Samuel Newsome
Arlington,NV
Summary
Dynamic Loan Officer Assistant at Intercoastal Mortgage with expertise in loan origination and financial analysis. Proven ability to enhance client satisfaction through effective communication and problem-solving. Skilled in documentation review and schedule management, ensuring timely processing of applications while maintaining high standards of service. Goal-oriented producer and successful at generating consistent business through referrals and lead prospecting. Born connector matching solutions to consumers and driving consistent sales. Expert in all facets of loan processing and closing.
Overview
7
7
years of professional experience
Work History
Loan Officer Assistant
Intercoastal Mortgage
06.2019 - Current
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Monitored key dates to obtain information by deadlines.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Answered inquiries and provided superior customer service to clients.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
Paralegal
Army
08.2018 - 08.2023
- Conducted detailed client intakes and entered information into company database.
- Assisted counsel in preparing answers, providing documentation, and information for discovery request.
- Prepared legal briefs, motions, and pleadings.
- Conferred with clients and other involved parties to gather and track case information.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Revised and finalized over 500 letters, briefs, and memos.
Education
Business
James Madison University
Harrisonburg, VA Business
NOVA
08-2027
Skills
- Loan origination
- Documentation review
- Financial analysis aptitude
- Financial transactions expertise
- Schedule management
- Credit analysis
Timeline
Loan Officer Assistant
Intercoastal Mortgage
06.2019 - Current
Paralegal
Army
08.2018 - 08.2023
Business
James Madison University
Business
NOVA
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