Jodi Monteforte
Nine Mile Point,LA
Summary
Knowledgeable professional with solid background in high-volume office environments focused on delivering exceptional support for internal and external customers. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight.
Overview
13
13
years of professional experience
Work History
ADMINISTRATIVE ASSISTANT
First National Bank USA
Boutte, LA
10.2023 - Current
- Providing the latest status on all consumer and business loans
- Cross-selling customers on products the bank offers
- Assisting customers with the servicing of their loans from monthly payments, payoff requests and resolving problem situations
LEGAL ASSISTANT
Robein, Urann, Spencer, Picard & Cangemi
Metairie, LA
06.2023 - 10.2023
- Read and prepared legal documentation including affidavits, subpoenas, motions, pleadings and briefs
- Filed documents with local, state and federal courts
- Scheduling of appointments and travel for attorneys and clients
LOAN OFFICER ASSISTANT
Movement Mortgage
Metairie, LA
05.2015 - 05.2023
- Engaged with and qualified clients on the personalized best custom loan plan for client success
- Responsibilities included collection of all clients financial documentation and then submitted to underwriting
- Upon loan approval, reviewed all documentation for accuracy and compliance for closing
- Provided a real time status of the loan process to all involved constantly
LOAN OFFICER ASSISTANT
Eustis Mortgage
New Orleans
08.2014 - 05.2015
- Prepared clients on the best choice for their mortgage loan
- Gathered all personal documentation needed for approval from client
- Marketed to real estate brokers at open houses and planned catering and marketing for the event
- Actual time status on all loans at all times to get loan approval
MORTGAGE DEPARTMENT MANAGER
New Orleans Firemen's Federal Credit Union
Metairie
08.2011 - 08.2014
- Supervised mortgage department's mortgage loans, escrow accounts, and servicing
- Overlooked nine branches of the credit union including calls and made branch visits
- Worked very closely with Chief Operating Officer and Lending Director
- Implemented a new loan operating system for automation in all aspects of the department
Education
Bachelor of Science - Business Administration
University of New Orleans
12.1998
Skills
- Microsoft Office
- Customer Relationship Management (CRM)
- Customer Satisfaction (Won Awards)
- Confidentiality and Discretion
- Adaptable and multi-tasker
- Time Management
- Self-learner
- Problem Solver
- Negotiation
- Organizational Skills
Timeline
ADMINISTRATIVE ASSISTANT
First National Bank USA
10.2023 - Current
LEGAL ASSISTANT
Robein, Urann, Spencer, Picard & Cangemi
06.2023 - 10.2023
LOAN OFFICER ASSISTANT
Movement Mortgage
05.2015 - 05.2023
LOAN OFFICER ASSISTANT
Eustis Mortgage
08.2014 - 05.2015
MORTGAGE DEPARTMENT MANAGER
New Orleans Firemen's Federal Credit Union
08.2011 - 08.2014
Bachelor of Science - Business Administration
University of New Orleans
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