Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sam Joseph

Eugene

Summary

Dynamic positive employee with a strong customer service background, excelling in document verification and leadership. Recognized for reducing application errors and enhancing client satisfaction through effective communication and attention to detail. Adept at multitasking and collaborating with teams to ensure compliance and timely loan processing.

Overview

15
15
years of professional experience

Work History

Loan Assistant

Loandepot
05.2024 - Current
  • Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
  • Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
  • Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
  • Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
  • Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
  • Reduced errors in loan applications through diligent review, data entry, and verification processes.
  • Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.

Bartender

The Keg Tavern
06.2022 - Current
  • Adhered to state laws regarding alcoholic beverage services and customer regulations.
  • Proactively addressed potential conflicts or disturbances among patrons, maintaining a safe atmosphere for all guests.
  • Served high customer volumes during special events, nights, and weekends.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
  • Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.

Loan Assistant

CMG Financial
05.2023 - 05.2024
  • Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
  • Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
  • Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
  • Reduced errors in loan applications through diligent review, data entry, and verification processes.
  • Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.

Commercial Loan Processor

First Interstate Bank
11.2022 - 05.2023
  • Coordinated effectively with cross-functional teams, including credit analysts and legal professionals, to ensure smooth loan processing from initial application to closing.
  • Reduced processing time for commercial loans by optimizing workflow processes within the team.
  • Supported relationship managers in acquiring new clients by preparing well-researched and competitive loan proposals.
  • Maintained a high level of accuracy when reviewing financial documents, including income statements, credit reports, and collateral evaluations.

Processing Manager

Loandepot
10.2020 - 08.2022
  • Promoted safe working practices to maintain compliance with established policies and procedures.
  • Mentored departmental team, boosting efficiency, success and morale among employees.
  • Created production schedules to effectively fulfill production plans and meet process goals.
  • Evaluated and assessed employee performance to meet production and data targets.

Operations Manager

Crosscountry Mortgage Inc
10.2010 - 10.2020
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.

Education

Opportunity Center High-school
Eugene, OR
06.1997

Skills

  • Team collaboration
  • Administrative support
  • Loan processing
  • Credit assessment
  • Application reviews
  • Customer service
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Excellent communication
  • Critical thinking
  • Organizational skills
  • Submission coordination
  • Documentation review

Timeline

Loan Assistant

Loandepot
05.2024 - Current

Loan Assistant

CMG Financial
05.2023 - 05.2024

Commercial Loan Processor

First Interstate Bank
11.2022 - 05.2023

Bartender

The Keg Tavern
06.2022 - Current

Processing Manager

Loandepot
10.2020 - 08.2022

Operations Manager

Crosscountry Mortgage Inc
10.2010 - 10.2020

Opportunity Center High-school

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