Lara Tolbert
Loan Assistant
Durant,OK
Summary
Seasoned Loan Assistant familiar with evaluating paperwork to evaluate accuracy and integrity of information. Conscientious about evaluating details, compiling data and producing justifiable recommendations. Desire to offer 23 years of experience and pursue new professional challenges.
Dedicated Lending professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and dedicated
Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
Work History
Escrow Officer
Modern Abstract & Title
Durant, OK
2022.09 - 2023.12
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Followed industry standard escrow procedures and maintained awareness of regulations governing escrow process.
- Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
- Checked signatures and legal descriptions for accuracy and integrity.
Loan Assistant
First United Bank & Trust Co
Durant, OK
10.2009 - 09.2022
- Communicated with customers daily to request information and complete paperwork.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Maintained compliance with Fair Lending Practices, Home Mortgage Disclosure Act guidelines, Truth in Lending Act requirements and bank policies.
- Processed Consumer Real Estate, Commercial Real Estate and Non-real estate loans.
- Scheduled office meetings and client appointments for staff teams.
Real Estate Agent
Bryan Appraisal & Realty
Durant, OK
04.2006 - 12.2015
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Advertised client properties through websites, social media and real estate guides.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Maintained connections with clients to encourage repeat business and referrals.
Mortgage Loan Processor
UCC Mortgage
Durant, OK
02.2007 - 10.2009
- Set up and completed loan submission packages.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Loan Assistant
Landmark Bank NA
Durant, OK
06.2001 - 02.2007
- Communicated with customers daily to request information and complete paperwork.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Ordered information such as credit reports, environmental assessments and property appraisals.
- Set up files using loan officer checklist and submitted on-time for processing.
Education
No Degree - General Business
Southeastern Oklahoma State University
Durant, OK 05.2001 -
High School Diploma -
Durant High School
Durant, OK 08.1995 - 05.1999
Skills
Administrative support
undefinedTimeline
Escrow Officer
Modern Abstract & Title
2022.09 - 2023.12
Loan Assistant
First United Bank & Trust Co
10.2009 - 09.2022
Mortgage Loan Processor
UCC Mortgage
02.2007 - 10.2009
Real Estate Agent
Bryan Appraisal & Realty
04.2006 - 12.2015
Loan Assistant
Landmark Bank NA
06.2001 - 02.2007
No Degree - General Business
Southeastern Oklahoma State University
05.2001 -
High School Diploma -
Durant High School
08.1995 - 05.1999
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