Carolyn Surratt
Frisco,TX
Summary
Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Consistently exceeds sales expectations.
Overview
5
5
years of professional experience
Work History
Operations Data Analyst
Optum
Telecommute, MN
06.2021 - Current
- Collaborate with IT, Project Management and the CS Leadership team in order to enhance operational efficiencies
- Designs, tests and communicates enhancements for customer service
- Design and analyze data for the utilization, storage, cleaning, conditioning, and retrieval of data
- Utilize SQL and write scripts to retrieve, modify, manipulate data and present data analysis results to management
- Communicate with leadership to establish data needs, and utilized presentations, visualizations, charts, diagrams, to illustrate data analysis results.
Loan Originator
Right Now Mortgage
Houston, TX
06.2023 - 01.2024
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
- Advised borrowers on budgeting techniques and refinancing options when necessary.
- Provided timely follow-up services to existing customers regarding their loan status or any other queries they may have had.
- Stayed abreast of lending regulations, industry trends and market rates.
Information Logistics Analyst
Boeing
Dallas, Tx
03.2019 - 12.2020
- Evaluated, developed, and maintained master data in SAP
- Closely collaborate with internal and external customers to mitigate quality issues and devise strategic solutions
- Utilize SQL queries to effectively execute quality control checks
- Maximize data integrity and enforce stringent business rules.
Education
Master of Science - Business Administration/Human Relations -
Amberton University
Bachelor of Science - Business Administration/Human Relations -
Southern New Hampshire University
Skills
- Customer Service-Focused
- Cultural Awareness
- Calyx
- Document Analysis
- Financial Analysis
- Analytical Thinking
- Cost Reduction
- Hyperion
- SAP / SQL / HTML
- Customer Service-Focused
Websites
Timeline
Loan Originator
Right Now Mortgage
06.2023 - 01.2024
Operations Data Analyst
Optum
06.2021 - Current
Information Logistics Analyst
Boeing
03.2019 - 12.2020
Master of Science - Business Administration/Human Relations -
Amberton University
Bachelor of Science - Business Administration/Human Relations -
Southern New Hampshire University