Chantel Nicole Dalby
Fort Worth
Summary
Offering blend of strong analytical skills and attention to detail, eager to learn and develop in dynamic environment. Brings keen understanding of financial principles and data accuracy, coupled with proficiency in managing documentation and customer interactions. Ready to use and develop analytical and organizational skills.
Overview
7
7
years of professional experience
Work History
Loan Processor
Cross Country Mortgage
10.2024 - Current
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Processor
TCW Global
06.2024 - 10.2024
- Supported team members in their tasks, contributing to overall team success.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Maintained accurate records and ensured timely completion of all necessary paperwork.
- Enhanced team collaboration, sharing best practices for efficient processing techniques.
- Reduced errors with meticulous attention to detail and thorough review of documentation.
- Maintained high level of data security by adhering to company policies, protocols, and confidentiality requirements.
- Utilized established methods for data processing and analysis for consistency and accuracy.
Loan Officer Assistant / Business Development / Loan Processor
American Financial Network
05.2020 - 12.2023
- Make initial contact and follow up with potential clients
- Serve as an ongoing point of contact for clients, helping them collect the required information and complete any necessary documents throughout the loan process
- Assist and coordinate internal parties involved in the loan application process, including mortgage loan officers, underwriters, and processors
- Gather information for new loan underwriting, including credit reports, tax filings, and bank statements
- Calculate income, and reach out to employers for employment verifications
- Ensure loan documentation complies with federal and state requirements
- Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
- Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
- Screen and make calls, book appointments and provide administrative support as needed
- Work with the desktop underwriting program to calculate loan approval
- I am also doing some recruiting work by sourcing candidates through databases and social media to bring on new loan officers and branch managers
Spa Manager
Hand & Stone Massage and Facial Spa
01.2020 - 05.2020
- Tracking Inventory, Ensuring compliance with all policies, procedures, and scripts through regular employee meetings
- Hire, train, supervise, develop, and mentor all team members and continually evaluate and react to performance issues
- Responsible for payroll
- Perform data analysis that drives business decisions and success
- Overcome objections during the sales process and increase the membership base
- Create marketing strategies aimed at maximizing revenue and profits
Studio Director-Assistant Manager
Amazing Lash Studio
12.2017 - 12.2019
- Act as the general manager/operations manager of the Amazing Lash Studio
- Manage and oversee all aspects of studio operations
- Operations manager duties include ensuring a high level of service, and execution of organizational standards
- Acts as the main sales manager and sales trainer by identifying training needs and providing ongoing training, coaching, and role-playing opportunities to the team as needed
- Sales management duties include management and motivation to set, achieve, and exceed personal, team, and individual membership sales and retail sales goals
- Assists Franchisee in setting and achieving membership and retail sales goals
- Consistently created a friendly environment for our guests by greeting, assisting, and quickly responding to customer questions and needs
- Demonstrates desired behavior for staff including focused on membership sales, customer service, cash management, retail sales, member retention, staff interaction, and follow-up with guests
- Provides strong leadership/management presence
- Maintains quality service by enforcing organization standards
- Coached and trained sales associates/customer service and esthetician and cosmetologist staff on the sales and operations process
- Manages sales associates/customer service and esthetician and cosmetologist staff and schedules
- Inventory management
- Maintained an impeccable and clean studio
Education
HIGH SCHOOL -
LD BELL
ASSOCIATES -
TARRANT COUNTY COLLEGE
01.2019
Skills
- Productive efficient work habits
- Strong analytical skills
- Planning skills
- Coordination
- Proficient in Excel
- Proficient in Word
- Proficient in Outlook
- Proficient in PowerPoint
- Proficient in Encompass
- Data entry
- Loan processing
Timeline
Loan Processor
Cross Country Mortgage
10.2024 - Current
Processor
TCW Global
06.2024 - 10.2024
Loan Officer Assistant / Business Development / Loan Processor
American Financial Network
05.2020 - 12.2023
Spa Manager
Hand & Stone Massage and Facial Spa
01.2020 - 05.2020
Studio Director-Assistant Manager
Amazing Lash Studio
12.2017 - 12.2019
ASSOCIATES -
TARRANT COUNTY COLLEGE
HIGH SCHOOL -
LD BELL
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