Summary
Overview
Work History
Education
Skills
Timeline
Generic

Melissa Frye

Tyler,TX

Summary

Motivated and knowledgeable employee with 12 years of experience in originating, and processing residential mortgage loan applications. Adept at providing exceptional customer service and guiding clients through the loan origination process. Dedicated to giving every customer a memorable and positive experience.

Overview

21
21
years of professional experience

Work History

Branch Office Administrator

Edward Jones
Paris , Texas
03.2022 - 05.2024
  • Managed calendar schedules for a Financial Advisor to coordinate appointments and meetings.
  • Handled customer inquiries promptly via telephone, email, or in person.
  • Created, maintained and updated filing systems for records management in accordance with company standards.
  • Developed and implemented office policies and procedures to ensure efficient operations.
  • Provided administrative support to the Financial Advisor, including preparing documents, reports, presentations, and correspondence.
  • Held a leadership role in the Region, which included relaying information in a prompt, professional manner and conducting meetings and training as needed.

Finance Officer

St. Mary's Catholic School
Natchitoches, LA
01.2016 - 06.2021
  • Managed accounts payable and receivable.
  • Scheduled employees to work various events.
  • Processed payroll for 60 employees.
  • Reconciled budgets for 11 athletic programs.
  • Assisted Registrar with tuition payments and registration.
  • Served as administrator on all school and athletic social media accounts.
  • Development team member responsible for school marketing and annual school-wide fundraiser.
  • Maintained confidentiality of employee agreements and payroll.

Mortgage Loan Officer

City Bank & Trust
Natchitoches, LA
03.2003 - 04.2015
  • Ensured compliance with multiple regulatory requirements, such as the Bank Secrecy Act, Anti-Money Laundering protocols, OFAC regulations, and the USA Patriot Act.
  • Delivered exceptional customer service with a friendly and professional approach.
  • Trained and provided guidance to mortgage loan officers.
  • Provided advice on mortgages, credit repair, and personal loans to clients.
  • Collaborated with underwriters to effectively troubleshoot and resolve application issues.
  • Displayed extensive knowledge of mortgage products and services.
  • Identified sales opportunities by analyzing client inquiries and requirements. Developed potential sales leads through proactive assessment of customer queries. Presented suitable products and services after careful consideration of client preferences.
  • Evaluated client financial statements, including tax returns and pay stubs.
  • Verified borrowers' income and credit information accuracy.

Education

Associate of General Studies -

Northwestern State University
Natchitoches, LA
01.2011

High School Diploma -

Lakeview Junior And Senior High School (formerly Campti High School)
Campti, LA
05.1990

Skills

  • Regulatory compliance knowledge
  • Financial information review of all relevant parties
  • Originate and evaluate mortgage loans according to company guidelines and standards
  • Submit and monitor the status of applications
  • Maintain good relationships with clients by keeping them informed
  • Interact with realtors, appraisers, and title companies as needed
  • Strong in planning and coordination

Timeline

Branch Office Administrator

Edward Jones
03.2022 - 05.2024

Finance Officer

St. Mary's Catholic School
01.2016 - 06.2021

Mortgage Loan Officer

City Bank & Trust
03.2003 - 04.2015

Associate of General Studies -

Northwestern State University

High School Diploma -

Lakeview Junior And Senior High School (formerly Campti High School)

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Melissa Frye