Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelly Spadafore

Poulsbo,WA

Summary

Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Loan Officer Assistant

Cornerstone Home Lending
Poulsbo, United States
01.2021 - 05.2022
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • 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.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Set up files using loan officer checklist and submitted on-time to processor for processing.
  • Documented borrower's information in loan processing system and resolved any discrepancies.

Escrow Assistant

Land Title Company
Silverdale, WA
08.2018 - 10.2020
  • Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
  • Managed real estate closing process in compliance with applicable standards and legal requirements.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Worked with title group to resolve issues such as easements, lot splits and bankruptcies.
  • Studied and clarified buyer, seller and lender instructions to determine escrow requirements.

Escrow Receptionist

Land Title Company
Silverdale, WA
02.2018 - 08.2018
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Confirmed appointments, communicated with clients and updated client records.
  • Resolved customer problems and complaints.
  • Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers.
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
  • Answered inquiries and resolved or escalated issues to management personnel for problem resolution.
  • Collected and distributed messages to team members and managers to support open communication and high customer service.
  • Managed multi-line phone system directing individuals to desired personnel and providing general information about operations.
  • Monitored and screened visitors to verify accessibility to inter-office personnel.
  • Collected [Product or Service] payments from clients and updated account balances.

Instructional Paraprofessional

North Kitsap School District
Poulsbo, WA
09.2010 - 02.2018
  • Provided support during classes, group lessons and classroom activities.
  • Assisted teachers with classroom management and document coordination to maintain positive learning environment.
  • Monitored student classroom and outdoors activities to promote student safety.
  • Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes.
  • Delivered curriculum in both one-on-one lessons and group learning environments.
  • Maintained inclusive learning environment to enable students to gain maximum benefit from lessons.
  • Set up visual aids, equipment and classroom displays to support teacher's lesson delivery.
  • Prepared instructional materials for group and one-on-one use to comply with established curriculum.
  • Demonstrated knowledge of evidence-based strategies to foster independence and social academic engagement,

Education

Bachelor of Science - Hospitality And Recreation Marketing

San Jose State University
San Jose, CA
12.1994

Skills

  • Customer Satisfaction
  • Loan Application Preparation
  • Lending Software Systems
  • Customer Communication
  • Client Relationships
  • Social Perceptiveness

Certification

  • Licensed Loan Originator

Timeline

Loan Officer Assistant

Cornerstone Home Lending
01.2021 - 05.2022

Escrow Assistant

Land Title Company
08.2018 - 10.2020

Escrow Receptionist

Land Title Company
02.2018 - 08.2018

Instructional Paraprofessional

North Kitsap School District
09.2010 - 02.2018

Bachelor of Science - Hospitality And Recreation Marketing

San Jose State University

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Kelly Spadafore