Carter Mason
Greensboro,NC
Summary
Detail-oriented and results-driven professional with an Associate’s degree and extensive experience in coordinating documentation, managing financial workflows, and supporting complex transactions. Recognized for exceptional precision and accountability, adept at juggling multiple priorities while fostering effective communication among teams and clients. Proven track record in regulated environments demanding stringent documentation control, compliance, and financial accuracy. Excels in fast-paced, detail-oriented roles where strong organizational skills and proactive follow-through contribute significantly to project success.
Overview
6
6
years of professional experience
1
1
Certificate
Work History
Mortgage Broker
Partners Mortgage
Asheboro, NC
04.2024 - Current
- Process and track large volumes of financial documentation including income verification, credit data, and compliance records.
- Coordinate between lenders, underwriters, title companies, insurance agents, and clients to ensure transactions move forward efficiently.
- Review financial records for accuracy and completeness before submission to underwriting teams.
- Maintain organized digital file structures and ensure proper documentation retention for regulatory compliance.
- Track deadlines, missing documentation, and required updates across multiple active transactions simultaneously.
- Communicate with third-party vendors and partners to resolve issues and maintain workflow continuity.
- Manage sensitive financial information with a high degree of accuracy and confidentiality.
- Developed customized mortgage solutions aligning with client financial goals.
- Analyzed market trends to advise clients on optimal loan products.
- Conducted comprehensive financial assessments to determine client eligibility for various mortgage options.
- Created informative presentations and social media ads to educate clients about mortgage products and market conditions.
Project Coordinator, Commercial Drone Operator
Black Rock Crushing
Ramseur, NC
06.2020 - 02.2024
- Coordinated project schedules, deliverables, and client expectations across multiple engagements.
- Managed project documentation, contracts, and service agreements.
- Maintained organized records of projects, deliverables, and client communications.
- Delivered projects on deadline while maintaining high attention to detail and client satisfaction.
- Operated drones for aerial photography and videography, ensuring high-quality visuals for various projects.
- Performed pre-flight inspections and developed efficient, regulation-compliant flight plans.
- Collaborated with clients to determine project specifications and deliver tailored aerial solutions.
- Collaborated effectively with cross-functional teams for seamless mission coordination and execution.
Education
Associate of Arts - Business, Economics
Randolph Community College
Asheboro, NC12-2023
Skills
- Project Documentation & File Management
- Financial Transaction Tracking & Verification
- Contract & Compliance Support
- Process Organization & Workflow Management
- Microsoft 365 (Teams, Excel, SharePoint, Outlook)
- Google Workspace
- CRMs, Encompass, ARIVE, Pix4D
- Client & Stakeholder Communication
- Problem Solving & Operational Support
- Highly Organized – Able to manage multiple projects and documentation streams simultaneously
- Detail-Driven – Strong focus on accuracy, compliance, and completeness
- Strong Communicator – Professional interaction with vendors, partners, and clients
- Self-Directed – Proven ability to take ownership of responsibilities without oversight
- Collaborative teamwork
- Ethical business practices
Certification
- Eagle Scout - Boy Scouts of America, May 2022
- Licensed Commercial Drone Operator, Sep 2022 - Sep 2024
- Licensed Mortgage Loan Originator, April 2024 - Present
Timeline
Mortgage Broker
Partners Mortgage
04.2024 - Current
Project Coordinator, Commercial Drone Operator
Black Rock Crushing
06.2020 - 02.2024
Associate of Arts - Business, Economics
Randolph Community College
PROJECT COORDINATION HIGHLIGHTS
- Regularly worked with customers and third-party vendors to obtain documentation and ensure compliance.
- Coordinated schedules, deliverables, and communication across multiple stakeholders to keep projects on time and aligned with client expectations.
- Managed high-volume financial and project documentation in regulated environments, ensuring accuracy, compliance, and proper record retention.