Elizabeth Aldape
Austin,TX
Summary
Resourceful financial services professional with a proven track record in risk assessment and regulatory compliance. Recognized for delivering high productivity while maintaining exceptional customer service. Highly skilled in communication, problem-solving, and adaptability to effectively achieve objectives and enhance client satisfaction. Seeking to leverage expertise in a challenging role that drives organizational success.
Overview
8
8
years of professional experience
Work History
Mortgage Broker - Remote
Blue Arrow Lending Group, Inc.
Arvada, CO
11.2020 - 01.2025
- Developed and maintained a pipeline of qualified borrowers through networking, referrals, and marketing efforts
- Assisted clients in selecting appropriate loan products by analyzing their financial situation, credit profile, and goals
- Reviewed and verified financial documents, including income statements, credit reports, and tax returns, ensuring compliance with underwriting guidelines
- Maintained up-to-date knowledge of FHA, VA, USDA, conventional, and jumbo loan products
- Negotiated loan terms and rates to provide competitive financing solutions while ensuring profitability
- Provided excellent customer service by educating borrowers on the loan process, addressing concerns, and ensuring a smooth closing experience
Loan Officer Assistant
Lendplicity Mortgage
Austin, TX
05.2020 - 10.2020
- Assisted loan officers in processing and closing every month, ensuring accuracy and efficiency
- Conducted initial pre-qualification reviews, assessing borrower eligibility and loan program options
- Monitored loan pipelines to keep loan officers informed of application statuses and deadlines
- Supported marketing efforts by assisting with email campaigns, social media updates, and referral outreach
Solutions Specialist
MemberCentral
Austin, TX
08.2018 - 03.2020
- Developed excellent relationships and working knowledge of proprietary company software
- Committed to customer solutions and identified key improvements to the product
- Served as a leader for special projects, client training, and resolving support tickets
- Communicated with engineering teams to ensure issues were resolved and met all deadlines
- Troubleshooted and tested new enhancements to improve customer satisfaction
- Designed websites, and tested on many devices and adjusted according to client feedback
- Worked on high revenue accounts and insured sponsor ads were properly displayed
Relationship Manager/Loan Officer Assistant
Fairway Independent Mortgage Corporation
Austin, TX
05.2017 - 07.2018
- Establishing relationships with realtors and clients to increase revenue
- Marketing campaigns for all loan officers such as email, flyers and social media
- Worked with all residential loan programs Conventional, FHA, VA, USDA
- Communicating with clients to insure all documents are accurate for their loan program
- Verifying credit, bank statements and tax returns
- Preparing a comprehensive file to send the processing team
- All order outs for appraisals, home insurance, tax transcripts and title
Education
Bachelor of Science - Business Administration, Management Information Systems, Marketing
Oklahoma State University
Stillwater, OK12.2017
Skills
- TX NMLS License #1711974
- TX Real Estate License #731756
- Excel
- Outlook
- OneNote
- Slack
- Teams
- HTML
- CSS
- JavaScript
- C#
- SQL Server
- Salesforce
- Arrive
- WordPress
- Wufoo
- Encompass
- Mondaycom
Timeline
Mortgage Broker - Remote
Blue Arrow Lending Group, Inc.
11.2020 - 01.2025
Loan Officer Assistant
Lendplicity Mortgage
05.2020 - 10.2020
Solutions Specialist
MemberCentral
08.2018 - 03.2020
Relationship Manager/Loan Officer Assistant
Fairway Independent Mortgage Corporation
05.2017 - 07.2018
Bachelor of Science - Business Administration, Management Information Systems, Marketing
Oklahoma State University
Similar Profiles
Jon MartinJon Martin
Mortgage Loan Processor at Blue Chip Lending Services IncMortgage Loan Processor at Blue Chip Lending Services Inc
Ana Carolina Pontes DominguesAna Carolina Pontes Domingues
Warehouse worker at Blue ArrowWarehouse worker at Blue Arrow
Brad JensenBrad Jensen
Manager at Blue Arrow CommunicationsManager at Blue Arrow Communications