Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ruben Aleman

San Diego,CA

Summary

Accomplished Loan Processor at Loantown Inc, adept in mortgage knowledge and customer service, streamlined loan processing by 30%. Leveraged file management and interpersonal skills to enhance client satisfaction and foster long-lasting relationships, significantly contributing to business development and efficient loan closing procedures.

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

Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.

Overview

7
7
years of professional experience

Work History

Loan Officer Assistant

Franklin Loan Center
11.2023 - 07.2024
  • Answered inquiries and provided superior customer service to clients.
  • Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
  • Communicated with customers daily to request information and complete paperwork.
  • Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Assembled important paperwork and disclosures for borrower.
  • Enhanced loan application turnaround by meticulously reviewing and submitting documents in timely manner.

Loan Processor

Loantown Inc
06.2021 - 11.2023
  • 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.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Set up and completed loan submission packages.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Handled any conditions sent from underwriting departments.

Personal Banker

SDCCU
08.2017 - 05.2021
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Cross-sold bank products and services to meet customer needs and provide options.

Education

No Degree - Business Finance

San Diego Mesa College
San Diego, CA

Skills

  • File Management
  • Loan Processing
  • Credit analysis
  • Document Verification
  • Documentation Review
  • Mortgage Knowledge

Languages

Spanish
Native or Bilingual

Timeline

Loan Officer Assistant

Franklin Loan Center
11.2023 - 07.2024

Loan Processor

Loantown Inc
06.2021 - 11.2023

Personal Banker

SDCCU
08.2017 - 05.2021

No Degree - Business Finance

San Diego Mesa College

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Ruben Aleman