Megan Smith
Evergreen Home Loans
Helena,MT
13
years of professional experience
As a bright, ambitious person, I enjoy working in a fast paced, highly motivating position where I can assist others while challenging and expanding my knowledge and understanding of the task at hand. I am seeking a position that will use my skills and offer the chance for advancement as well as allow me the opportunity to gain additional skills and experiences.
Work History
Mortgage Loan Officer Assistant
2 Years 9 Months- Managed a pipeline of mortgage applications, maintaining accuracy and prioritizing urgent cases.
- Streamlined workflow through consistent follow-up on conditions, approvals, and closing requirements.
- Ensured regulatory compliance by maintaining organized records and completed mortgage documentation.
- Trained support staff on file preparation, document collection, and customer service procedures.
- Supported loan officers with application processing, ensuring timely completion for quicker decisions.
- Assisted in closing loans by efficiently gathering required documentation and submitting applications.
- Participated in weekly team meetings to exchange ideas for continuous improvement initiatives within the department.
Mortgage Loan Officer Assistant
3 Years 9 Months- Coordinated communication between borrowers, processors, underwriters, and closing teams to maintain smooth file progression.
- Managed pipeline updates, tracking milestones and resolving documentation gaps to prevent processing delays.
- Reviewed credit reports, income records, and asset statements to support complete loan submissions.
- Prepared loan files for underwriting, verifying borrower documentation, disclosures, and compliance accuracy.
- Assisted loan officers with application intake, pre-qualification follow-up, and client status updates.
Lending Specialist
4 Years 4 Months- Originated, reviewed, processed, closed and administered member loan proposals
- Supported senior credit officers in evaluating complex loan applications
- Evaluated member loan applications to recommend approvals or denials
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
- Facilitated account setup and closure for members, referred them to Real Estate Dept, and presented new service options
Teller/ Accounts Officer
2 Years 2 Months- Provided high level of customer services through friendly approach, strong professionalism and timely assistance with member transactions
- Executed accurate, high-volume money counts using manual and machine-driven methods, ensuring precise transaction processing
- Delivered exceptional customer service through friendly interactions, professionalism, and timely assistance with member transactions
- Facilitated special customer procedures, including ordering new checks, stopping payments, and investigating identity theft to enhance member security
- Completed special procedures for customers such as ordering new checks, stopping payments and investigating identity theft
Education
High School Diploma
Bachelor of Science
Skills
Consumer banking expertise
Organizational management
10-key data entry
Banking expertise
Financial services
Loan underwriting
Mortgage software proficiency
Workflow optimization
Cash handling
Team collaboration
Adaptability
Timeline
Mortgage Loan Officer Assistant
Evergreen Home Loans
01.2024 - CurrentRead More
Mortgage Loan Officer Assistant
Opportunity Bank of Montana
04.2020 - 01.2024Read More
Lending Specialist
Intrepid Credit Union
09.2015 - 01.2020Read More
Teller/ Accounts Officer
Elkhorn Credit Union
07.2013 - 09.2015Read More
Delaware Technical College
Bachelor of Science
Read More
Caesar Rodney High School
High School Diploma
Read More
References
- Available upon request