Professional with strong background in loan processing and proven ability to deliver results. Adept at navigating complex financial documents and ensuring compliance with regulatory requirements. Known for fostering team collaboration and adapting to changing needs. Possesses key skills including loan documentation, risk assessment, and customer service, with focus on efficiency and accuracy.
Overview
15
15
years of professional experience
Work History
Senior Loan Processor
DHI Mortgage/DR Horton American's Home Builder
03.2020 - Current
Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
Managed a high-volume pipeline of loans, consistently meeting deadlines and maintaining accuracy in documentation.
Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
Streamlined loan processing by implementing efficient workflow systems and task prioritization.
Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
Assisted in training junior loan processors, resulting in increased productivity across the team.
Provided quick turnaround times to maintain fast-past schedule.
Loan Processor/Document Intake Specialist
Cardinal Financial
02.2015 - 11.2017
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Set up and completed loan submission packages.
Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Promoted a positive work environment through effective communication skills and teamwork initiatives.
Business Development Executive
Hendrick Automotive Group
12.2013 - 01.2015
Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
Increased client base by identifying and pursuing new business opportunities through market research and networking.
Established and maintained highly effective relationships with clients and industry partners to drive growth.
Communicated directly with customers and partners to build strong business networks and relationships.
Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
Provided exceptional customer service by promptly addressing client concerns and resolving issues as they arose.
Office Assistant
Food Lion Grocery Store
06.2009 - 12.2013
Maintained confidentiality in handling sensitive information while performing administrative tasks.
Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
Expedited document processing with accurate data entry and timely filing.
Increased customer satisfaction by providing professional and courteous front desk support.
Contributed to a positive work environment by fostering open communication among colleagues.
Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
Education
Real Estate License -
Superior Real Estate School
Charlotte
03-2018
High School Diploma -
North Lincoln High School
Lincolnton
06-2008
Skills
Processing Procedures
Strong Attention to Detail
Software Application Proficiency
Interpersonal Relationship Building
Financial Document Review
Superior Customer Service
Microsoft Office Expert
Encompass Software Experience
Timeline
Senior Loan Processor
DHI Mortgage/DR Horton American's Home Builder
03.2020 - Current
Loan Processor/Document Intake Specialist
Cardinal Financial
02.2015 - 11.2017
Business Development Executive
Hendrick Automotive Group
12.2013 - 01.2015
Office Assistant
Food Lion Grocery Store
06.2009 - 12.2013
Real Estate License -
Superior Real Estate School
High School Diploma -
North Lincoln High School
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