Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Sarah Barnes

Jacksonville,FL

Summary

Talented management skills, 30 years of experience, and success in leading major corporate offices, including remote business,processing mortgage loans for banks and credit unions, and working with corporate and private dental offices. Consistently enhancing operations and streamlining timelines while upholding all quality standards and regulatory mandates. Successful in reconfiguring workflow and staff responsibilities to improve efficiency. Highly skilled in handling all business situations with exceptional composure and poise.

Overview

6
6
years of professional experience

Work History

Mortgage Loan Processor

First Florida Credit Union
03.2022 - 07.2024
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout the entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Handled any conditions sent from underwriting departments.
  • Prepared file for final clear-to-close by branch management.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Reviewed financial statements and contacted institutions and customers to clarify Payoff details.
  • Analyzed borrower credit reports and calculated income statements to verify accuracy.
  • Contacted customers via mail, telephone, and email to relay acceptance or rejection of applications.
  • Updated FHA case numbers to success and made sure FHA Refi authorizations UMIP correspond with the current closing month.


Remote Loan Processor

Bayview Mortgage
02.2021 - 02.2022
  • 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.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.

Remote Loan Processor/Production Team Leader

Citibank
01.2020 - 02.2021
  • Worked with customers online and via telephone to answer questions, process transactions, and resolve issues.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • 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.
  • Provided quick turnaround times to maintain a fast-paced schedule.
  • Contributed to departmental goals by meeting or exceeding monthly quotas for loan approvals and funding.
  • Monitored and evaluated teams, identifying and targeting opportunities for improvement.
  • Facilitated regular team meetings to discuss progress toward goals, identify challenges, and develop solutions collaboratively.
  • 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.
  • Boosted efficiency by coordinating projects and assignments for 12 team members.
  • Improved employee morale by fostering a positive work environment through clear communication and supportive leadership.

CEO

Expedited Billing Services
01.2018 - 03.2020
  • Achieved company growth by implementing strategic plans and streamlining operations.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Enhanced brand reputation with effective marketing campaigns and public relations efforts.
  • Implemented cost-saving initiatives to reduce operational expenses without sacrificing quality.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Managed claim payments through remote process of dental offices.
  • Conducted regular meetings with the administrative staff as well as the Dentist to update on the performance of the office.
  • Paid all invoices for the office vendor accounts.
  • Over saw the staff of the office with claims filed and appeals sent.

Education

Bachelor of Arts - Business Administration And Management

Edward Waters College
Jacksonville, FL
12.2024

Skills

  • Processing procedures
  • Pipeline Management
  • Document Review
  • Appraisal review
  • Operations Management
  • Corporate Communications
  • Human Resources Management
  • Organizational Change
  • Journal Entries
  • Payroll Processing
  • Bookkeeping
  • Financial Reporting

Affiliations

  • Order of Eastern Stars

Timeline

Mortgage Loan Processor

First Florida Credit Union
03.2022 - 07.2024

Remote Loan Processor

Bayview Mortgage
02.2021 - 02.2022

Remote Loan Processor/Production Team Leader

Citibank
01.2020 - 02.2021

CEO

Expedited Billing Services
01.2018 - 03.2020

Bachelor of Arts - Business Administration And Management

Edward Waters College

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Sarah Barnes