Ivette Reynoso
Trabuco Canyon,CA
Summary
Top performing Licensed Loan Officer Assistant with 21 years of mortgage operations experience. Hands-on administrative professional with a proven track record of building effective customer pipelines including maintaining databases and handling all customer interaction. Innovative and creative with a knack for stellar customer service and client support servicing. Ability to identify trends, mitigate risk, and communicate effectively with senior management. Expert in establishing and maintaining strong partner relationships internally and externally.
Overview
16
16
years of professional experience
Work History
Licensed Loan Officer Assistant
U.S. Bank
01.2023 - 03.2024
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Contributed to the success of the team by consistently meeting or exceeding monthly performance goals related to closed loans and new business generation.
Licensed Loan Officer Assistant
Union Bank
11.2018 - 12.2022
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Monitored key dates to obtain information by deadlines.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Assisted Loan Officers in closing loans quickly and efficiently by preparing necessary documentation and coordinating with all involved parties.
- Increased client referral rates through exceptional customer service and prompt resolution of any concerns or issues that arose during the loan process.
- Managed a pipeline of loans from origination through closing, maintaining open lines of communication with all involved parties to ensure smooth transactions and positive outcomes for clients.
- Contributed to the success of the team by consistently meeting or exceeding monthly performance goals related to closed loans and new business generation.
Licensed Loan Officer Assistant
Broadview Mortgage
05.2008 - 11.2018
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Increased client referral rates through exceptional customer service and prompt resolution of any concerns or issues that arose during the loan process.
- Answered inquiries and provided superior customer service to clients.
Education
High School Diploma -
Trabuco Hills High School
Mission Viejo, CASkills
- Loan Processing
- CRM Software
- Desktop Underwriter
- Lending Software Systems
- Microsoft Office
Languages
English
Full Professional
Spanish
Full Professional
Additional Information
Mortgage Loan Originator License/NMLS #358615
Timeline
Licensed Loan Officer Assistant
U.S. Bank
01.2023 - 03.2024
Licensed Loan Officer Assistant
Union Bank
11.2018 - 12.2022
Licensed Loan Officer Assistant
Broadview Mortgage
05.2008 - 11.2018
High School Diploma -
Trabuco Hills High School
Similar Profiles
Kathryn MilburyKathryn Milbury
CRE Credit Analyst at U.S. BankCRE Credit Analyst at U.S. Bank
Maurice RobinsonMaurice Robinson
Client Relationship Consultant at U.S. BankClient Relationship Consultant at U.S. Bank
Andy WallpherAndy Wallpher
Senior Fraud Analyst at U.S. BankSenior Fraud Analyst at U.S. Bank
ROBERT HANSONROBERT HANSON
Client Relationship Consultant 4 at U.S. BankClient Relationship Consultant 4 at U.S. Bank
Mateo SpinosiMateo Spinosi
Mortgage Loan Officer at Purpose FundingMortgage Loan Officer at Purpose Funding