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.
Overview
22
22
years of professional experience
Work History
Licensed Loan Officer Assistant
Fairway Independent Mortgage
08.2020 - 12.2023
Answered inquiries and provided superior customer service to clients.
Set up over 1000 files using loan officer checklist and submitted on-time for processing.
Communicated with customers daily to request information and complete paperwork.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Documented borrower's information in loan processing system and resolved any discrepancies.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
Crossfit Coach
Crossfit Faded Glory
12.2018 - 05.2020
Observe participants and inform them of corrective measures necessary for skill improvement
Instructed 30 participants a class in maintaining exertion levels to maximize benefits from exercise routines
Listened to member concerns and resolved issues promptly to maintain satisfaction.
Loan Officer/Loan Officer Assistant
HomeBanc Mortgage
03.2002 - 08.2008
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
Assisted customers in understanding loan terms and conditions to make informed decisions.
Developed strong relationships with customers and realtors through high levels of customer service.
Education
Bachelor of Arts (B.A.) - Business Marketing
UNIVERSITY OF NORTH GEORGIA
Dahlonega, GA
12.2001
Skills
Customer service oriented
Strong communication and organizational skills
Ability to multi task
Expertise in Microsoft Excel, Powerpoint, Outlook, Word, Teams, Zoom, and Encompass
Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)