Hardworking employee with customer service, multitasking and time management abilities. Tackles challenges with positivity and drive to overcome. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature.
Overview
1
1
year of professional experience
Work History
Loss Draft File Owner
Proctor Loan Protector
Dallas, TX
09.2023 - Current
Reviewed and processed loss draft documents to ensure accuracy of information. Maintained excellent attention to detail while adhering to strict timelines.
Analyzed loan files for compliance with federal, state, and local regulations.
Calculated draw amounts for individual files. Responsible for analyzing incoming and outgoing disbursements.
Responded promptly to customer inquiries via email or telephone calls. Worked closely with internal departments to ensure timely resolution of customer complaints.
Organized information by using spreadsheets, databases or word processing applications.
Was promoted from Loss Draft associate to Loss Draft File Owner in November of 2023. Took over the sole management and handling of the escalations inbox for our department in December of 2023.
Began training new hires of the Loss Draft processes and guidelines in June 2024.
Team Lead Mortgage Processor
PrimeWest Mortgage
Decatur, TX
08/01/16 - 08.2023
Inspect loan documentation for mistakes and corrected discrepancies, entering this data into our system daily. Maintained excellent attention to detail and found solutions to any problems while correcting discrepancies.
Received Processor of the Year in 2018 for my abilities in learning a new role quickly and efficiently.
Determine loan eligibility by conducting income analysis, credit checks and repayment ability reviews.
Maintained a high-volume pipeline throughout 2020 while undergoing company wide changes due to COVID-19, ending the year with a company wide record number of files closed.
Moved from Processor to Team Lead Processor in January 2021 after receiving recognition in 2020. Collaborated with my supervisor to create this position and take on additional responsibilities for myself and for my team.
Monitor my files and pipeline while simultaneously overseeing other processor's files and pipelines. Created a new streamlined organization process for our team's processors to maintain accuracy, quick turn times, and consistency across our team.
Communicate with customers in person and via telephone to answer questions, process transactions and resolve issues.
Education
Bachelor of Arts - Psychology
University of North Texas
Denton, TX
Skills
Legal Compliance
Document Review
Information Verification
Data Entry
Customer Service
Attention to Detail
Verbal and Written Communication
Decision-Making
Organizational Skills
Proficient in Microsoft Excel
Calculations Review
Microsoft Office
Microsoft Outlook
Problem-Solving
Calculations Error Correction
Customer Relations
Training & Development
Time Management
Analytical and Critical Thinking
Word Processing
Accomplishments
Promoted from Loss Draft Assistant to Loss Draft File Owner within two months.
Promoted from Loan Assistant to Processor, in less than 12-months.
Promoted to Team Lead Processor due to a company wide record year and efficiency working from home that achieved recognition and new opportunities.
Recognized as Employee of the year for outstanding performance and team contributions.
Consistently maintained high customer satisfaction ratings.
Timeline
Loss Draft File Owner
Proctor Loan Protector
09.2023 - Current
Team Lead Mortgage Processor
PrimeWest Mortgage
08/01/16 - 08.2023
Bachelor of Arts - Psychology
University of North Texas
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