Seasoned Mortgage Loan Officer Assistant, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Open to make a career change from mortgage industry.
Overview
16
16
years of professional experience
Work History
Licensed Loan Officer Assistant
Opes Advisors/Flagstar Bank, FSB
2015.04 - 2022.10
Worked with top Loan Officers to create application profile in system and key information at various stages within process.
Reviewed applicants information in loan processing system and resolved any discrepancies.
Assembled important paperwork and disclosures for applicant.
Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Communicated with customers daily to request information and complete paperwork.
Monitored key dates to obtain information by deadlines.
Reviewed and validated details of loan applications and closing documentation.
Licensed Loan Officer Assistant
PNC Bank
2014.02 - 2015.03
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Documented borrower's information in loan processing system and resolved any discrepancies.
Assembled important paperwork and disclosures for borrower.
Provided necessary support to Loan Officers to increase production levels.
Scheduled meetings and appointments and maintained well-organized master calendar.
Managed event planning and execution for learning lunches and other business centered gatherings.
Licensed Loan Officer Assistant
Medallion Mortgage
2012.11 - 2013.08
Managed process of all loans in pipeline.
Reviewed and validated details of loan applications and closing documentation.
Answered applicants inquiries involving rates, products and loan application status to facilitate quality customer service.
Assembled important paperwork and disclosures for borrower.
Licensed Loan Officer Assistant
Prospect Mortgage
2010.07 - 2011.11
Set up initial package to deliver to loan processor.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Reviewed applicants information in loan processing system and resolved any discrepancies.
Assembled important paperwork and disclosures for borrower.
Monitored key dates to obtain information by deadline.
Loan Officer Assistant/Loan Processor
Wachovia Bank/Wells Fargo
2008.03 - 2010.07
Completed full application, inputted application, ran credit and ran DU.
Reviewed applicants loan documents and upload to file.
Communicated with applicant daily to request information and complete paperwork.
Assisted with timely closing loan closing and funding activities.
Assembled important paperwork and disclosures for borrower.
Loan Officer Assistant
Countrywide Mortgage
2005.02 - 2008.03
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Documented borrower's information in loan processing system and resolved any discrepancies.
Communicated with lending sales and operations staff regarding loan decisions, conditions and underwriting guidelines.
Assembled important paperwork and disclosures for borrower.
Education
No Degree - Business Administration
Santa Barbara City College
Santa Barbara, CA
Individual ID #360695 -
Mortgage Loan Origination License
High School Diploma -
Santa Barbara High Scool
Santa Barbara, CA
06.1990
Skills
Excellent Internal & External Customer Service
Leadership Experience
Self-Motivated
Multitasking Abilities
Excellent Communications
Strong Organization Skills
Team Player
Microsoft Office
Product Knowledge
Real Estate
Finance
Problem Solving
Teamwork and Collaboration
Regulatory Requirements
Program Requirements
Credit Applications
Property Appraisals
Interview Applicants
Banking
Customer Satisfaction
Languages
Spanish
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Licensed Loan Officer Assistant
Opes Advisors/Flagstar Bank, FSB
2015.04 - 2022.10
Licensed Loan Officer Assistant
PNC Bank
2014.02 - 2015.03
Licensed Loan Officer Assistant
Medallion Mortgage
2012.11 - 2013.08
Licensed Loan Officer Assistant
Prospect Mortgage
2010.07 - 2011.11
Loan Officer Assistant/Loan Processor
Wachovia Bank/Wells Fargo
2008.03 - 2010.07
Loan Officer Assistant
Countrywide Mortgage
2005.02 - 2008.03
No Degree - Business Administration
Santa Barbara City College
Individual ID #360695 -
Mortgage Loan Origination License
High School Diploma -
Santa Barbara High Scool
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