Claudia Arevalo
Richmond,CA
Summary
Organized Loan Officer Assistant with 9+ years of experience bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Skilled at keeping all paperwork orderly and properly transferred. Hardworking and passionate. Diligent, respectful attitude to dealing with clients and colleagues.
Overview
9
9
years of professional experience
Work History
Loan Officer Assistant
Planet Home Lending
06.2023 - Current
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Complied applications and paperwork and double-checked for accuracy
- Submitted applications to credit analysts
Mortgage Consultant Assistant
Platinum Home Mortgage Corporation
02.2015 - 06.2023
- Answered questions regarding loan status and process from customers, agents, and title companies
- Kept detailed notes of all correspondence with clients and updated details in company's computer system
- Monitored loan applications for completeness and accuracy prior to submission to underwriting department
- Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation
- Met with borrowers, took applications, and executed detailed follow ups as needed
- Maintained clients files in an organized manner to ensure accurate tracking of loans
Education
High School Diploma -
Richmond High School
Richmond, CA06.2014
Skills
- Document Verification
- Customer Satisfaction
- Fast paced worker
- Customer Support
- Setting Up Files
- Documenting Calls
- Reviewing Credit Information
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Loan Officer Assistant
Planet Home Lending
06.2023 - Current
Mortgage Consultant Assistant
Platinum Home Mortgage Corporation
02.2015 - 06.2023
High School Diploma -
Richmond High School
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