Madisen Iversen
San Diego,CA
Summary
Accurate and dedicated Loan Processor and Sales Assistant who evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency. I have a talent for working within a team-based environment and individually, where I can use my organizational, analytical, and leadership skills to grow as an individual and employee.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Loan Processor/ Sales Assistant
CU Homeland a division of American Pacific Mortgage Corporation
2021.01 - Current
- Receive and review loan applications, ensuring all required documents are accurate, complete, and in compliance with company policies for submission, tracking, and loan approval.
- Verify income, employment history, credit reports, and other financial information provided by applicants for submission for loan approval.
- Managed a dynamic loan pipeline on a daily basis, efficiently prioritizing tasks to meet critical deadlines.
- Act as a liaison between loan officers, underwriters, borrowers, and other involved parties to gather additional documentation or clarification needed.
- Facilitated seamless communication and cooperation to secure all necessary items for successful loan closings, maintaining a customer satisfaction rate of 95%.
Loan Officer Assistant
CU Homeland a Division of American Pacific Mortgage Corporation
2020.01 - 2021.01
- Streamlined the loan processing workflow, performing diverse tasks from clerical administration to proactive marketing support for an assigned Loan Officer.
- Managed the calendar and coordinated appointments and meetings for an assigned Loan Officer, ensuring optimal time management.
- Supported Loan Officers in identifying potential leads and prospects through various channels.
- Collaborated with the sales team to generate and maintain a pipeline of prospective clients.
- Assist in preparing loan proposals, presentations, and marketing materials to attract and engage potential borrowers.
- Entered client information accurately into the loan processing system or database.
Event Manager/ Receptionist
Pacific Event Productions
2019.01 - 2020.01
- Managed all aspects of event files from pre-event exposure to on-site presence.
- Proactively engaged with internal and external stakeholders to coordinate, communicate, and optimize the impact of event activities.
- Prepare post-event reports, including financial summaries, attendee feedback, and lessons learned for future reference.
Education
Associate of Arts - Communications
Cuesta College
San Luis Obispo, CA01.2016
High School Diploma -
Foothill High School
Pleasanton, CA01.2013
Skills
- Pipeline Management
- Scheduling
- Microsoft Office Proficient
- Google Office Proficient
- Problem-Solving
- Organization
- Customer Service
- Teamwork and Collaboration
- Exceptional communication and interpersonal skills
- Reporting & database management
- File Management
- Regulatory Compliance
- Loan Servicing
- Interpersonal Communication
Certification
- Notary Public Commission
- Loan Processor & Sales Assistant
- Loan Officer Sales Assistant
Timeline
Loan Processor/ Sales Assistant
CU Homeland a division of American Pacific Mortgage Corporation
2021.01 - Current
Loan Officer Assistant
CU Homeland a Division of American Pacific Mortgage Corporation
2020.01 - 2021.01
Event Manager/ Receptionist
Pacific Event Productions
2019.01 - 2020.01
Associate of Arts - Communications
Cuesta College
High School Diploma -
Foothill High School
- Notary Public Commission
- Loan Processor & Sales Assistant
- Loan Officer Sales Assistant
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