Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Effective at working with underwriters, mortgage companies and closing parties to facilitate a smooth and efficient application process. Diligently gathers and checks documents, orders reports and maintains records.
NMLS #2592861
Notary in Oklahoma
Overview
10
10
years of professional experience
Work History
Community Loan Assistant
First United Bank & Trust
6000 S. Western Ave., Oklahoma City, OK, 73139
03.2024 - Current
Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
Reduced errors in loan applications through diligent review, data entry, and verification processes.
Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
Coordinated with third-party vendors for appraisals, title searches, and other necessary reports required for loan approval.
Participated in ongoing professional development opportunities to stay current on industry trends and best practices in lending operations.
Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
Processed Consumer & Commercial loans, both R.E. & Non-R.E.
Assisted in training new loan assistants, sharing knowledge and expertise for their success in the role.
Conducted loan closings with the clients when requested by loan officers
Became the Social Media Ambassador at the OKC-SW branch in Jan. 2025. Posted on Facebook for the branch from month to month. Posts included information about employee shout-outs, local events & holidays, & weather closures.
Commercial Lines Processor
BancFirst Insurance Services
13230 Pawnee Dr #205, Oklahoma City, OK 73114
06.2023 - 02.2024
Modified, updated and processed existing policies.
Checked documentation for accuracy and validity on updated systems.
Carried out administrative tasks by communicating with account managers, distributing mail, and scanning documents.
Made contact with insurance carriers to discuss policies.
Reviewed outstanding requests and redirected workloads to complete projects on time.
Insurance Producer
McCarty Insurance Agency (Farmers Insurance)
OKC, OK
03.2023 - 05.2023
Provided detailed information about company insurance products.
Provided information on features, policies and relative advantages to promote insurance packages.
Set up policies and completed all documentation.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Mortgage Loan Closer & Funder
First United Bank & Trust
Remote
02.2021 - 11.2022
Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
Reviewed loan files and updated to match current standards.
Communicated closely with inter-company staff members to promote quick and effective loan workflow.
Monitored pipelines to track and log status of loans.
Prepared all paperwork for loan package and arranged final closing meeting.
Funded files and moved to the servicing department once the Title Companies had confirmed signing documents and disbursing funds.
Closing/Compliance Auditor
Adfitech Inc
Edmond, OK
09.2019 - 01.2021
Mortgage Quality Control for all types of loans: FHA, VA, Conventional, USDA, etc
Auditing Mortgage files sent in by the clients, making sure they meet all the required guidelines for major investors.
Comment on any missing signatures, dates, missed required deadlines, etc.
Fill out correlating spreadsheets to relay information
Calculate APR difference and TRID compliance for each loan.
Executive Assistant/Loan Processor
JP Stone Community Bank
Hobbs, NM
11.2018 - 07.2019
Processed promotional, personal, automotive, and mortgage loans.
Assisted with closings and teller line.
Processed payments and scheduled appointments.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Assembled important paperwork and disclosures for borrower.
Handled confidential and sensitive information with discretion and tact.
Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
Escrow Processor
First American Title Company
Yukon, OK
02.2018 - 10.2018
Entered all incoming files into data system.
Scheduled appointments, answered client questions and concerns, greeted and seated clients for closings.
Processed files after closings for shipping dept.
Verified legal documents for correct acknowledgments and legal and lien information.
Managed and responded to correspondence and inquiries from customers and vendors.
Processed all checks and deposited to the bank.
Receptionist/Processor
American Eagle Title
Yukon, OK
10.2017 - 02.2018
Opened & closed the office.
Entered all new files into data system and shipped them after closing.
Confirmed appointments, communicated with clients and updated client records.
Answered central telephone system and directed calls accordingly.
Resolved customer problems and complaints.
Managed multiple tasks and met time-sensitive deadlines.
Deposited checks at the bank.
Teller
Arvest Bank
Yukon, OK
05.2015 - 09.2017
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.