Salesforce
Elizabeth McKenna
Account Executive - Sr. Loan Processor
Hull,MA
Summary
Experienced Sr. Loan Processor with 25+ years in the mortgage industry. Proven ability to handle high loan volumes in fast-paced environments, consistently meeting production, approval, and customer relations targets. Meticulous in reviewing and validating personal, employment, and financial histories for all applicants. Self-motivated and reliable team player with exceptional problem-solving and organizational abilities.
Overview
13
13
years of professional experience
Work History
Unit Coordinator
Beth Israel Deaconess Medical Center
05.2023 - Current
- Assisted with processing patient admissions, transfers and discharges.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Helped troubleshoot equipment failures such as call system, portable phones and other unit devices.
- Handled confidential patient information with discretion, adhering to HIPAA regulations to protect privacy rights.
- Trained new Unit Coordinators on unit-specific protocols, contributing to overall team proficiency in delivering exceptional patient care experiences.
- Identified and facilitated the resolution of unit operational problems independently, collaborating with the manager to resolve complex problems.
- Coordinated and maintained referral sources related to admissions, discharges, and follow-up services to sustain daily census requirements.
- Provided concierge service to assist patients and families and direct them to available resources.
Sr. Loan Processor
Get A Rate, LLC
01.2022 - 04.2023
- High Concentration in client communication and office administration
- Management of a 30 - 50 loan pipeline
- Established strong relationships with lenders, appraisal companies, title companies, and borrowers for smooth loan transactions.
- Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
- Reviewed credit reports, financial statements and income documentation to ensure the client's ability to repay loans.
- Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
Sr. Loan Processor
Leader Bank
06.2020 - 11.2021
- Management of a 40 - 60 loan pipeline
- Developed and maintained relationships with customers and loan officers to establish a smooth loan process.
- Conducted thorough borrower credit analysis to accurately assess financial stability and minimize default risks.
- Collaborated with the underwriting team to ensure accurate risk assessment and appropriate loan approvals.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fast-track procedures and promote teamwork.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
Sr. Loan Processor / Account Executive
BNY Mellon
11.2015 - 06.2020
- Managed 50-100 loan pipeline for high net-worth clients, while consistently meeting deadlines and maintaining accuracy in documentation.
- Strong concentration in portfolio lending and jumbo loan products.
- Utilized loan origination software to process and track loan applications. (NetOxygen and Encompass)
- Performed detailed KYC/AML research for each client.
- Conducted thorough borrower credit analysis to accurately assess financial stability and minimize default risks.
- Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
- Coordinated seamlessly with sales teams to ensure proper alignment of expectations and timelines between clients and internal departments.
- Organized detailed records of completed loans for easy retrieval during audits or reviews.
- Consistently met or exceeded monthly performance metrics, contributing to overall team success in achieving departmental goals.
- Maintained compliance with federal regulations by meticulously reviewing all loan documents, ensuring accuracy, and completeness.
- Mentored new hires within the loan processing team, fostering a culture of knowledge sharing and continuous improvement.
Mortgage Loan Coordinator
Guaranteed Rate
05.2015 - 10.2015
- Analyzed loan applications, credit reports, income and assets to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, guiding the best way to complete the application process.
- Ensured strict adherence to federal lending guidelines while processing mortgage applications from start to finish.
- Coordinated closely with title companies, appraisers, inspectors, insurance agents and attorneys, ensuring smooth transactional flow from start to finish.
- Managed a high volume of mortgage loan applications, ensuring timely processing and approval.
Loan Analyst
Mortgage Master
05.2014 - 04.2015
- Provided timely feedback to the sales team regarding application status, resulting in improved communication and customer experience.
- Served as liaison between borrowers, underwriters, and other relevant parties throughout the entire loan process for seamless coordination of efforts.
- Processed loan applications and monitored progress from start to finish.
- Reviewed borrower financial statements, ensuring the accuracy of information used in decision-making processes.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
- Improved loan approval process by conducting thorough credit analysis and risk assessments.
- Compiled closing packages for drafting and presentation accuracy.
Loan Processor
Poli Mortgage
08.2011 - 09.2013
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
- Set up and completed loan submission packages.
- Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
- Expedited closing processes, coordinating effectively with attorneys, real estate agents, and borrowers.
Education
Paralegal Studies - Business Administration -
Northeastern University
Boston, MA05.1999
Skills
- Credit evaluation abilities
- Documentation Review Competence
- Strong Communication Skills
- Regulatory Compliance Knowledge
- Pipeline Management Experience
- Appraisal Review Understanding
- Pipeline Management
- Proficient in Calyx, Encompass, NetOx, Salesforce
- Mortgage Loan Processing
- Microsoft Office
- Time Management
- Attention to Detail
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Microsoft Office
Encompass
Calyx
NetOx
Desktop Underwriter
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementCompany CultureWork-life balanceTimeline
Unit Coordinator
Beth Israel Deaconess Medical Center
05.2023 - Current
Sr. Loan Processor
Get A Rate, LLC
01.2022 - 04.2023
Sr. Loan Processor
Leader Bank
06.2020 - 11.2021
Sr. Loan Processor / Account Executive
BNY Mellon
11.2015 - 06.2020
Mortgage Loan Coordinator
Guaranteed Rate
05.2015 - 10.2015
Loan Analyst
Mortgage Master
05.2014 - 04.2015
Loan Processor
Poli Mortgage
08.2011 - 09.2013
Paralegal Studies - Business Administration -
Northeastern University
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