Roseann Geertz
Billings,MT
Summary
Dynamic Loan Processor with extensive experience at Wells Fargo, excelling in regulatory compliance and customer service. Proven track record of enhancing loan processing efficiency and accuracy through meticulous document review and effective teamwork. Skilled in utilizing mortgage loan software and fostering positive client relations, ensuring timely and satisfactory loan transactions.
Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Over Number years of experience in loan processing and mortgages.
Accurate and dedicated Job Title evaluates financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Knowledgeable and efficient professional with extensive experience in financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
28
28
years of professional experience
Work History
Loan Processor
Wells Fargo
08.1997 - Current
- Processed loan applications efficiently, ensuring adherence to regulatory guidelines and internal policies.
- Reviewed financial documentation for accuracy, verifying applicant information against underwriting criteria.
- Collaborated with loan officers to gather necessary information, streamlining communication and expediting processing times.
- Maintained detailed records of loan files, ensuring compliance with company standards and facilitating audits.
- Assisted in resolving discrepancies and issues related to loan documentation, enhancing customer satisfaction through effective problem-solving.
- Contributed to team training sessions on new processes and tools, fostering a culture of continuous improvement among peers.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Promoted a positive work environment through effective communication skills and teamwork initiatives.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Provided quick turnaround times to maintain fast-past schedule.
- Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
- Utilized loan origination software to process and track loan applications.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Enhanced team collaboration by sharing best practices and providing constructive feedback on colleagues'' work.
- Streamlined workflow processes for increased productivity within the team while maintaining high quality output.
- Optimized loan processing workflows, enabling team to handle higher volume of applications without compromising quality.
Skills
- Data entry
- Teamwork and collaboration
- Information verification
- Regulatory compliance
- File management
- Document review
- Loan servicing
- Deadline management
- Attention to detail
- Dedicated work ethic
- Employment verification
- Document management
- Documentation
- Processing procedures
- Title research
- Customer service
- Sound judgment
- Financial document review
- Credit reports
- Policy adherence
- Proficient in software
- Mortgage loan software
- Financial data analysis
- Generating reports
- Risk management
- Interpersonal communication
- Created reports
- Verifying information
- Processing documents
- Microsoft office
- Loan file maintenance
- Loan processing coordination
- Customer relations
- Customer service-focused
- 10-key data entry
- Document analysis
- Proficient in 10-key
- Cash handling
- Oral and written comprehension
- Process improvement
- Active listening and learning
- Decision-making
- Analytical and critical thinking
- Basic mathematics
- Database management
- Financial transactions expertise
Timeline
Loan Processor
Wells Fargo
08.1997 - Current