Sarah Ward
York,PA
Summary
Dynamic professional with a proven track record at Toll Brothers – TBI Mortgage, excelling in loan processing expertise and project coordination. Achieved $164,500 in sales at Mondo within six months, showcasing exceptional customer service and Salesforce proficiency. Expert in legal compliance and financial document review, ensuring seamless transactions and stakeholder satisfaction.
Overview
10
10
years of professional experience
Work History
Mortgage Loan Processor
Toll Brothers – TBI Mortgage
05.2018 - Current
- Reviewed and verified loan applications and documentation for accuracy and completeness
- Coordinated end-to-end processing of Conventional, FHA, and VA loans, including underwriting and closing
- Conducted financial analyses to ensure compliance with federal and investor guidelines
- Liaised with stakeholders, maintaining high standards of customer service
- Managed a pipeline of loans to ensure timely and smooth transactions
Restaurant Server Lead
Neshaminy Creek Brewing Company
10.2017 - 01.2019
- Provided exceptional service, enhancing guest experiences
- Supported event planning with floor plans and logistics assistance
- Collaborated with team members to ensure optimal service delivery
Account Director
Mondo
01.2017 - 07.2017
- Exceeded revenue targets, generating $164,500 in sales within six months
- Conducted outreach, scheduling 15+ client meetings weekly
- Negotiated contracts and maintained records using Salesforce
Operations Administrative Assistant
Keane Unclaimed Property
01.2016 - 01.2017
- Ensured secure handling of sensitive client information
- Processed and quality-checked high volumes of mail
- Coordinated client communications and inquiries
Intern – Assistant
PRiMA Theatre Company
08.2014 - 12.2014
- Promoted events through social media and onsite engagement
- Supported event logistics and execution
- Assisted leadership with administrative and customer-facing tasks
Junior Mortgage Loan Processor
Toll Brothers – TBI Mortgage
- Ordered and tracked essential documents such as appraisals, titles, and insurance policies
- Communicated with lenders, processors, and vendors to meet deadlines
- Provided administrative support by answering phones and managing tasks
Mortgage Clerk
Toll Brothers – TBI Mortgage
- Supported multiple teams by preparing reports and managing training materials
- Organized and maintained physical and digital loan documentation
- Assisted executive-level staff and coordinated corporate events
Education
Bachelor of Arts - Speech Communication, Theater, Music Performance
Millersville University
Millersville, PA01.2015
Skills
- Microsoft Office Suite
- Salesforce
- Adobe
- Outlook
- Encompass
- Optimal Blue
- Project Coordination
- Administrative Support
- Customer Service
- Event Planning
- Credit evaluation
- Loan packaging
- Appraisal compilation
- Application preparation
- Appraisals
- Loan processing expertise
- Legal compliance
- Financial document review
- Pipeline management
Accomplishments
- Exceeded sales and performance targets in competitive roles.
- Coordinated successful corporate events, engaging over 75 participants.
- Streamlined workflows, improving efficiency and client satisfaction.
Timeline
Mortgage Loan Processor
Toll Brothers – TBI Mortgage
05.2018 - Current
Restaurant Server Lead
Neshaminy Creek Brewing Company
10.2017 - 01.2019
Account Director
Mondo
01.2017 - 07.2017
Operations Administrative Assistant
Keane Unclaimed Property
01.2016 - 01.2017
Intern – Assistant
PRiMA Theatre Company
08.2014 - 12.2014
Junior Mortgage Loan Processor
Toll Brothers – TBI Mortgage
Mortgage Clerk
Toll Brothers – TBI Mortgage
Bachelor of Arts - Speech Communication, Theater, Music Performance
Millersville University
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