Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Work History
Account Manager
Cliffco Mortgage Bankers
Uniondale, NY
06.2023 - 02.2024
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Developed customized account plans for clients to help them achieve their business goals.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Loan Officer Assistant
MLB Residential Lending
Hauppauge, NY
03.2022 - 01.2023
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Loan Officer Assistant
Intercontinental Capital Group
Brooklyn, NY
10.2018 - 03.2022
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Documented borrower's information in loan processing system and resolved any discrepancies.
Assembled important paperwork and disclosures for borrower.
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Business Development Officer
Hartford Funding
Brooklyn , NY
08.2018 - 10.2018
Built relationships with colleagues to facilitate teamwork, cooperation and success.
Generated new business with marketing initiatives and strategic plans.
Delivered campaigns to solidify new client opportunities and generate new business.
Built relationships with customers and community to promote long term business growth.
Business Development Officer
Jet Direct Mortgage
Bronx, NY
03.2016 - 08.2018
Built relationships with colleagues to facilitate teamwork, cooperation and success.
Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
Generated new business with marketing initiatives and strategic plans.
Delivered campaigns to solidify new client opportunities and generate new business.
Negotiated and closed long-term agreements with new clients in assigned territory.
Collaborated with sales and marketing departments to support business objectives and client acquisition.
Met with customers to discuss and ascertain needs, tailor solutions, and close deals.