Detail-oriented and results-driven professional with experience in both the financial and sales sectors, seeking to transition into an educational environment. Proven ability to communicate complex concepts clearly, manage time efficiently, and build strong relationships with clients—skills that are directly transferable to fostering student success and engagement in the classroom. Adept at multitasking, problem-solving, and working collaboratively in fast-paced settings, with a strong focus on achieving goals and maintaining accurate records. Eager to leverage organizational, interpersonal, and leadership abilities to support student growth and contribute to a positive learning environment.
Support the loan origination process by assisting loan officers and underwriters in preparing and processing mortgage applications. Collect and verify borrower documentation, maintain accurate loan files, coordinate communication between clients, lenders, and third-party vendors to ensure compliance with industry regulations and company policies. Attention to detail, organizational skills, and ability to manage multiple tasks contributed to the efficient operation of the loan production team. Ensured compliance with industry regulations by staying updated on changes and implementing appropriate procedures within the team.
Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria. Input new loans into designated software. Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions. Worked with third-party vendors to address and clear loan closing requirements. Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
Maintain knowledge of current promotions, exchange guidelines, payment policies and security practices. Increase revenue by skillfully upselling, closing customer sales, and driving product benefits around client needs. Boost client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges. Land new customer accounts through consistent combination of perseverance, dedicated cold calling, and exceptional service. Identify customer needs to deliver relevant product solutions and promotions and meet target budgets.