Elijah Decastro
Boca Raton,Florida
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Highly responsive at keeping all paperwork orderly and properly transferred. Skilled with people ( Customer Satisfaction), Love dealing with people, especially helping them achieve their goals in Purchasing/ Refinancing.
Overview
3
3
years of professional experience
Work History
Loan Partner
Crosscountry Mortgage Inc
Boca Raton, FL
08.2023 - 01.2025
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
- Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
- Maintained detailed records of all loans originated within the organization.
- Developed and maintained relationships with local real estate agents.
- Developed strategies for improving customer service levels within the department.
- Checked applicant credit, personal references and employment histories.
- Monitored loan progress, ensuring timely processing and closing.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
MLOA
PRMG
Boca Raton, FL
03.2023 - 07.2023
- Set up files using loan officer checklist and submitted on-time for processing
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork
- Assisted with timely loan closing and funding activities with efficient management of task checklists
- Liaised with clients to guide through loan closing process and skillfully handle any concerns
Loan Assistant
Heart Mortgage
Boca Raton, FL
07.2022 - 03.2023
- Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
- Managed and updated client databases to ensure accuracy of contact and loan information.
- Monitored loan progress from application to closing, keeping all parties informed.
- Facilitated the collection of additional documentation required for loan approval.
- Assisted in marketing and outreach efforts to attract new clients.
- Provided administrative support to loan officers, including scheduling and document management.
- Managed loan application pipeline to ensure timely processing of all loans.
- Provided quotes and loan status updates to clients in a timely manner.
- Provided guidance to customers on how to improve their financial standing in order to qualify for a loan.
- Checked applicant credit, personal references and employment histories.
- Assisted customers with loan-related inquiries and requests for information or documentation.
- Answered customer phone calls regarding loan status, payment schedules, and other general inquiries.
Education
High School Diploma -
Coral Springs High School
Coral Springs, FL05.2022
Skills
- Loan Records Filing and Maintenance
- Customer Satisfaction
- Checking Applications
- Client Support
- Program Requirements
- Principal, Interest and Payment Calculation
- Goal oriented
- Document analysis
- Production leadership
- Pre-approval process
Languages
- English, Native or Bilingual
- Portuguese, Native or Bilingual
- Spanish, Full Professional
Timeline
Loan Partner
Crosscountry Mortgage Inc
08.2023 - 01.2025
MLOA
PRMG
03.2023 - 07.2023
Loan Assistant
Heart Mortgage
07.2022 - 03.2023
High School Diploma -
Coral Springs High School
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