Cassie Anderson
Compton,CA
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes. 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.
Overview
8
8
years of professional experience
Work History
Residential Specialist II
First Republic Bank
Los Angeles, CA
01.2021 - 06.2023
- Participated in ongoing training and compliance activities.
- Coordinated with other departments to ensure efficient workflow processes.
- Coordinated and managed various programs or projects to achieve established objectives.
- Exercised versatility in fast-paced, agile work environments.
- Generated reports to track performance metrics of team members.
- Conducted regular meetings with staff to review progress and address any concerns.
- Identified opportunities to enhance specialization resulting in increased efficiency.
- Facilitated productive clinical and technical customer relationships through intentional external communications.
- Maintained records of all facility-related activities including repairs, replacements, upgrades, and inspections.
Residential Loan Specialist III
First Republic Bank
Los Angeles, CA
01.2018 - 01.2021
- Verified all documents provided by applicants for accuracy and completeness.
- Reviewed loan applications and credit information to determine potential customers' eligibility for loans.
- Participated in regular training sessions on new products, services, policies, procedures.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Worked closely with underwriters during the application review process.
- Monitored changes in interest rates, economic conditions, and market trends that could affect the approval process of loans.
- Assisted customers in understanding the terms of their loan agreements and answered any questions they had about them.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Delivered high levels of customer service to facilitate smooth processes.
- Managed pipeline for originated loans through closing and complete required management reports.
- Performed daily maintenance of loan applicant database.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Loan Closing Assistant
City National Bank
El Segundo, CA
11.2015 - 01.2018
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked with cross-functional teams to achieve goals.
- Developed positive relationships with internal customers through effective communication techniques.
- Scanned documents using high-speed scanners for digital archiving purposes.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Skills
- Teamwork and Collaboration
- Loan Closing
- Employment Verification
- Attention to Detail
- Title Research
- Policy Adherence
- Reviewing Financial Paperwork
- Calyx Point
- Loan Origination and Underwriting
- Deadline-Oriented
- Work Planning and Prioritization
- Time Management
- Team Building and Leadership
- Multitasking
- Production Deadlines
- Dependability and Cooperation
Timeline
Residential Specialist II
First Republic Bank
01.2021 - 06.2023
Residential Loan Specialist III
First Republic Bank
01.2018 - 01.2021
Loan Closing Assistant
City National Bank
11.2015 - 01.2018
Similar Profiles
JEROME DERILOJEROME DERILO
Architectural Associate / Project Manager at First Republic BankArchitectural Associate / Project Manager at First Republic Bank
Kaberi PatraKaberi Patra
Data Analyst at First Republic BankData Analyst at First Republic Bank
Carlos GonzalezCarlos Gonzalez
Specialist 1 at First Republic BankSpecialist 1 at First Republic Bank
Sean SchwartzSean Schwartz
Senior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic BankSenior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic Bank
Alison GomezAlison Gomez
Resource Specialist at Da Vinci CommunicationsResource Specialist at Da Vinci Communications