Jana Green
Orange,TX
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing and office support. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in processing and data entry standards and regulations.
Overview
11
11
years of professional experience
Work History
Real Estate Loan Processor
Sabine Federal Credit Union
01.2023 - Current
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Communicated with originator and applicant concerning progress of loan file.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Prepared file for final clear-to-close by branch management.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Loan Officer Assistant
Partner/LOA, Das Acquisition/USA Mortgage
04.2021 - 11.2022
- Set up files using loan officer checklist and submitted on-time for processing.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
- Reviewed and validated details of loan applications and closing documentation.
Loan Officer Assistant
Mid America Mortgage
02.2020 - 04.2021
- Answered inquiries and provided superior customer service to clients.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Reviewed and validated details of loan applications and closing documentation.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
Data Processing Clerk
Amtex Bankshares
01.2013 - 06.2018
- Quickly learned new processes and systems and kept current with procedural enhancements.
- Verified data checking for compliance, error and repeat data.
- Assisted team by compiling internal reporting data.
- Securely filed document master digital files for backup and future verification.
- Maintained and referenced training documentation for entry process.
- Reported timeliness of data entry progress when working on special projects and escalations.
- Completed time-sensitive data entry requests.
- Clearly communicated entry status via email or phone with other departments.
- Completed data entry tasks with accuracy and efficiency.
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Sorted documents and maintained organized filing process.
- Verified accuracy of data entered into system to produce error-free reports.
- Scanned documents and saved in database to keep records of essential organizational information.
- Created and maintained data entry logs to track data entry activities.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Collated and organized data entry documents into filing systems for easy access.
Education
Associate of Science - Business Management
Lamar State College - Orange
Orange, TX01.2024
Skills
- Support Closings
- Closing Documentation
- Certified Residential Mortgage Specialist
- Complex Problem-Solving
- Microsoft Office
- Customer Interaction
- Loan Records Filing and Maintenance
- Critical Thinking
- Client Support
Timeline
Real Estate Loan Processor
Sabine Federal Credit Union
01.2023 - Current
Loan Officer Assistant
Partner/LOA, Das Acquisition/USA Mortgage
04.2021 - 11.2022
Loan Officer Assistant
Mid America Mortgage
02.2020 - 04.2021
Data Processing Clerk
Amtex Bankshares
01.2013 - 06.2018
Associate of Science - Business Management
Lamar State College - Orange