Debbie Lockett
Kewaskum,WI
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Scheduling Coordinator/Wire Transfer Specialist
Attorneys Title & Closing Services
03.2019 - Current
- Schedules, coordinates and assigns all closings for extremely busy and successful title company, which include schedules of three attorneys and five contract closers.
- Streamlines communication between departments for improved schedule adherence and reduced conflicts.
- Utilizes advanced software tools like Excel, Outlook, and scheduling-specific platforms to effectively manage comprehensive appointment calendars.
- Assists with meeting and event coordination, managing conference and meeting room bookings to minimize overlap.
- Develops strong working relationships with management and closers through effective scheduling and communication skills.
- Manages high-volume wire transfer requests efficiently, prioritizing tasks to meet tight deadlines without sacrificing accuracy, which includes wiring of customer proceeds and mortgage payoffs.
- Enhanced customer satisfaction with timely and accurate wire transfers, ensuring adherence to company policies and procedures.
- Reduced errors in wire transfer transactions by conducting thorough reviews and maintaining attention to detail.
Mortgage Loan Originator
Landmark Credit Union
01.2012 - 03.2019
- Conducted borrower meetings to gather necessary information and documentation for mortgage loan applications, provides required disclosures to applicants, obtains credit reports, and completes/submits necessary paperwork to mortgage underwriters.
- Manages a pipeline of mortgage loans - from origination through closing. Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Proactively develop business relationships within the local community by representing the company to real estate brokers, builders and individual clients.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Attended networking events to build professional relationships within local community, generating increased leads.
Mortgage Loan Originator/Asst. Vice President
M&I Marshall & Ilsley Bank
05.2001 - 12.2011
- Conducted borrower interviews to gather necessary information and documentation for loan applications.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Assisted in the development of marketing materials targeting prospective borrowers, helping promote the company's loan products effectively.
- Attended networking events to build professional relationships within local community, generating increased leads.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
Education
Certificate - Business
MATC
West Allis, WI05.1988
Skills
- Time management
- Multi-tasker
- Communication skills
- Highly organized
- Problem solving skills
- Critical thinking skills
- Analytical
- Attention to detail
- Self-motivated
- Works well independently
- Strong work ethic
- Common sense
Timeline
Scheduling Coordinator/Wire Transfer Specialist
Attorneys Title & Closing Services
03.2019 - Current
Mortgage Loan Originator
Landmark Credit Union
01.2012 - 03.2019
Mortgage Loan Originator/Asst. Vice President
M&I Marshall & Ilsley Bank
05.2001 - 12.2011
Certificate - Business
MATC
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