COURTNEY SWALLOW
Meridian
Summary
Experienced and dynamic assistant with 10+ years experience. Results oriented with a proven track record of working collaboratively with team members to reach goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Mutual Of Omaha Mortgage
10.2023 - Current
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Monitored key dates to obtain information by deadlines.
- Communicated with customers daily to request information and complete paperwork.
Loan Officer Assistant
Fairway Independent Mortgage Company
01.2021 - 10.2023
- Reviewed and analyzed loan applications, determined what documents were needed, requested/reviewed and determined if pre approved
- Maintained in constant communication as well as assisted borrowers, escrow/title companies, and realtors throughout the whole process letting them know status of loan
- Worked in several systems daily, organizing all documentation submitted into appropriate files
- High pressure environment at times using critical thinking to problem solve unforeseen events
- Supported and communicated with the loan officer in doing whatever was needed
Licensed Sales Producer
Zenor Insurance Agency
02.2015 - 12.2020
- Actively quoted and sold auto, home, and specialty insurance as a fully licensed sales producer with Allstate Insurance Company
- Provided customer service to policyholders in various ways, from writing new property and/or casualty insurance to research and review policy limits
- Thorough knowledge of of all Allstate internal quote systems and policy holder database
- Researched and fixed billing issues, inspection issues, and renewal problems
- Office manager type responsibilities included answering phones, assisting walk in customers, assisting in the hiring process of new applicants, and training new hires
Education
Criminal Justice -
College Of Western Idaho
05.2014
Skills
- Financial analysis aptitude
- Problem-solving
- Customer communication
- File management
- Documentation review
References
References available upon request
Details
Meridian, ID, United States, 208-339-3057
Certification
NMLS Loan originator license October 2021-current
Timeline
Loan Officer Assistant
Mutual Of Omaha Mortgage
10.2023 - Current
Loan Officer Assistant
Fairway Independent Mortgage Company
01.2021 - 10.2023
Licensed Sales Producer
Zenor Insurance Agency
02.2015 - 12.2020
NMLS Loan originator license October 2021-current
Criminal Justice -
College Of Western Idaho
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