Jacqueline Taylor

• Answered inquiries and provided superior customer service to clients.
• Set up files using loan officer checklist and submitted on-time for processing.
• Communicated with customers daily to request information and complete paperwork.
• Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Monitored key dates to obtain information by deadlines.
• Assisted with timely loan closing and funding activities with efficient management of task checklists.
• Assembled important paperwork and disclosures for borrower.
• Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.

Cared for elderly father(massive stroke).

• Prepared bills receivable, invoices, and bank deposits.
• Handled day-to-day accounting processes to drive financial accuracy.
• Managed and responded to correspondence and inquiries from vendors.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Created detailed expense reports to facilitate reimbursement for business expenses incurred.
• Presented audit findings to third party accountant.