Jacqueline Box
Tinley Park,Illinois
Summary
Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.
Overview
34
34
years of professional experience
Work History
Mortgage Loan Processor
Inland Bank And Trust
Hillside, IL
01.2010 - 11.2022
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Mortgage Loan Processor
Lincoln Park Savings Bank
Chicago
01.2008 - 12.2009
Operations Manager
First Horizon Home Loans
Orland Park
02.2003 - 12.2007
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
Mortgage Loan Officer Assistant
Harris Bank
Orland Park, IL
12.1998 - 01.2003
- Assisted loan officers in processing mortgage applications and gathering necessary documentation.
- Coordinated communication between clients, lenders, and real estate agents to ensure timely transactions.
- Maintained accurate records and updated loan tracking systems for efficiency and compliance.
- Facilitated the preparation of closing documents, ensuring clarity and accuracy for all parties involved.
Customer Service and Sale Representative
State Farm Insurance
Oak Forest
10.1988 - 11.1998
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Licensed to sell Home,Auto,Life and Health insurance by the State of Illinois.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Managed customer inquiries to provide accurate insurance information and support.
- Assisted clients in selecting appropriate insurance products tailored to their needs.
Education
High School Diploma -
Palatine High School
PalatineSkills
- Processing procedures
- Pipeline Management
- Document Review
- Customer Communication
- Data Entry
- Customer Service
- Problem-Solving
- Data Collection
- Lending Software Systems
- Microsoft Office
- Credit Applications
- File management
- Residential mortgage lending regulations
- Title examination
- Information verification
- Financial document review
Timeline
Mortgage Loan Processor
Inland Bank And Trust
01.2010 - 11.2022
Mortgage Loan Processor
Lincoln Park Savings Bank
01.2008 - 12.2009
Operations Manager
First Horizon Home Loans
02.2003 - 12.2007
Mortgage Loan Officer Assistant
Harris Bank
12.1998 - 01.2003
Customer Service and Sale Representative
State Farm Insurance
10.1988 - 11.1998
High School Diploma -
Palatine High School