NATALIE COPELAND
Jackson,TN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Skilled in working under pressure and adapting to new situations and challenges.
Overview
15
15
years of professional experience
1
1
Language
Work History
Office Admin
Byrd & Byrd, Attorneys At Law
Jackson , TN
03.2023 - Current
- Support administrative tasks such as scheduling appointments, answering phones, ordering supplies, inventory management, filing, file management, and title policies.
- Develop and maintain relationships with customers through business development.
- Monitor and analyze business performance to identify areas of improvement.
- Maintain up-to-date knowledge of industry practices by attending workshops, conferences, and continuing education courses.
Mortgage Loan Officer
Commercial Bank And Trust Company
08.2018 - 01.2023
- Generated $15 million + annually in loan volume.
- Collected and analyzed personal and business financial information, along with reviewing full credit file, to assess eligibility for loan and fit clients in most beneficial product.
- Mitigated risk exposure for the bank through careful evaluation of applicant creditworthiness before proceeding with loan process.
- Executed and delivered all loan disclosures with extreme time sensitivities. Maintained effective communication to all interested parties throughout.
- Negotiated pricing with Investors for secondary market loans.
- Managed and executed a pipeline consisting of conventional, Inhouse, FHA, THDA, RD, VA, and Jumbo loans.
Mortgage Loan Processor
Commercial Bank And Trust Company
03.2015 - 04.2017
- Managed a high volume of loan applications from, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Contributed to success of mortgage team by providing essential support in areas of loan documentation review, data entry, and client communication.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Handled any conditions sent from underwriting departments.
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Reduced errors and ensured compliance with federal lending regulations through meticulous attention to detail during loan processing phase.
- Collaborated on development of mortgage policies and procedures.
Bankside Loan Assistant
Commercial Bank And Trust Company
07.2012 - 03.2015
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Adhered to strict deadlines for processing consumer loan applications, ensuring timely approvals and client satisfaction
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers, including the handling of cash drawer.
- Assisted with training of new employees on policies and procedures.
Loan Processor
Vanderbilt Mortgage and Finance
Maryville , TN
01.2011 - 06.2012
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Handled any conditions sent from underwriting departments.
- Maintained strong relationships with home centers in the application process, ensuring smooth transactions for all parties involved.
Office Admin / Accounts Payable and Receivable
David White Body Shop
Jackson , TN
01.2009 - 01.2011
- Assisted in cash flow management by monitoring outstanding invoices and actively pursuing overdue accounts.
- Reconciled monthly vendor statements, ensuring timely payments and maintaining positive relationships with suppliers.
- Managed a high volume of invoices, maintaining accurate records and ensuring prompt payments to vendors.
- Matched purchase orders with invoices and recorded necessary information.
- Input financial data and produced reports using Quickbooks.
Skills
- Attention to Detail
- Effective Communication
- Critical Thinking
- Client Relations
- Advanced Problem Solving
- Conflict Resolution
- Risk Management
- Financial and Credit Analysis
- Office Administration
- Procedure Development
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefitsPaid time off401k matchWork from home optionTimeline
Office Admin
Byrd & Byrd, Attorneys At Law
03.2023 - Current
Mortgage Loan Officer
Commercial Bank And Trust Company
08.2018 - 01.2023
Mortgage Loan Processor
Commercial Bank And Trust Company
03.2015 - 04.2017
Bankside Loan Assistant
Commercial Bank And Trust Company
07.2012 - 03.2015
Loan Processor
Vanderbilt Mortgage and Finance
01.2011 - 06.2012
Office Admin / Accounts Payable and Receivable
David White Body Shop
01.2009 - 01.2011
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