Dedicated mortgage loan officer with a strong background in loan origination, credit analysis, and client support. Known for exceptional communication skills and problem-solving abilities, driving seamless loan processes and enhancing customer satisfaction.
Overview
20
20
years of professional experience
Work History
Senior Mortgage Loan Officer
Ruoff Home Mortgage
La Porte, IN
06.2025 - Current
Evaluate borrower financial profiles to determine mortgage eligibility and suitability.
Recommend appropriate loan products based on client needs and financial situations.
Prepare and process loan applications, ensuring compliance with underwriting guidelines.
Collaborate with real estate agents and clients to facilitate smooth transaction processes.
Provide exceptional customer service, addressing inquiries and resolving issues promptly.
Assist in developing marketing strategies to promote loan products and services effectively.
Prepare comprehensive loan files that included detailed documentation needed for underwriting approval.
Collaborated with underwriters, processors, and closers to ensure a seamless loan process for clients.
Participated in industry events to stay current on trends and changes within the mortgage lending landscape.
Loan Officer
Movement Mortgage
South Bend, IN
02.2025 - 06.2025
Evaluated client financial information to determine loan eligibility and risk assessment.
Collaborated with underwriters to streamline loan processing and improve turnaround times.
Educated clients on mortgage products, guiding them through the loan application process.
Analyzed market trends to provide informed recommendations on mortgage options.
Utilized loan origination software to manage applications and track progress efficiently.
Assisted in resolving client inquiries, ensuring timely communication throughout the lending process.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Submitted loan applications to underwriter for verification and recommendations.
Developed strong relationships with customers through high levels of customer service.
Loan Officer Assistant
Movement Mortgage
South Bend, IN
07.2024 - 02.2025
Assisted in preparing loan applications and documentation for processing.
Coordinated communication between clients and loan officers to ensure timely updates.
Reviewed credit reports and financial statements for accuracy and compliance.
Managed loan tracking systems to streamline process efficiency and organization.
Loan Officer Assistant
Hallmark Home Mortgage
South Bend, IN
03.2021 - 07.2024
Supported clients in understanding loan products and requirements effectively.
Maintained detailed records of client interactions and loan progress within CRM software.
Collaborated with underwriting teams to resolve discrepancies in applications promptly.
Facilitated the execution of closing documents, ensuring compliance with regulations.
Paralegal
Frederick B Ettl, Attorney at Law
South Bend, IN
03.2018 - 02.2021
Drafted and reviewed legal documents, ensuring compliance with court rules and regulations.
Managed case files, maintaining organization and facilitating efficient retrieval of information.
Collaborated with attorneys on trial preparation, including witness interviews and evidence compilation.
Implemented process improvements, streamlining document management systems for increased efficiency.
Coordinated with clients to gather necessary documentation and provide updates on case progress.
Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
Assisted counsel in preparing answers, providing documentation, and information for discovery request.
Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Paralegal
Tuesley Hall Konopa
South Bend, IN
05.2015 - 03.2018
Implemented process improvements, streamlining document management systems for increased efficiency.
Coordinated with clients to gather necessary documentation and provide updates on case progress.
Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
Assisted counsel in preparing answers, providing documentation, and information for discovery request.
Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Prepared legal briefs, motions, and pleadings.
Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
Assisted in preparation of settlement proposals and agreements to help attorneys negotiate settlement in best interest of client.
Paralegal
Botkin & Hall, LLP
South Bend, IN
11.2005 - 03.2015
Drafted and filed Trademark applications, copyright applications and patent applications
Maintained 100's of files for Registered Trademarks and Patents including renewals
Edited and proofread legal documents to verify accuracy.
Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
Conferred with clients and other involved parties to gather and track case information.
Conducted detailed client intakes and entered information into company database.
Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
Aided settlement negotiations with effective summary reports outlining key points from discovery materials for use during mediation sessions or pretrial settlement talks.
Maintained up-to-date knowledge of changes in laws or regulations relevant to practice areas through continuous professional development opportunities such as seminars or webinars.
Education
Some College Credits - General Studies
IUSB
South Bend
Cert of Specialized Study-U.S Patent Prosecution - Legal Studies