Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
AdministrativeAssistant

Kathryn McCoy

Mortgage Lending
Austin,TX

Summary

Knowledgeable Senior Loan Partner with strong background in loan processing and client management. Proven ability to streamline application procedures and enhance client satisfaction through efficient service. Demonstrated expertise in financial documentation and effective communication.

Overview

23
23
years of professional experience

Work History

Loan Partner

NFM Lending
08.2024 - 04.2025
  • Developed strong relationships with title companies, insurance agents, and other third-party vendors to expedite loan closings.
  • Managed a diverse pipeline of loans, prioritizing tasks effectively to meet deadlines and maintain quality standards.
  • Minimized instances of missing or incomplete documentation by implementing a thorough file review process prior to submission for underwriting approval.

Office Manager

CBC Inc
05.2022 - 07.2024
  • Provide ongoing bookkeeping and administrative support to the office, driving organizational success through the management of daily operations and special projects.
  • Troubleshoot when discrepancies occur.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence. Handled sensitive information with discretion

Loan Officer Partner

Union Home Mortgage
02.2019 - 03.2022
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Examined customer loan applications for loan approvals and denials.
  • Submitted loan applications to underwriter for verification and recommendations.

Loan Officer/Processor

Colonial National Mortgage
04.2002 - 09.2019
  • Compiled applications and paperwork - reviewed for accuracy.
  • Met with clients in person and by phone.
  • Created loan submission packages.
  • Evaluated financial statements - Analyzed all credit related information.
  • Carried out pre-funding and funding functions.

Loan Officer

Texana Bank
07.2018 - 01.2019
  • Developed and maintained relationships with local real estate agents.
  • Completed applications - met with applicants to obtain information for loan applications.
  • Answered questions about loan process.

Production Manager

PrimeLending
10.2014 - 07.2017
  • Managed production goals and branch pipeline.
  • Gathered client documentation: verified income, asset and the financial paperwork.
  • Reviewed and analyzed credit information.
  • Communication with clients in person and phone to review loan.

Education

South University
Austin, TX
05.2016

Texas State University
San Marcos, TX
05.1989

Skills

  • Licensed mortgage loan originator
  • Loan packaging Submitting loans to underwriting, clearing conditions, and moving loans to closing
  • Calculating income
  • Problem-solving abilities
  • Organizational skills- Time management
  • Team collaboration
  • Attention to detail
  • Multitasking
  • Brokering Loans
  • Adaptability and flexibility
  • Automated underwriting-DU/LP
  • GFE, HUD-1 Settlement Statements, required disclosures

Accomplishments

SME-Renovation loans

Timeline

Loan Partner

NFM Lending
08.2024 - 04.2025

Office Manager

CBC Inc
05.2022 - 07.2024

Loan Officer Partner

Union Home Mortgage
02.2019 - 03.2022

Loan Officer

Texana Bank
07.2018 - 01.2019

Production Manager

PrimeLending
10.2014 - 07.2017

Loan Officer/Processor

Colonial National Mortgage
04.2002 - 09.2019

Texas State University

South University

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Kathryn McCoyMortgage Lending