Summary
Overview
Work History
Education
Skills
Training
Websites
Interests
Work Availability
Work Preference
Timeline
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Kimberly R. Weisgerber

Kimberly R. Weisgerber

Loan specialist
Grove City,OH

Summary

Loan and Quality Specialist with 7 years of management experience and 30 years in the finance and mortgage industry. Skilled in document collection, review, and providing exceptional customer service. Proficient in Microsoft Outlook, Word, and Excel. Background in loan processing, underwriting, preparation for closing, and closing processes. Known for professional work style with meticulous attention to detail. Expertise in organization, team building, ,problem-solving, motivation, collections, self-starting initiatives, customer service, investigating data and positive demeanor. Utilizes financial knowledge and client-focused strategies for loan approval procedures. Proud top 10 in the country in production for the last 5 yrs .

Overview

29
29
years of professional experience

Work History

Loan Specialist

USDA Rural Development APU TEAM
09.2015 - Current
  • Review Varies types of USDA Rural Development applications (Accepts, Refers, Manual refinance, Refer with Caution, Loss claim files)
  • Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
  • Review purchase contracts and title work for accuracy
  • Review appraisals, looking for specific lending guidelines being met
  • Review Closing Documents for accuracy, submit closings
  • Analyze and access credit for risk based on lending guidelines
  • Successfully meet and exceed my production goals with little to no supervision , work f/t remote
  • Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
  • Consistently met or exceeded monthly sales targets, contributing significantly to the department''s success.
  • Collaborated with underwriters to ensure accurate evaluation of creditworthiness and risk assessment.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Effectively managed time and resources to maintain a high level of productivity while ensuring attention to detail in every aspect of the loan process.
  • Maintained compliance with industry regulations and company policies during the entire loan process.
  • Managed a pipeline of mortgage applications, prioritizing tasks based on urgency and importance.
  • Continuously updated knowledge of regulatory guidelines to ensure company-wide adherence to industry standards.

Special Project Research / Program building

USDA OPD Research and Development of DA program
05.2023 - 08.2024
  • Working with several teams to research and develop the Designated Authority program, the communication team to establish the most effective way to communicate the program to not only leaders but also lenders, the scorecard team to developing the Scorecard to review lenders eligibility and performance.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.

Sr. Compliance Specialist

JP Morgan Chase Bank
08.2012 - 09.2015
  • Top producer for 2014/2015
  • Order tax transcripts, as needed
  • Order re verifications of employment, VOR
  • Reports, mail and training classes
  • Investigate default / fraud
  • Verify all polices were followed depending on the loan, GRH, conventional, FHA

Sr. Loan Processor

JP Morgan Chase Bank
05.2009 - 08.2012
  • Collect income, asset and homeowners’ insurance documents
  • Comprehensive knowledge of all loan products
  • Maintain relationships with vendors to order title work and appraisals
  • Constant communication with a pipeline of over 100 borrowers
  • Submit documentation to underwriting staff
  • Communicate loan decisions with borrowers
  • Maintain clear and accurate knowledge of lending laws

Education

High School Diploma -

American Home School

Skills

  • Detail-oriented organization
  • Team development
  • Compliance auditing
  • Effective problem resolution
  • Goal-oriented individual
  • Motivated self-learner
  • Service excellence
  • Data investigator
  • Trustworthy team member
  • Telephone and email etiquette
  • Effective communication
  • Loan servicing
  • Documentation review
  • Loan underwriting
  • Credit analysis
  • Collateral evaluation
  • Credit history assessments

Training

  • Privacy awareness
  • Code of Conduct
  • Theft Red Flag
  • Sworn Documents
  • Anti Money laundering
  • Fair Lending
  • Americans with Disabilities Act

Interests

Dj’ing , singing , volunteering , traveling

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCompany Culture4-day work weekWork from home option

Timeline

Special Project Research / Program building

USDA OPD Research and Development of DA program
05.2023 - 08.2024

Loan Specialist

USDA Rural Development APU TEAM
09.2015 - Current

Sr. Compliance Specialist

JP Morgan Chase Bank
08.2012 - 09.2015

Sr. Loan Processor

JP Morgan Chase Bank
05.2009 - 08.2012

High School Diploma -

American Home School

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Kimberly R. WeisgerberLoan specialist