Summary
Overview
Work History
Timeline
Education
Skills
Generic

Lamora Carey

Performing/ Universal Loan Consultant
Phoenix,AZ

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Engaged and successful with contract, terms, and all verified/notarized document/info research. Well-versed in loan products, laws, and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Solidify verification of all loan terms, contract agreements, and documentation. All whilst providing more than expectational review, documentation,

and integrity.

Overview

6
6
years of professional experience
2
2
years of post-secondary education

Work History

Performing/ Universal Loan Consultant

Shellpoint Mortgage Servicing
Tempe, AZ
02.2020 - Current
  • Reviewed customer applications closely to identify any opportunities for further development and revenue.
  • Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
  • Examined customer loan applications for loan approvals and denials.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Managed communications as central point of contact for entire lending process.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Maintained strict confidentiality of bank records and client information.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information
  • Assist with all question, complaints, and concerns related to mortgaging, escrow (taxes and insurance) contract agreements, payment expectation, contact information, loan eligibility, etc.

Ambassador

Clear
Phoenix, AZ
10.2019 - 02.2022
  • Researched issues of importance to multiple countries and collaborated with leaders to reach sustainable solutions.
  • Participated in pilot programs to test new technologies and strategies.
  • Greeted customers and clients to create welcoming atmosphere.
  • Gathered information, assessed accuracy and expected value and communicated efficiently with other leaders.
  • Verified and established personal verification and assisted with Passover through airport security.

Sales Associate

Old Navy
Avondale, AZ
06.2018 - 07.2019
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Engaged with customers to build rapport and loyalty.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers.
  • Actively and securely reviewed consumer credit and financial information to determine credit (card) eligibility whilst maintaining business needs/ set goals.

Timeline

Associate of Science - Psychiatrist

Maricopa Community Colleges - Phoenix College
10.2021 - 12.2023

Performing/ Universal Loan Consultant

Shellpoint Mortgage Servicing
02.2020 - Current

Ambassador

Clear
10.2019 - 02.2022

Sales Associate

Old Navy
06.2018 - 07.2019

Education

Associate of Science - Psychiatrist

Maricopa Community Colleges - Phoenix College
Phoenix, AZ
10.2021 - 12.2023

Skills

Practiced at FHA loan process

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Lamora CareyPerforming/ Universal Loan Consultant