Dana Buchner
Bowling Green,KY
Summary
Driven Mortgage Loan Officer Assistant with a proven track record at First Financial Bank, excelling in mortgage underwriting and cultivating productive relationships to expand customer bases. Expert in regulatory compliance and documentation review, achieving significant increases in loan processing efficiency. Demonstrates exceptional risk management assessments and superior customer service skills.
Overview
10
10
years of professional experience
Work History
Mortgage Loan Officer Assistant
First Financial Bank
02.2022 - Current
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Mortgage Loan Officer Assistant
Truist
04.2014 - 02.2022
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Monitored key dates to obtain information by deadlines.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Reviewed and validated details of loan applications and closing documentation.
- Answered inquiries and provided superior customer service to clients.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Communicated with customers daily to request information and complete paperwork.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Affirmed loan document accuracy to protect lenders from potential fraud.
Education
Bachelor of Science - Business/Agriculture
Western Kentucky University
Bowling Green, KY12.1999
Skills
- Mortgage Underwriting
- Risk management assessments
- Loan Origination
- Credit
- Documentation Review
- Schedule Management
- File Management
- Regulatory Compliance
- Document Verification
Timeline
Mortgage Loan Officer Assistant
First Financial Bank
02.2022 - Current
Mortgage Loan Officer Assistant
Truist
04.2014 - 02.2022
Bachelor of Science - Business/Agriculture
Western Kentucky University
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