Mariah Robertson
Little Elm
Summary
Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
4
4
years of professional experience
Work History
Mortgage Closer
Greenstate Credit Union
Chicago
09.2024 - Current
- Maintained or closed a pipeline of 35 to 40 loans per month.
- Verified that all conditions of the loan were met prior to closing.
- Managed and resolved concerns, problems or issues to avoid closing delays.
- Maintained accurate records of closed loans in accordance with company policy.
- Reviewed final settlement statements for accuracy and completeness prior to disbursement of funds.
- Coordinated with lenders, escrow agents, buyers, and sellers for a successful closing transaction.
- Updated loan tracking systems with real time data on each stage of the mortgage process.
- Researched title issues and ensured clear title to property.
Customer Service Representative
AAA Life Insurance
Omaha
03.2023 - 09.2024
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Resolved customer complaints promptly and efficiently.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Mortgage Processor
Caliber Home Loans
Dallas
12.2021 - 03.2023
- Assembled and compiled title abstracts, insurance forms, loan documents, and tax receipts.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Performed quality checks on processed loans to ensure accuracy and completeness.
- Checked applicant credit, personal references and employment histories.
- Followed up on conditions requested by underwriters or insurers during the loan approval process.
- Coordinated with third party vendors such as title companies, appraisers, surveyors.
- Developed strong relationships with lenders and brokers in order to facilitate smooth processing of loans.
Mortgage Closer
Navy Federal Credit Union
02.2021 - 12.2021
- Verified that all conditions of the loan were met prior to closing.
- Reviewed final settlement statements for accuracy and completeness prior to disbursement of funds.
- Reviewed loan documents to ensure accuracy and compliance with applicable regulations.
- Handled pipeline of active deals in closing stage.
- Coordinated with lenders, escrow agents, buyers, and sellers for a successful closing transaction.
- Ensured accuracy of mortgage calculations including principal balance, interest rate, taxes, insurance and other fees due at closing.
Education
Associate of Arts - Business Administration
Collin College
McKinney, TX05-2018
Skills
- Time Management
- Customer service
- Problem resolution
- Attention to detail
- Conflict resolution
- Team collaboration
- Pipeline management
- Loan documentation
- Closing procedures
- Title research
- Loan compliance
- Settlement statements
Timeline
Mortgage Closer
Greenstate Credit Union
09.2024 - Current
Customer Service Representative
AAA Life Insurance
03.2023 - 09.2024
Mortgage Processor
Caliber Home Loans
12.2021 - 03.2023
Mortgage Closer
Navy Federal Credit Union
02.2021 - 12.2021
Associate of Arts - Business Administration
Collin College
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