing by collecting and verifying client documentation.
- Maintained organized records of loan files and client interactions.
- Assisted Mortgage Loan Officers with loan pre-qualifications by gathering and verifying customer financial information.
- Advised clients on various mortgage products available based upon their individual needs.
- Conducted follow up calls with clients regarding outstanding documents needed for approval of their loans.
Mortgage Loan Officer Assistant
Aeotek
Columbus
05.2020 - 05.2023
- Advised clients on various mortgage products available based upon their individual needs.
- Upload documents that customers and potential customers send to mortgage loan officers for loan approval.
Card Services Representative
Fiserv
Dublin
09.2019 - 04.2020
- Resolved customer issues by coordinating with internal teams for efficient solutions.
- Educated customers on card features, benefits, and security protocols effectively.
- Answered customers' questions and explained available services and products.
- Resolved customer disputes in a timely manner and ensured customer satisfaction.
- Handled incoming calls from customers regarding technical issues related to cards usage.
- Processed applications for new cards, upgrades, replacements, and cancellations.
- Assisted customers with account setup, activation, and maintenance of their accounts.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Mail Handler
United Postal Service
Columbus
05.2018 - 03.2019
- Sorted and organized incoming mail for efficient distribution throughout the facility.
- Operated mail processing equipment to streamline sorting and handling procedures.
- Collaborated with team members to maintain workflow and meet delivery schedules.
- Operated mail processing equipment and manually sorted mail.
- Assisted in loading and unloading trucks with mail, packages, and other materials.
- Organized outgoing mail into designated bins according to postal regulations.
- Operated various machines such as scales, pallet jacks.
Travel Agent
Affinion Group
Westerville
11.2017 - 05.2018
- Managed customer inquiries regarding travel options and destination recommendations.
- Coordinated travel itineraries, including flights, accommodations, and activities.
- Resolved booking issues and provided support during travel disruptions.
- Educated clients on travel policies, passport requirements, and insurance options.
- Created travel itineraries and made adjustments to meet client specifications.
- Asked open-ended questions to best understand client needs and determine best travel offerings.
- Processed payments from clients via cash or credit cards.
Customer Service Representative
JPMorgan Chase
Columbus
11.2015 - 11.2017
- Assisted customers with inquiries and resolved issues promptly.
- Managed customer accounts using company software systems efficiently.
- Provided product information to enhance customer understanding and satisfaction.
- Educated customers on new products and promotions effectively.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Developed strong relationships with customers by providing personalized assistance and support.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Warehouse Worker
HD Supply
Groveport
08.2014 - 03.2015
- Conducted inventory checks to maintain accurate stock levels.
- Loaded and unloaded shipments following safety protocols.
- Sorted and organized products for optimal warehouse flow.
- Maintained a clean and organized work environment daily.
- Prepared and completed warehouse orders for delivery or pickup according to schedule.
- Used pallet jacks to move items to and from warehouse locations.
- Kept shelves, workstations and pallet areas neat and tidy to maintain safe work environment.
- Loaded and unloaded trucks with hand-trucks, pallet jacks, and forklifts.
- Preserved safe work environment by maintaining clean workstations and pallet area.
- Received and tracked incoming inventory shipments.
- Processed returns of defective merchandise as required.
- Used digital database to keep records of units and stock moved.
Sales Associate
Macy's
Columbus
08.2013 - 03.2014
- Assisted customers with product selection and provided knowledgeable recommendations.
- Maintained stock levels and organized merchandise on sales floor displays.
- Processed transactions efficiently using point-of-sale systems.
- Collaborated with team members to achieve daily sales goals.
- Handled customer inquiries and resolved issues promptly and professionally.
- Greeted customers and provided exceptional customer service.
- Worked with fellow sales team members to achieve group targets.
- Maintained cleanliness of store environment including floors, windows, displays.
- Processed returns, exchanges, and refunds in accordance with company policies.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
Education
High School Diploma -
Eastmoore Academy
Columbus, ND05-2012
Some College (No Degree) -
Columbus State Community College
Columbus, OHSkills
- Customer relationship management
- Document organization
- Problem solving
- Effective communication
- Relationship building
- Banking
- Loans
- Document review
- File management
- Mortgage banking
- Conflict resolution
- Active listening
- Multitasking capacity
- Goal setting
Timeline
Mortgage Loan Officer Assistant
TEKsystems
05.2023 - Current
Mortgage Loan Officer Assistant
Aeotek
05.2020 - 05.2023
Card Services Representative
Fiserv
09.2019 - 04.2020
Mail Handler
United Postal Service
05.2018 - 03.2019
Travel Agent
Affinion Group
11.2017 - 05.2018
Customer Service Representative
JPMorgan Chase
11.2015 - 11.2017
Warehouse Worker
HD Supply
08.2014 - 03.2015
Sales Associate
Macy's
08.2013 - 03.2014
High School Diploma -
Eastmoore Academy
Some College (No Degree) -
Columbus State Community College