Christi Sanchez
Spring,TX
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer Assistant
First United Bank
03.2020 - 06.2023
- Assisted Loan Officer with the initial set up of the file, which includes reviewing all supporting documentation regarding the borrowers income, assets, and liabilities.
- Analyzed credit reports and ran services [DU,LP] in Encompass.
- Prepared and sent the initial disclosures to borrowers.
- Teamed up with processing to assist with any difficult underwriting conditions.
- Followed up with clients at all times, keeping them informed of the loan process.
- Coordinated with realtors and title companies to identify discrepancies and update all teams on the processing progress.
- Monitored key dates to ensure the loan closes on time.
Senior Mortgage Loan Processor
Amegy Bank NA
11.2012 - 07.2019
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process. Average pipeline 35-40 loans.
- Analyzed financial information, credit reports, and appraisals to determine loan eligibility.
- Provided excellent customer service and communicated with borrowers throughout the loan process.
- Handled any conditions sent from underwriting department.
- Prepared file for final clear-to-close.
Business Banking Associate II
JPMorgan Chase
09.2006 - 02.2011
- Documented customer interactions and relationships using CRM systems.
- Provided administrative and operational support within one or more following areas: processing, closing, servicing, documentation, and notes & disbursements.
- Managed approximately 50 incoming calls and emails per day.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Education
High School Diploma -
MB Smiley High School
Houston, TXSkills
- Detailed Analysis
- Proficient in Microsoft Office and Excel
- Loan and Transactions Advisory
- Tax Receipts
- OTC Construction Loans
- Complex Problem Solving
- Debt Determination
- Excellent Communication Skills
- Home Mortgage Disclosure Act
Certification
NMLS License
Languages
English
Timeline
Mortgage Loan Officer Assistant
First United Bank
03.2020 - 06.2023
Senior Mortgage Loan Processor
Amegy Bank NA
11.2012 - 07.2019
Business Banking Associate II
JPMorgan Chase
09.2006 - 02.2011
High School Diploma -
MB Smiley High School
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