Lisa Fry
Lakeland
Summary
Dynamic Loan Partner with extensive experience at Legacy Mutual Mortgage, excelling in loan processing and credit analysis. Proven track record of fostering strong relationships with clients and real estate professionals, ensuring seamless communication and compliance throughout the loan process. Committed to delivering exceptional customer service and facilitating successful closings.
Overview
13
13
years of professional experience
Work History
Loan Partner
Legacy Mutual Mortgage
Lakeland
08.2024 - 03.2025
- Examined and verified information in loan application and closing documents.
- Developed and maintained relationships with local real estate agents.
- Checked applicant credit, personal references and employment histories.
- Verified accuracy of calculations on all submitted documents including income, assets, liabilities and other financial information.
- Coordinated document signing appointments with appropriate parties in accordance with state guidelines.
- Gathered client debt, credit and income information to determine loan eligibility.
Loan Partner
The Mortgage Firm Lakeland
Lakeland
08.2012 - 08.2024
- Monitored loan progress from application to closing, keeping all parties informed.
- Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
- Liaised between borrowers and realtors, title companies and loan company management.
- Established strong relationships with clients through frequent communication about their accounts.
Education
Associate of Science - Business Communication
Troy State University
Alabama05-1988
Skills
- Loan processing
- Credit analysis
- Document verification
- Regulatory compliance
- Relationship management
- Customer service
Timeline
Loan Partner
Legacy Mutual Mortgage
08.2024 - 03.2025
Loan Partner
The Mortgage Firm Lakeland
08.2012 - 08.2024
Associate of Science - Business Communication
Troy State University
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