Judy Montejano
Aurora,CO
Summary
Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
5
5
years of professional experience
Work History
Loan Officer Assistant
Movement Mortgage
12.2022 - 03.2024
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Loan Processor
Revolution Mortgage
12.2020 - 12.2022
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- 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.
- Promoted a positive work environment through effective communication skills and teamwork initiatives.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Relationship Manager
CFSI Loan Management
08.2019 - 08.2020
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Education
Santa Barbara City College
Santa Barbara, CASkills
- File Management
- Loan Processing
- Credit
- Documentation Review
- Document Verification
- File processing
- Customer Service
- Data Entry
- Employment Verification
- Mortgage Loan Processing
Timeline
Loan Officer Assistant
Movement Mortgage
12.2022 - 03.2024
Loan Processor
Revolution Mortgage
12.2020 - 12.2022
Relationship Manager
CFSI Loan Management
08.2019 - 08.2020
Santa Barbara City College