JESSICA Zeitz
Atlanta,GA
Summary
License Loan Officer Assistant, Bachelor Degree in Psychology, fully bilingual (Spanish and English) who provides excellent costumer service throughout the loan process. Supporting the loan officer with the Pre-Approval process, prospect management, checking guidelines, income calculations and preparing the file for submission. Solid knowledge and understanding of State and Federal regulations. Excellent communication, decision-making and planning abilities.
Overview
13
13
years of professional experience
Work History
Mortgage Loan Officer
DHI Mortgage
Atlanta, GA
04.2024 - Current
- Analyzed client financial documents to assess loan eligibility and risk factors.
- Collaborated with real estate agents to facilitate smooth mortgage transactions for clients.
- Provided detailed loan product information to clients, enhancing understanding of options available.
- Reviewed and verified loan applications for accuracy and compliance with regulations.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Licensed Loan Officer Assistant
Bay Equity Home Loans
Alpharetta, GA
04.2020 - 03.2024
- Knowledge about Encompass and income calculation systems.
- Checked loan documents for accuracy.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Monitored key dates to obtain information by deadlines.
- Set up files and submitted on-time for processing.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed and maintained courteous and effective working relationships.
Loan Officer Assistant
Northpoint Mortgage
Roswell, GA
03.2019 - 02.2020
- Checked applicant credit, verification of employment, personal references and employment history.
- Examined and verified information in loan application and closing documents
- Organized, filed and maintained customer, department and regulatory loan records.
- Obtained information related to the consumer loan origination process including:
ordering appraisals, environmental reports, credit reports, RESPA documents, preliminary title reports, customer identification verifications, insurance information, flood certificates and various other items. - Supported customers with Spanish/English language barrier.
Loan Officer Assistant
CrossCountry Mortgage Inc.
02.2018 - 11.2018
- Entrusted to support a high-producing Mortgage Loan Officer by ensuring quality, completeness and accuracy of all new loan applications.
- Maintained effective communication with all necessary parties involved in a new loan application, from the customer, loan officer, processor, and lender to ensure a positive application experience.
- Worked with various internal departments as well as external organizations to obtain processing related documentation or obtain necessary information needed to complete an application, including, but not limited to: IRS Transcripts, Title Reports, flood certification and Ordering Appraisals.
TEACHER
Creme de la Creme
01.2016 - 02.2018
- Prepare children for kindergarten by introducing concepts they will explore further in kindergarten and elementary school
- Plan and carry out a curriculum that targets different areas of child development, such as language, motor, and social skills
HR/ RECRUITER
BALANOS BROTHERS SERVICE C.A.
01.2013 - 01.2016
- Pre-screened all resumes prior to sending them to corporate hiring managers for consideration. Schedule and conduct interviews.
- Head of the psychology department inside of HR team, implementing psychological tests, analyzing and comparing results.
Psychologist
Integral Care Unit
01.2013 - 01.2015
- Psychological assessment helping children and young people to overcome difficulties and further their educational and psychological development.
- Provided comprehensive case management services, including creating treatment plans and connecting clients and families to appropriate resources.
Education
Mortgage Loan Originator
Georgia Department Of Banking And Finance
04-2023
20 Hour SAFE Comprehensive: Applying Mortgage Knowledge -
Capstone Institute of Mortgage Finance
03-2023
Training - Loan Originator - Encompass Training
CrossCountry Mortgage
2018
TRAINING - Leadership and emotional Intelligence
Instituto de Gerencia y Estrategia del Zulia (IGEZ)
Maracaibo, Zulia, Venezuela2012
BACHELOR DEGREE - PSYCHOLOGY
Universidad Rafael Urdaneta U.R.U
Maracaibo, Zulia, Venezuela2010
Skills
- Possess strong written and oral English and Spanish communication skills
- Ability to interact with a range of personalities and cultures
- Knowledge of Encompass
- Complex Problem-Solving
- Loan File Review
- Strong organizational habits
- Proven ability to quickly learn systems
- Adaptive team player
- Training and Development
Timeline
Mortgage Loan Officer
DHI Mortgage
04.2024 - Current
Licensed Loan Officer Assistant
Bay Equity Home Loans
04.2020 - 03.2024
Loan Officer Assistant
Northpoint Mortgage
03.2019 - 02.2020
Loan Officer Assistant
CrossCountry Mortgage Inc.
02.2018 - 11.2018
TEACHER
Creme de la Creme
01.2016 - 02.2018
HR/ RECRUITER
BALANOS BROTHERS SERVICE C.A.
01.2013 - 01.2016
Psychologist
Integral Care Unit
01.2013 - 01.2015
Training - Loan Originator - Encompass Training
CrossCountry Mortgage
TRAINING - Leadership and emotional Intelligence
Instituto de Gerencia y Estrategia del Zulia (IGEZ)
Mortgage Loan Originator
Georgia Department Of Banking And Finance
20 Hour SAFE Comprehensive: Applying Mortgage Knowledge -
Capstone Institute of Mortgage Finance
BACHELOR DEGREE - PSYCHOLOGY
Universidad Rafael Urdaneta U.R.U