Summary
Overview
Work History
Education
Skills
Timeline
Generic

Diana Green

Greeley,CO

Summary

Dynamic Loan Officer Assistant with comprehensive expertise in loan processing and credit analysis at MID VALLEY FINANCIAL SERVICES, INC. Proven ability to enhance client satisfaction through effective problem resolution and efficient document organization. Skilled in managing loan applications and coordinating funding, ensuring compliance and timely communication for optimal client experiences.

Overview

11
11
years of professional experience

Work History

Loan Officer Assistant & Loan Processor

MID VALLEY FINANCIAL SERVICES, INC
06.2018 - 07.2025
  • Supported loan officers by preparing and processing loan applications efficiently.
  • Managed documentation for mortgage applications to ensure compliance with regulatory standards.
  • Assisted in evaluating client creditworthiness through thorough analysis of financial documents.
  • Developed and maintained organized filing systems for loan records and client information.
  • Collaborated with cross-functional teams to address client inquiries and resolve issues promptly.
  • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
  • Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
  • Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
  • Monitored key dates to obtain information by deadlines.
  • Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
  • Assisted in development of loan packages tailored to clients' financial situations, enhancing customer satisfaction.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Assisted in covering front desk, answering questions and taking payments toward private accounts held by clients & investors.

Mortgage Loan Officer Assistant

TEAM CONNOLLY - EVERETT FINANCIAL DBA SUPREME LENDING
07.2017 - 06.2018

Mortgage Loan Officer Assistant

TEAM CONNOLLY - EAGLE HOME MORTGAGE
04.2016 - 07.2017

Mortgage Loan Officer Assistant

TEAM CONNOLLY - STEARNS LENDING
08.2014 - 03.2016

Education

Certificate of Completion -

LOAN OFFICER SCHOOL
FRESNO, CA
01-2014

Court Reporting Certificate - COURT REPORTING

SIERRA VALLEY COLLEGE
FRESNO, CA
01-1998

High School Diploma -

HUENEME HIGH SCHOOL
OXNARD, CA
01-1993

Skills

  • Efficient document organization
  • Comprehensive loan processing expertise
  • Credit analysis and documentation review
  • Experience in loan application management
  • Risk management assessments
  • Loan funding coordination
  • Client support
  • Effective problem resolution
  • Microsoft office
  • Verbal and written communication
  • Consistent dependability
  • Strong task management

Timeline

Loan Officer Assistant & Loan Processor

MID VALLEY FINANCIAL SERVICES, INC
06.2018 - 07.2025

Mortgage Loan Officer Assistant

TEAM CONNOLLY - EVERETT FINANCIAL DBA SUPREME LENDING
07.2017 - 06.2018

Mortgage Loan Officer Assistant

TEAM CONNOLLY - EAGLE HOME MORTGAGE
04.2016 - 07.2017

Mortgage Loan Officer Assistant

TEAM CONNOLLY - STEARNS LENDING
08.2014 - 03.2016

Certificate of Completion -

LOAN OFFICER SCHOOL

Court Reporting Certificate - COURT REPORTING

SIERRA VALLEY COLLEGE

High School Diploma -

HUENEME HIGH SCHOOL

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