Kelly Rice
Fishtail,MT
Summary
Detail-oriented Loan Assistant offers 12 years of financial industry experience. Works quickly and thoroughly to support loan processing from submission through closing. Excellent multitasking, communication and conflict resolution skills.
Overview
12
12
years of professional experience
Work History
Loan Assistant
Yellowstone Bank
01.2019 - Current
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Ordered information such as credit reports, environmental assessments and property appraisals.
- Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies.
- Processed, Commercial, Consumer and Real Estate loans.
- Reviewed application files to check for completion and compliance with institutional standards.
- Maintained correspondence and completed forms related to loans and closings.
- Interviewed borrowers to verify financial and personal information submitted on loan applications.
- Presented borrowers with information about repayment and terms of loans.
- Entered customer and loan information into LaserPro database.
- Delivered excellent customer service and answered questions from borrowers throughout loan process.
Financial Services Representative
First Interstate Bank
07.2016 - 01.2019
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Administrative Loan Assistant
United Bank
11.2011 - 07.2016
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies.
- Processed Commercial, Consumer and Real Estate Loans.
- Reviewed application files to check for completion and compliance with institutional standards.
- Delivered excellent customer service and answered questions from borrowers throughout loan process.
Education
No Degree - Business Administration And Management
Los Medanos College
Pittsburg, CA2011
High School Diploma -
College Park High School
Pleasant Hill, CA1984
Skills
- Cash Handling
- Lending Software Systems
- Wire Transfer
- Microsoft Office
- Administrative Support
- Credit Reporting Software
- Xperience Software
- Funds Disbursement, Deposit and Payment Collections
- Credit Extensions
- Loan Information Recording and Closing Cost Calculation
- Principal, Interest and Payment Calculation
- Document Verification
Timeline
Loan Assistant
Yellowstone Bank
01.2019 - Current
Financial Services Representative
First Interstate Bank
07.2016 - 01.2019
Administrative Loan Assistant
United Bank
11.2011 - 07.2016
No Degree - Business Administration And Management
Los Medanos College
High School Diploma -
College Park High School
Similar Profiles
Jarom RogersJarom Rogers
Ramp Agent at Yellowstone Jet CenterRamp Agent at Yellowstone Jet Center
Juan Luna RolonJuan Luna Rolon
Landscape Foreman at Yellowstone LandscapeLandscape Foreman at Yellowstone Landscape
Adrian BleaAdrian Blea
Service Technician Entry Level 1 at Yellowstone Landscaping Co.Service Technician Entry Level 1 at Yellowstone Landscaping Co.