Summary
Overview
Work History
Skills
Accomplishments
Timeline
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Iva Adamus

Summary

Enthusiastic, independent, and reliable self-starter professional with over 15 years of experience in mortgage lending, finance, banking, and customer service.

Excellent organizational and time management skills with the ability to work on multiple projects, prioritize assignments, and meet deadlines while maintaining high attention to detail.

Excellent customer service and communication skills and willing to go above and beyond for customers and team.

Exceptional communicator, a dedicated team player with interpersonal skills, and a strong work ethic.

Overview

17
17
years of professional experience

Work History

Loan Officer Associate

PNC Bank
05.2017 - 04.2023
  • Managed high volume pipeline with over $100 mil in annual funding
  • Collaborated with Loan Officers on numerous loan originating assignments, loan processing duties, coordinated marketing material, scheduled appointments with customers, escrow and title officers
  • Maintained ongoing communication with processing and underwriting team to assure timely closing
  • Communicated loan needs and conditions with customers and successfully guided the loan process
  • Gathered all necessary information and loan documents for the application process, verified assets, tax returns, and paystubs for income verification to represent a complete loan package to the underwriting for an approval
  • Gathered and verified documentation for DU pre-approvals
  • Provide direct support to loan officer and report to management team with daily transaction progress

Project Compliance Coordinator

OneRoof Energy, LLC
09.2015 - 12.2016
  • Processed audits of Solar Lease Agreements, Power Purchase Agreements, and Purchase contracts to ensure compliance with company and investor guidelines
  • Processed and analyzed credit for new applicants
  • Evaluated client's credit risk and prepared notification to customers with their credit results and approval criteria
  • Analyzed property title to ensure eligibility and reviewed all project documentation for quality assurance and partner payments
  • Coordinated with installer companies and finalized installation process audits for work accuracy and quality assurance
  • Communicated final completion with the asset management team and based on findings requested corrections with appropriate departments.

Financial Service/Real Estate Specialist

San Diego County Credit Union
10.2006 - 08.2015
  • Established customers membership with Credit Union.
  • Analyzed financial data to assist customers in making inform decisions regarding their financial needs when seeing mortgage loans
  • Received and processed mortgage loan and HELOC applications, data entry, analyzed income, credit and DTI, initiated loan pre-approval based on pre-qualification, submitted complete loan file to underwriting for the final decision, followed up with escrow and realtor to ensure accuracy on the loan process
  • Analyzed initial documents from clients including tax returns, paystubs, reviewed loan agreements to ensure accuracy, obtained and analyzed personal financial and credit data
  • Processed hardship and workout loan applications for mortgage and consumer loans
  • Funded auto loans, consumer loans and small business loans
  • Processed account debit and credit card dispute transactions
  • Trained new Financial Service Representatives, Business Specialists, and Real Estate Specialists
  • Generated new business with company on-site at partnering businesses and community events.

Skills

  • Strong analytical, problem-solving, and time management skills
  • High attention to details
  • Ability to work on multiple projects, prioritize assignments, and meet deadline
  • Credit Analysis
  • Time management and organization skills with the ability of organize and prioritize
  • Proficient in Microsoft Office including Outlook, Word, PowerPoint, and Excel

Accomplishments

  • Award for High Quality and Accuracy Performance including Top Producer Acknowledgment

Timeline

Loan Officer Associate

PNC Bank
05.2017 - 04.2023

Project Compliance Coordinator

OneRoof Energy, LLC
09.2015 - 12.2016

Financial Service/Real Estate Specialist

San Diego County Credit Union
10.2006 - 08.2015
Iva Adamus