Diana Obert
Marion,OH
Summary
Adept at streamlining loan processing workflows, I significantly enhanced customer satisfaction and compliance standards at Union Savings Bank. Leveraging skills in document review and teamwork, I successfully managed multiple loans, ensuring accuracy and efficiency. My proactive approach resulted in improved loan cycle coordination and a positive work environment, showcasing my commitment to excellence and collaborative success.
Overview
5
5
years of professional experience
Work History
FHA/VA Loan Processor
Union Savings Bank
08.2019 - Current
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Promoted a positive work environment through effective communication skills and teamwork initiatives.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
- Provided quick turnaround times to maintain fast-past schedule.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Strengthened relationships with clients through consistent follow-up calls and personalized attention to their needs.
- Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
- Handled any conditions sent from underwriting departments.
- Utilized loan origination software to process and track loan applications.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Facilitated successful loan closings by coordinating with underwriters, title companies, and attorneys throughout the process.
- Prepared comprehensive reports to management detailing key performance indicators related to loans processed, approved, denied, or withdrawn.
- Advised loan officers to comply with loan guidelines and apply best practices.
- Collaborated with loan officers to develop strategies for managing loan application processing.
Education
High School Diploma -
Westerville-North High School
Westerville, OH06.1981
Skills
Data Entry
Teamwork and Collaboration
Information Verification
Regulatory Compliance
Document Review
Loan Disclosures
Loan Underwriting
Loan Servicing
File Management
Timeline
FHA/VA Loan Processor
Union Savings Bank
08.2019 - Current
High School Diploma -
Westerville-North High School