Experienced with loan processing and client support in financial services. Utilizes strong organizational skills to manage and verify loan documents efficiently. Worked with Janice Wescott team at CMG to facilitate smooth loan approvals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Real Estate Broker
Century 21 North East
06.2005 - Current
Cultivate lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
Conduct comprehensive market analyses for clients to ensure competitive pricing, enhancing sale opportunities.
Organize and host open houses to generate interest and expedite sale of properties.
Provide guidance and consultation to clients to make well-informed decisions in real estate investments.
Stay current on industry trends and market fluctuations by attending professional development courses, and conferences.
Negotiate real estate contracts to navigate transactions between buyers and sellers.
Loan Production Assistant
CMG Financial
12.2018 - 07.2025
Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Reviewed documentation and income that was provided by client; requested missing documents.
Ordered appraisals, flood certifications, case numbers, and COE's.
DU, Freddie, MSHA, RD, and VA Analysis
Loan Production Assistant
Regency
12.2017 - 12.2018
Reviewed documentation and income that was provided by client; requested missing documents.
Disclosed all loans, ordered appraisals, and FHA case numbers.
Ran DU, GUS, MSHA, and Freddie
Pushed to loan processing
Loan Production Assistant
Cross Country Mortgage Inc
02.2016 - 12.2017
Reviewed documentation and income that was provided by client; requested missing documents.
Disclosed all loans, ordered appraisals, and FHA case numbers.
Ran DU, GUS, MSHA, and Freddie
Pushed to loan processing
Loan Processing Assistant
Finance of America Mortgage
08.2015 - 02.2016
Reviewed documentation and income that was provided by client; requested missing documents.
Ordered appraisals, and FHA case numbers.
Ran DU, GUS, MSHA, and Freddie
Pushed to loan processing
Office Manager
Century 21 Samia Realty/ North East
01.2007 - 06.2015
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Conducted regular inventory assessments of office supplies.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Improved team morale and cohesion with regular team-building activities and open communication channels.
Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Hired, managed, developed and trained new sales agents and monitored goals, and reviewed all real estate files.
Checks were deposited and recorded per the Real Estate commission and all files locked