Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Fairway Independent Mortgage Corporation
06.2021 - Current
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Reviewed and validated details of loan applications and closing documentation.
Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
Mentored junior Loan Officer Assistants, sharing best practices for document collection, organization, and communication skills leading to higher team success rates.
Production Partner
Benchmark Mortgage
11.2016 - 05.2021
Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
Reviewed and validated details of loan applications and closing documentation.
Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
Mentored junior Loan Officer Assistants, sharing best practices for document collection, organization, and communication skills leading to higher team success rates.
Loan Officer Assistant
Guild Mortgage
09.2014 - 11.2016
Provided comprehensive administrative support to Loan Officers.
Assembled important paperwork and disclosures for borrower.
Reviewed and validated details of loan applications and closing documentation.
Answered inquiries and provided superior customer service to clients.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Education
Collin College
Skills
Loan Origination
Loan Processing
Loan Application Preparation
Calculations Review
Customer Service
Customer Retention
Organization and Time Management
Problem Resolution
Analytical and Critical Thinking
Certification
NMLS #1116703
References
Sean Barnes - Producing Branch Manager, I Trust Lending Team, 214-929-4258, seanb@itrustlendingteam.com
Senior Organizational Development Specialist at Fairway Independent Mortgage CorporationSenior Organizational Development Specialist at Fairway Independent Mortgage Corporation