Dorothy Reilly
Brighton,CO
Summary
Team-oriented professional who excels in customer relations and roles requiring accuracy and attention to detail. Recognized for academic excellence as well as for exceptional customer service skills. Natural self-starter and quick study. Posses' office management and organizational skills.
Overview
24
24
years of professional experience
1
1
Certificate
Work History
Licensed Loan Officer Assistant
Draper And Kramer Mortgage Corp.
03.2020 - 02.2023
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Managed event planning and execution for business-centered gatherings.
- Monitored key dates to obtain information by deadlines.
Licensed Loan Officer Assistant
Fairway Independent Mortgage
08.2019 - 03.2020
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Managed event planning and execution for business-centered gatherings.
- Monitored key dates to obtain information by deadlines.
Licensed Loan Officer Assistant
Guild Mortgage Company
05.2016 - 08.2019
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Managed event planning and execution for business-centered gatherings.
- Monitored key dates to obtain information by deadlines.
Project Manager
TransFirst Merchant Services
01.2008 - 01.2016
- Manage on-going relationships and serve as a liaison between all of the Trans First account managers, agent banks, financial institutions and product vendors
- Work with upper echelon management in an effort to amend or renew negotiation of contracts
- Analyze system generated reports to productivity and areas of improvement
- Serve as liaison and make daily contact with companies identified with reports and discuss performance and opportunities offered by Trans First
- Analyze agreement contract to ensure all service, reporting and escalation needs are met, including company compliance with the specific terms of agreement
- Work with legal department to determine and enforce actions required on all non-compliant agreements, to include holding funds or termination of financial agreement
- Prepare summation to legal identifying company non complaint issues and resolution
- Identify business processes, systems and functional requirements for Trans First products and services
- Gathers business requirements, evaluates business processes for efficiency and documents functional requirements
- Assists in implementing technology solutions while building strong relationships within the internal customer organization.
- Developed and implemented strategic project plans to meet business objectives.
- Achieved project deadlines by coordinating with contractors to manage performance.
Relationship Banker
Bank Of The West, BNP Paribas
01.2005 - 01.2008
- Received Perfect Balancing Proficiency Award from Bank President
- Adapted products and services to suit customers' changing financial circumstances.
- Served as after hour's point of contact for ATM/Branch issues
- Supervised and trained new tellers
- Responsible for ordering supplies and money for branch as well as for ATM and vault
- Responsible for balancing of ATM machines, restocking machines and supplies
- Processed transactions for customers including deposits, withdraws, check cashing, new accounts, and account maintenance
- Processed transactions made in after hour's depository
- Issued and balanced bank negotiable items such as cashier's checks, money orders, and traveler's checks
- Reviewed, analyzed and promoted use of additional bank services to customers, thru the Chart the Course Program
- Prepared forms for customer drafts, food stamps, currency transactions reports
- As financial consultant for the branch, responsibilities included daily balancing and verification of all branch cash drawers, mini vault and
- ATM's
- Prepared bank correspondence or initiated telephonic communication to collect bank assessed charges and funds for insufficient fund checks cashed
- Responsible for operations of branch such as scheduling, analyzing systemic monthly inventory reports generated, identified discrepancies and reported to regional office
- Also, reviewed and analyzed quarterly and annual security/audit reports to ensure accuracy and compliance with Federal Deposit Insurance Corporation requirements
- From the Bank of the West president, received employee recognition for strong customer service skills, excellence in teamwork and work ethics
- Served as committee member in conjunction with several branches to organize community service activities and enhance public awareness of bank products and services
Imaging Lead
Healthcare Reports
01.2003 - 01.2005
- Analyzed daily reports for work completed by office technicians for accuracy, identified discrepancies and entered corrective actions in theelectronic imaging system
- As lead of the department completed daily reports to upper management on individual technician progress
- Prepared written procedures for technicians' duties performed
- Prepared and presented training to technicians on proper processingpractices, identification of errors and procedures for corrective actions, as needed
- Reviewed and analyzed documents to determinedisposition, scanning and indexing to the electronic system
- Served as liaison for clients to assist with any concerns they had or correctiveactions required
- Reason for Leave: Wanted to pursue a career in banking
Executive Assistant/ Escrow OfficerAssistant
CPR Title
01.2001 - 01.2003
- To the CEO and President Duties included scheduled all meetings, meeting minutes, organized office activities, and orderedinventory for all 17 locations
- Researched and analyzed applicable federal laws and prepared settlement statements for clients using lenderinstructions
- Researched mortgage leans on home titles and cleared and or collected them for sale on home
- Prepared all closingdocuments for sales and acted as the third party for the closing
- Notary Public
- Upon closing clear all leans
- Disbursed all funds to clear theloan i.e
- State, county, bank, state and county taxes, etc
- Deal with all the issues from the clients and first contact to all clients
- Createdprocesses for all the different departments
- Reason for Leave: Business Closed
Electronic Document Administrator
Sun Microsystems
01.1999 - 01.2001
- Assisted developers in creating a new electronic document management system (EDMS) to improve efficiency and business processes
- As a member of a team, implemented and electronic database of all customer contracts to increase billing cycle on Sun contracts resulting in a saving of 1.4 million in just real estate alone
- Recognized for role in resolving major team discrepancy by facilitating team communications, which resulted in an increase of productivity by 100%
- As a part of a Sun team, responsible for tracking and developing solutions for bugs with the EDMS database
- Kept up with all the training of the processes within the team and also assisted in training 150 customers on how to use the system
- Administered all users and assisted with any complications they had recognized for strong Customer Service, Teamwork and Financial Success
- Scanner/ Indexer
- Reason for Leave: Laid off
Education
High School Diploma -
Cabot High School
Cabot, AR05.1997
Skills
- Microsoft Office
- Product Knowledge
- Project Management
- Strong Organization
- Attention to Detail
- Expert in Customer Service
- Outstanding Communication Skills
- Goal Oriented
- Great Time Management Skills
Certification
- Notary Public
- Licensed Mortgage Loan Originator
Timeline
Licensed Loan Officer Assistant
Draper And Kramer Mortgage Corp.
03.2020 - 02.2023
Licensed Loan Officer Assistant
Fairway Independent Mortgage
08.2019 - 03.2020
Licensed Loan Officer Assistant
Guild Mortgage Company
05.2016 - 08.2019
Project Manager
TransFirst Merchant Services
01.2008 - 01.2016
Relationship Banker
Bank Of The West, BNP Paribas
01.2005 - 01.2008
Imaging Lead
Healthcare Reports
01.2003 - 01.2005
Executive Assistant/ Escrow OfficerAssistant
CPR Title
01.2001 - 01.2003
Electronic Document Administrator
Sun Microsystems
01.1999 - 01.2001
High School Diploma -
Cabot High School
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