Proven communication and organizational skills, successfully building relationships with diverse clients to meet financial goals. Oversaw branch tellers and managed loan applications from initial interview to final approval, ensuring compliance with banking regulations. Streamlined operations to improve customer satisfaction and reduce loan processing times. Committed to enhancing service quality and driving positive outcomes in a fast-paced environment.
Facilitated document collection for loan approvals, supporting branch loan officers effectively.
Ordered and tracked third-party verifications to ensure compliance and accuracy.
Scheduled closings to improve loan processing timelines.
Reviewed and organized loan applications and financial documents for efficient processing.
Verified information and monitored progress throughout loan application processes.
Followed up with clients to expedite information gathering and processing.
Maintained loan files by updating documentation regularly.