Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
BusinessDevelopmentManager
Daniela Tolliver

Daniela Tolliver

Simi Valley,CA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

21
21
years of professional experience

Work History

Mortgage Loan Officer Assistant

Loandepot
Westlake Village, CA
04.2020 - 05.2023
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked pipeline for refinances.
  • Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
  • Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
  • Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Scanned and uploaded loan and related documents into system.
  • Answered questions and advised customers regarding loans and transactions.
  • Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
  • Filed and maintained loan records.
  • Examined and verified information in loan application and closing documents.
  • Prepared and delivered loan documents to title and escrow teams.
  • Worked with third-party vendors to address and clear loan closing requirements.

Mortgage Loan Officer Assistant

Wells Fargo Home Mortgage
Oxnard, CA
11.2016 - 04.2020
  • Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked pipeline for refinances.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
  • Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
  • Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
  • Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Scanned and uploaded loan and related documents into system.
  • Answered questions and advised customers regarding loans and transactions.
  • Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
  • Worked with third-party vendors to address and clear loan closing requirements.

Customer Services Representative

Wells Fargo Home Mortgage
Thousand Oaks, Ca
01.2011 - 11.2016
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Processed financial documents, contracts, reports and invoices.
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Created memos, letters and other documents, fostering internal and external communication.
  • Filtered emails based on importance and escalated issues to leadership.
  • Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
  • Explained company personnel policies, benefits and procedures to employees or job applicants.
  • Coordinated onsite training events with outside vendors
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Produced thorough, accurate and timely reports
  • Assisted in the training of new employees to meet job requirements.
  • Interviewed prospective employees and provided input on hiring decisions.
  • Organized team activities
  • Assisted with the preparation of our yearly office audit for multiple offices

Office Administrator

Troop Real Estate
Moorpark, Ca
04.2008 - 01.2011
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Processed financial documents, contracts, expense reports and invoices.
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Created memos, letters and other documents, fostering internal and external communication.
  • Filtered emails based on importance and escalated issues to leadership.
  • Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
  • Explained company personnel policies, benefits and procedures to employees or job applicants.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Produced thorough, accurate and timely reports of project activities.
  • Organized team activities to build camaraderie and foster pleasant workplace culture.

Real Estate Assistant

Troop Real Estate
Moorpark, Ca
02.2005 - 02.2008
  • Handled advertising and email marketing campaigns for listings
  • Supported efficient operations by managing errands like dropping off lockboxes and clerical tasks such as business correspondence.
  • Created and distributed outbound print marketing materials and advertisement copy to promote new properties.
  • Communicated with appraisers, reviewers and bank departments to make closings go smoother.
  • Assisted in maintaining valuation documents to meet compliance regulations.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Responded to customer issues to provide immediate resolution and improve retention.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Coordinated catering services for various functions, including sales trainings and department meetings.
  • Coordinated travel arrangements and completed expense reports for travel reimbursement.

Customer Services Associate

Wellpoint
Newbury Park, Ca
02.2002 - 04.2004
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Upheld quality control policies and procedures to increase customer satisfaction.

Education

High School Diploma - General Education

Fillmore High School
06.2001

Skills

  • Microsoft Office
  • Photoshop
  • Attentive Listening
  • Multitasking
  • Self-Starter
  • Brainstorming
  • Decision Making
  • Problem Solving
  • Creative thinking
  • Attention to Details
  • Identifying Problems
  • Managing Appointments
  • Managing Deadlines
  • Directing Others
  • Training
  • Document Verification
  • Regulatory Compliance
  • Application Review
  • Customer Communication
  • Verbal and Written Communication
  • Mortgage Loan Processing
  • Loan Records Filing and Maintenance
  • General Mortgage Associate
  • Problem-Solving
  • Customer Service
  • Data Entry
  • Data Collection
  • Decision-Making
  • Property Insurance Arrangement
  • File Management
  • Loans
  • MS Office
  • Teamwork and Collaboration
  • Flexible and Adaptable
  • Multitasking Abilities

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Mortgage Loan Officer Assistant

Loandepot
04.2020 - 05.2023

Mortgage Loan Officer Assistant

Wells Fargo Home Mortgage
11.2016 - 04.2020

Customer Services Representative

Wells Fargo Home Mortgage
01.2011 - 11.2016

Office Administrator

Troop Real Estate
04.2008 - 01.2011

Real Estate Assistant

Troop Real Estate
02.2005 - 02.2008

Customer Services Associate

Wellpoint
02.2002 - 04.2004

High School Diploma - General Education

Fillmore High School

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Daniela Tolliver