Customer-focused loan officer assistant with several years of experience supporting consumer mortgage loans, including conventional, adjustable-rate, fha and va. Key resource to management with exceptional knowledge of mortgage laws and regulations. Dedicated to balancing traditional methods with innovative advances for maximum customer and agency benefit.
Overview
5
5
years of professional experience
Work History
Loan Officer Assistant
Academy Mortgage Corporation
Yuma, AZ
10.2018 - 04.2023
Provided support services to Loan Officers during client meetings as needed.
Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
Assisted loan officers with the preparation of loan documents and closing packages.
Assisted in the development of marketing materials such as brochures and flyers for potential clients.
Maintained customer files in an organized manner to ensure accurate tracking of loans.
Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.