Mary Matney
Mortgage Loan Processor
Candia,NH
Summary
Knowledgeable and efficient professional with extensive experience in the financial industry. Reviews detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs. Equipped with strong problem-solving abilities, willingness to learn, and has excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Seasonal Tax Preparer
H & R Block Tax Services
Manchester, New Hampshire
01.1990 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Excellent communication skills, both verbal and written.
Loan Processor
Digital Federal Credit
11.2020 - 08.2024
- Accountable for high volume call queue, and handles all aspects of the loan process through closing
- Responsible for structuring loans; resolving closing issues and recommending solutions for system issues where appropriate
- Collaborative with co-workers, members, and management to achieve high-efficiency workflows to achieve volume closings for 20 plus per month.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Contributed to departmental goals by meeting or exceeding monthly KPI's for loan approvals and fundings.
- Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.
- Management chosen for special projects including end user acceptance testing and implementing a note retention and filing system to meet compliance requirements.
Filer/Researcher/Team Lead
Business Licensing LLC
08.2018 - 08.2021
- Coordinated and managed a team of customer service representatives regarding national licensing deliverables for various industries and secured resolutions with authorities to aide in the approval process for over 5000 plus licenses weekly.
- Conducted quality checks to ensure fees, penalties and delivery information were accurate before license packages were shipped and maintained the shipping schedules for various client accounts to ensure timely delivery.
Education
Bachelor of Business Administration in Marketing -
Iona College
New Rochelle, NY12.1985
Skills
- Teamwork and Collaboration
- Information Verification
- Regulatory Compliance
- Automated Underwriting : LP /DU/GUS/VA
- Loan Disclosures
- Document Reviews
- Attention to Detail
- Credit analysis
- Processing and Post Closing procedures
- Programs: USDA, FHA, VA, Agency, SBA State Bond
- Appraisals Appeals
- Tax Appeals
- Customer Service Focused
- Active Listener
- Public Speaker
- Construction Loans
- Residential and Small Commercial
- Condos/Cooperative Loans
- HELOC/HEL
- MS Office 365
- Confluence
- Slack
- Teams
- Google Docs
- Google Sheets
- Asana
- JIRA
- Salesforce
- Sharepoint
- Excel
- Blue Sage
- Encompass
- Tableau
- DataVerify
- Corelogic
- Licensing processes
Certification
- MLO License/Registered
- Digital Marketing
- SEO
- Tax Preparer
- GOOGLE Project Management Certified, Present
- Import/Export/Letters of Credit/ATA Carnet
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Hobbies and Interests
During the summer I traveled to N.C. to participate in a week long women's carpentry workshop with many non profit women groups, whose mission is to alleviate homelessness in their communities by learning carpentry.
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