Summary
Overview
Work History
Education
Skills
LICENSES
Timeline
Generic

Kaitlyn Woodell

Mineola,TX

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. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.

Overview

5
5
years of professional experience

Work History

Loan Officer Assistant

Guild Mortgage Company
01.2021 - Current
  • Set up files using loan officer checklist and submitted on-time to [Job title]s for processing.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
  • Communicated with customers daily to request information and complete paperwork.

Mortgage Processor

Mineola Community Bank
07.2017 - 01.2021
  • Communicated with originator and applicant concerning progress of loan file.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Received on-going, comprehensive training on home loan products and mortgage process.

Education

High School Diploma -

Mineola High School
Mineola TX
06.2016

Skills

  • Credit Verification
  • Legal Documentation
  • Property Appraisals
  • Desktop Underwriter
  • Loan Paperwork
  • Customer Communication
  • Contacting Borrowers

LICENSES

NMLS License #2274072

Timeline

Loan Officer Assistant

Guild Mortgage Company
01.2021 - Current

Mortgage Processor

Mineola Community Bank
07.2017 - 01.2021

High School Diploma -

Mineola High School
Kaitlyn Woodell