Kristine Davis
Audubon,NJ
Summary
Proven Loan Officer Assistant with a track record of enhancing loan processing efficiency and client satisfaction at Movement Mortgage. Skilled in documentation review and fostering teamwork, I've spearheaded initiatives that minimized delays, ensuring timely closings. My dedication to professionalism and exceptional communication has significantly contributed to team success, exceeding monthly performance goals.
Overview
9
9
years of professional experience
Work History
Licensed Loan Officer Assistant
Movement Mortgage
12.2021 - Current
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Assembled important paperwork and disclosures for borrower.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Managed event planning and execution for business-centered gatherings.
- Maintained a high level of confidentiality while managing sensitive financial information for clients during the loan application process.
- Proactively identified potential roadblocks in the loan process and collaborated with team members to develop effective solutions, minimizing delays and ensuring timely closings.
- Contributed to the success of the team by consistently meeting or exceeding monthly performance goals related to closed loans and new business generation.
- Built rapport with clients through active listening, empathetic understanding, and clear communication regarding their specific needs throughout the entire loan process.
- Managed a pipeline of loans from origination through closing, maintaining open lines of communication with all involved parties to ensure smooth transactions and positive outcomes for clients.
- Scheduled meetings and appointments and maintained well-organized master calendar.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
Licensed Loan Officer Assistant
Loan Depot
08.2015 - 12.2021
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Assembled important paperwork and disclosures for borrower.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Managed event planning and execution for business-centered gatherings.
- Maintained a high level of confidentiality while managing sensitive financial information for clients during the loan application process.
- Enhanced loan processing efficiency by streamlining documentation and communication procedures.
- Stayed abreast of industry trends and developments by attending relevant conferences, workshops, and webinars, applying new knowledge to enhance the effectiveness of daily operations.
- Proactively identified potential roadblocks in the loan process and collaborated with team members to develop effective solutions, minimizing delays and ensuring timely closings.
- Spearheaded training initiatives for new Loan Officer Assistants, ensuring a smooth transition into their roles and fostering collaboration among team members.
- Streamlined client communication channels by creating templates for emails, letters, and other correspondence to maintain professionalism across all interactions.
- Employed strong organizational skills to manage multiple tasks simultaneously, prioritizing workload to meet strict deadlines effectively.
- Supported underwriters in decision-making by providing accurate and timely information on loan applications.
- Collaborated with team members to identify areas for improvement within the loan process, resulting in increased productivity and accuracy.
Education
No Degree - General
Camden County College
Blackwood, NJNo Degree - General
Diablo Valley College
Pleasant Hill, CAHigh School Diploma -
Collingswood High School
Collingswood, NJ06.1991
Skills
- Goal-Oriented
- Documentation Review
- Credit
- Loan Origination
- Real estate knowledge
- Loans
- File processing
- Schedule Management
- Loan Closing
- Customer Service
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Reliability
- Excellent Communication
- Organizational Skills
- Goal Setting
- Professionalism
- Personal Data Collection
Timeline
Licensed Loan Officer Assistant
Movement Mortgage
12.2021 - Current
Licensed Loan Officer Assistant
Loan Depot
08.2015 - 12.2021
No Degree - General
Camden County College
No Degree - General
Diablo Valley College
High School Diploma -
Collingswood High School
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