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
17
17
years of professional experience
Work History
Mortgage Loan Officer Assistant
Cenlar FSB
08.2016 - 10.2022
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.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Mortgage Loan Officer Assistant
Adams And Garth Staffing Agency
06.2012 - 09.2015
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.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Account Executive - Payables and Receivables
Adi Construction
08.2005 - 09.2012
Verified discrepancies and resolved clients' billing issues
Processed incoming payments in accordance with established financial policies.
Reconciled daily AR ledger and verified proper posting.
Updated aging reports based on daily audits.
Prepared bills receivable, invoices and bank deposits.
Posted customer payments by recording cash, checks and credit card transactions.
Maintained records by imaging invoices, debits and credits.
Trained new employees on proper protocols and customer service standards.
Education
High School Diploma -
Pleasantville High School
Pleasantville, NJ
06.2003
Skills
Customer Communication
Funds Disbursement Application
Mortgage Loan Closing
Title Abstracts
Loan Application Preparation
Closing Documentation
Loan Officer Training
Loan Information Recording
Loan Paperwork
Cash Handling
Customer Satisfaction
Accomplishments
Resolved product issue through consumer testing.
Used Microsoft Excel to develop inventory tracking spreadsheets.