Lindsay Ingram
Glendale,AZ
Summary
Loan operations professional with robust background in financial services and loan management. Proven ability to streamline processes, enhance accuracy, and ensure regulatory compliance. Strong focus on team collaboration and achieving results through adaptability and reliability.
Overview
31
31
years of professional experience
Work History
Loan Operations Specialist
Southwest Heritage Bank
12.2022 - Current
- Process loan payments quickly and efficiently
- Maintenance of loan accounts ie. contact information, mailing preferences, modify billing statements.
- Create loan payoff statements as requested by the borrower or title company
- communicate with customers as necessary to ensure quality service and loan accuracy
Loan Officer Assistant
Fairway Independent Mortgage
03.2022 - 06.2022
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
- Communicated with customers daily to request information and complete paperwork.
- Documented borrower's information in loan processing system and resolved any discrepancies.
Transaction Coordinator
Fairway Independent Mortgage
10.2020 - 01.2022
- Assisted with multiple aspects of origination, file management, communication, and the overall customer experience for their assigned Licensed Mortgage Professional (LMP)
- Requested documentation that is required for the loan (ie. paystubs, W2’s, bank statements, etc.)
- Completed data inquiry and entry into Encompass
- Managed client documents with DOT, Floify and Blend systems
- Promptly responds to customer inquiries and provides high customer service throughout the entire loan process
Senior Insurance Specialist
USAA
03.2017 - 09.2020
- Managed customer calls effectively and efficiently in a complex, fast paced and challenging call center environment.
- Followed up with customers on unresolved issues.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Upsold additional products and services after identifying customer needs and requirements.
Insurance Agency/ Owner
Farmers Insurance
12.2014 - 09.2016
- Calculated premiums and established payment methods for sales
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Calculated quotes and educated potential clients on insurance options.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Followed up with customers on unresolved issues.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Bakery Manager
Fry's Food Stores
05.2001 - 06.2015
- Responded to customer questions and requests in a prompt and efficient manner.
- Built relationships with customers to increase likelihood of repeat business.
- Managed 6k department budget by designing a complex financial model that tracked and validated expenses.
- Oversee daily department operations for staff of 7 employees.
- Performed accounts receivable duties including cash handling transactions, discrepancies and reconciliations.
- Reduced and controlled department expenses.
- Exceeded sales goals by at least 3%.
Bakery/Deli Manager
Abco Foods Desert Markets
06.1994 - 02.2000
- Greeted customers in a timely fashion while quickly determining their needs.
- Recommended merchandise to customers based on their needs and preferences.
- Responded to customer questions and requests in a prompt and efficient manner.
- Prioritized helping customers to increase likelihood of repeat business.
- Contributed to team success by exceeding team sales goals by 2%.
- Oversaw a department consisting of 8 employees.
Education
High School Diploma - undefined
Trevor Browne High School
Phoenix, AZ05.1995
Skills
- Independent, self-starting, team player with a positive attitude
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Sales Experience
- Excellent communication skills
- Results-oriented
- Years of customer service experience and management
Timeline
Loan Operations Specialist
Southwest Heritage Bank
12.2022 - Current
Loan Officer Assistant
Fairway Independent Mortgage
03.2022 - 06.2022
Transaction Coordinator
Fairway Independent Mortgage
10.2020 - 01.2022
Senior Insurance Specialist
USAA
03.2017 - 09.2020
Insurance Agency/ Owner
Farmers Insurance
12.2014 - 09.2016
Bakery Manager
Fry's Food Stores
05.2001 - 06.2015
Bakery/Deli Manager
Abco Foods Desert Markets
06.1994 - 02.2000
High School Diploma - undefined
Trevor Browne High School
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