Norah Tanner
Herriman,UT
Summary
Proven track record in enhancing loan processing efficiency and customer satisfaction at Houzd Mortgage, leveraging strong relationship management and mortgage loan processing skills. Excelled in a fast-paced environment, consistently surpassing performance goals by prioritizing tasks and employing critical thinking to overcome challenges. Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in mortgage standards and regulations. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment, and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Loan Partner
Houzd Mortgage
06.2024 - Current
- 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.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Supported team members in their tasks, contributing to overall team success.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Licensed Loan Officer Assistant for Branch Manager
UMortgage
05.2024 - 06.2024
- 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.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Assembled important paperwork and disclosures for borrower.
- Assisted Loan Officers in closing loans quickly and efficiently by preparing necessary documentation and coordinating with all involved parties.
- Contributed to the success of the team by consistently meeting or exceeding monthly performance goals related to closed loans and new business generation.
- Streamlined client communication channels by creating templates for emails, letters, and other correspondence to maintain professionalism across all interactions.
- Proactively identified potential roadblocks in the loan process and collaborated with team members to develop effective solutions, minimizing delays and ensuring timely closings.
Loan Partner
Houzd Mortgage
06.2020 - 01.2024
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Supported the development of junior staff members by sharing knowledge of best practices in loan processing techniques and client relations strategies.
- Demonstrated adaptability when handling various types of loans, including conventional mortgages, FHA loans, VA loans, and commercial financing options.
- Assisted borrowers in understanding complex financial information, ensuring proper decision-making regarding loan terms and conditions.
- Contributed to team success by consistently surpassing performance goals in loan closures and application completions.
- Managed a diverse pipeline of loans, prioritizing tasks effectively to meet deadlines and maintain quality standards.
- Provided ongoing support to borrowers during post-closing activities, ensuring their continued satisfaction with our services.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Supported team members in their tasks, contributing to overall team success.
- Collaborated with cross-functional teams to ensure smooth handoffs and timely completion of projects.
- 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.
- Communicated with customers daily to request information and complete paperwork.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Proactively identified potential roadblocks in the loan process and collaborated with team members to develop effective solutions, minimizing delays and ensuring timely closings.
- Maximized customer satisfaction by promptly addressing inquiries, resolving issues, and providing updates throughout the loan process.
Education
Generals -
Salt Lake Community College
Salt Lake City, UTHigh sxhoo -
Olympus High School
Holladay Utah06.2004
Skills
- Goal-Oriented
- Documentation Review
- Loan Closing
- Licensed Mortgage Loan Originator
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Reliability
- Critical Thinking
- Organizational Skills
- Customer Communication
- Customer Relations
- Mortgage Loan Processing
Certification
License MLO UT
Notary UT
Proficient with: Encompass, Orijin, Byte, Point, Arive and various broker/ non-del investor sites. I have worked for a broker since 2020.
Timeline
Loan Partner
Houzd Mortgage
06.2024 - Current
Licensed Loan Officer Assistant for Branch Manager
UMortgage
05.2024 - 06.2024
Loan Partner
Houzd Mortgage
06.2020 - 01.2024
Generals -
Salt Lake Community College
High sxhoo -
Olympus High School
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