Conor Davis
Escondido,CA
Summary
Accurate and dedicated, evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
4
4
years of professional experience
Work History
Processor In Training
Barrett Financial Group
05.2023 - 07.2023
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Utilized loan origination software to process and track loan applications.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Disclosure Specialist
Barrett Financial Group
09.2021 - 07.2023
- Managed company disclosure timelines to maintain delivery standards and timetables.
- Prepared loan estimate with new loan application and sent initial disclosures.
- Set up loan file with accurate fees according to selected loan program and other loan parameters.
- Maintained knowledge of loan programs offered through various wholesale banks.
Server
Three Local Brothers
08.2019 - 03.2021
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Created warm relationships with regular guests.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
Education
Associates In Business Administration - Finances
Palomar College
San Marcos, CASkills
- Organizational Strengths
- Recordkeeping Expertise
- Production Efficiency
- Loan Evaluations
- Microsoft Office
- Process Optimization
Timeline
Processor In Training
Barrett Financial Group
05.2023 - 07.2023
Disclosure Specialist
Barrett Financial Group
09.2021 - 07.2023
Server
Three Local Brothers
08.2019 - 03.2021
Associates In Business Administration - Finances
Palomar College
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