Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Work Availability
Timeline
Generic
CASSANDRA D. PRICE

CASSANDRA D. PRICE

Fiance
Collierville,TN

Summary

Dynamic individual with hands-on experience in financial services and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Mortgage Loan Originator #2440535

Stockton Mortgage
Memphis
06.2025 - Current
  • Guided clients through mortgage application process and loan options.
  • Evaluated borrower financial information to determine loan eligibility.
  • Maintained comprehensive knowledge of mortgage products and industry trends.
  • Developed tailored loan solutions based on client needs and preferences.
  • Managed communication between clients, underwriters, and closing teams.
  • Educated clients on mortgage terms, rates, and financing strategies.
  • Conducted thorough reviews of loan documentation for accuracy and compliance.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Explained different types of loans pertaining to client situations.

Notary Public / Loan Signing Agent

First Class Notary Signing
Collierville
01.2019 - Current
  • Verified signers' identities and ensured proper documentation during notarization.
  • Administered notarization services for various documents, ensuring legal compliance.
  • Maintained accurate records of notarized documents and client interactions.
  • Coordinated appointments with clients for timely and efficient service delivery.
  • Updated journal with names and dates for permanent record.
  • Administered oath to document signers to obtain affirmation of truth.

Mortgage Loan Originator #2440535

PrimeLending
Memphis
04.2024 - 06.2025
  • Evaluated borrower financial information to determine loan eligibility.
  • Developed tailored loan solutions based on client needs and preferences.
  • Educated clients on mortgage terms, rates, and financing strategies.
  • Assisted customers in obtaining necessary documentation needed for loan approval purposes.
  • Ensured compliance with federal and state laws when originating mortgages.
  • Researched and evaluated various loan products to determine the best fit for each customer.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Monitored pipelines to track and log status of loans.

Mortgage Loan Originator #2440535

Southwest Funding
Memphis
10.2023 - 04.2024
  • Follow through with updates to agent ongoing process.
  • Evaluated client financial information for mortgage eligibility and loan options.
  • Maintained a thorough knowledge of current lending regulations, policies, and procedures.
  • Analyzed financial information provided by customers in order to determine eligibility for loans.
  • Reviewed borrower documents such as tax returns, bank statements, employment history. to verify accuracy and completeness.
  • Monitored pipelines to track and log status of loans.
  • Fielded customer complaints and provided solutions.

Mortgage Loan Originator #2440535

DATI Mortgage, LLC
Memphis
04.2023 - 10.2023
  • Evaluated client financial information for mortgage eligibility and loan options.
  • Guided clients through the mortgage application process and documentation requirements.
  • Developed strong relationships with real estate agents and referral partners.
  • Educated clients on loan features, terms, and potential impacts on finances.
  • Evaluated loan requests and documents to verify accuracy and completeness.

Bookkeeper/Office Assistant

G7 Environmental Services, Inc.
Collierville
07.2022 - 10.2022
  • Managed accounts payable and receivable using QuickBooks software.
  • Maintained organized records of transactions and financial documents for auditing purposes.
  • Collaborated with team members to streamline bookkeeping processes for efficiency.
  • Provided support during audits by compiling necessary financial documentation promptly.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Generated invoices for clients and tracked payments received from customers.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.

Lead Civilian Pay Technician

Internal Revenue Service
Memphis
02.2010 - 08.2016
  • Reviewed employee time and attendance records for accuracy and compliance.
  • Assisted employees with payroll inquiries and provided necessary support.
  • Maintained detailed records of pay adjustments and deductions for auditing purposes.
  • Advised management on payroll policies and procedures to ensure compliance.
  • Resolved discrepancies in payroll calculations through thorough investigation and analysis.
  • Processed salary changes stemming from merit increases, promotions, bonuses and pay adjustments.
  • Resolved discrepancies in time cards and other pay documents to ensure accurate payment of employees.
  • Processed requests for leave and absences according to established guidelines.
  • Processed civilian payroll requests using automated payroll systems.
  • Retired
  • Managed and updated employee benefits information.
  • Provided customer service to employees regarding payroll inquiries and issues.

Management & Program Assistant

Internal Revenue Service
Memphis
05.2008 - 02.2010
  • Managed correspondence and communications between departments effectively.
  • Researched regulatory updates to maintain compliance with federal guidelines.
  • Ensured compliance with organizational policies and procedures while administering programs.
  • Participated in weekly team meetings to provide updates on individual projects and assist colleagues with any issues they may have encountered during their work.
  • Fostered relationships to define programming needs and strengthen organizational standing.
  • Maintained detailed records of all program activities, data collection, and evaluation results.

Administrative Assistant – Legal

ALSAC/St. Jude
Memphis
03.2007 - 05.2008
  • Managed schedules and appointments for leadership team at children's research hospital.
  • Coordinated meetings and events for staff, donors, and volunteers.
  • Prepared correspondence and reports using Microsoft Office Suite and other tools.
  • Maintained filing systems to ensure efficient document retrieval and organization.
  • Handled incoming communications, directing inquiries to appropriate departments promptly.
  • Collaborated with cross-functional teams to streamline administrative processes effectively.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Managed filing system, entered data and completed other clerical tasks.

Executive Secretary – General Sessions Criminal Judges

Shelby County Government
Memphis
12.2005 - 03.2007
  • Managed executive schedules and coordinated meetings for senior officials.
  • Prepared and organized official documents and correspondence for review.
  • Maintained confidential files and records in compliance with regulations.
  • Coordinated travel arrangements for executives, including itineraries and accommodations.
  • Developed agendas and took minutes during high-level meetings for reference.
  • Handled inquiries from the public, providing information and directing requests appropriately.
  • Managed calendar of appointments for executives; scheduled appointments with internal and external contacts.
  • Greeted and directed visitors, answered phone calls, and provided general administrative support.
  • Assisted in the preparation of presentations, reports, memos, letters, and other documents as needed.
  • Ordered office supplies to keep stationary and inventory properly stocked.
  • Maintained filing system for all documents related to executive activities.
  • Answered high volume of phone calls and email inquiries.
  • Orchestrated successful conferences and associated travel for speakers and attendees.

Legal Assistant

Glassman, Edwards, Wade & Wyatt P.C.
Memphis
05.2005 - 11.2005
  • Drafted legal documents and correspondence for attorneys and clients.
  • Organized case files and maintained legal documentation systems efficiently.
  • Conducted legal research to support ongoing cases and client inquiries.
  • Managed attorney calendars, scheduling appointments and coordinating meetings.
  • Communicated with clients regarding case updates and procedural matters.
  • Maintained client confidentiality in all matters.
  • Answered phones promptly while providing courteous customer service.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.

Administrative Assistant – Emergency Services

Methodist Le Bonheur Healthcare
Memphis
11.2002 - 05.2005
  • Managed scheduling for medical staff and patient appointments efficiently.
  • Coordinated communication between departments to streamline operations effectively.
  • Assisted in preparing reports and documentation for administrative meetings.
  • Implemented office procedures that enhanced workflow and reduced delays significantly.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Created travel arrangements and distributed travel details to appropriate personnel.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.

Mgr. /Sr. Mgr. Assistant V – Safety

Federal Express Corporation
Memphis
04.1997 - 07.2001
  • Oversaw daily operations and ensured compliance with safety standards.
  • Managed team schedules and coordinated workload distribution among staff.
  • Collaborated with cross-functional teams to streamline logistics processes.
  • Maintained up-to-date records of employee attendance, payroll information, vacation requests.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Established processes to ensure efficient workflow throughout the organization.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.

Education

Bachelor of Professional Studies - Memphis, TN

The University of Memphis
Memphis, TN
12-2009

Associate of Applied Science - Paralegal Studies General Practice

Southwest TN Community College
Memphis, TN
08-2005

Skills

  • Mortgage processing
  • Loan documentation
  • Financial assessment
  • Compliance regulations
  • Customer education
  • Customer relationship management
  • Communication skills
  • Problem solving
  • Attention to detail
  • Time management
  • Record keeping
  • Basic math & numeracy
  • Software & Databases
  • Encompass CRM
  • Blue Sage CRM
  • Analytical Skills
  • Microsoft Office Suite
  • Project organization
  • Office administration
  • Confidentiality assurance
  • Document preparation
  • Dedicated team player
  • Payroll Systems
  • Strong interpersonal skills
  • Administrative support
  • Data entry
  • Travel coordination

Affiliations

  • National Association of Mortgage Brokers
  • Women Council NAREB Memphis

Certification

  • Tennessee Mortgage Loan Originator, NMLS #2440535
  • Mississippi Mortgage Loan Originator, NMLS #2440535
  • TN Notary Public

References

Available upon request

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Mortgage Loan Originator #2440535

Stockton Mortgage
06.2025 - Current

Mortgage Loan Originator #2440535

PrimeLending
04.2024 - 06.2025

Mortgage Loan Originator #2440535

Southwest Funding
10.2023 - 04.2024

Mortgage Loan Originator #2440535

DATI Mortgage, LLC
04.2023 - 10.2023

Bookkeeper/Office Assistant

G7 Environmental Services, Inc.
07.2022 - 10.2022

Notary Public / Loan Signing Agent

First Class Notary Signing
01.2019 - Current

Lead Civilian Pay Technician

Internal Revenue Service
02.2010 - 08.2016

Management & Program Assistant

Internal Revenue Service
05.2008 - 02.2010

Administrative Assistant – Legal

ALSAC/St. Jude
03.2007 - 05.2008

Executive Secretary – General Sessions Criminal Judges

Shelby County Government
12.2005 - 03.2007

Legal Assistant

Glassman, Edwards, Wade & Wyatt P.C.
05.2005 - 11.2005

Administrative Assistant – Emergency Services

Methodist Le Bonheur Healthcare
11.2002 - 05.2005

Mgr. /Sr. Mgr. Assistant V – Safety

Federal Express Corporation
04.1997 - 07.2001

Bachelor of Professional Studies - Memphis, TN

The University of Memphis

Associate of Applied Science - Paralegal Studies General Practice

Southwest TN Community College

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