Renee Stein

Managed a large pipeline of Conventional, FHA, VA & USDA loan applications consistently meeting or exceeding established processing timeframes.

Supported underwriters in approving loans by verifying financial, employment and credit information, confirming accuracy.

Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.

Heightened client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.

Verified compliance with federal lending regulations through precise attention to detail during all phases of the process.

Facilitated smooth closing processes by teaming up effectively with title companies, appraisers, and attorneys.

• Supported a successful Loan Officer by scheduling meetings, organizing paperwork, and tracking deadlines.
• Coordinated with appraisers to obtain property valuations
• Assembled important paperwork and disclosures for borrower.
• Monitored key dates to obtain information by deadlines.

• Assisted in the preparation of loan files for submission to underwriting, improving overall efficiency.
• Supported senior loan processors by scheduling meetings, organizing paperwork, and tracking deadlines for multiple loans simultaneously.
• Ensured accuracy of data entry into various systems to maintain precise information for decision-making.
• Handled sensitive client information discreetly while adhering to strict privacy protocols.
• Set up and completed loan submission packages.

• Recognized for professionalism and excellence in phone etiquette and customer service.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Responded to customer account inquiries.
• Processed certificate of deposit renewals and balance transfer requests.
• Maintained up-to-date knowledge of product and service changes.

• Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
• Conducted regular performance evaluations for staff members, providing constructive feedback for professional growth.
• Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
• Participated in on going security / robbery training to identify potential risks and vulnerabilities to the branch.
• Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
• Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.

• Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
• Assisted members with account management, including updating personal information and setting up automated payments.
• Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
• Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
• Handled complaints with prompt, courteous service to uphold professional reputation.
• Opened customer accounts and provided deposit and withdrawal receipts.
• Verified customer identification and documentation for compliant transactions.
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.