Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Kimberly Leahy

Kimberly Leahy

Pelion,SC

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. 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

15
15
years of professional experience
1
1
Certification

Work History

Loan Officer Assistant

New American Funding
11.2016 - Current
  • 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.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.
  • Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Scheduled meetings and appointments and maintained well-organized master calendar.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Monitored key dates to obtain information by deadlines

Production Assistant

Academy Mortgage Corporation/ Caliber Home Loans
08.2015 - 11.2016
    • Worked closely with manager to provide effective assistance for specific aspects of business operation.
    • Documented production information via daily system logs and discussed issues with management.
    • Reviewed activities for production team to complete tasks on time.
    • Created reports and documents and submitted production paperwork on time.
    • Managed office inventory and ordered new supplies when items were running low.
    • Observed strict confidentiality rules to maintain data integrity and protect clients.

Office Manager

Aspen Dental
07.2014 - 08.2015
    • Maintained computer and physical filing systems.
    • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
    • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
    • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
    • Managed office operations while scheduling appointments for department managers.

Accounting/ Customer Service Supervisor

Walmart
08.2008 - 07.2014
  • Gathered financial information, prepared documents, and closed books.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Completed daily cash functions like account tracking, donating, cash and banking reconciliations.
  • Reconciled accounts and reviewed expense data and assets.
  • Monitored team's performance and gave feedback when necessary.
  • Handled customer complaints and inquiries.
  • Assisted with training and development of team members.

Education

Associate of Science -

Midlands Technical College
West Columbia, SC
05.2013

Skills

  • Customer Satisfaction
  • Program Requirements
  • Reviewing Credit Information
  • Keen attention to detail and high level of accuracy
  • Knowledge of Microsoft Office (Outlook, Word, Excel, Power Point)
  • Strong customer service skills with both internal and external customers
  • Ability to work in a fast paced, ever changing environment
  • Workflow Planning
  • Office Supplies and Inventory
  • Customer Service Management
  • Administration and Operations
  • Scheduling

Certification

  • Licensed Mortgage Loan Officer - 2021- current

Timeline

Loan Officer Assistant

New American Funding
11.2016 - Current

Production Assistant

Academy Mortgage Corporation/ Caliber Home Loans
08.2015 - 11.2016

Office Manager

Aspen Dental
07.2014 - 08.2015

Accounting/ Customer Service Supervisor

Walmart
08.2008 - 07.2014

Associate of Science -

Midlands Technical College

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Kimberly Leahy