Operations Specialist
United Wholesale Mortgage
Pontiac, MI
01.2022 - 09.2024
- Handled confidential information in a discreet manner.
- Verified income of borrower and gathered credit information.
- Informed customers of application deadlines, approvals and denials.
- Adhered to federal and state compliance guidelines relative to retail mortgage lending.
- Maintained filing systems for confidential documents and records.
- Took detailed notes in meetings and disseminated information afterward.
- Prepared reports, presentations and other documents as required.
- Produced high-quality written communication materials quickly and accurately.
- Executed special objectives and projects in response to executive team and board member requests.
- Facilitated communications by forwarding emails, transferring calls and filing documents.
- Answered telephones, took messages and directed calls promptly.
- Proofread documents prior to distribution ensuring accuracy of content.
- Provided administrative support to the executive team in a timely manner.
- Supported colleagues by providing assistance with day-to-day activities.
- Monitored deadlines throughout the organization to ensure timely completion of tasks.