Katie Shannon
Omaha,NE
Summary
Dedicated and focused professional who excels at prioritizing, completing multiple tasks simultaneously, and following through to achieve project goals. Organized professional and energetic.
Overview
15
15
years of professional experience
Work History
Berkshire Hathaway HomeServices Ambassador Real Estate
- Perform accounts receivable and accounts payable duties
- Implementing new process and systems created by myself and the leadership team
- Assist real estate professionals with performing their transactions from start to finish
- Provide training for Listing Coordinators and Assistant Realtors
Mortgage Loan Processor & Closer
Regent Financial Group, Inc.
08.2015 - Current
- Provide support to loan officer and underwriter teams by ensuring the timely and accurate processing and closing of mortgages
- Review and verify borrowers’ income, credit, employment histories, property appraisals and title information to prepare and close loan applications from start to finish
- Ensure compliance with company policies, underwriting guidelines and lending requirements
- Worked directly with borrowers to provide excellent communication and customer service to make their loan process as smooth and stress free as possible
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Closing Manager
Regent Financial Group, Inc.
08.2015 - Current
- Improved loan closing efficiency by streamlining document preparation and verification processes.
- Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.
- Increased accuracy in calculating escrow amounts by implementing improved data entry techniques and double-checking computations.
- Monitored changing lending regulations continuously to maintain up-to-date knowledge of industry trends affecting the mortgage closing process.
- Reviewed executed documents thoroughly post-closing to ensure completion of required forms before final submission to investor or servicer partners.
- Reduced errors in loan documentation by implementing thorough quality control measures.
- Spearheaded training initiatives for new mortgage closers, sharing industry knowledge and best practices for successful outcomes.
- Maintained compliance with federal and state regulations, ensuring each mortgage transaction adhered to established guidelines.
- Expertise in NIFA, IFA, OHFA, and other Grant Programs.
Staff Accountant
Keller Williams Realty
08.2012 - 04.2014
- Performed all functions of accounts receivable and accounts payable
- Managed and reconciled the Nebraska Real Estate Trust Account monthly
- Responsible for annual audit by the Nebraska Real Estate Commission and communicating all findings to the Broker
- Completed weekly, monthly, and annual financial reports/forecasts to upper management
- Processed commission checks from origination to payment and reconciled account monthly
ACA
Massage Envy
02.2010 - 08.2012
- Maintained reception area, answered incoming phone calls, set appointments, and provided absolute office support
- Organized files, developed spreadsheets, faxed reports, and scanned documents
- Created and maintained computer- and paper- based filing and organization systems for records, reports, and documents
Education
Real Estate
Randall School of Real Estate
Omaha, NESkills
- Results-oriented
- Strong interpersonal skills
- Professional and mature
- Meticulous attention to detail
- Self-directed
- Strong problem solver
Timeline
Mortgage Loan Processor & Closer
Regent Financial Group, Inc.
08.2015 - Current
Closing Manager
Regent Financial Group, Inc.
08.2015 - Current
Staff Accountant
Keller Williams Realty
08.2012 - 04.2014
ACA
Massage Envy
02.2010 - 08.2012
Berkshire Hathaway HomeServices Ambassador Real Estate
Real Estate
Randall School of Real Estate
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