Kelly Brooks
Mount Vernon
Summary
Results-driven Loan Officer Assistant with a proven track record at Cross Country Mortgage, excelling in loan processing and documentation review. Enhanced client satisfaction through effective communication and streamlined workflows, reducing processing time significantly. Skilled in file management and fostering strong client relationships, ensuring compliance and accuracy in all transactions.
Overview
23
23
years of professional experience
Work History
Loan Officer Assistant
Cross Country Mortgage
White Plains, NY
05.2023 - 04.2026
- Assisted loan officers in processing mortgage applications and gathering necessary documentation.
- Coordinated with clients to ensure timely completion of loan paperwork and compliance with regulations.
- Managed communication between clients, lenders, and third-party vendors to facilitate smooth transactions.
- Organized and maintained client files, ensuring accuracy and confidentiality of sensitive information.
Loan Officer Assistant
Fairway Independent Mortgage
White Plains, NY
04.2022 - 05.2023
- Streamlined loan processing workflows by implementing a tracking system for application status updates.
- Provided administrative support during loan closings, preparing documents and verifying final terms with clients.
- Trained new team members on software systems and company procedures for efficient onboarding processes.
- Researched and compiled market data to assist loan officers in developing competitive mortgage solutions.
Loan Officer Assistant
Homebridge Financial
Port Chester, NY
11.2021 - 04.2022
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
Relationship Banker
Citizens Bank
White Plains, NY
08.2011 - 10.2021
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Executed financial transactions efficiently, ensuring accuracy and adherence to compliance standards.
- Analyzed customer needs to recommend suitable banking products and services.
- Collaborated with team members to streamline operations and improve service delivery processes.
Visual Merchandising Manager
Old Navy, Gap
Yonkers, NY
09.2003 - 12.2012
- Developed and executed seasonal merchandising strategies to enhance product visibility and drive sales.
- Collaborated with cross-functional teams to create engaging visual displays that align with brand guidelines.
- Trained and mentored staff on best practices for merchandise presentation and store layout optimization.
- Analyzed customer feedback and sales data to refine visual merchandising tactics for improved performance.
Education
Bachelor of Science - Business Administration And Management
Monroe College
Bronx, NY08.2014
Skills
- File management
- Loan processing
- Credit
- Documentation review
Timeline
Loan Officer Assistant
Cross Country Mortgage
05.2023 - 04.2026
Loan Officer Assistant
Fairway Independent Mortgage
04.2022 - 05.2023
Loan Officer Assistant
Homebridge Financial
11.2021 - 04.2022
Relationship Banker
Citizens Bank
08.2011 - 10.2021
Visual Merchandising Manager
Old Navy, Gap
09.2003 - 12.2012
Bachelor of Science - Business Administration And Management
Monroe College