Sam Joseph
Eugene,OR
Overview
24
24
years of professional experience
1
1
Certification
Work History
Bartender
The Keg Tavern
07.2001 - Current
- Delivers exceptional customer service in fast-paced environment.
- Follows alcohol awareness procedures for preventing excessive guest intoxication.
- Served high customer volumes during special events, nights, and weekends.
- Resolved customer complaints promptly, fostering positive dining experiences and repeat business.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Business Development Coordinator
Origin Point
07.2025 - 11.2025
- Review and verification of client documents.
- Income Calculations using paystubs, tax returns, business tax returns and bank statements.
- Pre-Approval of mortgage loan applications,
- Assisted in developing business proposals and client presentations.
- Managed calendar schedules for business meetings and client engagements.
Mortgage Loan Assistant
Loan Depot
05.2024 - 06.2025
- Assisted loan officers in preparing mortgage applications and documentation for processing.
- Coordinated communication between clients and underwriters to ensure timely approval of loans.
- Reviewed loan files for accuracy and completeness prior to submission to underwriting teams.
- Maintained up-to-date knowledge of mortgage products, policies, and industry regulations.
Mortgage Loan Officer Assistant
CMG Financial Services
05.2023 - 05.2024
- Assisted loan officers in processing mortgage applications and maintaining compliance with regulations.
- Coordinated communication between clients, lenders, and third-party vendors to ensure timely document submission.
- Managed daily administrative tasks, including scheduling appointments and organizing client files for efficiency.
- Reviewed loan documentation for accuracy, ensuring all requirements met before submission to underwriting.
Commercial Banking Service Representative
First Interstate Bank
12.2022 - 04.2023
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Assisted clients in navigating banking products, enhancing customer satisfaction and retention rates.
- Resolved customer inquiries promptly, fostering positive relationships and maintaining service excellence.
- Cultivated strong relationships with clients, promoting trust and loyalty to the bank''s services.
- Assisted in developing customized financial solutions tailored to individual business needs, driving growth in product sales.
Loan Processing Manager
Loan Depot
10.2020 - 08.2022
- Oversaw loan processing workflows, ensuring compliance with regulatory standards and internal policies.
- Streamlined application review processes, reducing turnaround time for loan approvals.
- Trained and mentored junior processors, enhancing team efficiency and accuracy in documentation handling.
- Implemented quality control measures to improve accuracy of loan documentation and reduce errors.
Operations Manager
Cross Country Mortgage/Flagstar Bank
10.2010 - 10.2020
- Developed and maintained workflows ensuring compliance with industry regulations and standards.
- Mentored junior staff, fostering skill development and promoting a culture of continuous improvement.
- 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.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
Education
No Degree - Psychology
Lane Community College
Eugene, ORNo Degree - Customer Service
Walt Disney World Internship
Orlando, FLHigh School Diploma -
Opportunity Center High School
Eugene, OR06-1997
Skills
- Proficient in Microsoft office, including Word, Excel, and Outlook
- Encompass LOS, Mortgage Coach Products
- Teamwork and collaboration
- Analytical problem-solving
- Attention to detail
- Excellent time management
- Customer service
- Multitasking
- Excellent communication
- Organizational skills
- Team leadership
Certification
OLCC license & Oregon food handlers certified
Timeline
Business Development Coordinator
Origin Point
07.2025 - 11.2025
Mortgage Loan Assistant
Loan Depot
05.2024 - 06.2025
Mortgage Loan Officer Assistant
CMG Financial Services
05.2023 - 05.2024
Commercial Banking Service Representative
First Interstate Bank
12.2022 - 04.2023
Loan Processing Manager
Loan Depot
10.2020 - 08.2022
Operations Manager
Cross Country Mortgage/Flagstar Bank
10.2010 - 10.2020
Bartender
The Keg Tavern
07.2001 - Current
No Degree - Psychology
Lane Community College
No Degree - Customer Service
Walt Disney World Internship
High School Diploma -
Opportunity Center High School