Ja'Lia Smith
Detroit,MI
Summary
Experienced with legal case management and loan processing, ensuring smooth coordination of activities, day-to-day, and documentation. Utilizes strong organizational and analytical skills to maintain compliance and streamline processes. Track record of effective communication and teamwork in high-pressure settings
Overview
7
7
years of professional experience
Work History
Agent
Qualfon
02.2025 - Current
- Answer questions about account balances, status, and general banking needs
- Handle transfers, deposits, and withdrawals
- Uphold strict confidentiality for all customer accounts and information
Team Leader
H&r Block
10.2024 - 04.2025
- Maintained open lines of communication with senior management, reporting team progress and challenges.
- Motivated team members through recognition programs and performance-based incentives.
- Determined consumer needs to provide products and services appealing to larger market.
- Implemented effective strategies for resolving customer complaints in a timely manner.
- Reviewed completed work to verify consistency, quality, and conformance.
Mortgage Loan Officer
Mortgage Pros
10.2024 - 12.2024
- Developed and implemented telemarketing scripts to ensure consistency in customer service.
- Performed follow-up calls to existing clients to ensure satisfaction with products and services.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Loan Officer
Advance America
11.2022 - 04.2024
- Completed loan contracts by explaining provisions to applicant, obtaining signatures and notarizations and collecting fees
- Educated customers on terms and conditions of loans to provide clear understanding
- Submitted loan applications to credit analysts for further verification and suggestions.
Legal Secretary or Legal Assistant
Kelly Services
10.2020 - 12.2021
- Handling administrative & clerical tasks for lawyers
- Ensuring smooth office operations and supporting attorneys with case management
- Filing court documents
- Client communication
- Maintaining case files
Loan Officer
Check N' Go
04.2019 - 07.2020
- Submitted loan applications to underwriter for verification and recommendations
- Identified opportunities for cross-selling additional products and services.
- Compiled database of loan applicants' credit histories, financial statements and other financial information
- Monitored performance of existing loan portfolios to identify and address any issues.
Education
Associate of Applied Science - Business
Oakland Community College
Waterford05-2016
Skills
- Project management
- Motivational leadership
- Program support
- Microsoft Office Suite
- Deadline management
- Client support
- Problem-solving
- Attention to detail
Timeline
Agent
Qualfon
02.2025 - Current
Team Leader
H&r Block
10.2024 - 04.2025
Mortgage Loan Officer
Mortgage Pros
10.2024 - 12.2024
Loan Officer
Advance America
11.2022 - 04.2024
Legal Secretary or Legal Assistant
Kelly Services
10.2020 - 12.2021
Loan Officer
Check N' Go
04.2019 - 07.2020
Associate of Applied Science - Business
Oakland Community College