Diane Murray

Licensed Loan officer Assistant, helping with file deadlines, set up and collecting needed documentation from all clients for loan approval. Also responsible for front desk duties along with office maintenance and managed all incoming phone calls.

• Provided excellent service and attention to customers in face-to-face encounters and through phone conversations
• Examined and verified information in loan application and closing documents
• Organized, filed and maintained customer, department and regulatory loan records
• Escalated identified risk issues, challenges and trends to senior management and delivered risk-related documents for audit and regulatory exams
• Worked with third-party vendors to address and clear loan closing requirements
• Checked applicant credit, personal references and employment histories
• Conveyed acceptance or rejection to customers by mail, telephone or in person
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines
• Created agenda, materials and communications for team meetings
• Improved operations by working with team members and customers to find workable solutions
• Consistently provided exceptional service and attention to customers and stakeholders
• Earned good attendance record and built reputation for being on time and ready to work

• Ordered information such as credit reports, environmental assessments and property appraisals
• Managed the transfer of files for underwriter approval, mortgage loan handling and the closing process
• Reviewed application files to check for completion and compliance with institutional standards
• Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies
• Continued education to retain my license
• Answered telephone inquiries
• Met with clients to collect documentation for loan approval
• Advised clients on mortgage loans
• Prepared the customer documentation for processing
• Calculated income
• Reviewed all documents for accuracy and detail
• Office management duties, ordering and maintaining supplies, assisting with marketing materials

• Checked application documents for completion, integrity and compliance with bank standards
• Delivered prompt, accurate and excellent customer service
• Organized, filed and maintained customer, department and regulatory loan records
• Managed loans from application to submission to closing by coordinating file movements between the underwriter, mortgage lender and closing parties
• Examined and verified information in loan application and closing documents
• Loaded consumer loan applications into Loan Soft program
• Managed multiple incoming calls to provide solutions

Worked with loan officer teams in preparing loans for processing by collecting documentation and reviewing for submission to underwriting. Worked directly with clients and Loan officers to insure approvable loans in process.

• Loaded consumer loan applications into Point program each day
• Examined and verified information in loan application and closing documents
• Submitted completed loan applications, including recommendations for underwriting approval or denial
• Delivered prompt, accurate and excellent customer service
• Organized, filed and maintained customer, department and regulatory loan records

Worked with loan officers and clients to review and prepare loans for submission to processing and underwriting. Performed all other administrative duties as required.

• Loaded consumer loan applications into Loan Soft program
• Checked applicant credit, personal references and employment histories
• Examined and verified information in loan application and closing documents
• Submitted completed loan applications, including recommendations for underwriting approval or denial

Worked with Loan Officers and client to prepare and review documents for submission to processing and underwriting.

• Delivered prompt, accurate and excellent customer service
• Organized, filed and maintained customer, department and regulatory loan records
• Adhered to regulatory and company security and audit procedures
• Worked with third-party vendors to address and clear loan closing requirements
• Maintained confidentiality of bank records and client information
• Submitted completed loan applications, including recommendations for underwriting approval or denial
• Loaded consumer loan applications into Loan Soft program