Summary
Overview
Work History
Education
Skills
Timeline
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Rebecca Travis

Gardendale,Alabama

Summary

Well-qualified professional with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

22
22
years of professional experience

Work History

Mortgage Loan Processor

American Advisers Group
06.2021 - 04.2023
  • Maintained pipeline of up to 50 loans per month
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Set up, stored and updated customer files, department records and regulatory paperwork.

Appraiser Coordinator

Cadence Bank
02.2019 - 04.2020
  • Effectively managed and processed appraisal orders including valuation and environmental
  • Ensured compliance with regulatory requirements by reviewing and adhering to guidelines and standards.
  • Developed strong professional relationships with clients, fostering trust in the appraisal process.
  • Provided exceptional customer service by addressing inquiries promptly and professionally.
  • Increased report consistency through meticulous attention to detail during data collection and analysis.
  • Developed 200 page instructional manual for department

Reverse Mortgage Loan Officer

FirstBank
03.2016 - 01.2019
  • Served as a liaison between all areas involved in the processing of loans including insurance services, title services, post-closing and customer service
  • Followed proper procedures in compliance with governmental guidelines and company policies
  • Met or exceeded monthly production goals with 90% closings
  • Trained new hires on all internal programs, procedures, and every day expectations
  • Developed strong relationships with clients, resulting in increased referral business and repeat customers.
  • Collaborated effectively with underwriters, processors, and other team members to ensure timely loan closings.

Administrative Assistant

Metro Title
01.2012 - 03.2016
  • Perform title searches on vacant properties, managed company benefits including: workers compensation, health insurance, disability, and payroll for opening files, ordering titles and other processing work to close files
  • Coordinated Cleanup schedule of 5-10 properties daily
  • Insured customers, loan officers and agents needs were taken care of in a professional timely manner
  • Prepared and examined documents regarding property liens and mortgages
  • Responsible for collecting sensitive information (SSN, current contact information, bank account and routing information) from customers to insure all information is correct
  • Maintained human resource tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Developed more proficient invoice processing system to ensure timely payment of vendors

Administrative Assistant

Capstone Properties
05.2001 - 12.2011
  • Managed all day to operations including mentoring, training, recruiting and motivating 27 realtors
  • Oversaw all office operations including, sales, office P&L, accounts payable and receivable, Created and implemented a new system of organization to be more efficient
  • Worked closely with builders, attorneys, contractors, lending institutions and clients to achieve desired goals
  • Responsible for accounts receivable and payable including dispersing agent commissions
  • Insured all license, insurance and continuing education requirements were up to date and in compliance with the Alabama Real Estate Commission
  • Maintained company health insurance.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.

Education

Bachelor of Science - Human Resources Management

ATHENS STATE UNIVERSITY
Athens, AL

Skills

  • Information Verification/Employment Verification/Credit Evaluation
  • HR Policies and Procedures
  • Remote Conferencing and Communication
  • Microsoft Outlook/Microsoft Office Suite Microsoft Excel/Word Processing/DocuSign
  • Staff Education and Training
  • Performance Evaluations
  • Labor Laws Knowledge
  • Organization and Multitasking

Timeline

Mortgage Loan Processor

American Advisers Group
06.2021 - 04.2023

Appraiser Coordinator

Cadence Bank
02.2019 - 04.2020

Reverse Mortgage Loan Officer

FirstBank
03.2016 - 01.2019

Administrative Assistant

Metro Title
01.2012 - 03.2016

Administrative Assistant

Capstone Properties
05.2001 - 12.2011

Bachelor of Science - Human Resources Management

ATHENS STATE UNIVERSITY
Rebecca Travis