Megan Patterson
Newport
Summary
Diligent and resourceful financial professional skilled in client relations and product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Assistant
WAFD
05.2024 - 01.2025
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Assistant Branch Manager
WAFD
07.2023 - 05.2024
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
Deputy Court Clerk
Pend Oreille County
03.2023 - 07.2023
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
- Maintained and updated electronic databases to accurately and securely store court documents.
- Prepared court orders and judgments for signature.
Mortgage Loan Processor
Fairway Independent Mortgage
01.2020 - 07.2023
- Reviewed loan files for completeness, identified missing documentation and
generated condition lists for applicants - Managed loan files from Processing through to Closing serving as main point of contact for clients
- Collaborated across all internal and external teams to service our clients and maintain deadlines
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
- Produced weekly pipeline reports to track active loans - provided status updates, tracked closing dates and made recommendations to Sales Team on how to meet deadlines
Mortgage Loan Officer Assistant
Willamette Valley Bank
12.2017 - 01.2020
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Education
Bachelor of Science -
University of Idaho
Moscow, ID05-2006
Skills
- Loan origination
- Regulatory compliance
- Document analysis
- Client account management
- Relationship building and management
- Process improvement
- Customer training
- Account development
Timeline
Mortgage Loan Assistant
WAFD
05.2024 - 01.2025
Assistant Branch Manager
WAFD
07.2023 - 05.2024
Deputy Court Clerk
Pend Oreille County
03.2023 - 07.2023
Mortgage Loan Processor
Fairway Independent Mortgage
01.2020 - 07.2023
Mortgage Loan Officer Assistant
Willamette Valley Bank
12.2017 - 01.2020
Bachelor of Science -
University of Idaho
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