Summary
Overview
Work History
Education
Timeline
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Rose Thomas

Summary

Diligent and resourceful professional skilled in cultivating relations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.

Well-qualified administrative team member bringing demonstrated knowledge and abilities in customer service. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in general office standards and regulations.

Overview

14
14
years of professional experience

Work History

Loan Officer Assistant

FBC Home Loans
08.2019 - 10.2022
  • Monitored key dates to obtain information by deadlines.
  • Communicated with customers daily to request information and complete paperwork.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Answered inquiries and provided superior customer service to clients.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.

Loan Officer Assistant

Homebridge Financial
08.2018 - 07.2019
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Reviewed and validated details of loan applications
  • Monitored key dates to obtain information by deadlines.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Communicated with customers daily to request information and complete paperwork.

Administrative Assistant

Loandepot
08.2008 - 07.2019
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Organized and updated schedules for executives.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Offered assistance, collaboration and clerical support to auditors throughout entire review process.
  • Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
  • Scheduled appointments and handled calenders for senior leadership.
  • Answered high volume of phone calls and email inquiries.
  • Facilitated training and onboarding for incoming office staff.


Education

Associate of Arts - Liberal Arts

CSUS
Turlock, CA

Timeline

Loan Officer Assistant

FBC Home Loans
08.2019 - 10.2022

Loan Officer Assistant

Homebridge Financial
08.2018 - 07.2019

Administrative Assistant

Loandepot
08.2008 - 07.2019

Associate of Arts - Liberal Arts

CSUS

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Rose Thomas