Jodi Stephens
Eugene,OR
Summary
Multi-talented loan processing professional versed in customer service and bank standards. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature. Knowledgeable Loan Processor bringing 25 years of experience in banking and financial positions. Highly skilled in working well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Loan Processor
U Mortgage
Philadelphia, Pennsylvania
01.2022 - Current
- Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Submitted loan applications to underwriting department for review and approval process.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Reviewed appraisals to ensure accuracy of value estimates.
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Compiled closing packages containing all necessary documents required for funding.
- Verified accuracy of closing figures prior to disbursement of funds.
- Monitored progress of each loan application from start to finish ensuring timely completion.
- Assisted borrowers with questions regarding their loans after closing.
Loan Processor
Advantage Mortgage
Canby, Oregon
06.2020 - 01.2022
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Submitted loan applications to underwriting department for review and approval process.
- Maintained accurate records in computer database system during loan origination process.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
Education
High School Diploma -
Thurston High School
Springfield, OR06-1990
Skills
- Application Process Management
- Customer Service
- Attention to Detail
- Application Review
Timeline
Loan Processor
U Mortgage
01.2022 - Current
Loan Processor
Advantage Mortgage
06.2020 - 01.2022
High School Diploma -
Thurston High School