Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 38 years of assisting clients. Detail-orientated team player with strong organizational skills.
Overview
14
14
years of professional experience
Work History
Mortgage Specialist
HomeBridge Financial Services, Inc.
New City, NY
02.2012 - 10.2022
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Oversaw scheduling of timely loan closing to satisfy borrowers, realtors and attorneys needs.
Fielded customer complaints and provided solutions.
Collaborated with Loan Officer to provide timely, accurate service for clients throughout entire mortgage process.
Office administrative assistant.
Organized spaces, materials and catering support for internal and client-focused meetings.
Mortgage Loan Officer Assistant
MetLife Home Loans
Bardonia, NY
10.2008 - 01.2012
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Documented borrower's information in loan processing system and resolved any discrepancies.
Assisted with timely loan closing and funding activities with efficient management of task checklists.
Scheduled meetings and appointments and maintained well-organized master calendar.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Managed event planning and execution for learning lunches and other business-centered gatherings.