CATRINA CHAPIN
Markleville,IN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Loan Partner
Fancher Mortgage
2021.08 - 2023.10
- Manage CRM systems for all loan officers, maintain constant follow-up communication with clients and keeping referral sources informed.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Set up, stored and updated customer files, department records and regulatory paperwork. Affirmed loan document accuracy to protect lenders from potential fraud.
- Analyzed loan applications, credit reports and loan documentation to determine loan eligibility and risk level.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Senior Mortgage Consultant
Fancher Mortgage
2017.08 - 2023.10
- Created video marketing videos for social media. Videos available on LinkedIn account, https://www.linkedin.com/in/catrinachapin/
- Guided clients to homeownership or financial flexibility with refinancing
- Studied current trends and developments in local real estate market along with changes to Fannie Mae, Freddie Mac, FHA, VA and USDA regulations and guidelines
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Discuss individual credit profiles, home buying process, terms of loan program and extent of clients pre-approval with them.
- Personally assist all clients from application, through underwriting and closing process.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt answers to questions and accurate loan status updates.
Equine Trainer & Behavior Specialist
Self-Employed
2000.01 - 2021.09
- Vast knowledge of different styles of riding and training techniques for horses
- Strong knowledge of general horse care and barn management
- Solid background in overcoming behavioral issues with keen awareness to equine body language and expressions
- Utilized positive reinforcement to maximize desired behavior and educational outcomes.
- Extensive work with stallions, breeding and foaling
- Maintained daily care and schedules for 30+ horses
- Extensive grooming, assisting with vet visits, farrier visits, provided medical care, looked after mental wellbeing and provided training
- History of equine rescue, rehab and re-homing
- General knowledge of building and mechanics
- Ability to utilize heavy machinery
Lock Desk Coordinator
Mortgage
2016.01 - 2018.01
- Maintained positive, trusting relationships with 100+ loan officers while locking in their interest rates and adjusting pricing of their rates with changes to loans.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Provided assistance with out of box thinking to reduce costs for borrowers, lower debt to income ratios to save loan.
- Advised loan officers on historical rate data vs current rate data and how to handle their rates when unexpected problem arise.
- Created several tools to make job more efficient: rate cost comparison tool to compare cost of different rates with different programs; how-to guides for all department functions; email templates to streamline communication and insure professionalism; assisted IT with creation and bugging of several new forms for not only secondary department but several other departments as well.
Manager & Customer Service
Famous Daves
2012.01 - 2016.04
- Managed approximately 20+ employees while maintaining a happy dining room full of customers
- Ability to work 12+ hour days and maintain positive attitude with smile
- Handled all closing duties including balancing cash registers, delegating cleaning duties, insuring building was properly locked up at end of night
- Showed ability to assist all areas of restaurant when needed
- Maintained clean liquor license to responsibly serve alcohol to public
- Saved company money by appropriately managing employee hours.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty
Bartender
The Wine Stable
2015.01 - 2016.01
- Served high customer volumes during special events, nights, and weekends.
- Performed opening and closing duties, setting up for incoming shift and preparing cash drawers.
- Kept bar presentable and well-stocked to meet customer needs.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
- Upsold menu items to customers, driving up per sale revenues and maximizing profits.
Education
High School Diploma -
Pendleton Heights High School
Pendleton05.2010
Some College (No Degree) - Accounting & Business
Indiana Tech University
Fort WayneSkills
- NMLS Licensed in IN
- IN Real Estate Brokers And Sales Person License
- IN Liquor License
- Through knowledge of Word, Excel, Powerpoint and their Mac Counterparts
- Adobe, Outlook and Microsoft Teams
- Problem resolution
- Maintain professionalism under pressure
- Organization
- Relationship Development
- Maintaining Confidentiality
- Constantly improving efficiency & quality
- Ability to read people and adapt to social situations
Timeline
Loan Partner
Fancher Mortgage
2021.08 - 2023.10
Senior Mortgage Consultant
Fancher Mortgage
2017.08 - 2023.10
Lock Desk Coordinator
Mortgage
2016.01 - 2018.01
Bartender
The Wine Stable
2015.01 - 2016.01
Manager & Customer Service
Famous Daves
2012.01 - 2016.04
Equine Trainer & Behavior Specialist
Self-Employed
2000.01 - 2021.09
High School Diploma -
Pendleton Heights High School
Some College (No Degree) - Accounting & Business
Indiana Tech University
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