Detail-oriented Loan Officer Assistant and Closing Coordinator knowledgeable about pre-qualification and closing documents, title searches and disbursements. History of completing multiple closings simultaneously under tight timelines. Excellent relationship-building and project management skills gained during 10+ years of related experience.
Overview
9
9
years of professional experience
Work History
Closing Coordinator
Tiber Capital Group
Capital Heights, MD
11.2021 - 06.2022
Audited new residential contracts for completion and accuracy
Managed intake of files into pre closing
Coordinated closing dates with attorneys, agents, and sellers
Validated and audited final signed documents in accordance with state, county and investor guidelines.
Managed closing calendar by date and ensuring contracts do not expire
Mortgage Loan Officer Assistant
First Centennial Mortgage
Camas, WA
08.2020 - 02.2021
Tracked loan throughout underwriting and maintain communication regarding status of loan with all parties involved (loan officer, realtors, attorneys)
Scheduled loan closings with attorney and ensure all required documents and funds have been received and logged
Documented borrower's information in loan processing system and resolved any discrepancies.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Worked with borrowers 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.
Reviewed and validated details of loan applications and closing documentation.
Set up, stored and updated customer files, department records and regulatory paperwork.
Verified credit histories and employment backgrounds for each applicant.
Mortgage Loan Officer Assistant
Renasant Bank
Birmingham, AL
09.2015 - 01.2020
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Scheduled meetings and appointments and maintained well-organized master calendar.
Maintains and submits monthly expense report for loan officer
Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
Handle marketing products and events for origination team in Birmingham
Collected and reviewed required documents such as title work, insurance paperwork, residential appraisals,
Set up, stored and updated customer files, department records and regulatory paperwork.
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Assembled important paperwork and disclosures for borrower.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Communicated with customers daily to request information and complete paperwork.
Mortgage Loan Coordinator
Renasant Bank
Birmingham, AL
04.2012 - 09.2015
Handled large, time sensitive workload daily
Multitasked by providing customer service through phone calls and emails while completing daily workload
Coordinated large numbers of mortgage files from start to finish for Birmingham area
Monitored pipelines to track and log status of loans.
Worked with underwriters to fix application problems and resolve issues
Monitored pipelines to track and log status of loans
Demonstrated respect, friendliness and willingness to help wherever needed
Disney College Program
World of Disney, Walt Disney World
Orlando, FL
10.2009 - 01.2010
Serviced customers and sold products at largest Disney store in world
Produced high-quality communications for internal and external use
Collaborated with team to optimize workflow and achieve objectives
Promoted safety of visitors and mitigated liability risks by monitoring recreation areas, enforcing rules and safety policies
Leveraged POS system to sell tickets, passes, food and retail items
Maximized customer service and satisfaction by providing directions to visitors regarding requested locations, events and landmarks
Delivered information and details of interest about facility to visitors
Ascertained wants and needs of guests and developed games and attractions to facilitate enjoyment
Education
Bachelor of Science - Criminal Justice, Psychology
University of Alabama At Birmingham
Birmingham, AL
12.2011
Skills
Closing Documentation
Lending Software Systems
Credit Applications
Insurance Forms
Customer Communication
Loan Records Filing and Maintenance
Loan Application Preparation
Title Abstracts
Desktop Underwriter
Property Appraisals
Settlement Statements
Real Estate Closing Assistance
Affiliations
Professional mortgage banking and real estate coordinator and assistant with 10 years
experience working with loan officers as well as upper management
STRENGTHS
Customer-focused
Attention to organization and detail
Confidentiality
Responsiveness
Task-oriented
Timeline
Closing Coordinator
Tiber Capital Group
11.2021 - 06.2022
Mortgage Loan Officer Assistant
First Centennial Mortgage
08.2020 - 02.2021
Mortgage Loan Officer Assistant
Renasant Bank
09.2015 - 01.2020
Mortgage Loan Coordinator
Renasant Bank
04.2012 - 09.2015
Disney College Program
World of Disney, Walt Disney World
10.2009 - 01.2010
Bachelor of Science - Criminal Justice, Psychology
University of Alabama At Birmingham
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Heather RamsbyHeather Ramsby
APPLICATION COORDINATOR at Tiber Capital GroupAPPLICATION COORDINATOR at Tiber Capital Group