Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Feldmann

St Louis,MO

Summary

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

7
7
years of professional experience

Work History

Loan Processor

Guaranteed Rate, Inc
Chicago, IL
03.2021 - Current
  • Coordinated activities between lenders, attorneys, realtors, insurance companies.
  • Reviewed loan applications and verified accuracy of borrower information.
  • Communicated regularly with customers throughout the entire process from origination through closing.
  • Compiled documentation required for submission to government agencies for processing.
  • Examined collateral property values to ensure they meet investor guidelines.
  • Researched discrepancies in documentation received from applicants or third parties.
  • Ordered appraisals and title services on behalf of borrowers when necessary.
  • Submitted completed loan packages to underwriting department for approval or denial decisions.
  • Reviewed HUD-1 settlement statements prior to closings.
  • Maintained accurate records in accordance with company policy and procedures.
  • Verified that all conditions of the loan have been met prior to disbursement of funds.
  • Assessed credit reports to determine eligibility for mortgage loans.
  • Provided customer service by responding to inquiries regarding loan status.
  • Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.

Mortgage Consultant

Peoples National Bank
Town And Country, MO
10.2017 - 03.2021
  • Performed file maintenance activities including archiving closed loan files according to company standards.
  • Prepared loan applications and documents by gathering required information from customers.
  • Coordinated with closing agents to ensure a smooth closing process for customers' loans.
  • Answered questions from both internal staff members as well as external customers regarding the status of their loans.
  • Maintained updated knowledge of current lending regulations and guidelines.
  • Reviewed credit reports, appraisals, title policies, insurance documents and other relevant paperwork for accuracy and completeness.
  • Conducted follow up calls with clients regarding outstanding documents needed for approval of their loans.
  • Completed data entry of all customer information into the loan origination system.
  • Advised clients on various mortgage products available based upon their individual needs.
  • Assisted Mortgage Loan Officers with loan pre-qualifications by gathering and verifying customer financial information.
  • Generated weekly pipeline updates for management team members.
  • Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
  • Managed loan application pipeline to ensure timely processing of all loans.
  • Identified and resolved issues that arose during the loan application process.

Education

High School Diploma -

Fox Sr High School
Arnold
05-1983

Skills

  • Teamwork and Collaboration
  • Loan Closing
  • Attention to Detail
  • Dedicated Work Ethic
  • Credit Reports
  • Document Management
  • Title Research
  • Customer Service
  • Regulatory Compliance
  • Data Entry
  • Application preparation
  • Deadline Management
  • Document Review

Timeline

Loan Processor

Guaranteed Rate, Inc
03.2021 - Current

Mortgage Consultant

Peoples National Bank
10.2017 - 03.2021

High School Diploma -

Fox Sr High School
Lisa Feldmann