Madison Willkens
Huffman,TX
Summary
Accomplished loan officer assistant for about five years. Focused on a seamless loan process for clients. Being sure to provide exceptional customer service by staying ahead of their worries. Using my skill set and knowledge I want to take that next step in the industry and seek a loan officer position.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Production Assistant
Highlands Residential Mortgage
09.2020 - Current
- Coordinate with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Collaborate with production team to facilitate smooth operations, avoiding disruptions and delays.
- Review loan applications for approval. Ensure they are complete and correct. Pivot loan program, adjust sales price, pay close attention to DTI, and work through liabilities making adjustments as needed for applicant eligibility.
- Maintain an excel sheet to keep track of important information (appraisal ordered/received, title ordered/received, survey status, insurance ordered/received, and CD due date) to receive CTC on files.
- Assisted up to five loan officers throughout the years. While maintaining 18 loans in the pipeline per month on average.
- Stay alert, active, and ready to respond to any request at any time using variety of available resources.
- Provide comprehensive administrative support to Loan Officers so they can focus on building relationships with clients and generating new business opportunities.
- Continuously following up with client to be sure they are informed of the loan process.
Licensed Production Assistant
Gibraltar Mortgage Services
07.2020 - 09.2020
- Input borrower loan application into LOS system.
- Worked through new files for pre-approval to assure they were clean and accurate for LO review.
- Pulled credit, worked up credit simulators, ordered appraisals, requested title, and ordered credit supplements.
- Communicated with borrower's via email with updates on loan process.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, and loan files.
- Maintained Real Estate Partner relations by creating mortgage specified open house marketing flyers as needed.
Loan Officer Assistant
Union Home Mortgage Corp
05.2019 - 01.2020
- Perform daily maintenance of the borrowers’ loans.
- Analyze borrowers’ financial status and credit report.
- Order and review titles, appraisals, WDIRs, and homeowner’s insurance.
- Social media marketing for loan officer.
- Create excel spreadsheet for analytics.
Marketing Intern
Charleston Battery
03.2018 - 08.2018
- Met with vendors on site.
- Monitored inventory and placed merchandising orders with manufactures to balance supply and demand.
- Assisted with outgoing orders.
- Assisted with financials for the retail store.
- Participated in brainstorming sessions for themed events on game days.
Finance Intern
Happy State Bank
05.2017 - 07.2017
- Assisted credit analyst, portfolio managers, and commercial lenders.
- Built and maintained financial statements.
- Analyzed potential borrowers’ credit and tax returns.
- Assisted with drafting loan packets for loan committee meetings.
- Observed loan committee meetings.
Accounting Intern
Christ Chapel Bible Church
05.2016 - 07.2016
- Performed daily tasks for accounts receivable and accounts payable departments.
- Reconciled revenues and expenses.
- Created excel spreadsheets for tracking and reporting financial data.
- Prepared budgetary information for auditors.
Education
Bachelor of Science - Finance with Entrepreneurship Minor
College of Charleston
Charleston, SC05.2019
High School Diploma -
Arlington Heights High School
Fort Worth, TX06.2015
Skills
- File Management
- Credit
- Lending Software Systems
- Documentation Review
- Loan Origination
- Customer Service
Certification
- SAFE Mortgage Licensing Act of 2019 Certified
- NMLS #1867759
- NC I-87118
- SC MLO-1867759
- TX SML- (newly licensed/pending)
Volunteer Experience
- CASA
- Water Missions
- Jewel Charity Ball
- Youth Deployment Line
Timeline
Licensed Production Assistant
Highlands Residential Mortgage
09.2020 - Current
Licensed Production Assistant
Gibraltar Mortgage Services
07.2020 - 09.2020
Loan Officer Assistant
Union Home Mortgage Corp
05.2019 - 01.2020
Marketing Intern
Charleston Battery
03.2018 - 08.2018
Finance Intern
Happy State Bank
05.2017 - 07.2017
Accounting Intern
Christ Chapel Bible Church
05.2016 - 07.2016
Bachelor of Science - Finance with Entrepreneurship Minor
College of Charleston
High School Diploma -
Arlington Heights High School
- SAFE Mortgage Licensing Act of 2019 Certified
- NMLS #1867759
- NC I-87118
- SC MLO-1867759
- TX SML- (newly licensed/pending)
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