Lending Industry Professional with 20 years of experience seeking a challenging Mortgage Loan Production
Assistant position with a progressive company.
Strong knowledge of the mortgage industry, including loan origination, applications, processing, underwriting, and
closing. Skilled in assembling and verifying all required purchaser and property data.
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Outgoing, articulate, confidential communication skills, creating strong working relationships with customers,
partners, and team members. Outstanding ability to train and motivate co-workers.
Organized, detail-oriented, and productive, prioritizing projects and tasks, managing heavy workloads, and
meeting deadlines with a high degree of accuracy.
Consistently recognized as a disciplined, motivated, results-focused team player who learns rapidly and serves as a
key departmental resource.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Loan Partner-Broker, Mortgage
Aslan Home Lending
10.2022 - Current
Assist loan officers to set appointments and call backs with prospective and new clients
Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients
Act as a point of contact for the client and referral partners while keeping them informed throughout the
process
Help maintain referral partner relationships through quick response time and excellent customer service.
Keep up to date with company approved programs and software systems; implement and execute new
systems for team and clients
Analyze client’s credit and financial situation to determine appropriate loan product(s)
Structure and Price loans in accordance with guidelines
Discuss product features, quote rates and make commitments regarding locking to clients
Monitor key dates related to loan transactions and respond accordingly
Send loan forms, disclosures agreements, and other supporting documentation to customers for
completion and signature; manage the collection of completed documents accordingly
Manage loan officer database; tracking active loan(s) and entering data as needed
Maintain clients contact to ensure follow-up of loan applications and answer basic customer inquiries
while providing quality customer service
Provide support in the collection and preparation of submitting loan applications with supporting
documentation to processing
Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and
escalating processor conditions as required assisting the processor in clearing any conditions placed on
loan(s)
Reduced processing time by maintaining an organized system for tracking outstanding documents and followups
Review CDs to ensure fees and cash at closing are consistent with commitment to clients
Provided any necessary assistance through the production, processing and underwriting process
Monitored overall pipeline and metrics for our team to ensure workloads were adjusted as needed
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities
Managed customer relations, ensuring timely communication of loan status updates for increased client retention
Loan Partner -Retail, Mortgage
Synergy One Lending
05.2020 - 10.2022
Loan Partner- Retail , Mortgage
Fairway Independent Mortgage
11.2019 - 05.2020
Production Manager, Loan Partner -Retail, Mortgage
Guild Mortgage Company
05.2011 - 11.2019
Education
General Studies - Business -
COMMUNITY COLLEGE OF AURORA
Skills
Excellent Organizational Skills
Exceptional Communication and Interpersonal Skills
Mortgage Knowledge
File Management
Documentation Review
Decision-Making
Goal Oriented
Certification
MLO, License
Timeline
Loan Partner-Broker, Mortgage
Aslan Home Lending
10.2022 - Current
Loan Partner -Retail, Mortgage
Synergy One Lending
05.2020 - 10.2022
Loan Partner- Retail , Mortgage
Fairway Independent Mortgage
11.2019 - 05.2020
Production Manager, Loan Partner -Retail, Mortgage
Senior Loan Officer/Investment Mortgage Specialist at EMPIRE HOME LOANS INC.Senior Loan Officer/Investment Mortgage Specialist at EMPIRE HOME LOANS INC.
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