Summary
Overview
Work History
Education
Skills
Personal Information
Interests
Timeline
Generic

Lori Green

Shannon,MS

Summary

Logistics transportation management and mortgage lending professional with expertise in operations optimization, route planning, and customer service. Track record of improving workflow efficiency and supporting on-time delivery. Skilled in financial administration, multi-priority coordination, and fast issue resolution under pressure.

Overview

17
17
years of professional experience

Work History

Mortgage Loan Originator

Triangle Federal Credit Union
Columbus, MS
05.2026 - Current
  • Facilitated mortgage application processes for diverse client needs.
  • Evaluated financial documents to ensure compliance with lending standards.
  • Developed strong relationships with real estate agents to enhance referral networks.

Hairstylist

Hair By Lori
Tupelo, MS
08.2025 - 04.2026
  • Performed haircuts, coloring, and styling using a variety of techniques.
  • Consulted with clients to determine desired hairstyle and services.
  • Managed appointment scheduling to optimize service flow and client satisfaction.

Dispatcher/Office Admin

Spatco Energy Solutions
Plantersville, MS
06.2024 - 07.2025
  • Directed dispatching, routing, and tracking for 8 fleet vehicles to ensure on-time deliveries.
  • Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
  • Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
  • Coordinated call scheduling and optimized time management to enhance operational efficiency.
  • Managed high-stress situations to provide timely assistance and resolution.
  • Managed office finances, including invoices, billing, expense tracking, bank deposits, and petty cash, while overseeing on-call scheduling.

Outside Sales/Marketing

River Side Payments
Tupelo, MS
01.2023 - 07.2024
  • Generated new business through outside sales across North Mississippi region, building strong client relationships that contributed to revenue growth.
  • Developed and executed targeted marketing strategies to attract new customers and enhance loyalty among returning clients.
  • Utilized social media and digital communication platforms to expand brand presence and engage target audiences.
  • Delivered impactful presentations and promotional materials using Microsoft Office and Adobe Creative Suite, effectively communicating brand value.

Mortgage Loan Assistant/Mortgage Loan Processor

Cadence Bank
Tupelo, MS
11.2015 - 03.2024
  • Managed the loan process from application through closing while ensuring compliance with mortgage lending laws and regulations.
  • Collected and reviewed borrower documentation and disclosures to ensure completeness and compliance.
  • Monitored deadlines to ensure timely submission of information and approvals, facilitating smooth loan processing.
  • Enhanced loan approval rates through thorough documentation review, proactive follow-up, and clear communication with all parties.
  • Built and maintained relationships with clients, realtors, and title/escrow officers to support business development.

Owner/Operator

Cookie Monster Ice Cream
Tupelo, MS
01.2013 - 11.2015
  • Directed daily business operations, enhancing efficiency and driving profitability.
  • Streamlined processes to enhance operational efficiency and minimize costs.
  • Delivered exceptional customer service, resolving issues promptly to foster repeat business.
  • Increased customer satisfaction through high-quality service, clear communication, and strong relationship management.
  • Consulted with customers to assess needs and recommend tailored solutions.

Reverse Mortgage Loan Officer

Metlife
Tupelo, MS
01.2012 - 02.2013
  • Educated clients on reverse mortgage products and eligibility requirements, empowering informed borrowing decisions.
  • Guided borrowers through the loan application process, ensuring accuracy and compliance with regulations.
  • Collected and reviewed financial documents and disclosures, ensuring compliance and timely loan processing.
  • Built strong relationships with clients, financial advisors, and real estate professionals to expand business opportunities.
  • Communicated clearly with clients, addressing questions and facilitating a seamless loan experience.

Reverse / Home Mortgage Loan Officer

Wells Fargo Home Mortgage
Tupelo, MS
01.2010 - 01.2012
  • Educated borrowers on mortgage options and guided them to informed lending decisions, fostering confidence in their choices.
  • Assisted clients in selecting loan products tailored to financial needs, improving customer satisfaction and retention.
  • Reviewed and submitted loan applications for underwriting, ensuring accuracy and compliance with regulations.
  • Resolved client concerns promptly and provided clear communication at every stage, ensuring a smooth lending process.
  • Maintained confidentiality of sensitive client and bank records throughout the lending process.

Education

Cosmetology - Cosmetology

Creations School Of Cosmetology
Tupelo, MS
02-1999

High School Diploma -

Garnette Christian Academy
Wilson, NC
05-1994

Itawamba Community College
Fulton, MS

Skills

  • Mortgage product knowledge
  • Financial document evaluation
  • Client Relationship Management
  • Referral Generation
  • Project management
  • Analytical thinking
  • Time management
  • Communication skills
  • Customer service

Personal Information

Title: Sales and Marketing

Interests

Sales & marketing specialist, Office administration, Mortgage loan officer, Operations coordinator/Operations manager

Timeline

Mortgage Loan Originator

Triangle Federal Credit Union
05.2026 - Current

Hairstylist

Hair By Lori
08.2025 - 04.2026

Dispatcher/Office Admin

Spatco Energy Solutions
06.2024 - 07.2025

Outside Sales/Marketing

River Side Payments
01.2023 - 07.2024

Mortgage Loan Assistant/Mortgage Loan Processor

Cadence Bank
11.2015 - 03.2024

Owner/Operator

Cookie Monster Ice Cream
01.2013 - 11.2015

Reverse Mortgage Loan Officer

Metlife
01.2012 - 02.2013

Reverse / Home Mortgage Loan Officer

Wells Fargo Home Mortgage
01.2010 - 01.2012

Cosmetology - Cosmetology

Creations School Of Cosmetology

High School Diploma -

Garnette Christian Academy

Itawamba Community College
Lori Green