Juliana Norment
Raleigh,NC
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Overview
6
6
years of professional experience
Work History
Loan Officer Assistant
Shamrock Home Loans
Raleigh, NC
04.2021 - Current
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
Loan Processor
LeaderOne
Raleigh, NC
06.2020 - 04.2021
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
Project Coordinator
Bcd M&e
Raleigh, NC
04.2018 - 06.2020
- Managed all meeting materials required for project execution, i.e invitation customization, meeting checklists, itineraries, surveys, etc
- Interfaced with clients and service providers; troubleshoot situations immediately and effectively
- Implemented programs in compliance with regulatory and client-driven guidelines
Financial Service Associate
Fidelity Investments
Raleigh, NC
09.2016 - 04.2018
- Demonstrating excellent customer service skills with perseverance to resolve issues and processing transactions accurately
- Defining a problem clearly and raising concerns when necessary
- Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues
Education
Bachelor of Arts - Communications
University of North Carolina At Charlotte
Charlotte, NC06.2016
Skills
- Verbal and Written Communication
- Time Management
- Problem Solving
- Financial Data Collection
Timeline
Loan Officer Assistant
Shamrock Home Loans
04.2021 - Current
Loan Processor
LeaderOne
06.2020 - 04.2021
Project Coordinator
Bcd M&e
04.2018 - 06.2020
Financial Service Associate
Fidelity Investments
09.2016 - 04.2018
Bachelor of Arts - Communications
University of North Carolina At Charlotte
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