Lisa Greenwood
Student loan/Financial Aid Underwriter
West Warwick,RI
Summary
Attentive Loan Specialist with background in assessing credit history data and finding appropriate solutions perfect for customer needs. Skilled in many different roles and I am seeking a challenging opportunity to leverage my skills and experience to contribute to the growth and success of a dynamic organization.
Overview
32
32
years of professional experience
Work History
Loan Underwriter/Coordinator
Rhode Island Student Loan Authority
Warwick, RI
01.2022 - Current
- Researched any discrepancies found in applicant's files or records before making a final decision.
- Ensured that all applicable laws were followed during the underwriting process.
- Participated in ongoing training sessions designed to stay abreast of changing regulations in the industry.
- Communicated effectively with applicants regarding status updates, inquiries and documentation requests.
- Handled customer complaints and took appropriate action to resolve them.
- Updated credit and loan files.
- Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Matched individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Informed individuals and groups about financial assistance available to college and university students.
- Work in office 2 days and remotely 3 days a week.
- Processed customer payments and negotiated payment arrangements for delinquent loans.
- Analyzed credit reports and other documents necessary for loan processing.
- Answered students and parents inquiries involving rates, products and loan application status to provide quality customer service
- Verified employment history, bank statements, tax documents and other financial records for completeness and accuracy.
- Calculated debt-to-income ratios to evaluate repayment capacity of applicants.
- Analyzed borrower's income, assets and liabilities to determine eligibility for loan approval
- Verified that all vendor invoices have been approved according to policy before processing payments.
- Processed invoices and payments in a timely manner.
Loan Officer Executive Assistant
Cross Country Mortgage
Westerly, RI
06.2020 - 12.2021
Executive Assistant
Shoreline/Gemalto
North Kingstown, RI
10.2017 - 02.2020
- Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Scheduled appointments for executives with external parties such as vendors or suppliers.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Monitored inventory levels of office supplies and placed orders when necessary.
- Facilitated communication between senior management and staff.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Maintained confidential records and files related to executive operations.
- Coordinated meeting and work schedules for staff teams and executives.
Mortgage Loan Officer Assistant
Home Point Financial
Cranston, RI
07.2015 - 09.2017
Customer Service Manager
Citizens Bank
Cranston, RI
10.1993 - 01.2014
Education
Business Administration - Business/Accounting
CCRI
Warwick, RI05.1987
Skills
- Documentation Review
- Credit Scoring
- Credit analysis
- Accounts Payable
- Customer Service Management
- Excellent written and oral communication skills
- Problem-Solving
- Attention to Detail
Timeline
Loan Underwriter/Coordinator
Rhode Island Student Loan Authority
01.2022 - Current
Loan Officer Executive Assistant
Cross Country Mortgage
06.2020 - 12.2021
Executive Assistant
Shoreline/Gemalto
10.2017 - 02.2020
Mortgage Loan Officer Assistant
Home Point Financial
07.2015 - 09.2017
Customer Service Manager
Citizens Bank
10.1993 - 01.2014
Business Administration - Business/Accounting
CCRI
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