Joni Wallace
Flint
Summary
Dynamic Loan Processor at Citizens State Bank with a proven track record in regulatory compliance and customer service. Expert in streamlining document workflows and enhancing team collaboration, resulting in improved loan processing efficiency. Skilled in data entry and active listening, ensuring accuracy and quality in every transaction.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Loan Processor
Citizens State Bank
08.2000 - 02.2013
- Reviewed loan applications for accuracy and completeness, ensuring compliance with regulatory standards.
- Coordinated communication between borrowers and underwriters to facilitate timely loan processing.
- Streamlined document collection processes, improving efficiency in loan processing workflows.
- Implemented quality control measures to reduce errors in documentation and improve turnaround times.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Education
Associate of Arts - Elementary Education
Tyler Junior College
Tyler, TX12-2001
Skills
- Data entry
- Teamwork and collaboration
- Information verification
- Regulatory compliance
- Loan closing
- Processing documents
- Customer service-focused
- 10-key data entry
- Active listening and learning
- Decision-making
- Microsoft office
- Telephone skills
- Appointment scheduling
- Office administration
- Mail handling
- Multi-line telephone operation
- Social media
- Photo editing
- Creative direction
- Portrait photography
- Video editing
- Excellent communication
Timeline
Loan Processor
Citizens State Bank
08.2000 - 02.2013
Associate of Arts - Elementary Education
Tyler Junior College
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