Ivette Huerta
LONGMONT,CO
Summary
Resourceful Senior Loan Specialist known for high productivity and efficient task completion. Possess specialized skills in risk assessment, financial analysis, and regulatory compliance which enable success in fast-paced environments. Excel in communication, problem-solving, and teamwork, ensuring seamless operations and client satisfaction.
Overview
1
1
Language
1
1
Certification
6
6
years of post-secondary education
8
8
years of professional experience
Work History
Senior Loan Specialist
FirstBank Headquarters
Lakewood, Colorado
09.2021 - 07.2026
- Reviewed applications and identified required documentation to prepare files for underwriting.
- Ensured accountability for each loan from application through post-closing, collaborating with team and departments to guarantee completeness and timely processing.
- Coordinated with customers, underwriters, real estate agents, insurance providers, loan officers and title companies to obtain outstanding documentation, including appraisals, title certificates and property insurance.
- Managed post-closing responsibilities by reviewing completed files to verify all documentation was properly executed, required tasks were satisfied, and accounts were accurately established in the system.
- Maintained files organized and demonstrated strong attention to detail, time management and accountability while collaborating with my team to meet deadlines.
Senior Personal Banker
FirstBank
Louisville, CO
08.2018 - 09.2021
- Opened new accounts and account maintenance requests for checking, savings, credit cards, Health Savings Accounts (HSA), Individual Retirement Accounts (IRA), and Certificates of Deposit. Processed wire transfers and reviewed account activity for unusual transactions and potential fraud concerns.
- Maintained and reviewed account documentation to ensure adherence to policies, banking procedures, and regulatory requirements, supporting audit readiness.
- Processed account updates, including ownership changes and beneficiary designations, ensuring accurate and up-to-date records to enhance customer service.
Education
Bachelor of Science - Finance
Metropolitan State University of Denver
Denver, CO 08.2015 - 05.2021
Skills
- Document review and accuracy
- Organization and time management
- Multitasking capability
- Team collaboration and communication
Certification
- Notary Public - Colorado
Languages
Spanish
Native/ Bilingual
Timeline
Senior Loan Specialist
FirstBank Headquarters
09.2021 - 07.2026
Senior Personal Banker
FirstBank
08.2018 - 09.2021
Bachelor of Science - Finance
Metropolitan State University of Denver
08.2015 - 05.2021