Results-driven professional with expertise in loan tracking and compliance management. Strengths include improving workflow efficiency and supporting accurate documentation for timely loan funding. Focus on risk control and process adherence to meet audit and compliance requirements.
Overview
25
25
years of professional experience
Work History
Closer/Funder
Longhorn III Investments, LLC
Dallas, TX
01.2025 - Current
Prepared accurate closing documents to ensure timely loan funding.
Reviewed closing statements for accuracy and compliance with underwriting standards.
Identified any discrepancies in customer data or documentation prior to funding the loans.
Recorded the status of loan disbursements to ensure accurate processing.
Nurtured partnerships with title companies to enhance collaboration during funding. with title companies involved in the funding process.
Organized an electronic filing system for efficient document storage and retrieval. system for fast document retrieval and storage.
Loan Processor
Longhorn III Investments, LLC
Dallas, Texas
05.2021 - 01.2025
Processed residential loan applications with accuracy and efficiency.
Reviewed borrower documents to ensure compliance with lending guidelines, facilitating the approval process.
Communicated with clients and agents to collect required loan details.
Checked borrowers' income, credit reports, and property appraisals for underwriting preparation.
Reviewed credit reports and financial details to accurately assess applicant creditworthiness, supporting informed lending decisions.
Reviewed appraisals for accuracy in value estimates.
Reviewed title documents related to owner's policy and lender's policy.
Organized loan files and kept records current throughout the process.
Worked with underwriters to resolve issues and speed approval decisions.
Monitored loan progress from application to closing, ensuring timely completion and adherence to deadlines.
Provided regular loan status updates to customers during the processing period.
Addressed conditions returned from underwriting to facilitate loan processing.
Followed company policies closely while completing loan processing duties.
Maintained a fast-paced workflow and met satisfactory application approval turnaround times.
Protected submitted information in line with release guidelines.
Event Planner
Encompass Health
Dallas, TX
05.2016 - 05.2021
Coordinated logistics for healthcare events across multiple facilities to ensure seamless operations.
Supported end-to-end event planning through meetings, walk-throughs, and day-of execution.
Developed event plans and timelines to support successful execution.
Facilitated communication between departments to improve event workflows.
Managed vendor relationships to support timely delivery of services and materials.
Coordinated vendors for events and tracked completion of vendor requirements.
Arranged catering services by selecting menu items, negotiating prices, ordering food and beverages, and setting up buffet areas.
Organized site visits to review locations for upcoming events and activities.
Designed floor plans, seating arrangements, and event visuals.
Monitored guest satisfaction throughout the event duration.
Assisted in planning budgets and allocating funds for multiple event projects to support financial oversight.
Maintained accurate records for attendance, budgets, and contracts.
Scheduled and attended pre-event meetings with clients to discuss event details and objectives.
Led site walk-throughs and pre-event staff meetings to review checklists and assign tasks.
Led post-event reviews to collect feedback for future improvements.
Built vendor relationships to secure discounts or special offers when possible.
Reviewed vendor invoices promptly and processed payments.
Conducted onsite inspections before events to identify issues or risks.
Researched industry trends to stay current on event planning technology.
Resolved unexpected issues during events to ensure smooth operations and participant satisfaction.
Followed fire safety regulations throughout event operations.
Led site walk-throughs and pre-event staff meetings to review checklists and assign tasks.
Followed fire safety regulations throughout event operations.
Resolved unexpected issues during events to ensure smooth operations and participant satisfaction. and emergencies during events while maintaining professionalism and participant satisfaction.
Office Manager
Encompass Health
Dallas, Texas
02.2011 - 05.2016
Coordinated schedules for executive team members to optimize time management.
Arranged travel and lodging for executive team members.
Supported daily office operations to keep workflows efficient and organized.
Monitored inventory levels and facilitated office supply procurement to ensure adequate resources.
Maintained communication with vendors and service providers.
Followed health regulations and safety standards in workplace routines.
Updated and maintained filing system for accurate record-keeping of documents. for records, correspondence, and other documents.
Program Director
Challenge Air for Kids & Friends
Dallas, TX
11.2007 - 02.2011
Coordinated flight events for children with special needs and families.
Coordinated volunteer recruitment, training, and scheduling to enhance program activities.
Monitored safety protocols and compliance measures during all program operations.
Assisted with strategic planning for successful program operations.
Worked with staff to create inclusive environments for diverse participants.
Built partnerships with local organizations to support community engagement.
Organized fundraising initiatives to ensure program sustainability and support growth.
Worked with external partners to access resources for program success.
Senior Analyst
Fortis Capital
Dallas, Texas
01.2002 - 11.2007
Supported risk assessments, evaluating collateral quality and sufficiency to inform decision-making.
Managed collateral records, ensuring compliance with regulatory requirements to mitigate risk.
Monitored loan agreements and updated collateral valuations on a regular basis.
Reviewed regulatory requirements to support adherence to industry standards.
Built strong client relationships through proactive communication and tailored support.
Responded to client inquiries with accurate information to enhance customer satisfaction. and provided timely, accurate information.
Education
Some College (No Degree) - Digital Media Production
Art Institute of Dallas
Dallas, TX
Some College (No Degree) - Vocal Performance, Music Theory
Dallas Baptist University
Dallas, TX
Skills
Loan tracking
Compliance management
Application review
Loan portfolio management
Document preparation
Organizational efficiency
Process improvement strategies
Time management skills
Multitasking proficiency
Decision-making
Customer management
Interpersonal communication
Strategic planning proficiency
Written communication
Work ethic
Written communication
Timeline
Closer/Funder
Longhorn III Investments, LLC
01.2025 - Current
Loan Processor
Longhorn III Investments, LLC
05.2021 - 01.2025
Event Planner
Encompass Health
05.2016 - 05.2021
Office Manager
Encompass Health
02.2011 - 05.2016
Program Director
Challenge Air for Kids & Friends
11.2007 - 02.2011
Senior Analyst
Fortis Capital
01.2002 - 11.2007
Some College (No Degree) - Digital Media Production
Art Institute of Dallas
Some College (No Degree) - Vocal Performance, Music Theory