Summary
Overview
Work History
Education
Skills
Timeline
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Katie Collard

Katie Collard

Cheyenne,WY

Summary

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.

Overview

9
9
years of professional experience

Work History

Mortgage Loan Officer Assistant

Wallick & Volk
06.2020 - 06.2025
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Communicated with customers daily to request information and complete paperwork.
  • Assembled important paperwork and disclosures for borrower.
  • Successfully closed average of 25/27 loans per month and closed $78,500,000 in production in 2020.
  • Assisted senior-level credit officers with complex loan applications.

Associate Loan Officer

City Wide Home Mortgage
Cheyenne, WY
07.2025 - Current
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Developed strong relationships with customers through high levels of customer service.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.

Mortgage Loan Processor

Cherry Creek Mortgage
03.2018 - 04.2020
  • Processed on average 30/32 loans per month.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Set up and completed loan submission packages.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Handled any conditions sent from underwriting departments.
  • Evaluated approvals against established bank and government lending standards.
  • Reviewed and validated details of loan applications and closing documentation.

Mortgage Loan Officer Assistant

Blue Federal Credit Union
01.2017 - 01.2018
  • Assisted Mortgage Loan Officers with setting appointments
  • Followed up on pre-qualification letters
  • Prepared monthly surveys for all closings
  • Attended all community development opportunities
  • Completed weekly training online to receive certificates with MPF
  • Made weekly follow up calls on referrals
  • Prepared monthly mortgage seminars for community education
  • Conducted pre-funding and funding activities for over 20 monthly applications

Education

Business Management

Aims Community College
Greeley, CO

Skills

  • Excellent time management, multi- tasking, and efficiency skills
  • High customer service
  • Detail Orientated
  • Professional
  • NMLS Licensed since July 2021 (1399867)
  • Motivated to excel in setting goals
  • April 2015 Service School Graduate- August 2014
  • Team building expert
  • High Producing Loan Officer Assistant

Timeline

Associate Loan Officer

City Wide Home Mortgage
07.2025 - Current

Mortgage Loan Officer Assistant

Wallick & Volk
06.2020 - 06.2025

Mortgage Loan Processor

Cherry Creek Mortgage
03.2018 - 04.2020

Mortgage Loan Officer Assistant

Blue Federal Credit Union
01.2017 - 01.2018

Business Management

Aims Community College

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Katie Collard