Rita Frechette
North Smithfield
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
12
12
years of professional experience
Work History
Loan Officer Assistant- Transaction Coordinator
Movement Mortgage
06.2016 - Current
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Checked loan documents for accuracy prior to closing.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Reviewed and validated details of loan applications and closing documentation.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Ensure that any post closing item needed from clients is relayed and obtained timely to prevent delays submitting files to the different federal agencies.
Member Service Representative
Navigant Credit Union
03.2012 - 06.2016
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Responded to customer calls and emails to answer questions about products and services.
Education
Associate of Science - Business Administration
Quuinsigamond Community College
Worcester, MA05.2005
Skills
- Adaptability
- Time Management
- Sales Support
- Mortgage Loan Processing
- Document Analysis
- Bilingual English/Spanish
Hiking, outdoor walking.
I enjoy trail hiking, as it gives me a time to clear my thoughts and enjoy the fresh air. We often take outdoor nature walks as a family locally and sometimes when the opprtunity is presented in nearby states such as NH and ME.
Timeline
Loan Officer Assistant- Transaction Coordinator
Movement Mortgage
06.2016 - Current
Member Service Representative
Navigant Credit Union
03.2012 - 06.2016
Associate of Science - Business Administration
Quuinsigamond Community College
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