Proficient in mortgage loan processing with a focus on compliance and accuracy. Successfully managed documentation and coordinated communications among stakeholders, processing an average of 15 loans monthly.
Overview
11
11
years of professional experience
Work History
Transaction Coordinator
DuBois Realty Group
05.2025 - Current
Managed documentation for real estate transactions to ensure compliance with regulations.
Coordinated transaction processes between buyers, sellers, and agents for timely closings.
Increased team production by 20% in 2025.
Assisted in preparing listing agreements, purchase contracts, and other essential documents.
Organized transaction files to support streamlined operations and easy access to information.
Processed 15 loans on average monthly.
Real Estate Agent
Keller Williams Realty
04.2023 - Current
Facilitated property showings, showcasing features to potential buyers.
Conducted market analysis to determine competitive pricing strategies.
Developed and maintained client relationships for repeat business opportunities.
Negotiated contracts and agreements, ensuring favorable terms for clients.
Implemented marketing strategies using social media platforms to increase property visibility.
Mortgage Loan Officer Assistant
The Lending Group
05.2021 - 03.2023
Assisted loan officers in processing mortgage applications and gathering necessary documentation
Coordinated communication between clients, underwriters, and loan officers to streamline application workflow
Managed scheduling of client meetings and follow-ups to ensure timely loan processing
Reviewed loan documents for accuracy and completeness before submission to underwriting
LOS used was Calyx Point
Processed up to 12 loans per month, while pre-approving clients daily.
Loan Processor
TD Bank Group
02.2015 - 07.2019
Oversaw pipeline of 80 loans, ensuring timely processing and meeting all deadlines to maintain operational flow.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists, facilitating smoother applicant processing.
Collaborated with underwriting teams to resolve discrepancies, expediting approval processes and enhancing overall efficiency.
Review credit reports, financial statements, and documentation to assess borrower eligibility.
Process loan applications, ensuring compliance with regulatory requirements and internal policies.
Maintain accurate loan records in systems, ensuring timely updates and data integrity.
Communicate effectively with clients to gather necessary information and address inquiries promptly.