Open To Work
Lisa Tackett
Lakeland,FL
Summary
Detail-oriented Sr Loan Processor with a proven track record in enhancing application turnaround times and ensuring compliance. Skilled in client communication and relationship building, leading to improved customer satisfaction.
Overview
23
23
years of professional experience
Work History
Sr Loan Processor
AgFirst Farm Credit Bank
11.2020 - Current
- Reviewed and processed loan applications to ensure adherence to regulations and internal policies.
- Reviewed financial documents to verify accuracy and completeness for loan approval.
- Processed loan applications, ensuring compliance with regulations and internal policies.
- Collaborated with underwriters to resolve issues and expedite loan processing timelines.
- Implemented process improvements that enhanced application turnaround times by streamlining documentation review processes.
- Coordinated communication between clients, lenders, and other stakeholders to facilitate smooth transaction closures.
- Established strong relationships with lenders, title companies, and borrowers for smooth loan transactions.
- Proactively identified potential issues within applications, taking necessary steps to rectify them before submission for approval.
- Enhanced customer satisfaction with timely and accurate loan processing, maintaining clear communication throughout the process.
- Coordinated seamlessly with sales teams to ensure proper alignment of expectations and timelines between clients and internal departments.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Handled any conditions sent from underwriting departments.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Set up and completed loan submission packages.
- Utilized loan origination software to process and track loan applications.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
Mortgage Loan Processor
Farm Credit of Central Florida
06.2003 - 11.2020
- Process mortgage applications efficiently, ensuring compliance with all regulatory requirements.
- Review and verify loan documentation for accuracy and completeness.
- Communicate effectively with clients to gather necessary information and address inquiries.
- Coordinate with underwriters to expedite loan approval processes and resolve issues.
Education
Associate of Science - Hotel And Restaurant Management
Columbus Technical Instutue
Columbus Oh05-1985
Skills
- Loan processing proficiency
- Processing procedures
- Strong attention to detail
- Clear communication
- Adaptability to change
- Documentation review
- Interpersonal relationship building
- Legal compliance
- Pipeline management Know-how
- Reviewing financial paperwork
- Gathering appraisals
- Teamwork and collaboration
Timeline
Sr Loan Processor
AgFirst Farm Credit Bank
11.2020 - Current
Mortgage Loan Processor
Farm Credit of Central Florida
06.2003 - 11.2020
Associate of Science - Hotel And Restaurant Management
Columbus Technical Instutue