Sarah Standefer
Iowa Park,TX
Summary
Highly skilled and results-driven loan professional with experience in mortgage origination. Organized and motivated with experience in the financial industry. Expert in analyzing data, assessing creditworthiness, and recommending loan products. Proven ability to build and maintain strong relationships with clients and colleagues. Proactive in identifying and resolving issues and providing superior customer service.
Overview
5
5
years of professional experience
Work History
Customer Service Representative
UniFirst
02.2024 - Current
- Assist customers by answering questions related to accounts, procedures, and services by telephone and email.
- Provide excellent customer service to both customers and UniFirst personnel.
- Perform accounts receivable duties: calling outstanding accounts, processing credits and exchanges, and resolving account conflicts.
- Provide administrative support.
- Perform basic data entry and other administrative duties.
Tax Preparer
H&R Block
10.2023 - 02.2024
- Analyzed financial records to verify accuracy of tax returns.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations.
Commercial Loan Processor
Union Square Credit Union
08.2022 - 09.2023
- Satisfactorily maintain a pipeline of assigned loans.
- Order title, flood certificate, and appraisal, and procure other required information per lender guidelines.
- Prepare loan documents for closing and renewal of loans.
- Coordinate closing with title companies and clients. Complete loan renewals and extensions as needed.
- Loan servicing: payments, loan payoffs, lien releases, customer service, recording.
- Reviewing of title commitments, purchase contracts, and tax certifications.
- Issuing funding numbers to title and complete loan funding.
Mortgage Loan Processor
PHH Mortgage Corporation
01.2021 - 05.2022
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout 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.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
Mortgage Loan Processor II
Navy Federal Credit Union
06.2019 - 10.2020
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Handled any conditions sent from underwriting departments.
- Worked with customers via telephone to answer questions, process transactions, and resolve issues.
- Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
- Educated customers on loan services and regulations to confirm compliance.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Coordinated closing process with attorneys, title companies, and government clerks.
Education
Associate of Arts - Business Fundamentals
University of Phoenix
Tempe, AZ12.2023
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Data Entry
- Call center experience
- Microsoft Excel
- Payment Processing
- Complaint resolution
- Microsoft Outlook
- Microsoft PowerPoint
- CRM Software
Timeline
Customer Service Representative
UniFirst
02.2024 - Current
Tax Preparer
H&R Block
10.2023 - 02.2024
Commercial Loan Processor
Union Square Credit Union
08.2022 - 09.2023
Mortgage Loan Processor
PHH Mortgage Corporation
01.2021 - 05.2022
Mortgage Loan Processor II
Navy Federal Credit Union
06.2019 - 10.2020
Associate of Arts - Business Fundamentals
University of Phoenix
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