Shafeena Samad
The Bronx,NY
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Mortgage Loan Officer Assistant
Mortgage Depot
Bronx , NY
10.2021 - Current
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Scheduled meetings and appointments and maintained well-organized master calendar.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Conferred with applicants and creditors to obtain information and resolve paperwork discrepancies.
- Managed event planning and execution for learning lunches and other business-centered gatherings.
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Assembled important paperwork and disclosures for borrower.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Office Receptionist
Mortgage Depot
Bronx , NY
06.2019 - 11.2020
- Answered central telephone system and directed calls accordingly.
- Confirmed appointments, communicated with clients and updated client records.
- Managed multiple tasks and met time-sensitive deadlines.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Resolved customer problems and complaints.
- Responded to inquiries from callers seeking information.
- Corresponded with clients through email, telephone or postal mail.
- Answered phone promptly and directed incoming calls to correct offices.
- Answered large volume of incoming calls daily to resolve customer issues and schedule appointments.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
Mortgage Loan Processor Assistant
Jet Direct Mortgage
Bronx, United States
05.2016 - 07.2017
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Communicated with originator and applicant concerning progress of loan file.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Set up and completed loan submission packages.
- Request Mortgage Payoff
- Request title report and insurance
- complete verification forms
- Add client information in salesforce and calyx software
- Add closing dates on dash board
Education
Associate of Applied Science - Health Information Technology
Technical Career Institutes
New York, NY06.2015
High School Diploma -
Explorations Academy
Bronx, NY06.2014
Skills
- Credit Verification
- Contacting Borrowers
- Customer Satisfaction
- Legal Documentation
- Loan Paperwork
- Document Uploading
- Customer Communication
- Lending Software Systems
- Credit Applications
- Loan Application Preparation
- Office Cleaning
- Client Support
- Microsoft Excel
- Event Planning
- Office Administration
- Data Entry
- Verbal and Written Communication
- Microsoft Office
- Computer Skills
- Calendar Management
- Reception Assistance
- Email Correspondence
- Good listening skills
- Responsible
Timeline
Mortgage Loan Officer Assistant
Mortgage Depot
10.2021 - Current
Office Receptionist
Mortgage Depot
06.2019 - 11.2020
Mortgage Loan Processor Assistant
Jet Direct Mortgage
05.2016 - 07.2017
Associate of Applied Science - Health Information Technology
Technical Career Institutes
High School Diploma -
Explorations Academy