Ivette Reynoso
Trabuco Canyon,CA
Summary
Licensed Loan Officer Assistant professional skilled in loan processing and client interactions, ready to bring expertise to dynamic team. Known for efficiently managing loan documentation, ensuring regulatory compliance, and providing exceptional support to loan officers. Proven ability to collaborate effectively with team members and adapt to changing situations while maintaining strong focus on achieving results. Recognized for proficiency in customer service and problem-solving, with keen attention to detail and commitment to continuous improvement.
Overview
16
16
years of professional experience
Work History
Licensed Loan Officer Assistant
U.S. Bank
01.2023 - 03.2024
- Supported 4-5 Senior Mortgage Loan Officers
- 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.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- 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.
- Leveraged expertise in mortgage lending guidelines to provide informed guidance for borrowers navigating complex application processes successfully.
- Enhanced loan processing efficiency by streamlining documentation and communication procedures.
Licensed Loan Officer Assistant
Union Bank
11.2018 - 12.2022
- Supported 4-5 Senior Loan Officers
- Managed a pipeline averaging 40 loans monthly w
- 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
- Supported top producing loan officer
- As a loan officer assistant I helped manage a pipeline between $60-$80,000,00 million in loan production yearly
- 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
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