Kelby Pfotenhauer
Fremont
Summary
Proficient Mortgage Loan Coordinator, recognized for strong attention to detail and conflict resolution skills. Experience in efficient loan processing and documentation management, contributing to successful transactions and positive client experiences.
Overview
16
16
years of professional experience
Work History
Mortgage Loan Coordinator
Fremont Federal Credit Union
Fremont
04.2017 - Current
- Coordinated mortgage loan applications and documentation, ensuring timely processing and compliance.
- Managed loan portfolio by tracking progress through origination to closing, ensuring adherence to timelines and requirements.
- Prepared and reviewed closing documents, including promissory notes and financial disclosures, to facilitate accurate transactions.
- Managed loan files and maintained accurate records throughout the process.
- Communicated with clients to gather necessary information and resolve inquiries.
- Handled routine and complex inquiries from customers, title companies and vendors each day.
- Monitored delinquent accounts and initiated appropriate follow-up actions.
- Researched title documents related to mortgaged properties.
- Prepared reports for customers with delinquent and irreconcilable accounts.
- Developed and recommended personal or commercial loan packages for clients.
- Set up debt payment plans based on client credit, income and assets.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Processed payoffs, releases, and curtailments for loans.
- Processed phone calls for members inquiring questions about their loans.
- Balance and rebuild monthly reports to balance our Mortgage Department.
Store Manager
Ralphs Joy of Living
Fremont
06.2014 - 04.2017
- Managed daily store operations, ensuring smooth workflow and customer satisfaction.
- Managed inventory, coordinating stock levels and optimizing product placement for sales enhancement.
- Addressed customer complaints promptly, fostering positive shopping experiences and customer loyalty.
- Balanced sales and reconciled cash, ensuring accurate financial transactions during opening and closing duties.
- Enforced safety protocols, maintaining a secure shopping environment for customers.
- Monitored inventory levels and placed orders to restock shelves.
- Updated and maintained store signage and displays.
- Prepared monthly reports on sales figures, expenses, profits.
Server
Dennys Corp
Fremont
07.2010 - 06.2014
- Coordinated with kitchen staff to ensure timely and accurate order preparation, enhancing customer satisfaction.
- Provided exceptional service to a high volume of daily customers.
- Demonstrated knowledge of menu items to assist guests with selections.
- Processed cash transactions with precision during peak service hours, contributing to smooth operations.
- Maintained cleanliness and organization of dining areas and service stations.
- Trained new servers on company policies and procedures, fostering a knowledgeable and effective team.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
Education
High School Diploma -
Clyde Senior High School
Clyde, OH05-2009
Skills
- Loan processing
- Documentation control
- Customer relationship management
- Attention to detail
- Problem solving
- Time management
- Team collaboration
- Conflict resolution
- Sales experience
- Document review
- Teamwork orientation
- Loan processing proficiency
- Organizational growth
- Payment collection
- Closing coordination
- Relationship selling
- Document analysis
Timeline
Mortgage Loan Coordinator
Fremont Federal Credit Union
04.2017 - Current
Store Manager
Ralphs Joy of Living
06.2014 - 04.2017
Server
Dennys Corp
07.2010 - 06.2014
High School Diploma -
Clyde Senior High School