Olivia Woodman
Frisco,Texas
Summary
Accomplished and highly driven professional in the mortgage industry specializing in mortgage closing, mortgage processing, and real estate. Excellent communicator and negotiator with a strong eye for detail and a proactive nature. Result-oriented work ethic inspires to pursue opportunities to build connections, increase revenue and cement loyalty with employers and customers.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Loan Processor
Accelerate Mortgage, LLC
Plano, TX
09.2021 - 12.2021
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details and request/order further documentation.
- Coordinated closing process and scheduled closing with attorneys, title companies and government clerks through Encompass and title companies.
- Collaborated with stakeholders to manage loan files and databases and prepare general correspondence.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Held pipeline reviews with my assigned LOs twice a week to aid in strong and clear communication regarding borrower's files.
Senior Marketing Associate
Accelerate Mortgage, LLC
Plano, TX
05.2021 - 09.2021
- Worked closely with CEO and VP/Branch Manager to create and maintain successful marketing strategies.
- Hosted weekly meetings to review previous weeks' achievements among fellow marketing associates and share strategies that drove sales.
- Granted senior access to coworker's statistics to create reports that would be forwarded to upper management and shared during meetings.
- Proofread marketing collateral ahead of printing to eliminate errors.
- Created and made altercations to cold calling script dependent on which type of loan was being advertised.
- Demonstrated consistent track record of overachieving sales quotas; I led my coworkers in calls and successful transfers throughout my time in this position
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Loan Closing Assistant
Accelerate Mortgage, LLC
Plano, Texas
02.2021 - 05.2021
- Audited variety of critical financial documents for completeness and accuracy, noting and resolving deficiencies and errors.
- Interpreted borrower's assets and income to satisfy loan conditions and requirements.
- Maintained checklists of required documentation and open issues affecting closings.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property
- Effectively communicated with underwriting, processing, and loan originators to complete borrower's files as efficiently as possible.
- Utilized Encompass and CreditPlus to create memos and invoices for title companies and closing attorneys.
Education
BBA - Finance
The University of Alabama
Tuscaloosa, AL05.2024
Skills
- Adaptability
- Leadership
- Report Preparation
- Encompass Software and WorkSpaces Software
- Eloquent
- Extrovert
- Loan File Maintenance and Review
- Performance Assessment and Improvement
- Multitasking and Prioritization
Accomplishments
- Within a month of assuming a new job position I was selected to supervise a team of 12 seasoned staff members in that same job description
- Consistently exceeded production incentives to meet bonus in a competitive environment
- Required minimal training to each position I assumed and soon received offers in management due to my adaptability and work ethic
- Led my coworkers in cold-call transfers turned into sales throughout my role as a marketing associate
Certification
- Licensed Loan Officer in seventeen states including Texas
- Licensed real estate agent in Massachusetts and currently pursuing a Texas real estate license
- Expert in Encompass Software
Timeline
Loan Processor
Accelerate Mortgage, LLC
09.2021 - 12.2021
Senior Marketing Associate
Accelerate Mortgage, LLC
05.2021 - 09.2021
Loan Closing Assistant
Accelerate Mortgage, LLC
02.2021 - 05.2021
BBA - Finance
The University of Alabama