Jessica Roberts
Dingmans Ferry,PA
Summary
Well-qualified administrative team member bringing demonstrated knowledge and abilities. Effective at organizing paperwork, resolving discrepancies and working with co-workers and customers. Strong work ethic, attention to detail and proficient at multi-tasking.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Officer Assistant
BB&T
02.2005 - 07.2007
- 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.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
- Scheduled meetings and appointments and maintained well-organized master calendar.
- 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.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Documented borrower's information in loan processing system and resolved any discrepancies
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps
- Set up files using loan officer checklist and submitted on-time for processing
- 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
- Assembled important paperwork and disclosures for borrower
- Monitored key dates to obtain information by deadlines
- Liaised with clients to guide through loan closing process and skillfully handle any concerns
- Answered inquiries and provided superior customer service to clients
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications
- Verified credit histories, personal references and employment backgrounds for each applicant
Office Manager
Get Official
04.2002 - 07.2004
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and record keeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Evaluated employee records and productivity to complete employee evaluations.
- Promoted to Office Manager after one year as customer service representative.
Mortgage Loan Coordinator/Loan Originator
James B. Nutter & Company
05.1998 - 02.2000
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Education
CCA Certified - Medical Coding And Billing
DeVry University
Villa Park, IL02.2023
Skills
- Digital Applications
- Customer Communication
- Professional Correspondence
- Clerical Support
- Attention to Detail
- Positive Attitude
- Medical Terminology
- ICD-10-CM
- CPT
- ICD-10-PCS
- 3M Encoder
- CPT Code Modifiers
- Reviewing Patient Information
- Diagnostic Codes
- ICD-10 Requirements
- ICD-10 (International Classification of Disease Systems)
Timeline
Mortgage Loan Officer Assistant
BB&T
02.2005 - 07.2007
Office Manager
Get Official
04.2002 - 07.2004
Mortgage Loan Coordinator/Loan Originator
James B. Nutter & Company
05.1998 - 02.2000
CCA Certified - Medical Coding And Billing
DeVry University
References
Available upon request
References
Available upon request
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