Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Kathryn Erb

York,SC

Summary

Dynamic Office Manager at On-Trak Garage Door Distribution with a proven track record in administrative oversight and vendor engagement. Skilled in data analysis and staff hiring, I drive operational excellence and enhance team performance through effective communication and strategic planning. Committed to delivering exceptional customer service and achieving business objectives.

Overview

16
16
years of professional experience

Work History

Office Manager

On-Trak Garage Door Distribution
02.2024 - 06.2025
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Defined clear targets and objectives and communicated to other team members.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Assisted in organizing and overseeing assignments to drive operational excellence.

Mortgage Loan Processor

Reliable Home Lenders
06.2018 - 10.2024
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Prepared file for final clear-to-close by branch management.
  • 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.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Maintained accurate records of loan processing activities and documents in CRM system.

Operations Utility

Private Plus Mortgage
03.2016 - 06.2018
  • Proven ability to develop and implement creative solutions to complex problems.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Underwriting
  • Processing
  • Closing
  • Shipping
  • Post Closing

Sr. Loan Processor

First Option Mortgage
05.2012 - 03.2016
  • Evaluated approvals against established bank and government lending standards.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
  • Utilized loan origination software to process and track loan applications.

Sr. Loan Processor

Wells Fargo Home Mortgage
09.2009 - 05.2012
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.

Education

FHA DE Certificate -

Capstone Institute
06-2017

Associate of Applied Science - Patient Care Tech And Phlebotomy

Medix College
Marietta
06-2008

Skills

  • Bookkeeping
  • Vendor engagement
  • Billing
  • Staff hiring
  • Data entry
  • Administrative oversight
  • Customer service

Timeline

Office Manager

On-Trak Garage Door Distribution
02.2024 - 06.2025

Mortgage Loan Processor

Reliable Home Lenders
06.2018 - 10.2024

Operations Utility

Private Plus Mortgage
03.2016 - 06.2018

Sr. Loan Processor

First Option Mortgage
05.2012 - 03.2016

Sr. Loan Processor

Wells Fargo Home Mortgage
09.2009 - 05.2012

FHA DE Certificate -

Capstone Institute

Associate of Applied Science - Patient Care Tech And Phlebotomy

Medix College

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Kathryn Erb