Dana Emert
St. Louis,MO
Summary
Detail-oriented Administrative Support Professional recognized for enhancing productivity through efficient task management and streamlined processes. Proficient in data entry, calendar coordination, and document preparation, facilitating seamless operations. Strong communicator with adept problem-solving abilities and effective time management skills, driving successful team collaboration and project delivery.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Processor
Flat Branch Home Loans
St. Louis, Missouri
06.2020 - 09.2023
- Maintained accurate records in accordance with company policy and procedures. Prepared and completed data entry of loan applications, closing documents, or legal documents using mortgage software.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills. Answered questions and advised customers regarding loans and transactions.
- Worked with third-party vendors to address and clear loan closing requirements. Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
- Ensured strict adherence to federal and state regulations throughout the loan process. Created and completed loan submission packages.
- Researched discrepancies in documentation received from applicants or third parties, updated and informed clients about the status of their loan applications regularly.
- Utilized loan processing software for data entry and to streamline workflow.
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
Sr Mortgage Processor/Executive Administrative Assistant
Alternative Mortgage Solutions
St. Louis, Missouri
10.2014 - 06.2020
- Managed pipeline of loan applications to ensure efficient processing.
- Gathered property appraisals, surveys and tax records to update mortgage loan files.
- Verified accuracy of data entered into automated underwriting systems such as Fannie Mae DU, LP or Freddie Mac LP, DO.
- Reviewed mortgage commitments from investors ensuring all terms are met before submitting loans for purchase.
- Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
- Entered customer information and updates in database system to track leads, interactions.
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
- Organized and maintained executive calendars, scheduled meetings, and appointments. Coordinated multiple schedules using online calendaring system.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Completed day-to-day duties accurately and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Developed filing systems to maintain confidential records of personnel information and business activities in accordance with company policies.
- Handled confidential information with discretion and integrity.
- Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
- Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
- Created spreadsheets using Excel software programs including formulas.
- Managed multiple files simultaneously while meeting tight deadlines.
- Prepared and typed loan applications, closing documents or legal documents using computers.
- Reviewed and verified loan applications for accuracy, completeness, and compliance with underwriting guidelines.
- Communicated regularly with senior management regarding loan pipeline status updates.
- Updated and informed clients about the status of their loan applications regularly.
- Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
- Managed communication between loan officers, underwriters, and clients to ensure timely processing.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Ensured adherence to state and federal regulations governing mortgage lending practices.
- Coordinated with underwriters to resolve loan application issues and discrepancies.
- Reviewed and verified loan application documents for completeness and accuracy.
- Maintained a database of customer information such as income statements and credit histories.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
- Created and completed loan submission packages.
- Processed post-closing documents including insurance policies, tax returns, payoffs. Prepared pre-closing packages for review by closing agents prior to funding of loans
Education
Certified Medical Assistant - Medical Assistant Front & Back Office
Midwest Institute
St Louis, MO06-1995
Skills
- Document review
- Verifying information
- Loan origination software
- Pipeline management
- Financial document review
- Application preparation
- File management
- Credit evaluation
Affiliations
- I have spent the last year working on starting a small business of curated gifts (Gibson Girl Gifts) This will now be something I can look forward to once I decide to fully retire.
References
References available upon request.
Timeline
Mortgage Loan Processor
Flat Branch Home Loans
06.2020 - 09.2023
Sr Mortgage Processor/Executive Administrative Assistant
Alternative Mortgage Solutions
10.2014 - 06.2020
Certified Medical Assistant - Medical Assistant Front & Back Office
Midwest Institute
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