Julie Russelo

Administrative support professional with over 10 years of experience delivering exceptional service for both, client facing and back-office duties. Strong attention to detail and accuracy. Organized and responsible offering extensive hands-on experience within financial, mortgage and marketing firms. Vital part of a team as well as a trusted independent worker. Quick learner, excellent documentation, time management and customer interactions.

• Prepares loan documents and reports
• Collects data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application
• Updates ledgers, researches and resolves discrepancies
• Records loan processing transactions and key fact-finding documents daily worksheets to the general ledger system. Records charges and refunds.
• Reviews file documentation for missing or erroneous information
• Researches and corrects mistakes in applications for clients
• Meets loan application deadlines

• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Performs office tasks, including answering phones, responding to emails, processing mail, filing, and written correspondence
• Extensive experience with business-to-business correspondence
• Maintains an up-to-date database, ensuring that records are complete and current
• Relationship building with local businesses, clients, and referral sources to sustain and grow referrals