Christina Cassidy
Springfield,OR
Summary
Versatile operations and client services professional with over 20 years of experience managing high-volume workflow, coordinating cross-functional teams, and delivering exceptional customer support in deadline-driven environments. Proven success in project coordination, documentation oversight, compliance management, and stakeholder communication. Detail-oriented and process-minded, with a track record of improving operations, resolving issues quickly, and building strong client relationships. Seeking to apply transferable skills in a new industry where organization, problem-solving, and service excellence are valued.
Overview
15
15
years of professional experience
Work History
Construction Draw Coordinator
Precision Capital
Eugene, OR
01.2024 - 08.2025
- Served as the primary point of contact for all line-of-credit draw requests, ensuring compliance to company procedures.
- Managed an average of $30,000,000.00 in construction loans.
- Processed an average of $2.5 million in draws each month, averaging 35 draw requests every two weeks.
- Implemented new procedures, resulting in a clearer understanding for the borrowers of the draw process.
- Contacted contractors and borrowers to obtain necessary information for completing draw requests according to company policy.
- Scheduled project inspections to review the progress of project completion.
- Facilitated introductory calls via Teams with borrowers to discuss the draw process and guidelines.
- Modified budget plans, as per evolving project requirements during construction.
- Troubleshoot issues that arise on projects with building issues, or budgets.
- Disbursed payments to contractors and subcontractors, following inspection approval.
- Provided timely resolutions to customer concerns regarding schedule changes.
Licensed Mortgage Loan Assistant
American Pacific Mortgage Corporation
Eugene, OR
09.2018 - 10.2023
- Worked on teams with three top-producing loan officers to ensure loan applications were reviewed and received credit status in a timely matter.
- Maintained an ongoing pipeline, averaging 30 loans consistently in process.
- Reviewed and accurately calculated qualifying income (W-2's, tax returns, and pay stubs) per lending guidelines.
- Ordered, prepared, and verified loan documents to ensure compliance, timeliness, and a smooth closing process.
- Coordinated workflow and tasks to ensure loan closing meets deadlines.
- Sent out status reports on loans in progress to borrowers and realtors.
- Maintained up-to-date knowledge and compliance with internal policies and procedures, and verified adherence to state and federal laws, rules, and regulations affecting loan institutions.
- Maintained cross-team communication between borrowers, realtors, title companies, and loan company management.
Mortgage Loan Processor
American Pacific Mortgage Corporation
Eugene, Oregon
09.2010 - 09.2019
- Processed mortgage loans from initial submission though final approval, ensuring accuracy and compliance with underwriting and program guidelines.
- Consistently closed between 15 and 20 loans per month.
- Verified borrowers income, credit and assets to prepare files for underwriting.
- Submitted full loan document packages to underwriting department to facilitate approval or denial process.
- Requested required appraisals, preliminary title, and property insurance from third parties.
- Communicated with borrowers and real estate agents to provide status and updates throughout the loan process.
- Collaborated with origination team to resolve any issues and restructure loans as needed.
Education
Certified Mortgage Advisor -
MBS Highway
03.2022
Mortgage Loan Originator -
Nationwide Mortgage License System
02.2020
Skills
Process and Project Coordination
Cross-Team Communication
Client Relationship Management
Workflow Optimization
Documentation and Recordkeeping
Risk Awareness
Microsoft Office (Excel, Word, Outlook)
Digital Systems
Time Management
Customer Service
Interpersonal Skills
Personal Data Collection
Problem Solving
Application Assessment
Data Entry
Document Analysis
Timeline
Construction Draw Coordinator
Precision Capital
01.2024 - 08.2025
Licensed Mortgage Loan Assistant
American Pacific Mortgage Corporation
09.2018 - 10.2023
Mortgage Loan Processor
American Pacific Mortgage Corporation
09.2010 - 09.2019
Certified Mortgage Advisor -
MBS Highway
Mortgage Loan Originator -
Nationwide Mortgage License System