Highly independent and detail-oriented professional with an extensive experience in an office setting. A strong problem solver with a keen eye for accuracy and efficiency. Recognized for delivering exceptional customer service and exhibiting a consistent history of fostering solid client relationships. A proactive team player who demonstrates the ability to handle multiple roles and functions within a company, bringing value and support wherever needed.
Overview
18
18
years of professional experience
Work History
Operations Administrator
Background Investigations
04.2023 - 10.2023
Supported CEO by assisting with operational tasks and onboarding processes.
Provided training to new hires on data entry, order processing and phone communication protocols.
Managed employee benefit packages to ensure accuracy, compliance and proper administration.
Input and reviewed applications for accuracy and processing, prior to screening.
Contacted employer and landlord references to ensure accuracy of data provided.
Handled client and applicant inquiries via phone and email, delivering accurate information and support.
Sr. Mortgage Advisor
Finance Of America Mortgage
09.2014 - 12.2020
Consulted with clients to assess their financial situation and recommend suitable mortgage products.
Analyzed financial documents, including income statements, credit reports and tax returns, to determine loan eligibility.
Guided clients through the mortgage process, explaining loan options, rates and terms.
Structured loan applications in compliance with lending regulations and company policies.
Maintained up-to-date knowledge of mortgage programs and guidelines, market trends and regulation changes.
Collaborated with processing team, realtors, underwriters and title company to ensure smooth loan closings.
Distributed weekly status updates to ensure all parties remained informed and up to date on the process.
Cultivated and maintained strong relationships with clients, real estate agents and referral partners to drive business growth.
Conducted monthly first-time home buyer classes to educate and guide prospective buyers through the mortgage process.
Kept current with federal and state licensing requirements in adherence with industry standards.
Mortgage Loan Officer
LoanStar Home Lending
03.2014 - 09.2014
Evaluated and processed loan applications to determine eligibility and creditworthiness.
Reviewed financial documents, including income statements, tax returns and credit reports, to assess borrower risk.
Educated clients on loan options, terms and requirements to ensure informed decision-making.
Collaborated with real estate agents, escrow company, and processing and underwriting departments to ensure smooth loan closings.
Maintained clear communication by distributing weekly status updates to all relevant parties.
Grew and expanded business by participating in local networking events, Chamber of Commerce activities and realtor open houses.
Processing Manager I Sr. Loan Processor
Mortgage Express
09.2005 - 02.2014
Maintained large pipeline of loans for top producing loan officers to ensure smooth & timely loan closings.
Examined and evaluated financial documents to assess creditworthiness, prior to underwriting submission.
Contacted 3rd party institutions and customers to gather necessary documentation for loan approval.
Educated and guided processing team on industry regulations, loan program details, and credit assessment procedures.
Provided updates on policy changes and compliance requirements through regular meetings.
Provided feedback and insights during interviews to support hiring decisions for processing department.
Upheld complete confidentiality in accordance with federal and state lending standards.
Education
General Education
Portland Community College
Portland, OR
06.2001
High School Diploma -
Tigard High School
Tigard, OR
06.2000
Skills
Exceptional at identifying solutions to challenges
Detail-oriented
Thrives in fast-pace environment
Excellent relationship-building skills
Highly self-sufficient
Patient and compassionate listener
Excellent verbal and written communication skills
Eager to learn and master new tasks while efficiently absorbing and retaining new information
Ability to stay calm and focused during demanding circumstances
Driven and goal-oriented
Experienced in MS Office
Can type 50 wpm
Timeline
Operations Administrator
Background Investigations
04.2023 - 10.2023
Sr. Mortgage Advisor
Finance Of America Mortgage
09.2014 - 12.2020
Mortgage Loan Officer
LoanStar Home Lending
03.2014 - 09.2014
Processing Manager I Sr. Loan Processor
Mortgage Express
09.2005 - 02.2014
General Education
Portland Community College
High School Diploma -
Tigard High School
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