Summary
Overview
Work History
Education
Skills
Certification
Software
Work Preference
Timeline
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Leah Roth

Leah Roth

Thomasville,NC

Summary


Highly capable finance professional with solid background in loan origination and client management. Adept at navigating complex financial regulations while maintaining keen focus on client needs and satisfaction. Known for strong collaborative skills and results-driven approach, adapting seamlessly to dynamic environments.

Overview

21
21
years of professional experience
1
1
Certification

Work History

LOAN

EMM LOANS
12.2024 - Current

.

  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.

LOAN OFFICER

PRMI
03.2024 - 12.2024
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Controller

GLASS UNLIMITED
10.2023 - 07.2024
  • Payroll
  • Human Resources
  • Account Payable

LOAN OFFICER

SUPREME LENDING
10.2022 - 03.2024
  • TAKE APPLICATIONS, GATHER FINANCIAL INFORMATION AND DOCUMENTS, DATA ENTRY, ANALYZE CREDIT, RUN AUS, PROCESS MORTGAGE FILES, LOCK IN RATE, SUBMIT TO UNDERWRITING, CLEAR CONDITIONS, PREPARE FOR CLOSING

PRODUCTION MANAGER

LOAN DEPOT
04.2022 - 10.2022
  • ANALYZE CREDIT, RUN AUS, RESOLVE SUSPENSE ISSUES, APPROVE CD, MANAGE PIPELINE, RESOLVE ANY ISSUES CONCERNING GUIDELINE QUESTIONS, RESEARCH, COORDINATE WITH AGENTS, ATTORNEYS THROUGHOUT LOAN PROCESS

CLOSER*LOAN OFFICER*LOAN COORDINATOR*PROCESSOR*SECONDARY BACK UP*ASSIST WITH POST CLOSING*CONSTRUCTION CLOSER

BLUE RIDGE BANK N.A.(MONARCH MORTGAGE)
01.2013 - 03.2022
  • TAKE APPLICATIONS, GATHER FINANCIAL INFORMATION AND DOCUMENTS, DATA ENTRY, ANALYZE CREDIT, RUN AUS, PROCESS MORTGAGE FILES, LOCK IN RATE, SUBMIT TO UNDERWRITING, CLEAR CONDITIONS, PREPARE CLOSING PACKAGE, COORDINATE WITH ATTORNEY, PREPARE CD, APRROVE CD, REVIEW FUNDING CONDITIONS, AUTHORIZE FUNDING APPROVAL
  • ASSISTED IN POST CLOSING, PROCESSING AND HAVE BEEN BACK UP TO SECONDARY

Education

HIGH SCHOOL DIPLOMA -

UNION GROVE CHRISTIAN SCHOOL
01.1999

Skills

  • ENCOMPASS
  • DATA TRACK
  • DOC MAGIC
  • BLEND
  • OPTIMAL BLUE
  • MULTI LINE TELEPHONE
  • INFOR
  • MICROSOFT WORD
  • MICROSOFT EXCEL
  • TEAMWORK AND COLLABORATION
  • PROBLEM-SOLVING
  • ATTENTION TO DETAIL

Certification

NC MLO'S

NMLS

Software

Encompass

Total Expert

Optimal Blue

Doc Magic

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCompany CultureFlexible work hoursCareer advancement

Timeline

LOAN

EMM LOANS
12.2024 - Current

LOAN OFFICER

PRMI
03.2024 - 12.2024

Controller

GLASS UNLIMITED
10.2023 - 07.2024

LOAN OFFICER

SUPREME LENDING
10.2022 - 03.2024

PRODUCTION MANAGER

LOAN DEPOT
04.2022 - 10.2022

CLOSER*LOAN OFFICER*LOAN COORDINATOR*PROCESSOR*SECONDARY BACK UP*ASSIST WITH POST CLOSING*CONSTRUCTION CLOSER

BLUE RIDGE BANK N.A.(MONARCH MORTGAGE)
01.2013 - 03.2022

HIGH SCHOOL DIPLOMA -

UNION GROVE CHRISTIAN SCHOOL
Leah Roth