Encompass
Janette Wenger
Mortgage Loan Assistant
Franklin,NC
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Production Partner
Beach Mortgage
Fort Walton Beach, FL
12.2019 - Current
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
- Communicated with customers daily to request information and complete paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Reviewed and validated details of loan applications and closing documentation.
- Set up files using loan officer checklist and submitted on-time for processing.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Post Closer
Southtrust Law And Title
Shalimar, FL
09.2017 - 10.2019
- Prepared loan packages and closing instructions for bank employees.
- Prepared and reviewed buyer, seller, HUD and other transaction documents.
- Managed disbursements, cut and processed checks and mailed correspondence.
- Oversaw paperwork processing for refinances, HELOCS, Preparing Mortgage Loan Policies and Owner's Policies, prepared annual W9's and submitted to IRS and all bank reconciliations for Operating Account.
- Checked accuracy and completeness of all paperwork.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Reviewed and validated details of loan applications and closing documentation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Conducted pre-funding and funding activities for multiple closed mortgage purchases, refinances and HELOCS.
- Collaborated with team members to achieve target results.
Education
No Degree - Business Management
Okaloosa Walton Community College
Niceville, FL 05.2001 -
High School Diploma -
Choctawhatchee Senior High School
Fort Walton Beach, FL 08.1981 - 05.1984
Skills
Business Development
undefinedSoftware
Clues
DoubleTime
Timeline
Production Partner
Beach Mortgage
12.2019 - Current
Post Closer
Southtrust Law And Title
09.2017 - 10.2019
No Degree - Business Management
Okaloosa Walton Community College
05.2001 -
High School Diploma -
Choctawhatchee Senior High School
08.1981 - 05.1984
Similar Profiles
Jeff PaolucciJeff Paolucci
Principal at Paolucci Mortgage Group / Caliver Beach MortgagePrincipal at Paolucci Mortgage Group / Caliver Beach Mortgage
Anna MartinAnna Martin
Loan Processor at Brookhollow MortgageLoan Processor at Brookhollow Mortgage
Teresa LiguoriTeresa Liguori
Mortgage Loan Officer at Mortgage Resource GroupMortgage Loan Officer at Mortgage Resource Group