Lindsey Lee
Santa Cruz,CA
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
21
21
years of professional experience
Work History
Mortgage Loan Officer Assistant
Kind Lending
11.2022 - 02.2024
- Improved borrower experience through prompt follow-ups on inquiries and concerns during the application process.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Communicated with customers daily to request information and complete paperwork.
- Maintained compliance with federal regulations by staying up-to-date with industry changes and guidelines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Expedited pre-approval processes by accurately evaluating applicant income, credit history, and property values.
- Increased client satisfaction by providing exceptional customer service throughout the loan process.
Mortgage Loan Officer Assistant
Envoy Mortgage
06.2021 - 11.2022
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Continuously expanded knowledge of various mortgage products and lending guidelines to provide clients with the best possible solutions for their needs.
- Expedited pre-approval processes by accurately evaluating applicant income, credit history, and property values.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Managed a pipeline of mortgage applications, maintaining accuracy and prioritizing urgent cases.
Sales Production Assistant
Stearns Lending LLC
02.2015 - 03.2021
- Created and updated records and files to maintain document compliance.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
- Prepared file for final clear-to-close by branch management.
- Increased accuracy of loan data entry by implementing a standardized template for collecting borrower information.
- Communicated with originator and applicant concerning progress of loan file.
Operations Coordinator
RPM Mortgage
03.2008 - 02.2015
- Streamlined operations by implementing efficient processes and procedures.
- Interacted well with customers to build connections and nurture relationships.
- Expedited order processing, liaising with suppliers to ensure timely delivery of products.
- Tracked company equipment, tools and technology to manage inventory.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Marketing Specialist
Network Mortgage
03.2003 - 01.2008
- Improved customer retention rates by designing customized loyalty programs tailored to individual needs.
- Designed and implemented advertising and public relations activities.
- Met with vendors to assess products, inquire about services and negotiate pricing.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
Education
Master Certificate - Business Marketing/Print & Graphic Design
Sessions School of Fine Arts
New York, NY01.2011
Bachelor of Arts - Modern Language And Literature
California Polytechnic State University-San Luis Obispo
San Luis Obispo, CA06.2000
Skills
- Accredited Mortgage Professional
- CRM Software
- Mortgage Loan Processing
- Lending Software Systems
- Loan Origination
- Data Entry
- Personal Data Collection
- Schedule Management
- Customer Communication
Timeline
Mortgage Loan Officer Assistant
Kind Lending
11.2022 - 02.2024
Mortgage Loan Officer Assistant
Envoy Mortgage
06.2021 - 11.2022
Sales Production Assistant
Stearns Lending LLC
02.2015 - 03.2021
Operations Coordinator
RPM Mortgage
03.2008 - 02.2015
Marketing Specialist
Network Mortgage
03.2003 - 01.2008
Master Certificate - Business Marketing/Print & Graphic Design
Sessions School of Fine Arts
Bachelor of Arts - Modern Language And Literature
California Polytechnic State University-San Luis Obispo
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