Summary
Overview
Work History
Education
Skills
Timeline
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Dana LaCroix

Burnsville,MN

Summary

A challenging position utilizing communication and organizational skills in accordance with training and experience. 26 Years of experience in the banking, mortgage industry, customer service. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

20
20
years of professional experience

Work History

Senior Home Loan Processor

Wells Fargo Home Mortgage
10.2018 - 10.2024
  • Perform all processing, decisioning tasks required by Federal and State compliance and with company standards/best practices from point of application to closing
  • Order insurance and other documentation to complete loan file
  • Prepares and processes loan files verifying documents for completeness and accuracy of income, assets, taxes, homeowners’ insurance to submit to underwriting for review
  • Works with borrowers directly from initial processing to submission for loan closing
  • Answers inquiries from customers and referral sources to provide high levels of customer service
  • Managed a high volume of loan applications, prioritizing tasks to ensure timely completion according to deadlines.
  • Enhanced customer satisfaction by providing timely updates and clear communication throughout the loan process.
  • Processed mortgage loan applications accurately and successfully for over 10 years.

Home Loan Processor V

Wells Fargo Advisors
08.2014 - 10.2018
  • Perform all processing, decisioning tasks required by Federal and State compliance and with company standards/best practices from point of application to closing
  • Order appraisals, title commitments, subordination agreements, insurance and other documentation to complete loan file
  • Prepares and processes loan files verifying documents for completeness and accuracy of income, assets, taxes, title work, homeowners’ insurance to submit to underwriting for review
  • Works with loan officers, title companies and attorney's office to completion of loan closing
  • Answers inquiries from customers and referral sources to provide high levels of customer service

Home Loan Processor V

Wells Fargo Private Mortgage Banking
03.2013 - 08.2014
  • Perform all processing, decisioning tasks required by Federal and State compliance and with company standards/best practices from point of application to closing
  • Order appraisals, title commitments, subordination agreements, insurance and other documentation to complete loan file
  • Prepares and processes loan files verifying documents for completeness and accuracy of income, assets, taxes, title work, homeowners’ insurance to submit to underwriting for review
  • Works with loan officers, title companies and attorney's office to completion of loan closing
  • Answers inquiries from customers and referral sources to provide high levels of customer service

Sales Associate

Wells Fargo Private Mortgage Banking
08.2012 - 03.2013
  • Perform data entry of applications and customer information into Apptaker on the Web for conventional conforming and nonconforming loans
  • Contact client via e-mail/mail for disclosures and list of items needed for closing
  • Order appraisals, title commitments, subordination agreements, insurance and other documentation to complete loan file
  • Receives and analyzing documents for completeness and accuracy of income, assets, taxes, title work, homeowners’ insurance to submit to underwriting for review
  • Works with loan officers, title companies and attorney's office to completion of loan closing
  • Answers inquiries from customers and referral sources to provide high levels of customer service
  • Completes special projects as assigned by Private Mortgage Banker
  • Completes monthly expense reports

Loan Document Specialist V

Wells Fargo Private Mortgage Banking
02.2005 - 08.2012
  • Level 1C Underwriting Authority
  • Perform all processing, decisioning, and closing tasks required by Federal and State compliance and with company standards/best practices from point of application to closing
  • Prepares and processes loan files verifying documents for completeness and accuracy of income, assets, taxes, title work, homeowners’ insurance
  • Order appraisals and other documentation to complete loan files
  • Lock conventional loans, follow up on lock agreements and Regulation B approvals
  • Coordinate preparation of loan closing packages, including issuance of funds, closing instructions necessary to ensure the marketability of loans
  • Works with loan officers, title companies and attorney's office to completion of loan closing
  • Provides high levels of customer service

Education

Some College (No Degree) - Legal Secretarial Program

Dakota County Technical College
Rosemount, MN

Graduate - General

Rosemount Senior High School
Rosemount, MN
01.1982

Skills

  • Microsoft Word
  • Microsoft Excel
  • Excellent communication skills
  • Ability to work under pressure
  • Organized
  • Detail oriented
  • Ability to think
  • Problem solving
  • People oriented
  • Document Review
  • Credit analysis
  • Pipeline Management

Timeline

Senior Home Loan Processor

Wells Fargo Home Mortgage
10.2018 - 10.2024

Home Loan Processor V

Wells Fargo Advisors
08.2014 - 10.2018

Home Loan Processor V

Wells Fargo Private Mortgage Banking
03.2013 - 08.2014

Sales Associate

Wells Fargo Private Mortgage Banking
08.2012 - 03.2013

Loan Document Specialist V

Wells Fargo Private Mortgage Banking
02.2005 - 08.2012

Graduate - General

Rosemount Senior High School

Some College (No Degree) - Legal Secretarial Program

Dakota County Technical College

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Dana LaCroix